MORPHOSYS AG O.N.
Commented by Stefan Feulner on October 10th, 2022 | 10:43 CEST
The capital-intensive biotech and pharma sector has been stuck in a correction since the central banks changed their strategy at the beginning of the stock market year. In particular, vaccine manufacturers, which have exploded since the outbreak of COVID-19, have lost disproportionately in value since their highs in August of last year. However, the pandemic is likely to be with us for the next few years, albeit in a weakened form. The development of new drugs benefits companies that could now face a similar path as the vaccine producers.Read
Commented by André Will-Laudien on September 15th, 2022 | 13:35 CEST
Fighting Cancer: BioNTech, Defence Therapeutics, Valneva, MorphoSys - Which biotech stock is ahead in Biden's Moonshot?
Since the original launch of the Cancer Moonshot in 2016, the US cancer community has made measurable progress toward three ambitious goals. Namely, accelerating the scientific discovery of cancer, fostering greater collaboration, and improving cancer data sharing. In early 2022, President Biden announced a relaunch of the Cancer Moonshot and named new goals: To cut the cancer death rate in half within 25 years and significantly improve the lives of people with cancer. The initiative is just getting a new lease on life in the United States. Some biotech shares could make significant gains in this environment.Read
Commented by Fabian Lorenz on September 9th, 2022 | 10:53 CEST
Analysts see a 300% price potential for MorphoSys. However, the latest quarterly figures did not give cause for euphoria. And not all analysts are so positive. On the other hand, BioNTech is currently doing well. The Mainz-based Company has received approval for its Omicron vaccine in the UK. However, the sustainable share price is increasingly determined by the pipeline. There is important news concerning the pipeline at Defence Therapeutics. In preclinical studies for the development of a novel cellular vaccine to fight cancer, the survival rate was 100%. The Canadians' unconventional approach could revolutionize modern medicine. More on the three biotech stocks here.Read
Commented by André Will-Laudien on August 30th, 2022 | 12:35 CEST
Making money on the stock market these days is not easy. Volatility is very high as the economy adjusts to entirely new conditions. Consumers have heavy loads to carry due to the energy crisis, and the still available household budgets are melting like ice in the sun in the face of inflation everywhere. Once again, fears are spreading that there might not be enough for a quiet retirement, and the savings rate is rising sharply. Those who remain active on the markets should proceed consistently according to analytical criteria because the dream of the eternal bull market is over for the time being. Here is a selection of good opportunities.Read
Commented by Stefan Feulner on August 17th, 2022 | 10:41 CEST
A well-known rule says that stock markets trade the future. At the moment, politicians and monetary watchdogs are fighting to contain rampant inflation on the one hand and to prevent a global recession from occurring on the other. Added to this are geopolitical tensions in Ukraine and Taiwan. But the capital market has been robust for weeks, with the DAX alone gaining around 1,500 points since the beginning of July in this year's summer slump. But things are not turning out as predicted by the crash prophets, who are again in the spotlight. There are increasing signs that the stock market has already seen its lows.Read
Commented by André Will-Laudien on July 28th, 2022 | 14:20 CEST
Finding the next BioNTech: MorphoSys, XPhyto Therapeutics, Formycon - Who will make the breakthrough?
The Mainz-based biotech Company BioNTech has shown the way with Cormirnaty®: stringent research and adherence to milestones ultimately lead to success. The main and founding investors Strüngmann are still on board as long-term investors with over 40% even after the price correction. The mRNA technology is now mutating into the basis for a whole new class of drugs, and BioNTech could thus become a new German pharmaceutical giant. The brothers from Tegernsee know what they are talking about. Their start-up capital came from the first major exit after they sold their generic drug manufacturer Hexal, founded in 1979, to Novartis for EUR 5.65 billion in 2005. Since then, they have continued to invest in biotechnology through their family office. The challenge is to find the next BioNTech.Read
Commented by Fabian Lorenz on July 13th, 2022 | 14:27 CEST
Biotech investors could be in for an exciting autumn. After some sharp price corrections, positive things are happening again in the biotech sector. For one thing, the takeover carousel. It all started in June when Pfizer announced the acquisition of migraine specialist Biohaven for USD 11.6 billion, and GlaxoSmithKline plans to swallow Sierra Oncology for around USD 1.9 billion. Recent deals include the acquisitions of ViaCyte, La Jolla Pharmaceutical and Pliant Therapeutics. MorphoSys is also a possible takeover candidate. It could be a win-win for the German biotech company if the price is attractive. Xphyto could also see at least one investment, as a market-ready product has great potential.Read
Commented by Stefan Feulner on June 16th, 2022 | 11:01 CEST
Biotechnology stocks could not escape the current correction. The broad-based NASDAQ Biotechnology Index, for example, has lost around 40% since its peak last August. The fact that biotechnology will increasingly become a key technology in the future was already demonstrated during the Corona pandemic when tests, vaccines and drugs were developed in a very short time and made available in large quantities. Thus, more and more capital is likely to move into the sector in the coming years, with great opportunities for the individual companies.Read
Commented by Carsten Mainitz on June 7th, 2022 | 11:32 CEST
In recent years, Corona has been the most urgent topic that has moved the world and the stock markets. Health care is and remains a megatrend. It is in the nature of things that the focus changes over time. Innovative approaches or forms of drug delivery, on the other hand, remain perennial favorites. There is also a lot of progress in research against cancer. These companies will play a major role in the future.Read
Commented by André Will-Laudien on May 31st, 2022 | 12:03 CEST
The initial sell-off in biotech stocks seems to have been digested. With last week's NASDAQ turn, spring air is now moving through the stock markets again. That is because many investors realize that, in the face of a multitude of new diseases, a major research effort is needed to protect humanity from the burgeoning dangers. Financing via the stock market was correspondingly easy for the biotech giants during the last pandemic because investors sensed big profits in the event of success. This picture is likely to repeat itself in the next movement. Where are the current opportunities in the biopharma sector?Read