Biotech
Commented by Stefan Feulner on March 4th, 2022 | 13:33 CET
Bayer, Defence Therapeutics, Merck KGaA - At the start of the trend
The biotech industry is the innovative engine for a pharmaceutical industry dependent on new concepts due to the shift from blockbuster products to personalized medicine. Even before Corona, more than EUR seven billion per year was invested in R&D in 2019. The development of new drugs is particularly important for the pharmaceutical industry, as patent protection for many blockbuster drugs is expiring or has already expired. For this reason, the pharmaceutical industry is now much more often entering biotech companies in the early development phases of a new drug. The example of vaccine manufacturers has successfully highlighted this strategy, which will also be applied to other diseases in the future.
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Commented by Juliane Zielonka on March 3rd, 2022 | 13:12 CET
Cardiol, BioNTech, Novartis - Inventory at three high-flyers
Good news, this time from Cardiol Therapeutics. Both the US FDA and regulatory authorities in Brazil and Mexico have given the green light for the inclusion of patients already vaccinated against COVID-19 in the LANCER trial. The opening with respect to this patient group increases the likelihood of a speedy trial completion. The pandemic cannot be over until global efforts are made to fight the virus together. So BioNTech will build a plant in Rwanda. And Novartis, as an experienced Big Pharma giant, illustrates through its quarterly figures how valuable the pharmaceutical industry as a whole can be as an investment.
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Commented by Armin Schulz on March 2nd, 2022 | 11:24 CET
BioNTech, XPhyto Therapeutics, Valneva - Where are the Corona winners?
Even if the Corona coverage, which has prevailed for 2 years, has recently been replaced by the Ukraine conflict, the pandemic is not yet over. RKI chief Wieler recently reported increased outbreaks in nursing homes and rising incidences among the elderly. Health Minister Lauterbach also sees the wave not yet broken and reports the highest death rates in months. Since the legal basis for the Corona measures expires on March 19, a new law has been introduced to allow measures to be enacted beyond that date. Which companies could benefit?
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Commented by Carsten Mainitz on February 24th, 2022 | 11:30 CET
SYNLAB, XPhyto, Novavax - How long will the Corona boom last?
Corona has been turning the world upside down for two years. Although the stock markets have largely recovered from their crash in February and March 2020 and are clearly up again, some stocks are still doing much better, thanks to Corona. For example, shares of companies involved in developing and producing Corona vaccines, medicines, or testing methods have significantly outperformed the indices. But how sustainable is this boom?
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Commented by André Will-Laudien on February 22nd, 2022 | 13:05 CET
BioNTech, Moderna, Valneva, Cardiol Therapeutics: The gold rush is over!
The mild progression of the Omicron variant and the associated massive relaxations of the Corona measures in many countries weighs heavily on the prospects of the vaccine manufacturers. That is because the winter is drawing to a close, clinical shortages are not occurring, and vaccination rates do not want to increase despite massive public campaigns. Meanwhile, even those in power realize that enforcing a general vaccination requirement could become a hot legal ride under the current circumstances. For the biotech sector and vaccine producers, in particular, this is a reason for profit-taking for the time being. Here are a few further ideas.
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Commented by Armin Schulz on February 16th, 2022 | 10:59 CET
Valneva, Cardiol Therapeutics, Pfizer - Great opportunities after setbacks
First, vaccine maker stocks were pushed down by fears of a pandemic ending by the Omicron variant. Add to that a nervous and challenging market environment that has to deal with interest rate hikes and inflation. Late last week, news that Russia's invasion of Ukraine was imminent added further worry lines. All of this is weighing on the markets, but these setbacks also offer investors opportunities. Today, we analyze three turnaround candidates in more detail.
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Commented by Stefan Feulner on February 14th, 2022 | 12:17 CET
BioNTech, XPhyto, Steinhoff - Explosives for the stock markets
The situation on the stock markets remains tense. Due to the persistently high inflation figures, voices are becoming increasingly louder, calling for far more than the originally planned 3 interest rate hikes by the FED for this year. The ECB should also not be long in finally abandoning its ultra-loose monetary policy. And to make matters worse, the situation in Ukraine is threatening to escalate. The US already reacted to the tense situation and withdrew embassy staff from the Ukrainian capital Kiev.
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Commented by Nico Popp on February 10th, 2022 | 11:14 CET
BioNTech, Cardiol Therapeutics, Peloton: Future check on pandemic stocks
There are pandemic stocks that are already out today. But there are also pandemic stocks that are only now taking off operationally. We take a look at three stocks and do a future check: Where has the pandemic only provided the initial spark, and where is the hype irretrievably over?
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Commented by André Will-Laudien on February 9th, 2022 | 12:22 CET
MorphoSys, Defence Therapeutics, Valneva, CureVac - Find the bio blockbuster!
The biotech sector is a highly dynamic growth market within the equity universe. It is characterized by investment volumes of unprecedented size, which is also the reason for the high innovation rate characteristic of the sector. Price reactions to positive or negative surprises can be very volatile, and these tendencies are often exacerbated by the intervention of stop orders or the occurrence of derivative slippage. Vaccine manufacturers were down over 50% across the board, as the pandemic is being traded as a phase-out. The vaccination rate does not appear to be increasing significantly. Where are the opportunities for investors at the moment?
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Commented by Stefan Feulner on February 9th, 2022 | 12:20 CET
BioNTech, Barsele Minerals, Pfizer - Markets facing a turnaround
The vaccination pace in Germany continues to decline. According to experts, the Omicron variant could be the end of the pandemic and the change to an endemic. Is this why we have already seen the highs in vaccine manufacturers? With the FED's plan to raise interest rates in several steps, technology stocks corrected sharply, while new life was breathed into shares from the financial services sector. Companies in the gold sector should also be in strong demand over the long term because one thing is certain, even if the pandemic goes away, government debt will remain.
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