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Commented by Carsten Mainitz on September 15th, 2026 | 10:30 CEST
New Approaches to Fighting Cancer: Why Vidac Pharma, BioNTech and Evotec Deserve Attention
Cancer cells use sophisticated defence mechanisms to evade the immune system and reprogram their own metabolism. These mechanisms are now increasingly being targeted by biotech companies. BioNTech has more than EUR 16 billion in cash and is driving the next generation of immunotherapies. Evotec is scaling up drug development through strong alliances but has eroded investor confidence. This skepticism is weighing on its share price. Developments at Vidac Pharma are particularly exciting. The company focuses on the metabolic reprogramming of malignant cells. Results from a potentially groundbreaking Phase 2b trial are imminent. Which approach offers the greatest promise?
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Commented by Fabian Lorenz on September 9th, 2026 | 07:00 CEST
Evotec Under Pressure! Analysts See Upside Potential - News From MustGrow and Bayer
Created and Published on Behalf of MustGrow Biologics Corp.
Alarm bells are ringing at Evotec. The share price is at risk of slipping below the EUR 3 mark. Even at this seemingly low price level, analysts are notably reluctant to issue "Buy" recommendations. Evotec has, however, announced a research collaboration to develop new T-cell-activating therapeutic approaches for solid tumors. MustGrow's story is now gaining noticeable momentum. The Canadian AgTech company reached profitability in the first half of the year and expects revenue to increase in the second half. In addition, the first milestone payment from Bayer under their licensing agreement has been received. Further payments running into the millions could follow in the coming years and exceed MustGrow's current market capitalization. Analysts see potential for significant upside. Bayer itself has announced an intensive phase of new product launches for its Crop Science division. Analysts recommend buying the stock.
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Commented by André Will-Laudien on September 8th, 2026 | 09:40 CEST
Biotech: Time to Bet on the Rebound! Evotec and BioNxt in the Takeover Spotlight, Bayer and BioNTech Flush with Cash
After a long dry spell, the biotech sector is on the cusp of a spectacular turnaround, offering bold investors the potential for significant returns. Many innovative biotech stocks are trading well below their all-time highs, yet almost unnoticed, the next major rally is already taking shape behind the scenes. The huge cash reserves of industry giants Bayer and BioNTech are currently fueling takeover speculation across the sector. This colossal capital, running into the billions, is desperately seeking new growth drivers, suddenly putting smaller players on the radar of potential acquirers. At the very top of the hunters' watchlist are the hard-hit Evotec and the disruptive newcomer BioNxt. Both companies boast top-class technology platforms, which, at current levels, almost seem like an exclusive clearance sale. Investors who keep their eyes open and position themselves strategically for the major rebound could get ahead of the looming wave of consolidation. The conditions for an explosive catch-up rally have rarely been this favorable.
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Commented by Fabian Lorenz on September 1st, 2026 | 07:45 CEST
Potential Moderna-Style Share Surge? Takeover Candidates Evotec, Valneva and Vidac Pharma in Focus — Analysts Bullish
Moderna has shaken up the biotech market with its breakthrough in the fight against skin cancer. Partner Merck has received somewhat less attention in the coverage, despite preparing for the eventual patent expiration of one of its blockbuster drugs. Other pharmaceutical companies will also need to replenish their pipelines in the coming years. As a result, the takeover merry-go-round is likely to pick up speed again, potentially electrifying investors. One hot candidate is Vidac Pharma. Recruitment for its Phase 2B trial into high-risk actinic keratosis, a precancerous skin condition, has been completed. The results could provide a catalyst for the stock. Valneva's share price has recently risen sharply. Could its partner Pfizer eventually make a move? Analysts are recommending the stock. And what about perennial takeover candidate Evotec? Shareholders and potential buyers are currently giving the share a wide berth. Yet there is a "Buy" recommendation on the table.
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Commented by André Will-Laudien on August 25th, 2026 | 09:15 CEST
Biotech M&A Boom: Novo Nordisk & Eli Lilly Battle for Market Share — BioNxt and Evotec on the Radar
As the recent spectacular USD 43 billion acquisition of cancer specialist Seagen by Pfizer and the mega-deals surrounding the GLP-1 infrastructure impressively demonstrate, the pharmaceutical industry is in the midst of a historic wave of consolidation. Driven by the massive, billion-dollar profits from the weight-loss injection market, an unprecedented wave of acquisitions has now begun. Market leaders such as Novo Nordisk and Eli Lilly are using their well-stocked war chests to pursue strategic mega-acquisitions to secure their dominant positions and systematically eliminate production bottlenecks. At the same time, highly innovative platform companies like BioNxt are coming into focus with their novel delivery systems. Strategically valuable targets currently trading at attractive valuations, such as Evotec, have long been in the crosshairs of investors and competitors. Those who do not want to be left behind in the battle for market share, new delivery technologies, and the next generation of blockbuster drugs must make acquisitions now, because the M&A carousel is spinning faster than it has in a long time. We dig a little deeper!
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Commented by Matthias Schomber on August 25th, 2026 | 06:40 CEST
Evotec, Palantir, dynaCERT: 3 Stocks, 3 Stories — Which One Could Deliver the Best Returns?
Palantir, Evotec and dynaCERT are three companies from different industries. The US-based AI specialist is celebrating a 93% revenue increase and making short sellers bleed. The Hamburg-based biotech group Evotec, on the other hand, is mired in crisis, operating at a loss, and struggling to turn things around through cost-cutting measures. And then there is dynaCERT, which, with its patented hydrogen technology, does not aim to reinvent the diesel engine, but could very well revolutionize it. Which stock could perform the best, and which ones are worth a closer look? Where will boldness be rewarded? We take a closer look for you.
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Commented by Fabian Lorenz on August 24th, 2026 | 07:45 CEST
Sell Rheinmetall? Evotec with AI Potential and Lahontan Gold's 22% Resource Boost!
Should investors sell Rheinmetall shares? That is the recommendation from mwb research. The analysts continue to view Rheinmetall as a clear operational winner in the European defense boom. However, they believe market expectations starting in 2028 are too ambitious. The company's order backlog is not as robust as many assume. By contrast, there are strong arguments for a rising share price at Lahontan Gold. The gold price climbed back above USD 4,600, suggesting that a new rally in the precious metal could be getting underway—the perfect timing to give the Lahontan story a boost. The company plans to build a mine and begin gold production next year. Most recently, the resource estimate was raised by 22%. And what about Evotec? Its stock is at rock bottom. Can AI-driven optimism provide new momentum?
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Commented by Fabian Lorenz on August 4th, 2026 | 07:05 CEST
Takeover Candidates in Focus: Steyr Motors Jumps 20%, RE Royalties Draws Interest, and What About Evotec?
Shares of Steyr Motors briefly surged 20% last week following takeover speculation involving a US-based drone and robotics specialist. Although the discussions have since been terminated, analysts remain bullish on the Austrian manufacturer of specialized engines. RE Royalties could also emerge as a takeover candidate before the end of the year. Dissatisfied with the company's share price performance, management has initiated a strategic review and is evaluating all available options. Its royalty-based business model could prove particularly attractive to well-capitalized strategic or financial buyers. And what about Evotec? The German biotechnology company has repeatedly been the subject of takeover speculation in recent years, with such rumours often triggering sharp share price gains. We take a look at the current situation and assess whether renewed acquisition interest could be on the horizon.
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Commented by André Will-Laudien on July 29th, 2026 | 07:50 CEST
Active Ingredients, Acquisitions and Spin-offs: Will Bayer, Novo Nordisk, BioNxt, or Evotec Become Top M&A Targets?
After years of consolidation, investors are asking: Will things start looking up again? The global life sciences sector is facing another massive wave of consolidation in 2026 as established pharmaceutical giants and agile biotech pioneers realign their businesses. Market dynamics remain high, but unfortunately, both sides are being exploited. So far, it has been predominantly speculative investors who are capitalizing on the current volatility. Following drastic share price losses and ongoing restructuring, the struggling Hamburg-based biotech company Evotec is increasingly in the crosshairs of financially strong acquirers seeking to acquire high-calibre drug discovery platforms at a bargain price. At the same time, BioNxt is attracting investor interest with its groundbreaking drug delivery systems and advanced clinical pipelines. Meanwhile, the market continues to speculate feverishly about a possible breakup or spin-off of individual divisions at the DAX-listed Bayer Group, which would massively increase its appeal to strategic buyers. On the other hand, Danish industry leader Novo Nordisk, driven by the sustained billion-dollar profits from its weight-loss portfolio, is acting as a financially powerful hunter in search of strategic acquisitions in the obesity and cardiovascular segments. For investors, this highly dynamic environment offers a rare opportunity to bet early on the year's hottest takeover candidates. What is the current status?
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Commented by Stefan Bode on July 28th, 2026 | 10:00 CEST
Cloud Rally, Drone Boom and a Historic Crash: Evotec, SAP and Volatus Aerospace in Focus
The temporary suspension of US airstrikes against Iran has eased market tensions, presenting investors with stark contrasts once again. In this report, we analyze three technology companies at pivotal moments in their development. An established software giant is impressing investors with strong cloud performance, helping to dispel AI concerns of recent months. An innovative drone company is benefiting from the high-margin growth market for autonomous aerial systems. Meanwhile, a research services provider is struggling to regain the confidence of its remaining investors after issuing a severe profit warning that sent its shares to a 10-year low. Discover in our market analysis where attractive entry opportunities may be emerging and where the risk of catching a falling knife looms.
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