MORPHOSYS AG O.N.
Commented by André Will-Laudien on May 31st, 2023 | 08:30 CEST
Biotech in turnaround mode! BioNTech, Defence Therapeutics, MorphoSys, Formycon - Take a close look at these shares!
Since the major pandemic wave in the biotech sector, most industry players have had to come to terms with normality again. Scolded investors quickly learned their lesson and are now looking warily at an industry that experienced its heyday between 2019 and 2021. Today, it is no longer the small announcements of hope that lead to significant price swings. After months of sell-offs, however, the sector is stabilizing for the first time, and some protagonists can report minor progress. When the sector trend weakens, selection is the trump card. Here are some suggestions.
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Commented by Stefan Feulner on May 16th, 2023 | 09:30 CEST
Morphosys, Defence Therapeutics, Evotec - A lot of movement in the biotech sector
The biotech sector is on the move. On the one hand, the industry has seen an increase in mergers and acquisitions in recent months. The pharmaceutical giant Pfizer, for example, recently took over Seagan for USD 43 billion. Other companies are likely to follow suit. In addition, many companies were able to break away from their lows of the past months and have further upside potential.
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Commented by Armin Schulz on May 8th, 2023 | 08:10 CEST
MorphoSys, BioNxt Solutions, Pfizer - After the pandemic is before the pandemic
No sooner has the Corona pandemic officially ended than the West Nile virus is knocking on Germany's door. According to Christian Drosten, it could spread in Germany via the mosquitoes that transmit the virus. Experts are already predicting the next pandemic, but when it will come remains uncertain. But other diseases such as cancer, malaria and antibiotic resistance are also on the rise. These diseases are exacerbated by food production and ageing populations, especially in Western industrialized nations. It is here where biotech and pharmaceutical companies are needed to alleviate people's suffering. We look at three such companies today.
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Commented by Juliane Zielonka on April 19th, 2023 | 11:20 CEST
BioNxt Solutions, Bayer, Morphosys - Using high-speed technology to beat cancer in men
Cancer drugs dominate the global pharmaceutical market and register a significant share. While the global market was worth around EUR 128.6 billion in 2019, it is expected to be around EUR 159.3 billion in 2022. This is reason enough for pharmaceutical companies such as Bayer and Morphosys to advance their research in these areas. Men are particularly affected by specific types of cancer. But what good is the best therapeutic agent if the effect is not achieved immediately? This is precisely where BioNxt Solutions comes in, with a unique coating technology for the rapid release of active substances.
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Commented by Stefan Feulner on April 19th, 2023 | 07:30 CEST
Morphosys, Defence Therapeutics, Moderna - The takeover wave keeps rolling
The biotechnology industry has seen a significant increase in acquisitions and mergers in recent months. Large pharmaceutical companies are looking to expand their portfolios to provide innovative solutions to unmet medical needs. The most recent example is Pfizer's acquisition of Seagen for USD 43 billion. With Big Pharma sitting on filled coffers, this is likely to be just the beginning.
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Commented by Stefan Feulner on March 20th, 2023 | 09:37 CET
Evotec, Defence Therapeutics, Morphosys - Movement in the biotech sector
Is a new wave of takeovers starting in the biotech sector? Already last year, acquisitions by Big Pharma were expected to increase, but these largely failed to materialize. However, this could accelerate in the current year. On the one hand, pharmaceutical companies, such as vaccine manufacturer Pfizer, have deep pockets and need new innovations for their product portfolio; on the other hand, second-tier stocks are attractive targets due to the strong correction.
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Commented by Fabian Lorenz on March 16th, 2023 | 11:51 CET
Takeover speculation at Defence Therapeutics! What are BioNTech, Morphosys, and Evotec doing?
Defence Therapeutics is one of the biotech high flyers of the past months. The share has more than doubled since October. And this could be just the beginning. Operationally, things are going well, a strong partner has been acquired, and experts are speculating about a takeover. And what are the German biotechs doing? At BioNTech, it will be exciting at the end of March, because the Mainz-based company needs new blockbusters. At Morphosys, analysts recently saw further downside potential. Will a new management board bring about a turnaround? Evotec also had little positive to report. However, an AI investment in the hype surrounding ChatGPT is making headlines.
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Commented by André Will-Laudien on March 10th, 2023 | 10:15 CET
Defeat cancer! Defence Therapeutics, BioNTech, Morphosys, Bayer - These biotechs are close
The listed biotechnology sector has entered a strong correction phase since the COVID-19 pandemic mode ended. In the process, sector leader BioNTech suffered a loss of over 70% from its high. Compounding the problem for companies is the significant increase in interest rates for long-term financing. The segment relies on revolving investor capital, but the corresponding risk parameters have been adjusted upward, making some refinancings extremely expensive. Costs are rising, which is leading to renewed price markdowns. However, some companies are convincing through their innovative strength and have recently outperformed the market. We take a closer look at the blockbuster stocks.
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Commented by Nico Popp on February 14th, 2023 | 15:49 CET
Takeover fever around biotechs - Bayer's reaction, purchase candidates BioNxt and Morphosys?
Something is happening in the biotech sector: several global players are looking for potential acquisition targets. Above all, pharmaceutical companies focusing on the US are seeing their chances of survival dwindle in light of the Inflation Reduction Act. If drug prices are to fall, new products must be developed or costs cut elsewhere. We take a look at the industry and do a takeover check.
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Commented by André Will-Laudien on January 30th, 2023 | 09:13 CET
Mega biotech rally 2023! Defence Therapeutics, Bayer, BioNTech, Morphosys - Where to put the money?
Who would have thought it? Since the beginning of the year, the stock markets have been jubilant despite difficult predictions about the economic trend in 2023. High inflation and rising interest rates are not a good breeding ground for the popular biotech stocks because they have to constantly refinance their research expenses. As the risk fee is readjusted as costs rise, investors demand higher premiums for providing money. However, some biotech stocks have taken off since the beginning of the year despite adverse conditions. What is their secret?
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