Biotech
Commented by Fabian Lorenz on August 25th, 2025 | 07:25 CEST
A bombshell for takeover candidates! 100% share BioNxt Solutions leaves BioNTech and Co. behind!
BioNxt shares have finally taken off. At the beginning of July, we last pointed out the opportunities offered by the Canadian-German life sciences company. Since then, the share price has risen by almost 100%, outperforming both the biotech index and investor favorites like BioNTech. However, this is likely to be just the beginning. In a conversation with the editorial team, management hinted at a strong news flow in the coming months. The Company is working flat out on its next-generation platforms to revolutionize drug delivery. For example, syringes and tablets are to be replaced by dissolvable films and transdermal patches. This not only makes BioNxt a prime acquisition candidate, but with a market capitalization of just CAD 100 million, the Company still appears to be anything but expensive.
ReadCommented by Nico Popp on August 25th, 2025 | 07:05 CEST
New research findings – Cell metabolism relevant in cancer: Roche, Novartis, and Vidac Pharma
What if cancer cells no longer grew uncontrollably, and we could target the metabolism of these cells directly? The so-called Warburg effect makes this possible. Discovered around 100 years ago by Otto Warburg, the effect describes the energy metabolism of cancer cells and shows that their metabolism differs from that of healthy cells. This opens up great opportunities for specific therapies in biotechnology. The theoretical assumption is that if the metabolism of cancer cells can be specifically disrupted, treatment will be targeted and free of side effects. Biotech start-up Vidac Pharma is fully committed to the Warburg effect. We explain what the Canadians are researching and why the technology could complement the offerings of several large pharmaceutical companies.
ReadCommented by Armin Schulz on August 21st, 2025 | 07:10 CEST
Overvaluations in pharma and biotech reduced – Novo Nordisk, BioNxt Solutions, and Bayer are NOW in focus
Following the drastic market correction since the waning of the COVID-19 pandemic, the pharma and biotech sectors now offer more rationalized valuations and real opportunities. Instead of speculative hype, solid pipelines, clinical results, and disruptive technologies are what count today. Artificial intelligence is revolutionizing drug development, accelerating processes, and creating measurable competitive advantages. This new reality makes companies that are mastering their digital transformation particularly promising candidates. However, it is important to take a close look at each company. That is why we are examining three exciting companies today where there is a lot going on: Novo Nordisk, BioNxt Solutions, and Bayer.
ReadCommented by André Will-Laudien on August 21st, 2025 | 07:05 CEST
The AI revolution is turning biotech into a gold mine! BioNTech, Eli Lilly, NetraMark Holdings, and Pfizer know how!
Artificial intelligence (AI) is becoming increasingly important in drug research and is revolutionizing the development of new active ingredients. Machine learning and neural networks enable large amounts of data to be analyzed and potential drugs to be identified more quickly. AI also plays a central role in the planning and execution of clinical trials by recognizing data patterns, identifying suitable patients, and thus increasing the chances of success. The market for AI in drug development is growing rapidly. Experts estimate it will reach several billion US dollars by 2025, with projected annual growth of over 40%. Where are the opportunities and risks for agile investors?
ReadCommented by Fabian Lorenz on August 20th, 2025 | 07:00 CEST
Puma, Evotec, and Globex Mining: INSIDER ALERT and BUY RECOMMENDATION!
Insider alert at Puma. Is this the start of a comeback for the share? In addition to the purchase of shares by a board member, analysts are also expressing optimism. The turnaround of the sportswear manufacturer could succeed and bring shareholders returns of over 100%. Insiders have not bought any Evotec shares for a long time. Such a move would boost investor confidence in the Company's realignment. The stock remains under pressure. In contrast, it is likely only a matter of time before Globex Mining breaks out of its sideways channel to the upside. The business model offers the opportunity to participate in exploration opportunities in the commodities sector with reduced risk. The Company is debt-free, and the news flow is positive.
ReadCommented by Stefan Feulner on August 19th, 2025 | 07:20 CEST
JD.com, NetraMark, Palantir – Opportunities in the second tier
The extremely high valuations of the big players in artificial intelligence are a thorn in the side of many analysts. The sharp rise in share prices of Nvidia and Palantir, the latter of which has already reached dot-com status with a current price-to-earnings ratio of no less than 242, means that a healthy consolidation is long overdue. In contrast, AI companies from the second and third tier are standing out, whose potential has so far been largely overlooked by investors.
ReadCommented by Nico Popp on August 14th, 2025 | 07:10 CEST
High flyers are emerging here: NetraMark, Bechtle, Adesso
Sometimes you need an outside opinion. Consulting firms have been cashing in on this for decades. Especially when it comes to new technologies, fresh external input makes sense. McKinsey consultants estimate that the rapid deployment of modern technology alone can lead to productivity gains of 3% - year after year. No wonder, then, that external service providers are in demand in an increasing number of industries and are creating added value. We explain the opportunities these companies can offer investors.
ReadCommented by André Will-Laudien on August 13th, 2025 | 07:15 CEST
Attention, Takeovers: Things are heating up! Bayer, Eli Lilly, Vidac Pharma, and Formycon in focus
Volatility is king! Great for speculators, often difficult for long-term investors. Biotech stocks are extremely sensitive to study and approval news, especially in cancer research. Vidac Pharma is developing drugs that are designed to target tumor cells and cause them to die – risky, but with great potential. Despite its restructuring, Bayer is strengthening its oncology pipeline, especially in niche indications. Eli Lilly is benefiting from the boom in modern immunotherapies and, thanks to its strong financial position, can support long development phases. Formycon is considering entering the oncology market to broaden its base. The sector offers opportunities and surprising takeovers, but requires a high tolerance for risk.
ReadCommented by Armin Schulz on August 13th, 2025 | 07:05 CEST
200% opportunity NOW: How Novo Nordisk, Dryden Gold, and Puma could boost your portfolio
The stock market in 2025 resembles a chessboard of extremes. While volatility is shaking up markets, extraordinary opportunities are emerging in unexpected corners. Established giants are stumbling, but it is precisely sharp price declines that harbor explosive comeback potential. At the same time, commodity newcomers are catching the attention of investors, driven by a sharp rise in the price of gold. And global consumer brands? Their fundamental strength may surprise despite short-term turbulence. Three very different players perfectly illustrate this momentum: Danish pharmaceutical giant Novo Nordisk, Canadian gold explorer Dryden Gold, and Puma, a German sportswear manufacturer. Their stories could transform your portfolio.
ReadCommented by Nico Popp on August 11th, 2025 | 07:15 CEST
Platform strategies are shaking up the biotech market: BioNxt, Thermo Fisher Scientific, Evotec
In biotech, the all-or-nothing principle no longer applies. Instead of offering just one product, the platform economy is becoming the norm in the development of tomorrow's active ingredients. What does this mean? Companies are working together, sharing their technology, and thereby reducing their dependence on individual projects. Since each player can focus on its core competencies, new active ingredients are brought to market faster, and even innovations in niche areas can gain significant traction thanks to strong partners. We explain what platform economics means in the biotech sector and how investors can benefit from it.
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