Close menu

January 11th, 2024 | 07:15 CET

From innovative cancer therapy to menopause: How Defence Therapeutics, Bayer and NVIDIA are reshaping the medical landscape

  • Biotechnology
  • Pharma
Photo credits:

The global prevalence of lung cancer as the second most common cancer and the challenges associated with it have led Defence Therapeutics to develop an innovative solution. Through unconventional nasal delivery, following the motto "through the nose to the lungs", the non-hormonal drug enables the precise distribution of the active ingredient. This advance could replace conventional surgical procedures for lung cancer and open up new avenues in cancer therapy. Bayer aims to generate EUR 1 billion in sales in women's health. The drug aims to alleviate the many symptoms of menopause effectively and opens up new revenue prospects for Bayer in the field of women's health. NVIDIA brings pharmaceutical research into the digital age. BioNeMo, a generative AI platform, enables research and development teams to represent drugs directly on the computer. Discover the opportunities emerging for investors now.

time to read: 5 minutes | Author: Juliane Zielonka

Table of contents:

    David Elsley, CEO, Cardiol Therapeutics Inc.
    "[...] 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.

    Full interview


    Nasal administration instead of surgery in cancer treatment: Defence Therapeutics' AccuTOX® with ACCUM™ technology opens up new perspectives

    Lung cancer is the second most common type of cancer worldwide. In men even more than in women, which is not only due to smoking, but also to pollutants in the air at workplaces. According to World Cancer Research, over 2.2 million new lung cancer cases were diagnosed in 2020. The disease is particularly prevalent in Europe, with Hungary, Serbia and France leading the top 10 countries with the most diagnosed cases.

    Until now, surgical procedures such as removal of the affected tissue or parts of the lung have been the gold standard. This can now be counteracted with the unique AccuTOX® therapy from Defence Therapeutics. Defence Therapeutics focuses on the development of vaccines and ADC products, with its ACCUM™ technology enabling precise drug delivery.

    "Through the nose into the lungs" is the motto. Where the regular breath goes, a drug can also find its way. Instead of nasal drops, a special nebulizer ensures a fine distribution of the active ingredient in the lungs. The non-hormonal drug showed promising results in animal studies by inhibiting the growth of tumors.

    "We are very excited about the potency of our lead compound, AccuTOX®. These studies are important because they show how versatile the application of this drug can be against different indications, and they also show how different formulations or delivery devices can be used to target different tumor types/locations," says Sébastien Plouffe, President & CEO of Defence Therapeutics.

    According to Precedence Research, the global cancer therapeutics market is expected to reach USD 393.61 billion by 2032, up from USD 164 billion in 2022. AccuTOX® is approved by the FDA for a Phase I trial for the treatment of melanoma. The Company expects a possible approval from 2025. Investors can look forward to the study results on human volunteers.

    Bayer aims to generate EUR 1 billion in sales with menopause drug

    One has to give credit to the teams at Bayer AG: they have a sense of humor. This is the only way to explain why they are calling a current study "NIRVANA", which is aimed at further research into a non-hormonal preparation to alleviate menopausal symptoms in women. Nirvana, originating from Sanskrit, literally means "awakening from the cycle of suffering."

    Menopause begins with the gradual cessation of menstruation and occurs between the ages of 48 and 54. The decline in fertility leads to a decrease in the production of the hormones oestrogen and progesterone. Menopause is accompanied by numerous diffuse symptoms, such as hot flushes, mood swings, including depression, weight gain, insomnia, anxiety disorders and more. The list is large.

    So is the market. According to Grand View Research, the global menopause market reached a volume of USD 15.4 billion in 2021 and is expected to grow to USD 24.4 billion by 2030. The WHO estimates that more than 50 million women in the US are of menopausal age. Every year, around 1.3 million women experience the onset of menopause.

    As Bayer announced on Monday, the active substance called elinzanetant met all targets in two of the three pivotal approval studies. The Company expects the results of the third study to be available in the coming months. Bayer is aiming for possible approval from 2025. The non-hormonal drug reduces the frequency and severity of hot flushes after menopause. The women treated also reported fewer sleep disorders and an improved quality of life.

    Women's health has not been a top priority for Bayer. Up to now, expansion has been achieved through strategic acquisitions, such as the purchase of Schering in 2006. Even in the case of elinzanetant, Bayer did not take direct action. The acquisition of the British biotech company KaNDy Therapeutics in 2020 secured Bayer the active ingredient. The deal cost Bayer USD 425 million.

    Although the drug against hot flushes does not promise the same sales as the unsuccessful anticoagulant, it could still make a considerable contribution to sales in the future. Bayer forecasts peak sales of EUR 1 billion for the drug.

    NVIDIA advances the AI-driven future of drug discovery with BioNeMo

    After a decade of research, NVIDIA is now ready. The first generative AI tools complement the existing digital computational platform to accelerate drug discovery, a sector valued at USD 250 billion.

    In the USD 250 billion sector of drug discovery, a crucial turning point is occurring: research and development teams can now represent drugs directly on the computer. This significantly reduces the need for expensive and time-consuming physical experiments.

    Research teams use emerging generative artificial intelligence (AI) tools to analyse molecular sequences, structures, functions and meanings, enabling the generation or design of novel molecules with desired properties. Researchers can thus create a more precise field of drug candidates. BioNeMo functions as a kind of catalyst. The generative AI platform accelerates drug research for companies by providing services for the development, adaptation and provision of basic models.

    The legal situation is still unclear, but this technology is set to rapidly accelerate pharmaceutical research. Until now, the NVIDIA ecosystem Clara™ has served researchers in the B2B sector. Clara™ comprises computing platforms, software and now also AI services for the healthcare and life sciences sector. From imaging in radiology and precision instruments in medical technology to genomics and drug research. By covering these four sub-sectors alone, NVIDIA is brilliantly positioned in the medical field.

    The global healthcare AI market reached USD 16.3 billion in 2022 and is expected to grow at a compound annual growth rate (CAGR) of 40.2% to USD 173.55 billion by 2029. The acceptance and growth of AI in healthcare is considerable, but liability issues pose a risk depending on the legal basis of the country in question. In the worst-case scenario, claims for damages may arise. Investors should keep this in mind. The NVIDIA share is currently trading at EUR 490.00.

    Defence Therapeutics is opening up promising prospects with AccuTOX®, a nasal cancer therapy. The promising study results in mice indicate the potential efficacy of the non-hormonal drug. The Company is also focusing on the development of vaccines and ADC products and is positioning itself as a pioneering player in the biotechnology landscape. Bayer AG is setting new standards in menopause treatment with elinzanetant and is targeting sales of EUR 1 billion. Bayer is aiming for potential approval from 2025. NVIDIA is revolutionizing AI-driven drug research with BioNeMo, as the technology enables the digital representation of drugs and accelerates progress in pharmaceutical research.** With NVIDIA Clara™, the Company offers a comprehensive platform in the healthcare sector, from imaging and precision technology to genomics. The global AI market in the healthcare sector is experiencing enormous growth. Despite the promising developments, investors should keep an eye on the legal challenges in the field of AI and healthcare. From innovative cancer therapies to menopause treatment, these companies are actively shaping the future of healthcare and setting new standards for medical research and technology.

    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.

    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author

    Related comments:

    Commented by André Will-Laudien on February 20th, 2024 | 07:30 CET

    Takeover fever in the biotech sector! Will MorphoSys now be followed by Defence Therapeutics, Evotec and Bayer?

    • Biotechnology
    • Pharma
    • Innovations

    It has happened: Novartis is bidding for MorphoSys. Once again, a long-lasting and persistent rumour mill eventually confirms itself. Those who remained loyal to MorphoSys despite heavy selling last fall have now made a profit of over 300%. If we turn the analytical magnifying glass on the sector, we can see that the speculative biotech stock market segment has started to move again since the challenging year 2023. Hopes of falling interest rates in the near future, along with several other M&A hopes, have led to steady inflows into listed bio-ETFs, resulting in fund managers having recently adjusted their weightings upwards. We analyze which stocks are currently making the loudest noise.


    Commented by André Will-Laudien on February 16th, 2024 | 07:00 CET

    MorphoSys and Cardiol Therapeutics in upward mode, while Bayer and Pfizer are in slow mode

    • Biotechnology
    • Pharma

    The biotech sector has made a very differentiated start to the new year. While the old favorites are barely moving, the second-line stocks MorphoSys and Cardiol Therapeutics are making a real splash. At Bayer, the bad news just won't go away, and despite a successful major takeover, Pfizer has not yet found its forward gear. After a rally of almost 15% in December, the Nasdaq Biotechnology Index (NBI) has taken a pause in the current year. Now, everyone is waiting for the first interest rate cut by central banks. Inflation is already falling, and the negative economic data for the Eurozone is increasing. The ECB would normally be in demand. What should investors urgently keep an eye on?


    Commented by Fabian Lorenz on February 14th, 2024 | 07:00 CET

    Plug Power, Bayer, Defense Metals: Shares in panic mode

    • Mining
    • RareEarths
    • Hydrogen
    • Pharma

    Is everything not so bad at Plug Power, after all? In January, the hydrogen specialist triggered panic among investors with an announced capital increase. Now, the CEO is suddenly rowing back. So, should one buy the stock now? One analyst advises caution. Bayer shareholders are also in panic mode. The downward trend of the share simply cannot find a bottom. Even at this level, analysts are cautious. Defense Metals, on the other hand, is benefiting from panic - because this concerns the supply of rare earths. The dependence on China is enormous. Defense Metals aims to change this with its rare earth project in Canada. The Company CEO expressed confidence in an interview, stating that an important agreement has been reached with the local population, and important dates are on the horizon.