MORPHOSYS AG O.N.
Commented by André Will-Laudien on December 5th, 2022 | 12:43 CET
Attention biotech stocks: Bayer, BioNTech, Defence Therapeutics and Morphosys - These stocks look good!
After months of selling off, they are back: biotech stocks! A strong turn on the NASDAQ quickly flushed the beaten-up stocks back to the top of the hit lists. With COVID out of the spotlight, companies are returning to their long-term research lines. These have been heavily focused on cancer in recent years, and now there is even groundbreaking news on metastasis. BioNTech has thus already gained more than 40% since the October low. Morphosys, on the other hand, lost another 40% after an Alzheimer's study failed to deliver valuable results. It is worth taking another look at the sector.Read
Commented by Fabian Lorenz on November 30th, 2022 | 13:31 CET
Biotech stocks have struggled in 2022. In Germany, BioNTech has overtaken the previous heavyweights Morphosys and Evotec in record time. Morphosys shocked investors with data on its Alzheimer's hope. Analysts lowered their thumbs, and short-sellers discovered the stock for themselves. Evotec has been quiet this year. Analysts think the valuation is attractive, but meeting earnings guidance in the current year is not a given. BioNxt shares have jumped recently, and if the positive newsflow continues into 2023, a re-rating is possible. At Bayer, the pharmaceuticals division is also developing positively. Conclusion: investors should position themselves for the biotech year 2023.Read
Commented by Stefan Feulner on November 21st, 2022 | 11:07 CET
After the publication of the figures for the third quarter, many biotech companies were able to surprise positively. Due to the partly panic-like sell-off in this capital-intensive sector, there are attractive entry opportunities at a strongly discounted level, which should pay off with disproportionate price gains in the long term. The fact that promising companies are already trading below their cash levels shows that the panic is exaggerated. There are currently signs of a bottoming out, which could herald the next upward wave.Read
Commented by Juliane Zielonka on November 18th, 2022 | 11:25 CET
No sooner is the Coronavirus in retreat than the damage caused by the pandemic measures comes to light. Young men, in particular, are affected by heart inflammation after two vaccinations with the Pfizer or Moderna vaccine. Reason enough for both companies to react to the research results of a small Canadian study with a new study that brought exactly that to light. On the other hand, the increase in myocarditis and pericarditis represents a great opportunity for Cardiol Therapeutics to successfully develop its active ingredient against pericarditis. So far, there is only one treatment available in the US that is purely inpatient, and it is in the five-digit USD range. With Cardiol's active ingredient, it may be possible to contain pericarditis more economically and effectively. Another consequence of the pandemic is an increase in cancer cases. Due to late diagnosis and a lack of access to health care, cancer is becoming a global health problem. Morphosys, still reeling this week from disappointing Alzheimer's trial results, however, has promising drugs in the pipeline.Read
Commented by André Will-Laudien on November 16th, 2022 | 11:27 CET
That hit home! Roche and Morphosys fail with Alzheimer's study, Bayer and Defence Therapeutics continue to rise strongly
It is common for biotech stocks to publish study results as well as figures several times a year. Since there are usually only expenses and few sales to report for these stocks fundamentally, analysts focus on the clinical successes in the way of a trial for the approval of new active substances. This can sometimes lead to erratic price movements. Roche and Morphosys suffered the same fate at the beginning of the week, with their share prices plummeting on the back of bad news. We take a look at a hot sector.Read
Commented by Nico Popp on November 15th, 2022 | 13:30 CET
When news moves prices, chart analyses and analysts' assessments are invalidated in one fell swoop. Today, momentum is building for the hydrogen stock dynaCERT. The reason: The Company, together with its new distribution partner, has announced deliveries to renowned mining groups. Among them are Vale, Nexa Resources and Antamina, one of the ten largest mining companies in the world. Is this a breakthrough for HydraGEN™ technology? We shed light on the exciting situation surrounding dynaCERT and also use the examples of MorphoSys and Varta to explain how investors can react when everything suddenly changes.Read
Commented by Armin Schulz on November 2nd, 2022 | 14:10 CET
While the Corona pandemic plunged many companies into crisis, the biotech sector was the big winner. The fastest vaccine developers raked in record profits and are still profiting from vaccine orders today. Meanwhile, the Corona Crisis is no longer the focus of attention in many parts of the world. This is one of the reasons why the NASDAQ Biotech Index suffered significant losses until the end of September. In some cases, the shares of biotechnology companies were trading below their cash levels. Since October, things have been on the upswing. Reason enough to take a look at three interesting biotech companies.Read
Commented by Stefan Feulner on October 26th, 2022 | 10:15 CEST
The biotech sector is a growth market and, therefore, extremely capital-intensive. Due to the stricter monetary policy of the central banks, investors have given the promising sector the cold shoulder in recent months. Sector indices lost around 30% of their value, while the prices of individual stocks with a full development pipeline halved. The fact that several promising long-term companies are already trading below their cash levels shows that the panic is exaggerated. There are signs of a bottoming out, which could herald the next upward wave.Read
Commented by André Will-Laudien on October 13th, 2022 | 14:10 CEST
Attention, turnaround: Bayer, BioNTech, Defence Therapeutics, MorphoSys - These biotech stocks are way down!
Even though more people are being diagnosed with cancer today, and the disease remains the leading cause of death, the number of people dying from cancer is trending downward. In recent years, respectively, survival rates have been steadily increasing. The relative proportion of survivors based on all cancer types in the US has increased from 50% to more than 67% over the past two decades, so today, two out of three patients with a serious disease are still alive after five years. In Europe, too, there has been an increase in 5-year survival rates for the most common cancer types. This is encouraging and draws attention to the oncology sector. Which biotech stocks are significant here and offer a good entry point?Read
Commented by André Will-Laudien on October 12th, 2022 | 11:31 CEST
Cancer remains one of the greatest afflictions of our time, along with cardiovascular disease. Despite the tremendous progress already made in the fight against cancer, there remains an unmet medical need for many types of cancer. Cancer was responsible for nearly 10 million deaths worldwide in 2020. Other diseases, such as Alzheimer's and Parkinson's, also continue to be the focus of research. How is the biotech industry faring after the pandemic and during the stock market storm?Read