Biotechnology
Commented by Stefan Feulner on January 30th, 2024 | 07:15 CET
Bayer, Defence Therapeutics, Morphosys - Biotech sector still on the upswing
The market is currently in an exceptional phase in the biotechnology sector. Following the record year of 2023, the number of M&A transactions continues to increase in the current year. The reason is clear. Many pharmaceutical giants are under pressure due to the expiration of many patents for high-revenue drugs. On the other hand, smaller, innovative companies are trading at attractive valuation levels following the corrections of recent years. In previous transactions, the acquirers paid significantly more than the current market value.
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Commented by Armin Schulz on January 30th, 2024 | 06:30 CET
BioNTech, Cardiol Therapeutics, Evotec - Biotech upswing post-Corona
After the hype caused by the Corona vaccines, many biotech companies experienced a lull. However, there are now increasing signs of a revival, and with good reason. After a period of stagnation caused by market saturation and investor reluctance, fresh scientific breakthroughs and innovative therapeutic approaches are attracting investors and driving the sector to new heights. German biotech companies have managed to raise more funds than in the previous year despite the challenging conditions in the financial markets. Today, we look at three interesting companies and highlight their opportunities for this year.
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Commented by Fabian Lorenz on January 26th, 2024 | 07:00 CET
Drumbeats and Buy recommendations: Siemens Energy, SAP, Cardiol Therapeutics
Analysts at First Berlin see over 200% upside potential for the Cardiol Therapeutics share. The biotech pearl is solidly financed to implement its development pipeline. Positive Phase II data and FDA approval for a Phase III trial are expected in the second quarter of 2024, which should drive the share price. Yesterday's top performers included the shares of Siemens Energy and SAP. At Siemens Energy, the situation at subsidiary Gamesa does not appear to be as catastrophic as feared. SAP is fully committed to the Cloud and AI. Shareholders do not seem bothered by the additional costs for the transformation in 2024; instead, they are celebrating future growth opportunities.
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Commented by Fabian Lorenz on January 24th, 2024 | 07:45 CET
More than 100% upside potential - Buy recommendations for BASF, Evotec and Saturn Oil + Gas
After the price slide of recent weeks, Evotec shares appear to be ripe for a countermovement. In a conference call, the Company attempted to provide clarification and seems to have convinced analysts. Expert opinions on BASF are divided. Has the bottom been reached after the preliminary figures? At least the dividend yield of 8% is attractive. Investors are also anticipating a high dividend from Saturn Oil & Gas soon. Analysts see more than 100% upside potential in the shares of the junior oil producer. The valuation is significantly lower than the peer group. The Canadian company will significantly reduce its debt in the current year, making the share increasingly attractive in terms of free cash flow and enterprise value. The latest drilling program has also produced strong results.
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Commented by Fabian Lorenz on January 18th, 2024 | 08:30 CET
Morphosys on the verge of a short squeeze? Evotec share drops like a stone! Almonty Industries is exciting!
Share price disaster at Evotec. The shares of the German biotech company are falling like a stone in 2024 and have already lost over 30% of their value in just a few trading days. This results from the CEO's surprising resignation and delayed reports of insider transactions. "Manager-Magazin" added fuel to the fire with an article. Morphosys, on the other hand, is taking off. The blood cancer drug Pelabresib is causing speculation and price swings. Could there even be a short squeeze? The Almonty Industries share is also exciting at the moment. The shares of the raw materials company, which focuses on tungsten, appear to have bottomed out and are starting an upward trend. Operationally, Almonty is facing exciting times. Analysts expect the tungsten producer to more than triple its turnover between 2023 and 2025. Given the expected profit in the coming year, the share is anything but expensive.
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Commented by André Will-Laudien on January 15th, 2024 | 06:45 CET
Biotech: Corona is back! The doublers are lurking here: BioNTech, Evotec, Defence Therapeutics and Bayer
We had almost forgotten about Corona and the good old flu, but it is back in full swing. Governments are remaining calm and holding on to their regained liberalism. However, Spain is now resorting to drastic measures again to protect vulnerable population groups. A mask is to be compulsory again in all Spanish healthcare facilities due to the increase in respiratory diseases. Health Minister Mónica García had previously failed to convince the Spanish regions of the need to introduce compulsory masks of their own accord. In some parts of the country, hospital emergency rooms are under severe pressure due to high patient numbers. Biotech stocks are showing the first signs of recovery after the sell-off in 2023. We take a look at a few selected stocks with 100% potential.
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Commented by Juliane Zielonka on January 11th, 2024 | 07:15 CET
From innovative cancer therapy to menopause: How Defence Therapeutics, Bayer and NVIDIA are reshaping the medical landscape
The global prevalence of lung cancer as the second most common cancer and the challenges associated with it have led Defence Therapeutics to develop an innovative solution. Through unconventional nasal delivery, following the motto "through the nose to the lungs", the non-hormonal drug enables the precise distribution of the active ingredient. This advance could replace conventional surgical procedures for lung cancer and open up new avenues in cancer therapy. Bayer aims to generate EUR 1 billion in sales in women's health. The drug aims to alleviate the many symptoms of menopause effectively and opens up new revenue prospects for Bayer in the field of women's health. NVIDIA brings pharmaceutical research into the digital age. BioNeMo, a generative AI platform, enables research and development teams to represent drugs directly on the computer. Discover the opportunities emerging for investors now.
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Commented by Fabian Lorenz on January 11th, 2024 | 07:00 CET
Evotec is in the analyst check, Tui with Wanderlust, and another 100% gain for Manuka Resources?
The Evotec stock is currently not for the faint-hearted. After the resignation of the long-serving board member caused uncertainty, the biotech company was able to reassure investors with a milestone payment. Analysts are speaking out and expressing their opinions, and a real "bull" is among them. And what about Manuka Resources? At the beginning of December, news about an exciting project for battery metals caused a jump in the share price. Is it now worth getting in after the consolidation? The Tui share has also recently consolidated after a 50% gain within a few weeks. Analysts' price targets for the tourism company's shares vary widely. Hold or buy?
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Commented by Juliane Zielonka on January 10th, 2024 | 12:00 CET
Cardiol Therapeutics, Morphosys, BioNTech - Who will switch to the fast lane in 2024?
The life science and biotech sector has a few aces up its sleeve in 2024. Cardiol Therapeutics announces a significant clinical milestone, with over 50% of participants now enrolled in the ARCHER trial for acute myocarditis. MorphoSys, a cancer drug company, is developing an oral therapy specifically for proteins against myelofibrosis with the promising compound "pelabresib". However, analysts disagree on the share valuation. Top dog BioNTech is planning sales of EUR 3 billion in 2024, also focusing on oncology. CEO Uğur Şahin emphasizes the strategic scaling of the cancer therapy business by 2025 and initial market launches by 2026. Who will use 2024 to move into the fast lane?
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Commented by Armin Schulz on January 10th, 2024 | 07:15 CET
Evotec, Defense Metals, PayPal - There is movement here. Where is it worth getting in?
In the dynamic environment of the stock market, it is often significant movements in individual shares that attract the attentive eye of investors. Volatile securities lure investors with the promise of quick profits, but they may signal more than just short-term market fluctuations. When stocks start to move and deviate from their usual trading patterns, it can indicate fundamental changes in the business environment, industry-specific developments or macroeconomic turning points. For the savvy investor, this might be the opportune moment when promising entry opportunities reveal themselves. However, caution is advised: Only those prepared to look behind the scenes and analyze the factors behind the volatility can truly profit from market movements.
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