GALDERMA GROUP AG
Commented by Nico Popp on November 4th, 2026 | 05:42 CET
Dermatology with Tailwinds: How Galderma Is Deploying Billions, Vidac Pharma Awaits Crucial Clinical Data and Biofrontera Expands
Dermatological research is undergoing a phase of rapid growth. While established corporations generate enormous revenues in systemic therapies, new, targeted approaches to treating precancerous skin lesions are on the verge of clinical validation. High growth rates at Galderma, new approval decisions by the US Food and Drug Administration (FDA) for Biofrontera, and upcoming trial data at Vidac Pharma show how significantly skin disease treatment is changing. We show what opportunities this could create for investors.
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Commented by Nico Popp on March 30th, 2026 | 08:30 CEST
A Paradigm Shift in Oncology: Core Stocks Roche & Galderma and the High-Leverage Opportunity in Vidac Pharma
Medical advances affect us all. Oncology is also undergoing a transformation. As conventional immunotherapies for skin cancer increasingly reach their limits, clinical research is shifting its focus to correcting defective tumor metabolism. The Warburg effect, where cancer cells shift energy production to aerobic glycolysis to fuel uncontrolled growth, offers a promising entry point. This dynamic development landscape is exacerbated by an impending patent cliff, which, according to calculations by the consulting firm PwC, threatens industry revenues of USD 104 billion by 2028, as many patents for active ingredients are expiring. Currently, market researchers at Fortune Business Insights estimate the volume of the global oncology market for 2026 at USD 286.36 billion. While pharmaceutical giant Roche secures its market leadership and the Galderma Group dominates standard dermatological care, biotechnology company Vidac Pharma is targeting the metabolic vulnerability of cancer cells with a completely novel mechanism of action, aiming to effectively shut down the cancer.
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