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April 3rd, 2025 | 07:20 CEST

Stock set for 100% rally! Evotec, thyssenkrupp, Vidac Pharma - A golden April ahead?

  • Biotechnology
  • Biotech
  • Defense
Photo credits: pixabay.com

Can shareholders look forward to a 100% price gain soon? If analysts have their way, this could be imminent for Evotec. However, shareholders must first mark an important date in April, as the medium-term share price performance is likely to be decided then. For Vidac Pharma, analysts see even greater upside potential, making the current price weakness an interesting entry opportunity. After all, the biotech company is making operational progress. One of the surprises of the current week is thyssenkrupp. The Company is benefiting from billions being spent in defense and infrastructure. Now, it could also benefit from Trump's tariff policies. Analysts recommend buying.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: EVOTEC SE INH O.N. | DE0005664809 , THYSSENKRUPP AG O.N. | DE0007500001 , VIDAC PHARMA HOLDING PLC | GB00BM9XQ619

Table of contents:


    David Elsley, CEO, Cardiol Therapeutics Inc.
    "[...] As a company dedicated to developing treatments for rare heart diseases, we see this as an opportune moment to contribute to the fight against heart disease and make meaningful strides in improving heart health worldwide. [...]" David Elsley, CEO, Cardiol Therapeutics Inc.

    Full interview

     

    Vidac Pharma: On the path to multiplication

    At Vidac Pharma, positive news flow and share price performance remain disconnected. While the stock is now trading at just EUR 0.53 after starting the year at EUR 0.81, the Company is consistently working on a new class of cancer treatments. This presents an interesting buying opportunity. Incidentally, analysts at the German company Sphene Capital believe that the Vidac share price could multiply. Their target price is EUR 4.90.

    Vidac Pharma recently announced the establishment of a groundbreaking research consortium to combat pediatric brain tumors. Based on the product ALMAVID developed by Vidac, the consortium, called TME++, is expected to accelerate research and bring new perspectives. TME++ includes three university research groups and two leading hospitals. Vidac's new formulation is not only promising for pediatric brain tumors, but could also be the basis for the treatment of other solid tumors.

    Vidac is currently focusing on the two oncology and oncodermatology drug candidates, VDA-1275 and VDA-1102. They are based on Vidac's patented approach of reversing the malignant metabolism of cancer cells and restoring normal cell function.

    Evotec: It is going to be exciting

    Is Evotec on the verge of a 100% rally? In any case, this is what the analysts at RBC believe. After a turbulent period, investors should finally learn more this month about the future strategic direction of the biotech company. Evotec has scheduled the publication of its 2024 financial statements for April 17. Then, if applicable, information will also be provided about what legacy issues the new management has yet to discover. However, what is likely to be even more important for the share price is the strategic direction planned for the future, as well as the revenue and margin targets that will be set. Shortly after taking office last year, the new management had already announced that the Company would prioritize earnings over sales in the future. What this means for margins and sales growth will determine Evotec's further share price development. In any case, the analysts at the Canadian bank seem to be convinced that the strategy will be convincing. Their fair value for the Evotec share is EUR 11.60, which is around 100% above the current level.

    It is also possible that the stock price will move in the opposite direction on April 17. This is because further write-downs could be announced due to legacy issues, future revenue growth could be too low for investors, or margins could not be high enough.

    Deutsche Bank has long been one of Evotec's bears. They believe that the biotech company's strategic reorganization will take longer. Their target price is EUR 4. Therefore, the experts currently rate the stock as "Sell."

    thyssenkrupp: Winner of the tariff war?

    The thyssenkrupp share is also not for the faint-hearted at the moment. After the rally from EUR 4 to over EUR 10, the security is currently correcting. However, given the sharp rise, the discounts are limited. On Tuesday, the share price even rose above EUR 10 again. Could thyssenkrupp be a winner in the tariff dispute with the US? Kepler Cheuvreux certainly sees it that way. The analysts have recommended the thyssenkrupp share and the Salzgitter share as a "Buy". The trade war triggered by Donald Trump has already caused steel prices to rise. Combined with the billions being invested in armaments and infrastructure, thyssenkrupp is expected to gain significant momentum. Therefore, the analysts have upgraded the stock from "Hold" to "Buy".

    After the marine division had previously provided for price fantasy, the steel business is now being added. The talk of a possible IPO of the marine division died down a little last week. Instead, thyssenkrupp Marine Systems and the Norwegian Ulstein Verft announced a cooperation at the Undersea Defender Technology (UDT) trade fair in Oslo. Should thyssenkrupp receive the order to build the next modern frigates for the Norwegian Navy, a large part of the value added would be created at Ulstein. It is reported that Norway is planning to order up to six frigates.


    The significant decline in Vidac Pharma's share price offers investors an exciting entry opportunity. Further strong news flow is expected throughout the year, which could push the stock back toward analysts' price targets. At Evotec, much will depend on the content of its new strategy. However, there is a risk of disappointment. Meanwhile, thyssenkrupp is currently riding a wave of success. However, the stock has also performed well.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



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