Shock at BioNTech! Insider Buying at Nordex! Comeback Story for dynaCERT!

dynaCERT Steps on the Gas in Sales

Will dynaCERT be the comeback story of the year? Analysts at GBC Research believe the cleantech stock could rise to EUR 0.48. The stock is currently trading at around EUR 0.06. The German management team is working flat out on the company's comeback. Most recently, the company has celebrated successes—particularly in Vietnam and Mexico—in commercializing its HydraGEN™ technology to reduce fuel consumption and emissions from existing diesel engines. But the team led by the two experienced automotive executives, Kevin Unrath and Bernd Krüper, are not resting on their laurels.

In the second half of 2026, dynaCERT will launch a broad-based international initiative for commercial expansion, focusing on the three core markets of heavy-duty transportation, port operations, and stationary power generation. The goal is to expand the market presence of HydraGEN™ technology, acquire new customer contacts, and strategically develop existing sales relationships. In the heavy-duty sector, the company has set a particular focus on Europe. Planned activities include events surrounding the IAA Transportation in Hanover and the 24 Heures Camions truck racing event in Le Mans. At the latter, the company plans to participate alongside NRS Racing, the Dakar Team, and its French distribution partner IPMD. The focus will be on demonstrating the technology under demanding operating conditions. The company also intends to hold direct discussions with fleet operators, potential customers, and industry partners.

At the same time, dynaCERT is stepping up its activities in the area of port, terminal, and logistics applications. With appearances at TOC Americas in Cartagena, Breakbulk Americas in Houston, and Breakbulk Asia in Singapore, the company is targeting key international markets across North and South America and Asia. Port operations, project logistics, and heavy industrial applications are considered particularly attractive fields of application for HydraGEN™, as large diesel engines in these sectors often run for long periods, and savings in fuel consumption and emissions can yield correspondingly high economic benefits.

The international campaign will run until early 2027 and, with participation in POWERGEN International in Salt Lake City, will extend into the US. There, dynaCERT intends to target energy utilities, independent power producers, EPC companies, and OEMs to further tap into the stationary power generation market. This could prove particularly interesting in the US. The enormous additional electricity demand from AI data centers is forcing the industry to expand its generation capacity massively. The focus right now is on the pace of expansion. Environmental and efficiency considerations are somewhat secondary. This is where dynaCERT's HydraGEN™ technology could shine, as existing diesel generators and other internal combustion engines can be retrofitted at a comparatively low cost.

Overall, CEO Kevin Unrath sees significant commercial potential, particularly in the three segments mentioned. Investors can therefore look forward to further news, which should also benefit the stock.

https://youtu.be/hVNR4Ch5p0c?si=GPcRHxW_aaNFUicR

BioNTech: Setback in the mRNA Race with Moderna

BioNTech shares lost more than 10% from their peak last Friday. And the decline could continue if investors identify Moderna as the winner in the mRNA race. The reason for the share price plunge at the end of the week was the announcement that the German biotech hopeful, in coordination with Genentech, is terminating the Phase 2 BNT122-01 trial of the personalized mRNA cancer immunotherapy candidate Autogene Cevumeran in high-risk colorectal cancer patients following surgical removal of the tumor.

The decisive factor was a new recommendation from the independent Data Safety Monitoring Board. During its most recent data review, the board identified a numerical imbalance in overall survival between the treatment groups. It concluded that continuing the study would likely no longer alter the signal of efficacy. No new safety signals related to Autogene Cevumeran were identified.

The trial was intended to demonstrate whether the mRNA therapy, as a monotherapy, can prevent disease recurrence. BioNTech emphasizes that, despite this setback, mRNA remains a central component of its oncology strategy. The data will now be evaluated in detail to derive insights for patient selection and future development programs. The separate Phase 2 study IMcode003 for pancreatic cancer, in which Autogene Cevumeran is combined with checkpoint inhibition and chemotherapy, is not affected by the decision and will continue.

As a result, BioNTech remains in Moderna's shadow. The US competitor caused a sensation in August with a breakthrough in the fight against skin cancer.

Nordex: Insider Buying

The Nordex share has not made much of a splash lately. Although the stock is up a solid 27% year to date, it is currently trading at EUR 38.50, roughly the same level as at the end of February.

Dr. Ilya Hartmann apparently finds this level attractive. He is the CFO at Nordex and purchased Nordex shares worth approximately EUR 115,000 in August. The average share price was just over EUR 40.

His bullish stance is shared by the majority of analysts. According to marketscreener.com, 9 out of 15 analysts recommend buying Nordex shares. The average price target is around EUR 49. Jefferies is particularly optimistic, seeing a fair value of EUR 60. The Nordex bears are the analysts at Barclays. Although they recently raised their price target from the previous EUR 18.50, they only raised it to EUR 35.

dynaCERT is working on its comeback story. The German management team seems to have found the right strategy. Following successes in Mexico and Vietnam in recent months, further news could drive the stock toward the analysts' price target. At BioNTech, however, things currently do not look like they are heading toward higher share prices. Positive trial results are urgently needed; otherwise, the race against Moderna could indeed be lost. At Nordex, the stock's consolidation continues. This is no surprise and could persist for some time yet.