Biotech
Commented by Nico Popp on March 31st, 2026 | 08:20 CEST
Dividends as Portfolio Anchors: Familiar Names Sanofi and BB Biotech – Hidden Gem RE Royalties
In a market environment marked by structural upheaval, portfolio stability is increasingly coming into focus. Analysts at JPMorgan emphasize that preserving accumulated gains requires a renewed focus on resilience and diversification. Research by S&P Global also shows that dividends have contributed over 50% to the total return of global equities over the past 25 years. Choosing the right stocks is crucial to securing steady cash flows even during volatile market phases. Pharmaceutical giant Sanofi, investment firm BB Biotech, and the virtually unknown Canadian company RE Royalties offer fundamentally different but extremely promising approaches for investors.
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Commented by Nico Popp on March 30th, 2026 | 08:30 CEST
A Paradigm Shift in Oncology: Core Stocks Roche & Galderma and the High-Leverage Opportunity in Vidac Pharma
Medical advances affect us all. Oncology is also undergoing a transformation. As conventional immunotherapies for skin cancer increasingly reach their limits, clinical research is shifting its focus to correcting defective tumor metabolism. The Warburg effect, where cancer cells shift energy production to aerobic glycolysis to fuel uncontrolled growth, offers a promising entry point. This dynamic development landscape is exacerbated by an impending patent cliff, which, according to calculations by the consulting firm PwC, threatens industry revenues of USD 104 billion by 2028, as many patents for active ingredients are expiring. Currently, market researchers at Fortune Business Insights estimate the volume of the global oncology market for 2026 at USD 286.36 billion. While pharmaceutical giant Roche secures its market leadership and the Galderma Group dominates standard dermatological care, biotechnology company Vidac Pharma is targeting the metabolic vulnerability of cancer cells with a completely novel mechanism of action, aiming to effectively shut down the cancer.
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Commented by Fabian Lorenz on March 26th, 2026 | 06:55 CET
Over 50% Upside Potential? BioNTech, TUI, and Bayer Partner MustGrow
Looking for an under-the-radar opportunity with significant upside potential? MustGrow may fit the profile. With a market capitalization of under CAD 40 million, its biological and regenerative crop protection solutions have already attracted the interest of Bayer. The Leverkusen-based company has licensed the mustard seed-based technology for Europe, Africa, and the Middle East and is investing a double-digit million amount. A full takeover is also not out of the question. Meanwhile, takeover speculation surrounding BioNTech has eased following the founders' surprise departure, and attention is slowly shifting back to the research pipeline. Analysts have confirmed their "Buy" recommendation. The same applies to TUI. The war in Iran is causing uncertainty among investors, while the company is simultaneously reporting an increase in flight capacity for the spring and summer seasons.
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Commented by André Will-Laudien on March 25th, 2026 | 09:35 CET
Oil Volatility Shakes Markets – Life Sciences Stocks Back in Focus: Bayer, Vidac Pharma, Valneva, Novo Nordisk, and Pfizer
The conflicts in the Middle East continue. With the first talks between the US and Iran, the stock markets made a lightning-fast upward adjustment. As a result, the German benchmark index DAX 40 gained a full 1,600 points within just 10 minutes at the start of the week. However, it was unable to hold that level, falling back to 22,600 points yesterday. The question now is whether the parties to the conflict can actually reach a viable solution. Completely unfazed by the broader market conditions, some news is making waves in the life sciences sector, driving price movements here and there. It is good to shift the focus away from daily market fluctuations and toward other profitable sectors. Here are a few ideas.
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Commented by Fabian Lorenz on March 20th, 2026 | 09:00 CET
Which stock to buy now? Evotec, Nel, and Lahontan Gold in focus
What is driving Nel's sudden rebound? Within just a few days, the former hydrogen hopeful has surged more than 20% in value, breaking out of its short-term downtrend. Yet analysts do not see a trend reversal. Instead, they point to a risk in the order backlog. In contrast, the gold explorer Lahontan Gold currently offers an interesting entry opportunity following a sharp correction. The company aims to expand the resource estimate of its flagship Nevada project beyond 2 million ounces. If successful, the stock could be materially undervalued. Evotec, on the other hand, continues to struggle with investor sentiment. Even a recent milestone payment failed to provide positive momentum, with the stock declining further yesterday.
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Commented by Armin Schulz on March 20th, 2026 | 08:35 CET
Act Now! Invest in cancer research with BioNTech, Vidac Pharma, and Pfizer and secure returns
Global healthcare spending is surging, and the oncology sector promises above-average returns. As the global population continues to age, the number of new cancer cases is expected to rise to over 30 million annually by 2040, intensifying competition among pharmaceutical companies for market share in this trillion-dollar industry. However, it is not yesterday's established drugs that offer the greatest profit potential, but rather radical technological shifts. While BioNTech is now deploying its billion-dollar mRNA platform against tumors, Vidac Pharma is pursuing an entirely novel approach aimed at starving cancer cells. At the same time, Pfizer is pushing aggressively into this field. We take a closer look at the current situation of these three companies.
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Commented by Fabian Lorenz on March 16th, 2026 | 09:05 CET
BioNTech a Takeover Target? What's Happening at CHAR Technologies and Steyr Motors?
A cleantech growth story with takeover potential is currently available for only around CAD 35 million. CHAR Technologies is benefiting from rising oil and gas prices thanks to its technology. If the stock fails to move higher, a strategic partner could step in. Is BioNTech a takeover candidate? Until last week, the answer would likely have been a clear no. But since the announcement that the founders are stepping down, almost anything seems possible. And there is another factor in its favor. To avoid being swallowed by a major defense contractor, Steyr Motors aims to grow aggressively - both organically and through acquisitions. Analysts believe the company could double its revenue and recommend buying the stock.
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Commented by André Will-Laudien on March 13th, 2026 | 08:35 CET
Bull market or bear market? Not all that glitters is gold! Evotec, TeamViewer, and Lahontan Gold under review
With volatility at current levels, investors are looking for stable stocks. That is not easy, because on days when oil prices start the morning with a USD 35 premium, stocks are sometimes sold off in a panic. This is a paradise for traders, an opportunity for long-term investors, and a costly mistake for the nervous. This is how modern stock markets operate: AI-driven trading algorithms anticipate possible scenarios based on volatility patterns and reshape order books within milliseconds. For private investors, the key is to keep their nerve and separate the wheat from the chaff. We take a closer look at Evotec, TeamViewer, and Lahontan Gold. Because where there is light, there is also shadow.
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Commented by Fabian Lorenz on March 12th, 2026 | 07:25 CET
Breaking News! Takeover speculation? BioNTech, Evotec, Vidac Pharma
First, the positive news: Vidac Pharma's drug candidate VDA-1102 was recently used in a compassionate treatment case in connection with a girl's third brain surgery. Following the treatment, the patient's condition improved significantly. In addition, the Vidac platform is now being tested beyond oncology. 2026 could mark a potential breakthrough year for the company and its stock. It was a different story this week for BioNTech, whose shares suffered a sharp setback. The rather mixed results for 2025 and the cautious outlook for the current year likely played only a limited role. More troubling for shareholders is likely the impending departure of the founding couple. This raises the question: Could BioNTech become a takeover target? There were also long faces at Evotec this week. The company's restructuring program has failed to convince the market, and the stock has slipped below an important technical support level.
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Commented by André Will-Laudien on March 12th, 2026 | 07:05 CET
Sector rotation favors biotech and life sciences! BASF, MustGrow, Novo Nordisk, and BioNTech in focus
Surprises are currently widespread. Former Agriculture Minister Cem Özdemir will now lead the state parliament in Baden-Württemberg. The Green Party won over 30% of the vote in a landslide victory, putting issues such as environmental protection, social affairs, and, from Mr. Özdemir's time as minister, the agricultural industry back in the spotlight. With a human-centered approach and a focus on healthy nutrition, this means that established agricultural companies are increasingly being forced to reconcile productivity with sustainability. In this environment, MustGrow Biologics is positioning itself as a strategic technology provider whose achievements have already been validated by leading market players. An expanded sector view also includes the life sciences industry with the protagonists BASF, Novo Nordisk, and BioNTech - an exciting mix.
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