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Commented by André Will-Laudien on February 16th, 2024 | 07:00 CET
MorphoSys and Cardiol Therapeutics in upward mode, while Bayer and Pfizer are in slow mode
The biotech sector has made a very differentiated start to the new year. While the old favorites are barely moving, the second-line stocks MorphoSys and Cardiol Therapeutics are making a real splash. At Bayer, the bad news just won't go away, and despite a successful major takeover, Pfizer has not yet found its forward gear. After a rally of almost 15% in December, the Nasdaq Biotechnology Index (NBI) has taken a pause in the current year. Now, everyone is waiting for the first interest rate cut by central banks. Inflation is already falling, and the negative economic data for the Eurozone is increasing. The ECB would normally be in demand. What should investors urgently keep an eye on?
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Commented by Fabian Lorenz on February 14th, 2024 | 07:00 CET
Plug Power, Bayer, Defense Metals: Shares in panic mode
Is everything not so bad at Plug Power, after all? In January, the hydrogen specialist triggered panic among investors with an announced capital increase. Now, the CEO is suddenly rowing back. So, should one buy the stock now? One analyst advises caution. Bayer shareholders are also in panic mode. The downward trend of the share simply cannot find a bottom. Even at this level, analysts are cautious. Defense Metals, on the other hand, is benefiting from panic - because this concerns the supply of rare earths. The dependence on China is enormous. Defense Metals aims to change this with its rare earth project in Canada. The Company CEO expressed confidence in an interview, stating that an important agreement has been reached with the local population, and important dates are on the horizon.
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Commented by Armin Schulz on February 12th, 2024 | 07:00 CET
MorphoSys, Defence Therapeutics, Bayer - Biotech and Pharma suddenly back in focus
Biotech ETFs have been on the rise since the end of October 2023. German biotech companies were able to raise more funds again last year. There are increasing signs that the tough times for investors in biotech and pharmaceutical companies are over. There is also growing activity on the takeover side. Most recently, the takeover bid from Novartis shifted the focus to companies in the healthcare sector. The Swiss pharmaceutical company wants to acquire MorphoSys for EUR 2.7 billion and thus fill up its oncology pipeline. We have selected three companies from the biotech and pharma sectors and examined their current situation.
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Commented by Fabian Lorenz on February 5th, 2024 | 07:45 CET
Is Bayer's share price about to jump? BYD off to a positive start! Manuka Resources with a billion-dollar opportunity!
Are Bayer shares on the verge of a price surge? According to analysts at Bernstein, the chemical company is significantly undervalued. Where does the optimism come from? Could there be a change in the Aspirin logo for Bayer in the near future? Chart-wise, the share is heavily battered. The chart for BYD also speaks a clear language. The electric vehicle manufacturer has reported a good start to 2024, while Manuka Resources' VTM iron sand project in New Zealand is generating share price fantasy. There is movement in the project, and following the capital increase, there is now an entry opportunity. Is the revaluation coming soon? The potential is in the billions.
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Commented by Armin Schulz on February 1st, 2024 | 07:15 CET
Bayer, Almonty Industries, Volkswagen - Three hot stocks for the portfolio
While all eyes are on the Fed decision on January 31, and many investors are in a waiting position, one can embark on the search for stocks with significant upside potential. We have identified three exciting stocks whose share prices are far from reaching their potential. Each company has its own story. Bayer is struggling with the Monsanto takeover and rising costs in Germany. Almonty Industries is constructing the largest tungsten mine outside China and is already in production in Europe. Volkswagen aims to transition the entire group to electromobility, which is a colossal task. Which of these three candidates has the most potential?
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Commented by Stefan Feulner on January 30th, 2024 | 07:15 CET
Bayer, Defence Therapeutics, Morphosys - Biotech sector still on the upswing
The market is currently in an exceptional phase in the biotechnology sector. Following the record year of 2023, the number of M&A transactions continues to increase in the current year. The reason is clear. Many pharmaceutical giants are under pressure due to the expiration of many patents for high-revenue drugs. On the other hand, smaller, innovative companies are trading at attractive valuation levels following the corrections of recent years. In previous transactions, the acquirers paid significantly more than the current market value.
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Commented by André Will-Laudien on January 29th, 2024 | 07:00 CET
Demo against the right, overtake the left with these stocks! PayPal, Saturn Oil + Gas, Evotec and Bayer
Millions of people are on the streets, demonstrating for democracy. However, democracy also means pluralism, tolerance and fair discourse. It remains to be seen whether the politicians currently in power will eventually embrace these principles. The stock market is also a mass phenomenon, with many things developing in the same direction without much reflection. The herd instinct has both good and bad sides; on the capital markets, it often leads to irrational hype movements, as seen recently in the artificial intelligence sector. This technology is not an economic panacea either, as the elimination of jobs through the use of learning machines leads to less growth at the end of the day. As in all things, we need to use our heads, especially when it comes to the white knights of our future. Where are the opportunities for investors?
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Commented by André Will-Laudien on January 15th, 2024 | 06:45 CET
Biotech: Corona is back! The doublers are lurking here: BioNTech, Evotec, Defence Therapeutics and Bayer
We had almost forgotten about Corona and the good old flu, but it is back in full swing. Governments are remaining calm and holding on to their regained liberalism. However, Spain is now resorting to drastic measures again to protect vulnerable population groups. A mask is to be compulsory again in all Spanish healthcare facilities due to the increase in respiratory diseases. Health Minister Mónica García had previously failed to convince the Spanish regions of the need to introduce compulsory masks of their own accord. In some parts of the country, hospital emergency rooms are under severe pressure due to high patient numbers. Biotech stocks are showing the first signs of recovery after the sell-off in 2023. We take a look at a few selected stocks with 100% potential.
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Commented by Juliane Zielonka on January 11th, 2024 | 07:15 CET
From innovative cancer therapy to menopause: How Defence Therapeutics, Bayer and NVIDIA are reshaping the medical landscape
The global prevalence of lung cancer as the second most common cancer and the challenges associated with it have led Defence Therapeutics to develop an innovative solution. Through unconventional nasal delivery, following the motto "through the nose to the lungs", the non-hormonal drug enables the precise distribution of the active ingredient. This advance could replace conventional surgical procedures for lung cancer and open up new avenues in cancer therapy. Bayer aims to generate EUR 1 billion in sales in women's health. The drug aims to alleviate the many symptoms of menopause effectively and opens up new revenue prospects for Bayer in the field of women's health. NVIDIA brings pharmaceutical research into the digital age. BioNeMo, a generative AI platform, enables research and development teams to represent drugs directly on the computer. Discover the opportunities emerging for investors now.
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Commented by Fabian Lorenz on January 10th, 2024 | 07:30 CET
Bayer with a blockbuster! Vonovia weak! And how are Desert Gold shares doing?
While the DAX, Dow & Co. started the new year weakly, Bayer shares are holding up surprisingly well and can maintain the price gains from the end of 2023. The share price is being supported by positive news. A new blockbuster is waiting in the wings. Vonovia shares, on the other hand, are suffering from profit-taking, although analysts see further upside potential. Is concrete gold celebrating a comeback? And what about real gold? The price has weakened recently, but analysts believe USD 2,200 per ounce is possible, and central banks continue buying heavily. This should benefit not only the major gold producers but also low-cost explorers such as Desert Gold.
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