EVOTEC SE INH O.N.
Commented by Fabian Lorenz on April 25th, 2025 | 07:00 CEST
RENK BEFORE TAKEOVER? Will Evotec and AI gem NetraMark be swallowed up?
Is RENK on the verge of a takeover? In any case, the antitrust authorities have approved the entry of a new major shareholder. Could the takeover of the gearbox manufacturer herald a consolidation in the European defense industry, as announced by the head of Hensoldt? So far, there have only been small acquisitions, such as those of Rheinmetall. There is also movement in the pharmaceutical and biotech sectors. The Trump tariffs are shaking up the industry. NetraMark's AI software helps reduce costs and save time in drug research. The AI insider tip's stock still appears cheap and could skyrocket amid takeover speculation. Evotec has also been repeatedly mentioned as a takeover candidate. Yesterday, a large milestone payment was reported. How are the shares performing?
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Commented by Fabian Lorenz on April 23rd, 2025 | 07:20 CEST
40% SHARE PRICE EXPLOSION! Commodity war drives Standard Lithium and BMW partner European Lithium! News from Evotec!
Price explosion at Standard Lithium! The share price rose by more than 40% yesterday. The joint venture with Norwegian energy company Equinor has been classified as a "critical mineral project" by the US government. This indicates that the raw materials war with China goes far beyond rare earths. European Lithium has lithium and rare earths to offer. The stock is a real bargain, as illustrated by the new details on the rare earth project in Greenland. Talks are already underway with defense companies from the US and Europe, and analysts see multiplication potential. Evotec shareholders had likely hoped for a somewhat bigger price explosion following the presentation of the new corporate strategy. However, the biotech company is bidding farewell to its strong growth trajectory.
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Commented by André Will-Laudien on April 22nd, 2025 | 07:20 CEST
This is the post-Easter opportunity! Evotec, Bayer, BioNTech, and Defence Therapeutics in focus
Donald Trump snubs his international partners, insults prominent Americans, and withdraws long-standing funding commitments to Harvard. Who would have thought? The new US administration is turning out to be an unpredictable fragmentation bomb that could hit anyone. Economic policy resembles a game of hot and cold when stability is needed. On the stock market, investors are trying to price in old tariffs, no tariffs, and new tariffs - every day brings a fresh bouquet of announced measures. There has hardly been a similarly volatile period in recent years, but Donald Trump is not interested in stock market prices. For the overvalued high-tech sector, this is a welcome opportunity to take profits. The biotech sector could finally take off were it not for the sharp rise in interest rates. The only thing that can help now is a case-by-case assessment of investment opportunities.
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Commented by Armin Schulz on April 8th, 2025 | 07:30 CEST
Bayer, BioNxt Solutions, Evotec – False tariff alarm for pharma and biotech! Which stocks are worth buying?
The provisional exemption from tariffs for medicines and pharmaceutical products offers the industry a breather – but appearances are deceptive. Based on WTO rules, the exemptions protect German exports in the multi-billion-dollar US market. However, indirect risks lurk in the form of rising costs for raw materials, political unpredictability, and dependence on global supply chains. While the sector can breathe a sigh of relief in the short term, long-term trade conflicts are forcing strategic maneuvering. For Bayer, the US market is very important. BioNxt Solutions is developing disruptive drug delivery solutions, and Evotec aims to redefine drug discovery with artificial intelligence. Let's take a closer look at these three companies.
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Commented by Fabian Lorenz on April 3rd, 2025 | 07:20 CEST
Stock set for 100% rally! Evotec, thyssenkrupp, Vidac Pharma - A golden April ahead?
Can shareholders look forward to a 100% price gain soon? If analysts have their way, this could be imminent for Evotec. However, shareholders must first mark an important date in April, as the medium-term share price performance is likely to be decided then. For Vidac Pharma, analysts see even greater upside potential, making the current price weakness an interesting entry opportunity. After all, the biotech company is making operational progress. One of the surprises of the current week is thyssenkrupp. The Company is benefiting from billions being spent in defense and infrastructure. Now, it could also benefit from Trump's tariff policies. Analysts recommend buying.
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Commented by André Will-Laudien on April 1st, 2025 | 07:20 CEST
Was that the Trump crash? Nevertheless, steeply upwards with Evotec, Bayer, BioNTech, Defence Therapeutics, or Valneva?
Since November 2024, Donald Trump has driven the markets sharply upward - his controversial new presidency was largely celebrated by investors. Now, his leadership feels somewhat unsettling, with fires seemingly being set again at every corner. The new president is acting more imperiously than ever, with Panama, Canada, and Greenland verbally on the agenda as the next US states. Meanwhile, the US administration is facing a considerable deficit, which is to be addressed by drastically reducing the size of the public sector and introducing tariffs. Unsurprisingly, interest rates are now rising sharply, which is a reason for weaker prices in the biotech sector. However, the sector has done its homework and is emerging from a three-year downturn. Are we now at buying levels?
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Commented by Fabian Lorenz on March 27th, 2025 | 07:00 CET
Rocketing prices and takeover speculation! Steyr Motors, Evotec, and Defence Therapeutics!
Steyr Motors is now riding not only the defense wave but also the takeover wave. After the announcement of a cooperation with a Rheinmetall subsidiary, the niche stock has become a shooting star. However, the price has also come back just as quickly. The Austrians now want to grow aggressively through acquisitions. Without takeover speculation, the share price of Defence Therapeutics has already risen by over 60%. The biotech company is still inexpensive, is making progress in monetization, and could become an acquisition candidate. Evotec is currently out of steam. Analysts see significant downside potential and a chance of a turnaround.
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Commented by Armin Schulz on March 25th, 2025 | 07:10 CET
Evotec, NetraMark, Novo Nordisk – From the lab to a golden digital future with artificial intelligence
The pharmaceutical industry is experiencing a revolution that is changing everything! Artificial intelligence is sweeping through laboratories and breaking with old habits. Algorithms scour billions of chemical structures in record time, uncovering hidden treasures of active ingredients. While years used to pass before a drug entered the testing phase, AI models are now picking up the pace. Heavyweights like AstraZeneca are in a neck-and-neck race with start-ups. Who will be the first to crack incurable diseases? The goal is to tailor therapies, revolutionize clinical studies, and save lives. Only those who use AI will remain competitive and be able to offer patients innovative drugs faster. The era of data-driven medicine has begun.
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Commented by Fabian Lorenz on March 11th, 2025 | 07:20 CET
Is a 100% rally on the horizon? Evotec, D-Wave, and AI pearl NetraMark
The sell-off in the tech sector continues at the beginning of the week. If sentiment changes, a 100% rally could start. At least, that is what analysts at D-Wave expect. Overall, analysts take a positive view of last year's quantum star. The development of the AI pearl NetraMark is also positive. With its NetraAI platform, the Company aims to revolutionize the development of drugs. The first customers are in place, and the latest study data is promising. Even in the current sell-off, the stock wants to go up. The positive news is currently evaporating at Evotec. The stock is threatening to fall below EUR 6. Are there further write-offs?
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Commented by André Will-Laudien on March 3rd, 2025 | 07:35 CET
Biotech: Takeover candidates for 2025! Things are heating up at Evotec, BioNxt, Bayer, and Formycon!
The DAX 40 index is hitting new highs, following a gigantic wave of buying from the US. The rally is already well advanced, but due to ongoing geopolitical upheavals, high-tech and defense stocks are still performing well. In recent weeks, the positive trends have also spread to the biotech sector again. Stocks such as BioNxt have already gained over 150% in the last six months. What is driving this? Formycon has seen a severe price drop, while Bayer and Evotec are slowly getting back on track. Are we going to see takeovers now? What are the triggers for dynamic investors?
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