Attention: Acquisitions! Biotechs like Evotec, PanGenomic Health, Pfizer, and BioNTech in focus

Pfizer and BioNTech - The big players are on the hunt

There is movement in the biotech sector as big pharma seeks new areas of activity with new revenue prospects. With full coffers, they are pushing into the innovative areas of smaller companies and making irresistible offers! The most prominent example is Pfizer's acquisition of weight loss specialist Metsera for up to USD 7.3 billion. This gives Pfizer access to four clinical programs for innovative GLP-1 and amylin therapies and repositions it in the global race for effective weight loss drugs, which Novo Nordisk and Eli Lilly have dominated until now. Demand for obesity drugs is exploding and is estimated to reach a market volume of around USD 150 billion by the early 2030s.

BioNTech is leveraging its enormous cash reserves to strategically position itself for the post-pandemic era and secure growth beyond the COVID-19 business. A key element of this is the acquisition of CureVac for around USD 1.25 billion, which will enable BioNTech to expand its mRNA expertise in oncology. At the same time, the Company is strengthening its pipeline potential through a comprehensive development and commercialization partnership with Bristol Myers Squibb around the bispecific antibody BNT327, for which a payment of USD 1.5 billion is expected in the short term. Further acquisitions, such as the takeover of Biotheus in early 2025, will further expand the portfolio with innovative platform technologies and global rights to promising candidates. With a liquidity base of around EUR 16 billion, the Mainz-based company has ample scope for further targeted acquisitions and partnerships. **Analysts on the LSEG platform are once again giving Pfizer and BioNTech the thumbs up. For Pfizer, there are 11 out of 25 positive votes with a 12-month price target of USD 29.30, while for BioNTech, the bias is even stronger at 17 out of 23, with the stock expected to rise to USD 136.50, representing a potential gain of 40%.

PanGenomic Health – AI pioneer revolutionizes digital natural medicine

Since the COVID-19 pandemic, PanGenomic Health (NARA) has impressively evolved from a niche provider of digital wellness solutions to an innovator in the field of AI-driven preventive medicine. The Company focuses on user-friendly, self-directed programs that combine evidence-based, naturopathic approaches with modern technology. In the summer of 2025, PanGenomic announced a key growth step with its new NaraCare.AI platform, integrating the features of NARA, Mindleap, and MUJN into a holistic ecosystem for body and mind. Users receive personalized, AI-based recommendations for alternative treatments and can purchase personalized health products via the connected online store. This approach is particularly attractive in the North American market, providing cost-effective prevention and diagnostics - a truly unique selling point in the booming field of nature-based, digitally supported self-care.

With Mindleap Health, PanGenomic is currently driving forward its next major strategic project: the introduction of a real-world evidence (RWE) platform for complementary and alternative medicine (CAM). This platform will have an international focus, collecting and analyzing health data from Western and Asian sources and utilizing state-of-the-art large language models and Asian AI research. The Mindleap RWE platform is intended to create a recognized evidence base for alternative therapies in the future, both for consumers of NaraCare.AI and for manufacturers, retailers, or therapists on a subscription basis. The project is supported by its own Health AI Hub in Hong Kong, which provides PanGenomic with targeted access to Asian research capacities, multicultural patient groups, and market-oriented know-how.

PanGenomic Health consistently combines the trends of AI, personalization, and the global fitness trend in a platform strategy. It takes social change into account, focuses on evidence-based naturopathy, and uses innovative technologies. As a first mover, the Company benefits from liberal market access, a strong position in the field of "digital self-care," and the dynamic expansion of forward-looking AI infrastructure. Its own stock (NARA) has already quadrupled in value since May. With a market capitalization of less than CAD 35 million, there remains enormous potential for investors who are betting on rapid value appreciation in a transforming healthcare market. Collect!

Evotec – Something has got to give!

The share price of Hamburg-based drug developer Evotec is on a rollercoaster ride again. In the last three months, it rose to over EUR 8, but has now fallen back below EUR 6, all without any news. Meanwhile, the Company's executives are taking advantage of the freedom to wait until November to release the nine-month figures. CFO Paul Hitchin purchased shares for around EUR 73,875 at a price of EUR 5.91, following in the footsteps of CEO Christian Wojczewski. Nevertheless, the rise in the share price has not yet been enough to break the overall downward trend. The decisive technical hurdle remains in the range of EUR 6.25 to EUR 6.40; a break above this level could provide fresh buy signals and open the way to higher marks such as EUR 6.60 or EUR 7.00. The Chaikin Money Flow, which has been negative for weeks, continues to signal investor caution and highlights the ongoing skepticism in the market. Canadian bank RBC has slightly lowered its price target for Evotec from EUR 11.90 to EUR 11.20, but has left its rating at "Outperform." The all-important market recovery is uncertain, wrote analyst Charles Weston. At the same time, the drug researcher is receiving a lot of confirmation from large pharmaceutical companies and is rapidly implementing its change in strategy. Weston sees immense hidden value potential in the medium term. He considers the recent deal with Sandoz to be fair. Taking the average price target on the LSEG platform as a benchmark, EUR 9.26 would be achievable for the next 12 months. This represents a premium of over 50% on prices around EUR 5.90. But caution is advised: Evotec is a risky bet due to its high volatility!

The biotech sector is experiencing a decisive turning point in 2025, driven by innovation, strategic partnerships, and a new wave of targeted M&A activity. BioNTech exemplifies how combining internal research strength with external expansion can secure a leading role in personalized medicine. Pangenomic Health, with its data-driven platform and still-low valuation, highlights the enormous potential of emerging specialists poised to become sought-after takeover targets. Evotec is strengthening its position as an indispensable partner through a broad technology and collaboration network, while Pfizer continues to signal its leadership aspirations in future fields such as mRNA and cell therapy.