BAYER AG NA O.N.
Commented by André Will-Laudien on May 5th, 2025 | 07:20 CEST
Biotech is back with artificial intelligence! Evotec, NetraMark Holdings, Bayer, and BioNTech
Artificial intelligence has arrived in health research! Whenever large volumes of data need to be analyzed, patterns recognized, or results condensed, immense computing power is required. The goal is to detect complex structures, automate processes, and make real-time decisions. The use of AI in medicine and pharmaceutical development is making good progress because time and high validation capability are key here. Some companies have already recognized the signs of the times and are working hard on the new technologies. On the stock market, this is often the starting signal for significantly higher valuations. Evotec, Bayer, and BioNTech are well-known European players, while Canadian company NetraMark Holdings has seen its share price increase sevenfold since fall 2024. What is behind this surge?
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Commented by Fabian Lorenz on May 1st, 2025 | 07:10 CEST
A bombshell at Nel ASA! Buying opportunity for Bayer and Defence Therapeutics shares?
A bombshell at Nel ASA. The hydrogen specialist has reported its first quarter results: revenue and order intake are down, while the Company is sliding deep into the red. Will new major shareholder Samsung bring about a turnaround? Defence Therapeutics is a hot rebound candidate with takeover speculation. The biotech company is consistently pushing ahead with the monetization of its technology and has found a strong partner. The decline in the share price in recent months offers opportunities. A lot of negative news is certainly already priced into Bayer's share price, but is that enough to buy the stock? Yes, according to analysts.
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Commented by Nico Popp on April 24th, 2025 | 07:30 CEST
Germany Inc. as the last hope? Volkswagen, Bayer, Globex Mining
Germany's economy is facing its third consecutive year of contraction. The automotive industry is struggling with competition from China, and Bayer is grappling with past acquisitions, looming tariffs, and other challenges. Now, Bayer shareholders are even being asked to inject new capital. Is the German industry working with politicians to find long-term solutions? Not a chance! The days of Germany Inc. seem to be over. We look at how investors can seize opportunities in this complex situation.
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Commented by André Will-Laudien on April 22nd, 2025 | 07:20 CEST
This is the post-Easter opportunity! Evotec, Bayer, BioNTech, and Defence Therapeutics in focus
Donald Trump snubs his international partners, insults prominent Americans, and withdraws long-standing funding commitments to Harvard. Who would have thought? The new US administration is turning out to be an unpredictable fragmentation bomb that could hit anyone. Economic policy resembles a game of hot and cold when stability is needed. On the stock market, investors are trying to price in old tariffs, no tariffs, and new tariffs - every day brings a fresh bouquet of announced measures. There has hardly been a similarly volatile period in recent years, but Donald Trump is not interested in stock market prices. For the overvalued high-tech sector, this is a welcome opportunity to take profits. The biotech sector could finally take off were it not for the sharp rise in interest rates. The only thing that can help now is a case-by-case assessment of investment opportunities.
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Commented by Nico Popp on April 15th, 2025 | 09:50 CEST
Bayer, BioNTech, Defence Therapeutics: The new biotech reality opens up opportunities
The pharmaceutical sector is exempt from US tariffs. But does that mean everything will be okay for the industry? During the German Biotech Days in Heidelberg, which took place last week, market experts were cautious. Following the layoffs at the US Food and Drug Administration (FDA), there are concerns among pharmaceutical companies and biotech firms that the US could lose its leading position in research and development. According to the researchers at the conference, Europe could step into the breach under certain conditions – however, partnerships with other regions remain crucial for continued progress.
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Commented by Armin Schulz on April 8th, 2025 | 07:30 CEST
Bayer, BioNxt Solutions, Evotec – False tariff alarm for pharma and biotech! Which stocks are worth buying?
The provisional exemption from tariffs for medicines and pharmaceutical products offers the industry a breather – but appearances are deceptive. Based on WTO rules, the exemptions protect German exports in the multi-billion-dollar US market. However, indirect risks lurk in the form of rising costs for raw materials, political unpredictability, and dependence on global supply chains. While the sector can breathe a sigh of relief in the short term, long-term trade conflicts are forcing strategic maneuvering. For Bayer, the US market is very important. BioNxt Solutions is developing disruptive drug delivery solutions, and Evotec aims to redefine drug discovery with artificial intelligence. Let's take a closer look at these three companies.
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Commented by Fabian Lorenz on April 7th, 2025 | 07:30 CEST
100% price opportunity or short attack? Deutz, Bayer, Power Metallic Mines
Tension is rising at Deutz! While analysts are significantly raising their target price, short sellers are getting into position. Is it worth getting back in now? After all, the share price has corrected significantly. An interesting entry opportunity currently seems to be emerging at Power Metallic Mines. Under the name Power Nickel, the Company made headlines in 2024. Drilling uncovered not only massive nickel deposits but much more - and this is said to be just the beginning. The current price decline is an opportunity. In contrast, Bayer is simply unable to escape the negative headlines. The legal disputes will likely last at least until 2026. Nevertheless, analysts recommend buying the stock.
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Commented by André Will-Laudien on April 7th, 2025 | 07:00 CEST
Trump tariff crash – Now is the time to pick the cherries! Steyr, Mutares, naoo AG, Deutsche Bank, and Commerzbank in focus
Donald J. Trump is making the world tremble. After he read out his list of punitive tariffs of 10 to 34% in the middle of the week, the international stock markets went into free fall. The DAX, DOW, and NASDAQ corrected by over 10% and closed at a daily low on Friday. The reason: China had imposed immediate countermeasures of 34%. A nightmare for consumers worldwide. Because on top of the inflation that has already manifested itself since Corona, there is now a further surge in prices that cannot be absorbed by anything. However, it will be costly for the Americans - they import over 70% of their goods abroad. The winners could be China and Europe if a free trade agreement is now agreed and the US is simply left out in the cold. Where are the opportunities for investors?
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Commented by Armin Schulz on April 4th, 2025 | 07:10 CEST
Bayer's cancer drugs, Defence Therapeutics' cancer vaccine, Novo Nordisk's fat burner – Back on the road to success through specialization
The new trade tariffs threaten to destabilize the global supply chains of the pharmaceutical industry, increase the prices of generic drugs, and slow innovation cycles. The only winners in this environment will be those who focus on unique innovations to ensure resilience and growth. Bayer is trying to make itself fit for the future with an efficiency program, new pharmaceutical products, and digital agriculture platforms. Defence Therapeutics excels with precision-medicine cancer vaccines based on patented technology, opening up new markets. Novo Nordisk, in turn, is shaping a multibillion-dollar market with GLP-1 therapies for obesity and diabetes based on closed production cycles. These three approaches show how specialization and adaptability open new paths in turbulent times.
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Commented by Juliane Zielonka on April 3rd, 2025 | 07:10 CEST
Novo Nordisk, BioNxt Solutions, Bayer: Three ways to health and returns
The pharmaceutical industry is booming, and three companies are set to be in the spotlight in 2025: Novo Nordisk, BioNxt Solutions, and Bayer. A common goal unites all three: To improve the health of millions of patients through innovative approaches. Investors have the opportunity to participate in their success. While their strategies differ, their focus on research, new therapies, and growth makes them exciting for investors. Novo Nordisk stands out with its obesity drug Wegovy. It reduces the risk of heart disease by 57% – a potential game changer, as obesity is a major contributor to severe cardiovascular diseases. BioNxt Solutions is leveraging fresh capital and future technologies. The Company is developing novel drug delivery systems, including sublingual films, transdermal patches, and oral tablets for autoimmune diseases like multiple sclerosis. With CAD 2.5 million from a private placement, it is ready for the next step. Bayer is pushing ahead with its broad pharmaceutical offensive. In 2025, the Leverkusen-based company will launch drugs for the treatment of cardiovascular diseases, oncology, and women's health – areas with high medical demand and market potential.
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