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Commented by Fabian Lorenz on May 3rd, 2023 | 07:30 CEST
Starting signal for a share price rally? BioNTech, Bayer, and BioNxt Solutions ahead of important dates
Things can move fast in the biotech sector. The share price of Prometheus Biosciences shot up by a good 75% practically overnight. The reason: US pharmaceutical group Merck & Co wants to buy the Company specializing in treating immune diseases, thus strengthening its own product portfolio. Thanks to clever takeovers, Sartorius has also grown strongly in recent years, become a success story on the German stock market and risen to the DAX. The latest acquisition of the laboratory supplier is Polyplus. The French company develops DNA and RNA components for cell and gene therapies. Is BioNxt, also active in Germany, the next takeover candidate? In any case, the Company is taking big steps towards commercialization. Investors are also hoping for new impetus from Bayer and BioNTech. Both companies have important dates coming up. But analysts are skeptical.
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Commented by André Will-Laudien on April 12th, 2023 | 10:34 CEST
Attention, biotech is back! Bayer, Defence Therapeutics, BioNTech - These stocks are breaking out!
For months the market did not care about biotech stocks. But now technical bottoms have been reached, and a rise is likely. In this context, the capital market interest rate is important: if it falls due to increased fears of recession, there is no stopping the biotechs because refinancing costs fall. Sentiment measurements over Easter showed that the risk bias of investors has also returned. If not now, then when, the moment is favorable! Shortlist the following stocks.
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Commented by Armin Schulz on April 5th, 2023 | 12:25 CEST
BioNTech, BioNxt Solutions, Bayer - The big one is only a matter of time
The biotech and pharmaceutical industry is currently in a constant state of flux, driven by the introduction of new technologies and the fight against global health problems. Producing medicines and therapies to alleviate diseases is of great value to people's health. Against the backdrop of an ageing population in industrialised nations, the sector will continue to be of great importance. A particular focus is on inventing advanced technologies to fight diseases such as cancer, Alzheimer's and Parkinson's. Today we look at three companies in the biotech and pharma sector.
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Commented by Nico Popp on April 4th, 2023 | 17:04 CEST
Race against cancer: BioNTech, Bayer, Defence Therapeutics
BioNTech first became known to the general public about three years ago. At that time, the pandemic was rampant and the first vaccine plans were making the rounds in the media. Among all the big names, BioNTech was initially one of many options for the public. In the meantime, the Company has become so dominant in Germany that the competition has been left behind. We look at what this means for investors and the pharmaceutical industry.
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Commented by Nico Popp on March 27th, 2023 | 09:26 CEST
Cost pressure in the healthcare system - how you benefit: Bayer, BioNxt, BioNTech
What do you think of the German healthcare system? While doctors regularly grumble about bureaucracy and patients about long waiting times or other inconsistencies, a new divide is opening up between pharmaceutical companies. Research-based pharmaceutical companies favour long patent protection, while generics manufacturers want more lax rules. We explain the system and highlight opportunities for investors.
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Commented by André Will-Laudien on March 15th, 2023 | 17:38 CET
Bayer, BioNxt, BioNTech - Biotech is on the rise again, bring on the blockbusters!
The time of the vaccine producers is over because the willingness to vaccinate is declining worldwide. As a result, the entire biotech sector has entered a strong correction phase since the pandemic mode for COVID-19 ended. In the process, sector leader BioNTech suffered a loss of over 70% from its high. Complicating matters for companies is the significant increase in interest rates for long-term financing of their pipelines. When refinancing costs rise, this often leads to lower valuations. However, some companies are impressing with their innovations and have recently shown significant outperformance to the market. We evaluate the opportunities of some well-known biotech protagonists!
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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 Fabian Lorenz on March 9th, 2023 | 10:52 CET
BioNTech, Pfizer, Bayer and BioNxt Solutions on the biotech takeover merry-go-round
2023 could become the year of takeovers in the pharmaceutical and biotech sectors. This is what the experts at PwC expect. Thus, at the JP Morgan industry conference in San Francisco, not only were takeover candidates discussed but billion-dollar transactions were reported. One reason is the Inflation Reduction Act in the USA. This allows negotiations on drug prices. To prevent sales declines, Big Pharma must invest in new top sellers. And it is already doing so. The latest takeover rumor comes from BioNTech partner Pfizer. At BioNTech, the negative news currently outweighs the positive. Whether Bayer will take action with the boss or be taken over itself is not yet entirely clear. But there are also opportunities for investors in the smallcap sector. Take BioNxt Solutions, for example - the Canadian company with its operational focus in Germany recently secured new patents, and the share price has jumped.
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Commented by Fabian Lorenz on March 8th, 2023 | 16:22 CET
Nel share slumps, a 60% chance with Bayer, Almonty Industries and BASF
The Nel share was one of the big daily losers yesterday. As a result, the upward trend has finally been broken, and analysts' opinions differ widely. Berenberg sees the BASF share as a hold after the publication of the quarterly figures. The price target is EUR 55. The figures are in line with expectations. However, the end of share buybacks and concerns about future competitiveness weigh on the stock. By contrast, analysts see up to 60% upside potential for Bayer. Almonty Industries is benefiting from the boom in electromobility and also defense spending. As the leading tungsten producer outside China, analysts suspect it could soon come to a bidding war.
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Commented by Stefan Feulner on March 1st, 2023 | 14:01 CET
BioNTech, BioNxt Solutions, Bayer - Turn of the tide
Just how fundamental biotechnology already is for humanity was demonstrated by the development of the various COVID vaccines, which was extremely rapid by historical standards. Previously unknown companies such as BioNTech, Valneva and CureVac came into the focus of the stock market and were able to multiply within a very short time. Even after the pandemic has ended, research in the biotech sector is running at full speed. This is giving rise to new, innovative growth companies that could follow a similar trajectory in the future.
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