Biotechnology
Commented by Armin Schulz on December 12th, 2023 | 06:50 CET
BioNTech, Defence Therapeutics, Bayer - Golden times for the biotech and pharma industry?
With the arrival of winter, people are increasingly worried about illnesses such as coronavirus and influenza. The current wave of diseases and the new coronavirus variant are increasing the demand for medicines, which could positively impact the shares of pharmaceutical and biotech companies. Biotech's success in drug development for COVID-19 vaccines has allowed the industry to flourish over the past two years. But after the boom came the crash. However, the stock market always moves in cycles. The current challenges in the healthcare sector, such as the rising number of cancer cases, could, therefore, mean golden times for pharmaceutical and biotech companies, as they not only contribute to improving global health but also offer attractive returns for investors.
Read
Commented by Juliane Zielonka on December 8th, 2023 | 07:20 CET
Which stocks are leading the fight against cancer and chronic diseases? Defence Therapeutics, Merck and BioNTech
The pharmaceutical industry is facing complex developments in the fight against cancer, with Defence Therapeutics making significant progress with the successful FDA filing for its drug for the targeted treatment of tumors. The growing market opportunities in oncology until 2032 underline the potential of this breakthrough. In contrast, Merck KGaA is experiencing a severe setback with an 11% share price decline following the failure of evobrutinib for the relief of MS in late-stage clinical trials. According to analysts, this also impacts the Company's valuation. Despite promising cancer-fighting approaches, BioNTech faces uncertainties due to a reduced revenue forecast for 2023 and an 'Underweight' rating from JP Morgan. Despite these challenges, the sector remains dynamic. Find out which shares could be worthwhile in the long term here.
Read
Commented by Juliane Zielonka on December 7th, 2023 | 07:00 CET
New developments in the healthcare market: Cardiol Therapeutics, Amazon and Bayer shares in focus
Cardiol Therapeutics, a clinical-stage life sciences company focusing on therapies for heart inflammation, has secured a renowned clinic to advance its Phase II MAvERIC-Pilot study. This study, focused on combating recurrent pericarditis, promises to provide sound approaches to improve the quality of life of affected patients. Amazon has been dabbling in the healthcare sector since 2015 and is gradually conquering the telemedicine market. The path to telemedicine for Prime members, through the acquisition of companies such as "One Medical" and "PillPack", poses challenges. In contrast, Bayer is once again caught in the crossfire of legal disputes. The recent glyphosate trial loss before a jury in Philadelphia calls for a strategic realignment. At the same time, Bayer is attempting to provide new impetus in the area of women's health through a partnership in the field of hormonal contraception. Find out which development holds promise here.
Read
Commented by Fabian Lorenz on November 30th, 2023 | 07:10 CET
Biotech Alert! Morphosys, Bayer, BioNTech and Defence Therapeutics
Morphosys is not for the faint-hearted. After unclear study results, the stock gave up its annual gains within a few days. Analysts are also divided on what the future holds. On December 10, the study details will be released, hopefully shedding light on the situation. Bayer shareholders are currently seeing dark clouds. The stock plummeted from EUR 40 to EUR 30 in a short time. Is the dividend now at risk, or is the entire company in jeopardy? There is a slew of positive news for Defence Therapeutics. Can the stock break out of its sideways trend? A potential partner for the Canadians could be BioNTech. The German biotech favourite is working with full coffers on cancer vaccines. However, analysts remain cautious.
Read
Commented by Armin Schulz on November 29th, 2023 | 06:30 CET
MorphoSys, Cardiol Therapeutics, Bayer - Where will the rebound start first?
2023 was a challenging year for pharmaceutical and biotech companies. After the boom years of the Corona pandemic, many companies went into a tailspin. But not just vaccine manufacturers were hit; others were dragged down too. The markets are currently volatile. MorphoSys has seen a peak gain of 145% since the beginning of the year - but is currently only up 35%. Cardiol Therapeutics has also gained over 140% and has recently consolidated. The share is currently up 74% since the beginning of the year. Only Bayer's performance curve is pointing downwards. The share is currently worth 34% less than on January 2. We look at where the rebound will start first after the consolidations.
Read
Commented by Fabian Lorenz on November 23rd, 2023 | 07:40 CET
Buy now? Morphosys, Siemens Energy and Desert Gold share
What do renewable energies, biotech and gold have in common? Shares from these sectors have predominantly experienced significant losses in 2023. Morphosys, Siemens Energy and Desert Gold are examples of this. However, the underperformers in the current year are often among the top performers in the upcoming year. Can this apply to these three shares? In the case of Morphosys, the latest study data has been confusing, and the share has given back its gains of the year. Analysts are now expressing their views. Siemens Energy has lost over 30% of its value due to operational problems, and the price targets of the experts vary widely. Explorer Desert Gold has been quiet recently. Is it the calm before a price jump? In any case, the share is anything but expensive.
Read
Commented by Stefan Feulner on November 22nd, 2023 | 07:00 CET
Bayer, Cardiol Therapeutics, K+S AG - Clear opportunities after bottoming out
Shareholders of the chemical and pharmaceutical company Bayer suffered a black Monday following the discontinuation of a Phase III trial. As a result, Bayer shares fell to their lowest level since 2009. In contrast, there is optimism among other companies for a strong rebound. The biotech sector, in particular, seems to have bottomed out. There is a long-term opportunity for outperformance here, especially with second-tier companies.
Read
Commented by Stefan Feulner on November 21st, 2023 | 07:00 CET
Novo Nordisk, Defence Therapeutics, Morphosys - The biotechs are coming
The capital-intensive biotech sector was hit particularly hard when the US Federal Reserve began the massive interest rate hikes from zero to 5.5% in the first quarter of 2022. Since then, the broad-based Nasdaq Biotech Index has lost around 20% of its value. With the end of the strict monetary policy, this sector is now likely to experience a revival on the stock market. There is significant catching-up potential, especially among second-tier stocks.
Read
Commented by André Will-Laudien on November 7th, 2023 | 07:00 CET
Caution: New Corona wave ahead? BioNTech, Pfizer, Cardiol Therapeutics and MorphoSys on the performance test bench
Smouldering lawsuits from vaccinated patients experiencing severe side effects have caused investors to doubt BioNTech and Pfizer in recent months. Will the plaintiffs be successful in court? This is rather unlikely, as the vaccine manufacturers can always invoke the time component in the fight against the pandemic. After all, what the WHO and all governments wanted was delivered: A quick solution! Moreover, these vaccines were finally approved by well-known health institutes. The biotech investment segment will become exciting again as winter approaches. The infection figures with the new coronavirus variants are rising noticeably again, and around 15% of the population wishes to get vaccinated. Where are the opportunities for investors?
Read
Commented by Armin Schulz on November 6th, 2023 | 06:45 CET
BioNTech and Bayer under pressure - Defence Therapeutics, on the other hand, with good results. Where is it worth investing?
There are currently big losers in the pharma and biotech sector among the companies that were the biggest beneficiaries of the Coronavirus Crisis. Sales at Pfizer/BioNTech are plummeting, and the entire sector is under pressure. In addition, there are patent disputes and increasing cost pressures from health insurance companies, especially in Europe. There are also high bureaucratic hurdles in the EU, meaning that more and more specialists prefer to emigrate to North America. Bayer's pharmaceuticals division is doing well, but the Company is struggling with the legal disputes surrounding the Monsanto takeover. In contrast to the first two companies mentioned, the news from Defence Therapeutics is consistently positive. We examine where it is worth getting in.
Read