EVOTEC SE INH O.N.
Commented by André Will-Laudien on June 30th, 2025 | 07:35 CEST
Takeover fever! Biotech and artificial intelligence boost Evotec, NetraMark Holdings, Novo Nordisk, and Bayer
The biotech sector is currently undergoing an exciting transformation, as big data and artificial intelligence are rapidly changing the way new drugs are discovered, developed, and tested. The use of learning algorithms allows molecular target structures to be identified more quickly and potential active ingredients to be evaluated more efficiently. Start-ups and established players alike are increasingly turning to data-driven platforms to reduce research costs and increase the success rate of clinical trials. As a result, capital is increasingly flowing into companies that use modern data analysis to drive biotechnology. Approaches that enable personalized medicine - treatments precisely tailored to an individual's specific condition - are in particularly high demand. For investors, this represents a promising growth sector with enormous disruptive potential. But who are the most interesting players?
Read
Commented by André Will-Laudien on June 26th, 2025 | 07:00 CEST
New biotech boom ignites: Are Evotec, BioNxt, Bayer, Novo Nordisk, and Formycon poised for the next price surge?
The biotechnology industry is currently experiencing a remarkable renaissance. Innovations in personalized medicine, advances in mRNA technologies, and new therapeutic approaches to cancer and autoimmune diseases are fueling investor interest worldwide. In this dynamic environment, established players such as Evotec and Bayer, as well as specialized up-and-comers like BioNxt and Formycon, are moving into the spotlight of strategic investments. While Evotec scores with its strong partner network, Bayer is working on a realignment with a focus on promising research. BioNxt impresses with a lean business model and promising pipeline products in the field of drug delivery. Formycon, on the other hand, is benefiting from the biosimilar boom and is currently undergoing a turnaround. The industry is highly innovation-driven, and those who bet on the right players could reap above-average rewards.
Read
Commented by Fabian Lorenz on June 25th, 2025 | 07:30 CEST
BioNTech swallows CureVac! Evotec and Vidac Pharma next? Price driver takeover and Buy recommendation
Is Vidac Pharma about to see another price explosion? Last fall, the share rose by around 200%. Yesterday, there was a "Buy" recommendation. Analysts see potential for growth in this biotech gem. The latest news on the drug candidate VDA 1102 for brain tumors is promising. Could a takeover be on the cards? CureVac's share price has nearly doubled since the beginning of April. BioNTech plans to acquire its mRNA competitor and thus end patent disputes. Evotec is a permanent fixture on the takeover merry-go-round. However, this currently seems to be the only hope for rising share prices. The management's new strategy has not created the hoped-for wave of optimism. Is it still worth buying now?
Read
Commented by André Will-Laudien on June 19th, 2025 | 07:00 CEST
Biotech: Weight loss and cancer – Takeovers ahead! Keep an eye on Evotec, Vidac Pharma, Eli Lilly, and Novo Nordisk!
For nearly two years, the biotech sector remained largely stagnant. But in the last few weeks, some heavily bombed-out life science stocks have seen significant gains, and takeovers are back on the agenda. Eli Lilly is acquiring Verve Therapeutics, and BioNTech has finally reached an agreement with CureVac. The carousel is slowly starting to turn, and tensions are rising. New rumors are circulating, especially as major pharma stocks like Eli Lilly and Novo Nordisk are showing negative 12-month performance - despite record highs in the major indices.
What is next?
Commented by André Will-Laudien on June 17th, 2025 | 07:05 CEST
Takeovers! A new dawn for biotech companies – Evotec, BioNTech, PanGenomic Health, and CureVac in focus
Many large pharmaceutical companies are facing the "patent cliff" as patents on blockbuster drugs expire, threatening massive revenue losses in the future. To fill these gaps, they are acquiring suitable and innovative biotech companies with promising drug pipelines. Sometimes, however, they simply acquire technologies already worth billions. The current wave of acquisitions in the biotech sector is being driven by a combination of economic pressure, technological change toward AI and digitalization, and a weak financing environment for smaller biotech companies. After years of restraint and high volatility, fundamental valuation factors are back in focus. Investors are returning, creating a prosperous environment for those who jump on the bandwagon in time. We highlight a few ideas.
Read
Commented by Armin Schulz on June 16th, 2025 | 07:10 CEST
Benefit from the biotech boom: Why Evotec, BioNxt Solutions & BioNTech could be the next winners
The biotech sector is pulsating with unique dynamism while traditional markets are faltering. The drivers are billion-dollar acquisitions, groundbreaking research, and strategic alliances. Large pharmaceutical companies are eagerly securing access to innovations. Analysts agree: strong patent portfolios and innovative partnerships are crucial for future growth. These protect valuable therapeutic developments and enable even smaller players to scale globally. For investors, this robust, capital-rich industry offers enormous opportunities. Those who identify the right innovators early on can reap above-average profits. Three companies embody this momentum: Evotec, BioNxt Solutions, and BioNTech.
Read
Commented by Armin Schulz on June 2nd, 2025 | 07:10 CEST
Bayer, Vidac Pharma, Evotec – Grab your share of the USD 866 billion oncology jackpot
Oncology is undergoing an unprecedented revolution. With a projected market volume of USD 866 billion by 2034 and annual growth of 11%, AI-driven diagnostics, personalized gene therapies, and precision medicine are driving this boom. Rising disease rates worldwide are fueling investment, while technological leaps are making therapies more effective and opening up high-return opportunities. Three players aim to leverage this explosive momentum for their profitable future: Bayer, Vidac Pharma, and Evotec.
Read
Commented by Fabian Lorenz on May 29th, 2025 | 07:10 CEST
Rheinmetall unstoppable! Evotec shorted! Sensational news at Vidac Pharma! And what is BioNTech doing?
Sensational news at Vidac Pharma. Last year's biotech highflyer has published strong results for its cancer drug. The share price rose by 5% yesterday. Does this mean the consolidation is over? Analysts certainly see potential for a multiplication in value. Rheinmetall shares have gained over 200% this year alone. Analysts are raising their price targets and continue to recommend buying. Operationally, a lot is happening at the defense company. Meanwhile, Evotec has run out of steam operationally. The stock has become a plaything for takeover speculators and short sellers — who will win? BioNTech also wants to win the fight against cancer. Will the stock gain new momentum in the coming days?
Read
Commented by André Will-Laudien on May 27th, 2025 | 07:15 CEST
Up to 1500% with high tech and artificial intelligence – Incredible price movements at Evotec, NetraMark Holdings, and D-Wave
Artificial intelligence can now be found in all sectors of the economy. Search processes, validations, and historical comparisons now take place in a matter of seconds, and a dramatic leap in productivity is on the horizon. The capital markets have set themselves the task of evaluating these future processes. This is no easy task, as most topics cannot be viewed in isolation. Last week, renewed tariff threats led to a short-term price correction. These losses had to be offset yesterday, with political denials from the US sending share prices skyrocketing again. Under intense pressure, investors now have to decide whether investments promise short- or medium-term success. We use three examples to show how challenging this has become. Where are the opportunities and risks?
Read
Commented by André Will-Laudien on May 22nd, 2025 | 07:20 CEST
Caution! Takeover imminent at Evotec or BioNxt, tension remains high at Bayer and Valneva
In advanced stock market cycles, many investors wonder where returns can still be made. Defense and high tech have raced ahead, and a sector rotation remains, particularly in favor of biotech. Despite substantial gains in major indices such as the DAX 40, up nearly 20%, the Nasdaq Biotech Index (NBI) is still down nearly 7%. The excitement is mounting, as some stocks are heading north and delivering better-than-expected figures. From an analytical perspective, Evotec and BioNxt are so undervalued that a takeover can no longer be ruled out. Bayer has issued a strong statement to the US courts, and Valneva is set to outperform its previous year's Q1 figures significantly. Time for an update: Where are the buying opportunities?
Read