SHARE PRICE FIREWORKS! RENK and Novo Nordisk shares take off! Vidac Pharma next?

Vidac Pharma: Will the shares take off, or will there be a takeover?

Will Vidac Pharma evolve from an oncology specialist to a takeover candidate in the current year? At the turn of the year, management made positive statements about the company's development. A milestone in 2025 was the start of the Phase 2 clinical trial of the active ingredient VDA-1102 for actinic keratosis (AK) in Europe. With its novel therapeutic approach, the Tuvatexib (VDA-1102) ointment is expected to be particularly effective against the active, fast-growing precursor of skin cancer. The study is being conducted in close collaboration with CentroDerm in Wuppertal.

Another milestone was the Xetra listing shortly before Christmas. Since then, the share price has jumped amid high trading volumes and gained over 30%. This suggests that the upside potential is far from exhausted. Analysts at Sphene Capital see the fair value of the Vidac share at EUR 4.20. With a market capitalization of only EUR 40 million, the oncology specialist is also a takeover candidate.

The year 2026 is still young, but there has already been positive news from the US. The United States Patent and Trademark Office (USPTO) has granted a core patent there. This patent protects a wide range of applications related to the development of molecules that modulate the interaction of hexokinase 2 (HK2) with mitochondria. HK2 is an enzyme involved in glycolysis (sugar breakdown) and is upregulated in many tumors.

In cancer cells, HK2 is often located on the outer mitochondrial membrane, typically through interaction with a membrane protein. This "docking" can metabolically benefit cells and make them more resistant to cell death (apoptosis). A growing number of scientific publications underscore the importance of mitochondrial function for cell metabolism, including in the field of oncology.

Vidac CEO Dr. Max Herzberg also reported on the strategy and roadmap in an interview with the International Investment Forum:

https://youtu.be/3A9gVbHM-dE?si=LbaLQjuxJc7BFsj_

RENK: Analysts provide tailwind

Defense stocks have not been on the shopping list of many stock market traders in recent months. After the sharp price increases, a consolidation was definitely healthy. RENK shares have gained over 10% in recent days. This is still not enough for a trend reversal, of course, but positive analyst commentary is increasing.

Warburg Research recently raised its rating for the specialist in transmissions for heavy military vehicles from "Hold" to "Buy." Although consensus estimates have fallen, the share price has fallen even more sharply. As a result, RENK shares once again offer an attractive risk/reward profile. Analysts continue to bet on a supercycle in the industry. They are apparently not impressed by the fact that the lack of large billion-euro orders continues to cause uncertainty on the capital market. Instead, Warburg analysts have raised their price target for RENK shares from EUR 57 to EUR 63.

Yesterday, the share price was just under EUR 57. Too low, says Deutsche Bank Research. Their analysts see the fair value of RENK shares at EUR 72 and recommend them as a "Buy". Following a conference call with management, the analysts expressed a positive view of the defense group's prospects. RENK will report on its performance in the fourth quarter and for the full year 2025 on March 5.

Novo Nordisk: Success in the US drives share price

While Vidac Pharma is optimistic about 2026, Novo Nordisk is facing a decline in revenue and profits. The Danish pharmaceutical company shocked investors with this forecast last week. As a result, the share price slipped from DKK 370 to below DKK 280 within a few days.

Yesterday, for a change, the share price jumped by around 6%. This is likely because the feared competition and price pressure on the blockbuster drugs Wegovy and Ozempic may initially be somewhat weaker than the Danes had feared. On Monday, Novo Nordisk sued Hims and Hers Health for patent infringement. The US telemedicine company had launched a significantly cheaper alternative to Wegovy. The low-cost weight-loss pill had led to significant declines in the share prices of market leaders Eli Lilly and Novo Nordisk. However, due to pressure from the US Food and Drug Administration (FDA), sales were halted again.

On Friday, the FDA announced that it would restrict the use of GLP-1 active ingredients in unapproved combination drugs. There is now speculation that not only pills but also injections from the imitator may be taken off the market.

Vidac Pharma could achieve a breakthrough in 2026. If the studies continue to be so positive, the valuation of EUR 40 million appears to be significantly too low. This could also prompt pharmaceutical companies to make a takeover bid. RENK currently has momentum. However, there is no sign of a trend reversal yet. This is likely even more true for Novo Nordisk.