Artificial intelligence (AI) is widely regarded as a key technology with enormous potential across all industries. The use of AI opens up new opportunities, particularly in the biotechnology and pharmaceutical industries: from faster identification of potential active ingredients to more precise diagnostics and the automation of complex laboratory processes. Companies that make targeted use of AI gain competitive advantages in a highly competitive environment. Following a broad-based bull market, it is worth exploring promising second-tier players.
time to read: 3 minutes
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Author:
Carsten Mainitz
ISIN:
NETRAMARK HOLDINGS INC | CA64119M1059 , TEAMVIEWER AG INH O.N. | DE000A2YN900 , NOVO NORDISK A/S | DK0062498333
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"[...] In Canada, there is $1.75 of debt for every dollar of disposable income - and that was true even before the pandemic. [...]" Karim Nanji, CEO, Marble Financial
Author
Carsten Mainitz
The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.
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NetraMark Holdings – AI play still under the radar of investors!
The recent price correction of the past few weeks could soon come to an end. The Canadians have a proprietary AI platform called NetraAI, which analyzes highly complex datasets from ongoing or completed studies, bringing numerous advantages. Costs for customers in the pharmaceutical and biotech sectors, as well as the risks of failure, are drastically reduced. Such an innovative approach is particularly promising in an environment where both innovation and cost pressures play a decisive role.
Numerous partners are placing their trust in NetraMark Holdings' technology, in part because studies can be designed more precisely, helping to avoid failures. Recently, the Canadians initiated a collaboration with the Mayo Clinic, a leading US medical center in glioblastoma research. Glioblastomas are among the most aggressive brain tumors, and more than 90% of clinical trials in this area fail. NetraAI aims to identify more precise subgroups in order to develop new biomarkers and therapeutic approaches - a breakthrough of phenomenal potential.
The potential is enormous: the addressable market for clinical trial support is estimated at USD 47 billion. Analysts at Zacks Small-Cap Research believe the share has upside potential of more than 50% and have set a price target of CAD 2.25. The shares are currently trading at around CAD 1.40, giving the Company a market capitalization of just under CAD 120 million.
In addition to direct sales, a number of targeted and exclusive partnerships point to growing commercial success. The Canadians are collaborating with the contract research organization Worldwide Clinical Trials, which provides operational support for numerous clinical studies. The broad applicability of NetraMark's technology is further reflected in partnerships with Asklepion Pharmaceuticals (Phase 3 study in pediatrics), Pentara (quality assurance tools), and Algo Therapeutix (predicting patient response to painkillers). Recently, there have also been encouraging signals from regulators: the US Food and Drug Administration (FDA) has granted NetraMark a Critical Path Innovation Meeting.
TeamViewer – All-time low!
The recently published third-quarter figures quickly faded into the background. The remote maintenance software specialist shocked market participants with a significant reduction in its forecasts for the current and next fiscal year. Promised cost-cutting measures aimed at offsetting the setback, as well as management's assurances of a return to growth in the medium term, failed to impress the market.
Investors reacted very negatively to the news that the software company 1E, which was acquired at the beginning of the year, fell significantly short of expectations. The subsidiary generates most of its revenue in the US, where business developed worse than anticipated as major customers and government agencies acted cautiously. As a result, TeamViewer now expects its 2025 revenue to come in at the lower end of analysts' forecasts, between EUR 778 and 797 million.
Whereas revenues of EUR 850 to 870 million had previously been forecast for 2026, the new guidance now stands at only EUR 790 to 825 million. Unsurprisingly, the share price plunged by around 20%, hitting a new all-time low of EUR 6.41 at times and valuing the Company at EUR 1.1 billion.
Novo Nordisk – Supervisory Board resigns!
It has been a challenging year for shareholders of the Danish pharmaceutical giant. Since January, the share price has nearly halved, with forecast cuts and a challenging market environment cited as key reasons. Most recently, comments by the US president regarding the price of weight loss drugs caused further uncertainty.
Novo Nordisk remains one of the leading players in this market, which experts estimate will have an annual volume of over USD 100 billion by 2030. But that milestone is still some distance away. The reality is that, in view of numerous challenges, an irreconcilable strategic dispute appears to have manifested itself internally. The chairman of the supervisory board and six other members are set to step down at the upcoming extraordinary general meeting on November 14. Investors should not dismiss this as a mere side note.
**AI is a groundbreaking key technology. Neglected second-tier stocks such as NetraMark Holdings could take off at any time. The Company's innovative approach, strategic partnerships, and growing commercialization efforts speak in its favor. However, AI is not a cure-all. As can be seen with TeamViewer and Novo Nordisk, strategic missteps combined with a challenging market environment can quickly lead to sharp share price declines.
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