Nyxoah, Bayer and Palantir - The billion-dollar precision medicine market: Why investors are now taking notice

MEDTECH COMPANY NYXOAH EXPANDS INTO A BILLION-DOLLAR MARKET: INNOVATIVE NEUROSTIMULATION TECHNOLOGY FOR PATIENTS WITH OBSTRUCTIVE SLEEP APNEA

The market for obstructive sleep apnea (OSA) is huge: 936 million people worldwide between the ages of 30 and 69 are affected, 425 million of whom require treatment for moderate to severe OSA. The health consequences are serious: the risk of heart attack increases by 30%, the risk of stroke rises sevenfold, and life expectancy decreases by an average of 10 years.

The current standard therapy using a CPAP mask (continuous positive airway pressure) is a considerable burden for many patients and their partners. The Belgian medical technology company Nyxoah offers a promising alternative with its innovative Genio® system.

The CE-certified system works with a small stimulator under the chin that is connected to the lingual nerve. A chip attached at night activates the system, which uses gentle electrical impulses to move the tongue forward and keep the airways clear. Particularly interesting for investors: the system is already in use in Germany, among others at the Helios Clinics. Additionally, the company awaits FDA approval until the end of this year and plans to begin commercialization of Genio® in the USA in the first quarter of 2025.

Investors have the opportunity to invest in a patient-centered medical technology company that is addressing a rapidly growing billion-dollar market. The share is currently trading at EUR 8.88. Nyxoah, whose name is derived from the Greek words for night (referring to the period when OSA occurs) and owl (a symbol of wisdom), has been listed on Euronext in Brussels since 2020 and at Nasdaq in the US since 2021.

The timing for this innovation appears optimal as the number of people affected is increasing worldwide and acceptance of traditional CPAP therapy is limited. Doctors see the development as a potential turning point in the treatment of this widespread sleep-related breathing disorder.

Bayer is revolutionizing fertility treatment: New precision health partnership for real-time hormone monitoring

Women's health has long been a profitable market for Bayer AG, particularly in reproductive and hormonal health. While Bayer generates significant revenue from hormonal contraceptive products, many women and couples dream of having a child. Yet, for some, conception proves challenging. Before considering surrogacy, many couples turn to fertility or IVF clinics. In this process, women undergo hormone treatments to stimulate the body's own egg production. Eggs are retrieved, artificially fertilized, and implanted back into the uterus (in vitro).

The procedure is very stressful for women and couples. In addition to the psychological pressure that it "must finally work," the chance of successful artificial insemination decreases the more external hormonal stimulation is used.

The pharmaceutical division of Bayer AG has now announced a strategic partnership with the deep-tech start-up Impli. The focus of the collaboration is the development of the world's first system for real-time hormone monitoring, which is expected to set new standards, particularly in fertility treatment.

The device is placed under the skin with a small procedure, as is the case with Nyxoah. Impli can then determine the time frame of the hormonal deadline for the IVF procedure more precisely. This innovative technology is implanted under the skin of the woman undergoing IVF treatment and enables continuous measurement of the relevant hormones throughout the entire IVF process. This not only allows for more precise control of fertility treatments but also makes them safer.

The global IVF market is showing impressive growth: from USD 17.13 billion in 2023, it will grow to USD 27.67 billion by 2028, according to The Business Research Company, with a compound annual growth rate of 9.7%. The main driver is the increasing rate of infertility. Europe dominates with a market share of 44.8%.

The immediate availability of hormone levels allows treating physicians to individually adjust and optimize therapy. This leads to better success rates and makes the treatment more accessible for couples wanting children. Real-time monitoring thus marks a significant advance in reproductive medicine.

The new measurement system is intended not only for use in reproductive medicine but also to provide insights into the relationship between hormones, stress, sleep and general health. The market launch is planned for next year.

Palantir shows strength: Technology leader impresses with solid financial structure and growth in the healthcare sector

Palantir differs from many other technology companies in its very cautious financial policy: while its competitors are often heavily in debt, Palantir operates almost debt-free. This makes the Company particularly stable. In the second quarter of 2024, Palantir also increased its earnings per share by 20% to USD 0.06.

The Company's innovative strength is particularly evident in the healthcare sector. A prime example is its collaboration with the pharmaceutical company Sanofi, which has achieved a significant breakthrough in health data analysis using Palantir's Foundry platform. The award-winning platform integrates medical data from over 300 million patients. It processes billions of data points from a wide range of sources, from traditional medical records and patient registries to data from wearables.

The real breakthrough lies in the ability to study the efficacy and safety of drugs under real-world conditions. This enables significantly more precise and patient-oriented treatment. The platform allows researchers with different levels of technical expertise to perform complex analyses using state-of-the-art statistical methods and machine learning. The combination of financial stability and technological innovation makes the Company an interesting candidate for long-term investors.

With the Genio® system, Nyxoah is addressing an enormous global healthcare market: of the 936 million people worldwide with obstructive sleep apnea, 425 million require urgent treatment. The CE certification, the successful market launch in Germany, and, above all, the upcoming market launch in the USA offer significant growth potential. Given the high number of unreported cases (around 80% of those affected are still undiagnosed) and the low acceptance of conventional CPAP therapy, the current share price of EUR 8.88 could represent an attractive entry point for investors. The collaboration between Bayer and Impli marks a turning point in fertility treatment. The innovative real-time hormone system not only promises better success rates for IVF treatments but also opens up new possibilities in the broader field of hormone health. For Bayer, this means a strengthening of its position in the lucrative women's health market. Palantir impresses with an exceptionally solid financial structure and continuous growth. The successful implementation of the Foundry platform at Sanofi demonstrates the enormous potential in the healthcare sector. The combination of financial stability, technological leadership, and growing market share makes Palantir a promising investment for long-term investors.