Biotechnology
Commented by Nico Popp on October 6th, 2026 | 07:35 CEST
Fighting Skin Cancer: How Vidac Pharma, Biofrontera and Regeneron Target Different Stages
At the recent annual meeting of the European Academy of Dermatology and Venereology in Vienna, the focus was on new approaches to treating extensive skin damage. The fight against skin cancer is shifting: It is no longer just about combating developed tumors, but about stopping the disease before it breaks out. Destroying diseased cells early on spares patients from major surgeries and eases the burden on the healthcare system. We present the latest developments and opportunities for investors.
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Commented by Nico Popp on October 2nd, 2026 | 09:50 CEST
Formycon and the Patent Cliff: Why Expiring Patents at Novartis and Merck Present an Opportunity for the German Biotech Industry
Even pharmaceutical giants are coming under pressure. The key term here is the patent cliff. According to industry estimates, between 2025 and 2030, active pharmaceutical ingredients with a global sales volume of approximately USD 300 billion will lose their exclusive patent protection. This turning point is forcing even pharmaceutical giants to rethink their strategies. Specialized developers will then bring biosimilars to market—equivalent and more affordable alternatives for healthcare systems. One well-known biosimilar provider is the German company Formycon. We examine the market and outline what makes Formycon's investment story compelling. But first, we look at two international pharmaceutical companies.
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Commented by Fabian Lorenz on October 2nd, 2026 | 06:55 CEST
BioNTech: A Setback or a Breakthrough? Micron and Volatus Aerospace Impress with Positive News Flow!
Contrarian investors, take note! An exciting opportunity may currently be emerging at Volatus Aerospace. Drone stocks continue to struggle on the stock market. However, the industry's long-term outlook remains positive in both the military and civilian sectors. While Volatus shares are consolidating, positive news continues to flow with new orders and technological advances. Micron Technology has also delivered strong news. Its record figures for 2026 exceeded estimates. The outlook is also positive. Can this dispel investors' skepticism regarding the sustainability of growth and margins? A sign of weakness or a bold move? This question arises with BioNTech in light of the permanent closure of three sites. The media response has been largely critical. However, there are also positive comments.
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Commented by Matthias Schomber on October 1st, 2026 | 07:55 CEST
Evotec, DroneShield and Power Metallic Mines: Turnaround Opportunities, Defence Boom and Commodities Hidden Gem
The stock market can be a madhouse at the best of times—and right now, some developments seem to defy all logic. Yet markets are rarely driven by fundamentals alone. Greed, fear and shifting investor sentiment can send stocks in directions that appear difficult to explain from a purely rational perspective. While the cards are being reshuffled at Evotec's modern laboratories following a management shakeup, DroneShield is looking to benefit from the new defence boom in the skies. In Canada, Power Metallic Mines sits on a vast polymetallic deposit. Each of the three stocks has its own technical chart setup. We examine the hard facts, look at margins and balance sheets, and assess the real opportunities. Which of these three stocks offers significant turnaround potential, and where do risks still loom? Read on to find out.
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Commented by André Will-Laudien on September 29th, 2026 | 07:10 CEST
Takeovers and Blockbusters on the Horizon! Novo Nordisk, BioNxt and Bayer Keep Taking Center Stage
The storm continues! The biotech sector is facing a massive wave of acquisitions and the approval of new blockbuster drugs. Currently in the spotlight are, above all, the weight-loss sector, innovative drug-delivery platforms, and groundbreaking gene therapies. Major pharmaceutical companies are sitting on bulging cash reserves and are desperately seeking innovative pipelines to offset impending patent expirations. In addition, approval decisions for novel obesity treatments and cancer therapies are driving up valuations across the entire industry. Smaller research firms are making a name for themselves with revolutionary active-ingredient delivery technologies, making them coveted acquisition targets for industry giants. Artificial intelligence in clinical development is also driving major efficiency gains and attracting massive amounts of venture capital. Current market momentum shows industry consolidation is in full swing, and strategic partnerships are setting the pace. Those who stay ahead of the curve in this environment will secure strong revenues for decades to come. For investors and market observers, this realignment offers an exciting starting point with enormous growth opportunities. We dive a little deeper!
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Commented by Jens Castner on September 28th, 2026 | 07:10 CEST
WHEN STOCK PRICES AND REALITY COLLIDE: THE WEEK OF TRUTH FOR BYD, VIDAC PHARMA AND FEDEX
This week holds a fascinating lesson for investors. BYD, Vidac Pharma and FedEx, three publicly traded companies that could hardly be more different, are holding their annual shareholder meetings: a Chinese auto giant, a British-Israeli biotech minnow, and an American logistics conglomerate. Current developments reflect three completely different realities. The spectrum ranges from global market battles to controversial issues regarding insider stock sales and executive compensation. Two of the stocks have recently lost about half their value. The third, while down significantly from its all-time high after a record run, is still clearly up for the year. Read on to learn about the opportunities and risks this presents.
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Commented by Nico Popp on September 25th, 2026 | 07:50 CEST
Breakthroughs in Skin Cancer Treatment: New Approaches from Biofrontera and Moderna – Vidac Pharma Faces a Busy Fall
For a long time, the treatment of skin cancer and its precancerous stages resembled a makeshift compromise: Doctors used scalpels, froze affected areas, or prescribed aggressive creams that destroyed tissue. It was not uncommon for patients to suffer pain and weeks of delayed wound healing. But a completely new dynamic is currently emerging in the sector. Suddenly, innovations involving light beams, messenger RNA (mRNA), and the metabolic reprogramming of cancer cells are making headlines. We present the latest developments in skin cancer and its precancerous stages. The race for innovation has only just begun.
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Commented by Stefan Bode on September 25th, 2026 | 07:45 CEST
Breakthroughs, Production Launches and Billion-Dollar Contracts – Almonty Industries, Secunet Security Networks, Viking Therapeutics
Strong clinical trial data, the launch of a strategically important raw-materials production facility, and a potential billion-dollar contract are driving market activity. The three companies presented today could benefit from long-term megatrends such as obesity therapies, secure supply chains, and rising defense spending. However, high growth opportunities are offset by clinical risks, operational challenges, and ambitious valuations.
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Commented by Fabian Lorenz on September 22nd, 2026 | 07:45 CEST
Analysts See Multibagger Potential: Nordex, Evotec and Aspermont
Analysts see multibagger potential in Aspermont's stock. The Australian company appears to be making good progress in its transformation from a specialist publisher into a scalable provider of data and analytics for the global resources industry. The stock has yet to take off. Its 2028 P/E ratio is below 10. Nordex is no longer a bargain. Analysts see further growth opportunities, but the stock has already priced in much of that potential. Nevertheless, analysts recommend buying the shares. The US business is becoming increasingly important. Buying Evotec shares is not an obvious choice right now. The stock has fallen below EUR 3, while positive company news is being ignored by the market. Could this perhaps be an opportunity?
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Commented by Matthias Schomber on September 22nd, 2026 | 07:25 CEST
Puma at Rock Bottom, Novo Nordisk Riding the Weight-Loss Boom and Volatus Aerospace in Rebound Mode: Who Is the High-Flyer?
Broadly speaking, the stock market in Germany, as well as across Europe and globally, is currently under considerable pressure. Two wars in Iran and Ukraine, along with discontent in Germany with the current government, are weighing on markets. In other words, the stock market is under significant strain. The major indices are at or near critical technical levels. Puma, for example, is struggling with margins, while analyst price-target cuts and an upcoming change in the company's head of sales are adding pressure. Novo Nordisk, meanwhile, is facing regulatory headwinds and increasing competition in the US despite rapidly growing future markets in the obesity segment. Volatus Aerospace, by contrast, is raising hopes of a rebound with new government contracts for tactical reconnaissance drones. A technical breakout could make the stock an interesting candidate for strong performance. Read on to learn why Puma still requires plenty of patience, which billion-dollar investments are supporting Novo Nordisk's pipeline, and how investors could potentially take advantage of an entry opportunity in Volatus now.
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