Bayer, PanGenomic Health, Novo Nordisk: 3 stocks that could benefit from the USD 330 billion tech tsunami!

Bayer – Digital impetus and course corrections

Bayer is advancing its digital healthcare strategy far beyond basic teleconsultations. The focus is on practical digital tools such as INSIGHT PROSTATE, an augmented reality app that visualizes prostate cancer treatments and improves doctor-patient communication. Tools such as infuset support hemophilia patients in managing their daily therapy routines. At the same time, the Company is building platforms for medical professionals, such as Universo Médico, which offers continuing medical education content. The G4A accelerator program also promotes healthtech startups worldwide. The goal is clearly defined: better education, improved treatment adherence, and more efficient healthcare delivery chains.

On July 31, Bayer significantly revised its full-year forecast upward. This is due to the strong performance of the pharmaceuticals business. Instead of an expected decline in revenue of up to 4%, the Company now anticipates currency-adjusted growth of up to 3%. Adjusted EBITDA is expected to reach EUR 9.7–10.2 billion, up from the previous target of EUR 9.5–10.0 billion. This turnaround is remarkable because it comes despite ongoing legal risks and reflects robust demand for established products and successful market launches. The division is clearly benefiting from its portfolio strength.

Bayer is focusing on innovation in its agricultural business. With Icafolin, the Company submitted registration applications for a groundbreaking herbicide in the EU, the US, Brazil, and Canada. It is the first new mode of action in 30 years. It combats weed resistance and is scheduled to launch in Brazil in 2028. At the same time, the Company continues to be burdened by legal disputes. Provisions for US lawsuits, primarily for glyphosate, were increased by EUR 1.7 billion. Nevertheless, Bayer remains operationally robust, with the improved pharmaceuticals business currently more than offsetting these burdens. The share is currently available for purchase at EUR 27.83.

PanGenomic Health – Digital bridge between naturopathy and AI

PanGenomic Health from Canada relies on digital tools to make healthcare easier and more personalized. Its focus is on nature-based and holistic approaches, complemented by modern technology. At the core of its offering are apps such as NARA, which uses genetic and behavioral data to deliver tailored naturopathic recommendations. Mindleap provides stress management support and connects users with online therapists, while MUJN Diagnostics specializes in cognitive health diagnostics. These platforms are designed to complement traditional medical care in a low-threshold manner and put the user at the center.

At the end of July, PanGenomic Health announced its next big step. Its new platform, NaraCare.AI, is set to launch in 2025. It combines the proven features of the NARA, Mindleap, and MUJN apps into a single ecosystem. The idea behind this is that the body and mind belong together. This platform seamlessly connects both aspects. Users receive AI-supported, customized tips for alternative treatments, including detailed information on how they work, dosages, and possible effects. The integrated online shop for suitable health products, which is set to launch even earlier, in fall 2025, will offer real added value.

PanGenomic is thus addressing several rapidly growing markets. Telehealth, mobile health apps, and alternative medicine are booming, with double-digit growth rates. Demand for self-directed, preventive, and nature-based healthcare is particularly high in North America. Partnerships, such as with Psy Integrated Health, with which the Company plans to establish a joint diagnostic center, strengthen the foundation. The Company cleverly combines digital accessibility with personalized solutions and a direct sales channel. Although still young, it is positioning itself at the exciting intersection of technology, evidence-based naturopathy, and user empowerment. This is a field with significant expansion potential beyond its current core markets of Canada and the US. The stock is currently trading at CAD 1.52.

Novo Nordisk – Digital patient apps and current challenges

Novo Nordisk is driving forward the development of smart companions for patients that are particularly practical for everyday use. The Dibi (Temedica) app supports type 2 diabetics starting insulin therapy with tailored tips and anonymized data usage for research purposes. mySugr automatically synchronizes with the NovoPen 6 and Echo Plus smart pens to document insulin doses digitally. For obesity patients, the digital hub "Adipositas Care" offers reliable information, video consultations, and therapy support. The portfolio is complemented by AI coaching programs such as Noom, which promotes behavioral change. The result is a toolbox that strengthens therapy adherence and self-management.

While the digital strategy is gaining momentum, the pharmaceutical giant is under pressure in the short term. A surprise profit warning recently caused the share price to plummet by 20%. Growth expectations for blockbusters such as Wegovy® and Ozempic® have been revised significantly downward. The reasons include delayed market penetration in Europe, price pressure from low-cost generic products in the US, and tougher competition from Eli Lilly's Zepbound™. At the same time, there was a surprise change in leadership. Lars Fruergaard Jørgensen is handing over to Mike Doustdar, the former head of international operations. He must now prove that he can find the operational levers to counter the market challenges.

Despite the setback, Novo continues to focus on its pipeline. The pill version of Wegovy®, which could be approved in 2025, is promising. It would be a game changer for patients with a fear of needles. Studies are also underway on Amycretin, which showed weight loss of over 20% in initial data. However, political risks remain. The new US-EU trade agreement provides for 15% tariffs on pharmaceutical imports, a significant blow to Novo's US sales share of over 50%. Whether CEO Doustdar can counteract this will be crucial for the recovery of margins. The digital expansion will continue, but the current problems require navigational skills. The sell-off of the stock appears to be over for now. It is currently available for EUR 42.655.

The digital healthcare market, with its potential of EUR 330 billion by 2029, offers massive opportunities, but the players are taking different paths. Bayer is currently impressing with a significant upward revision of its forecast for its pharmaceuticals business and is pushing ahead with practical digital solutions such as INSIGHT PROSTATE. PanGenomic Health is cleverly addressing the growing market for personalized naturopathy and is bundling its AI-supported tools in the new NaraCare.AI platform. Novo Nordisk is struggling with short-term setbacks such as a profit warning and management changes, but remains strongly committed to digital patient companions with a promising pipeline. Despite different challenges, all three are positioning themselves for the tech tsunami.