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December 15th, 2025 | 07:25 CET

Alarm bells ringing at Evotec! BioNTech and Vidac Pharma achieve success in the fight against cancer! Analysts recommend buying!

  • Biotechnology
  • Biotech
  • Cancer
  • Pharma
Photo credits: Novo Nordisk

Alarm bells are ringing at Evotec. A major shareholder has completely withdrawn from the German biotech company. The security is trading at 2016 levels. Vidac Pharma, on the other hand, has reached a milestone. In the EU, the Phase 2b clinical trial for the ointment Tuvatexib (VDA1102) against a particularly active, fast-growing precursor of skin cancer can begin. BioNTech is also continuing the fight against cancer. Initial results from the global Phase 2 trial of the non-specific antibody candidate Pumitamig showed encouraging anti-tumor activity in advanced triple-negative breast cancer. Analysts recommend buying shares in Vidac and BioNTech.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: EVOTEC SE INH O.N. | DE0005664809 , BIONTECH SE SPON. ADRS 1 | US09075V1026 , VIDAC PHARMA HOLDING PLC | GB00BM9XQ619

Table of contents:


    Vidac Pharma: Will the share take off in 2026?

    Analysts believe Vidac Pharma's stock could multiply in value. On the way there, there is more positive news from the biotech company. Vidac focuses on the development of first-in-class therapies for oncology and dermatology, pursuing a revolutionary approach. With the ointment Tuvatexib (VDA1102), the Company is working on a novel therapeutic approach for the more targeted treatment of highly proliferative lesions of actinic keratosis (AK). This is a particularly active, fast-growing precursor to skin cancer. The European Medicines Agency (EMA) recently gave the green light for the Phase 2b clinical trial. Vidac has thus reached an important milestone and intends to start the trial in the near future. The Company is working closely with CentroDerm in Wuppertal, Germany, under the direction of Prof. Thomas Dirschka.

    Vidac has thus once again confirmed that its stock could be a high flyer in the biotech sector in the coming year. Analysts at Sphene Capital recently published a price target of EUR 4.30 for Vidac shares. The stock is currently trading at EUR 0.50. If Vidac continues to be so successful in the clinical phase, it will also become an interesting takeover candidate.

    https://youtu.be/3A9gVbHM-dE?si=LbaLQjuxJc7BFsj_

    Evotec: Major shareholder exits

    Novo Nordisk Foundation apparently no longer considers Evotec shares to be of interest. Last week, a voting rights notification revealed that the owner of the Danish pharmaceutical group Novo Nordisk has completely exited the German biotech company. According to the news agency Reuters, a bank had been commissioned to sell the 9.4 million Evotec shares. The shares sold represented a stake of around 5% in Evotec. The news drove the share price below the EUR 5 mark on Tuesday, reaching a new low for the year.

    At least one supervisory board member believes that Evotec shares are attractive at their lowest level since 2016. Prof. Dr. Iris Löw-Friedrich purchased shares worth around EUR 109,000 at a price of EUR 5.47.

    BioNTech: Progress in the fight against breast cancer

    Positive news, on the other hand, has come from BioNTech. Initial results from the global Phase 2 study with the non-specific PD-L1xVEGF-A antibody candidate pumitamig showed encouraging anti-tumor activity in advanced triple-negative breast cancer. Germany's leading biotech company reported that data showed positive anti-tumor responses and a controllable safety profile for the combination of pumitamig and chemotherapy in first- and second-line treatment. Triple-negative breast cancer is a highly aggressive disease with a poor prognosis and a 5-year survival rate of only 15% in advanced stages.

    Prof. Dr. Özlem Türeci, co-founder and Chief Medical Officer of BioNTech, commented on the data: "These initial data in locally advanced/metastatic triple-negative breast cancer from a global patient population are encouraging, as they indicate the potential of pumitamig in patients with advanced triple-negative breast cancer regardless of PD-L1 status. The activity observed in triple-negative breast cancer is consistent with results in other solid tumors and reinforces the cross-tumor potential of pumitamig. Together with BMS, we are advancing this in a broad development program that also includes combination therapies that combine several innovative approaches."

    Following the announcement, Berenberg reaffirmed its "Buy" recommendation for BioNTech shares. The price target was raised slightly from USD 150 to USD 155. On Friday, the share closed the week at around USD 95 in US trading.


    The fact that a major shareholder is selling its entire holdings at a multi-year low is cause for concern. There is no urgent need to buy Evotec shares. The situation is quite different at Vidac. The share price has not been convincing this year, but the operating performance has been excellent. If there are further successes in the clinical phase next year, the shares appear too cheap at their current level. BioNTech is also likely to announce important study results in the coming year.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Fabian Lorenz

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



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