October 9th, 2025 | 07:35 CEST
BioNxt Solutions, Bayer, Evotec – Enormous upside! The interface of biotech and pharmaceuticals!
The global rise in lifestyle diseases such as diabetes, obesity, multiple sclerosis (MS), and MASH (metabolic fatty liver disease) is driving enormous growth in the healthcare sector. The market for cancer therapies is also expanding rapidly. Meanwhile, the M&A landscape is developing dynamically: large pharmaceutical companies need to act as patent protections expire, securing their pipeline through acquisitions and partnerships. Areas offering innovative drugs or novel delivery methods are especially attractive. This is where a promising second-tier stock comes into play.
time to read: 3 minutes
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Author:
Carsten Mainitz
ISIN:
Bionxt Solutions Inc. | CA0909741062 , BAYER AG NA O.N. | DE000BAY0017 , EVOTEC SE INH O.N. | DE0005664809
Table of contents:
"[...] As a company dedicated to developing treatments for rare heart diseases, we see this as an opportune moment to contribute to the fight against heart disease and make meaningful strides in improving heart health worldwide. [...]" David Elsley, CEO, Cardiol Therapeutics Inc.
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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BioNxt Solutions: Patented thin-film technology as a door opener
An independent technology platform with licensing potential and clinically relevant product candidates – this is what sets the biotech drug delivery company BioNxt Solutions apart. Through the oral administration of critical active ingredients such as semaglutide (diabetes, obesity) or cladribine (MS), BioNxt not only opens up new therapeutic avenues but also significantly increases the chances of success for existing drugs.
The Canadian company is developing a patented thin-film technology that delivers active ingredients into the body via the oral mucosa. This process is superior to others for several reasons: more of the active ingredient reaches the target tissue, resulting in higher bioavailability, which means that lower doses are required. In addition, patients can take medication easily via a dissolvable film instead of using injections or tablets.
At the same time, BioNxt is working on a second, highly innovative technology platform for the targeted administration of chemotherapeutic agents. In this approach, an inactive drug is activated only within the tumor tissue itself. This mechanism protects healthy cells and reduces side effects.
A dual mechanism of action ensures that unused active ingredient molecules are returned to the tumor. Early data show up to tenfold higher efficacy with simultaneous improvement in safety. As BioNxt recently announced, the Company is currently creating a comprehensive molecular database to select suitable chemotherapeutic agents for further development.
This approach could also make older cancer drugs, which were previously discarded due to high toxicity, usable again. This could result in a major strategic advantage with enormous medical and economic potential. The Company is currently valued at CAD 75 million. Despite a strong performance of over 200% in the last 12 months, the stock continues to offer excellent opportunities. The completed uplisting to the US OTCQB segment and a targeted investor relations offensive should increasingly bring the stock into the focus of investors.
Bayer – Good news for blockbusters!
Bayer shareholders know all too well that takeovers can also have negative consequences. About 10 years ago, the DAX-listed company's shares were trading at almost EUR 140, followed by a downward trend that appears to have bottomed out this year at around EUR 18. The share is currently trading at around EUR 28, giving the Company a market capitalization of EUR 27 billion.
The Germans acquired Monsanto in 2018 for around USD 63 billion. The aim was to position Bayer as a leading global provider in the fields of agricultural chemicals, seeds, and crop protection and to leverage massive synergies through the acquisition. But the euphoria was short-lived, as the Company was soon overwhelmed by a wave of lawsuits from the US. Monsanto's glyphosate-based weed killer Roundup was suspected of causing cancer. Legal proceedings followed, which have cost Bayer billions to date and continue to weigh on its share price.
But there are also positive developments, as reported a few days ago: Bayer has received a recommendation from the European Medicines Agency (EMA) to extend the approval of its eye medication Eylea. Eylea is being developed jointly with Regeneron. Bayer markets the drug outside the US and generated revenue of EUR 3.3 billion in 2024, making it the Company's second most important product after Xarelto.
Evotec – Analysts see 40% upside potential!
With its technologies and partnerships, Evotec helps pharmaceutical companies discover, develop, and, in some cases, produce new drugs faster and more efficiently. The Hamburg-based company works with major pharmaceutical companies, over 800 biotech firms, and academic institutions. The Company is currently valued at EUR 1.2 billion. This makes Evotec a takeover candidate for some market observers. Analysts see an average upside potential of 40% for the stock.
Innovation is key
With a clear focus on platform-based innovations and patent-protected technologies in a rapidly growing market environment, BioNxt Solutions is positioning itself as an extremely exciting player. Evotec could also turn out to be a takeover candidate. Bayer shares continue their upward trend and are expected to remain among the top performers in the German benchmark index next 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.
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