FORMYCON AG
Commented by Stefan Feulner on October 22nd, 2026 | 05:25 CEST
BioNTech, Formycon, Biogen: Pharma billions are being redistributed
The pharmaceutical industry is facing a massive restructuring. As blockbuster drugs worth billions lose patent exclusivity, cheaper copycat products are entering the market. At the same time, biotech groups are investing billions in new cancer drugs and therapies for diseases that have long been difficult to treat. For investors, this creates tension between established revenue generators, new active ingredients and rising healthcare costs. Companies that secure access to lucrative drug markets early are particularly interesting. Even a small share of a global blockbuster's revenue can have considerable economic significance.
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Commented by Stefan Bode on October 20th, 2026 | 10:14 CEST
Where Milestones and Forecasts Spark Fresh Momentum: ElringKlinger, 2G Energy, RE Royalties
Whether it is growing doubts at an energy company, innovative financing models in the global energy market, or increasingly optimistic forecasts amid the automotive transformation, the market is watching closely. Three listed players are currently attracting attention with operational progress and bringing fresh momentum to their respective charts. Technical breakouts and strategic milestones offer attractive entry opportunities, but they also require investors to closely assess risks and the viability of the business model. Which stocks could now be on the verge of a genuine trend reversal?
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Commented by Carsten Mainitz on October 14th, 2026 | 05:25 CEST
Who Profits When Patents Expire? The Billion-Euro Race Between Formycon, Fresenius and Pfizer
When patent protection for high-revenue biopharmaceuticals expires, a billion-euro market for follow-on products emerges. Michael Sen, head of the German healthcare group Fresenius SE, cites an impressive figure. By 2035, this could generate around EUR 180 billion in revenue. In particular, biosimilars, biotechnologically produced follow-on medicines that are highly similar in composition to the original medicine and equivalent in quality, efficacy and safety, are forecast to grow significantly. Moreover, biosimilars can strengthen competition and reduce treatment costs. Formycon stands out as a pure play. The company recently reached a crucial milestone. The US Food and Drug Administration (FDA) accepted the marketing authorisation application, the first publicly known application of its kind, for FYB206, a biosimilar candidate to the cancer medicine Keytruda, for review. Keytruda generates around USD 32 billion in annual revenue, making it the world's highest-revenue medicine. Fresenius is strengthening its positioning in the biosimilar sector through an acquisition. Pfizer needs new growth drivers. Who is best positioned for the year-end rally?
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Commented by André Will-Laudien on October 9th, 2026 | 10:59 CEST
BioTech Rally 2027: Patents, Blockbusters and Biosimilars! The spotlight is on Bayer, Formycon, Evotec and Novo Nordisk
The storm in the pharmaceutical sector continues to gain momentum! Expiring patents and struggling healthcare systems are shaking up old, high-margin blockbuster drugs, as societal changes and government budget constraints shake the foundations of costly pharmaceutical development. As patents expire, many generic manufacturers find themselves in a race against time. Market shares are being reshuffled, heralding a new era of growth. Amid this dynamic rally, four well-known industry players are positioning themselves on different fronts to capitalize on the market shifts. After several difficult years, the Leverkusen-based pharmaceutical giant Bayer is fighting its way back with a completely revamped pipeline. Also in the fast lane is the German biosimilar hopeful from Munich, with its first products already on the market. At Hamburg-based drug discovery company Evotec, restructuring is still underway; the key driver is its state-of-the-art, AI-powered multivalent platform. Meanwhile, the Danish giant Novo Nordisk continues to ride the global obesity and diabetes wave, driving forward the next generation of its blockbuster drugs. Analysts do not have it easy, but there are plenty of opportunities for investors.
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Commented by Nico Popp on October 2nd, 2026 | 09:50 CEST
Formycon and the Patent Cliff: Why Expiring Patents at Novartis and Merck Present an Opportunity for the German Biotech Industry
Even pharmaceutical giants are coming under pressure. The key term here is the patent cliff. According to industry estimates, between 2025 and 2030, active pharmaceutical ingredients with a global sales volume of approximately USD 300 billion will lose their exclusive patent protection. This turning point is forcing even pharmaceutical giants to rethink their strategies. Specialized developers will then bring biosimilars to market—equivalent and more affordable alternatives for healthcare systems. One well-known biosimilar provider is the German company Formycon. We examine the market and outline what makes Formycon's investment story compelling. But first, we look at two international pharmaceutical companies.
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Commented by André Will-Laudien on May 20th, 2026 | 08:05 CEST
Takeover Candidates for 2026! The Life Sciences Sector Is Heating Up: Evotec, BioNxt Solutions, BioNTech, and Formycon in Focus!
In recent months, the stock market has focused primarily on high-tech and defence stocks. While this strategy may have worked well for investors in the short term, it has also pushed several life sciences stocks to levels that some consider overly depressed. The Hamburg-based drug discovery company Evotec has lost around 75% of its market value over the past three years, with similar declines seen at BioNTech, Formycon, and BioNxt Solutions. Yet some pipelines are indeed valuable and backed by years of research. For a buyer with deep pockets, this could represent an attractive opportunity, as much of the costly early-stage work has already been completed. We are looking at a sector that has been unjustly forgotten. Where do opportunities lie for risk-conscious investors?
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Commented by André Will-Laudien on August 13th, 2025 | 07:15 CEST
Attention, Takeovers: Things are heating up! Bayer, Eli Lilly, Vidac Pharma, and Formycon in focus
Volatility is king! Great for speculators, often difficult for long-term investors. Biotech stocks are extremely sensitive to study and approval news, especially in cancer research. Vidac Pharma is developing drugs that are designed to target tumor cells and cause them to die – risky, but with great potential. Despite its restructuring, Bayer is strengthening its oncology pipeline, especially in niche indications. Eli Lilly is benefiting from the boom in modern immunotherapies and, thanks to its strong financial position, can support long development phases. Formycon is considering entering the oncology market to broaden its base. The sector offers opportunities and surprising takeovers, but requires a high tolerance for risk.
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Commented by Fabian Lorenz on July 29th, 2025 | 07:15 CEST
Watch out for BioNTech! Bayer, Formycon, and Vidac Pharma shares are on the rise!
While all eyes appear to be on BioNTech's upcoming quarterly results on August 4, other shares are on the rise. Analysts see strong upside potential for Vidac Pharma, citing the possibility of a multi-fold increase. The Company has appointed a new CEO, and its listing on a major German stock exchange is expected soon. This is an exciting mix that could break the sideways trend and ignite a rally. Bayer and Formycon have already shown that a 50% increase is possible in just a few months. However, the DAX-listed company had to report a delay in product approval last Friday. At Formycon, the upward trend is still intact. Analysts praise the progress made in biosimilar development.
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Commented by André Will-Laudien on July 25th, 2025 | 07:05 CEST
Biotech turns to gold: Who is swallowing whom - or what? Evotec, BioNxt, Valneva, and Formycon are on the list!
The biotech sector is closely monitoring central bank interest rates. At present, however, inflation still seems a little too high to expect significant cuts. Accordingly, the European Central Bank left its key interest rates unchanged yesterday. Investors are now looking to Wall Street for signals on where rates might head in the second half of the year. However, due to the sharp price increases on the Nasdaq and existing undervaluations, takeover rumors are starting to circulate - and could materialize at any time. BioNxt, Evotec, and Valneva are on our watchlist. Where do the opportunities lie for investors?
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Commented by André Will-Laudien on July 4th, 2025 | 07:05 CEST
Lightning on the horizon in the biotech sector: Refinancing on the rise! Keep an eye on Formycon, PanGenomic Health, Bayer, and Novo Nordisk
In the first half of 2025, the biotech sector demonstrated resilience and innovation despite macroeconomic uncertainties. Venture capital financing reached an impressive USD 6.5 billion, with a focus on companies with clinically validated data. Large financing deals such as the USD 365 million for Pathos AI underscore the strategic investor focus on AI and digitalization. The IPO market remains highly selective, but strong stock market debuts such as that of Caris Life Sciences are sending positive signals. At the same time, the M&A sector is booming with billion-dollar acquisitions by pharmaceutical giants such as J&J and Novo. So far in 2025, the biotech sector has demonstrated targeted capital allocation, dynamic consolidation, and growing confidence in medical breakthroughs. Here are a few ideas for a balanced portfolio of opportunities.
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