Biotechnology
Commented by Fabian Lorenz on September 10th, 2025 | 07:20 CEST
Evotec downgraded! Out of Hensoldt? Into Pure Hydrogen?
Out of Hensoldt and into Rheinmetall? That is what analysts are suggesting—at least indirectly. Valuation is becoming a headache. How do other experts view the share's performance? In contrast, an exciting buying opportunity seems to be developing at Pure Hydrogen. With their openness to technology, the Australian company is clearly striking the right chord with customers. Once again, they have managed to win over a client in the US – the world's largest commercial vehicle market. Heavy commercial vehicles with fuel cell drives are scheduled for delivery before the end of this year. The stock is unlikely to remain this cheap for long. At Evotec, on the other hand, the MDAX downgrade is weighing heavily, with the stock trading close to its multi-year low. Analysts see almost 100% upside potential, but investors are not responding.
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Commented by Armin Schulz on September 10th, 2025 | 07:05 CEST
Oncology boom: How Bayer, Vidac Pharma, and BioNTech could outperform with their full pipelines
The oncology industry is facing an unprecedented wave of growth: the global market is expected to double to over USD 866 billion by 2034. Driven by demographic factors, groundbreaking immunotherapies, and a record number of new drugs, investors are facing a historic window of opportunity. Those who invest in the right innovators with bulging pipelines and disruptive technologies can benefit from this mega-trend wave. This is precisely where the promising strategies of Bayer, Vidac Pharma, and BioNTech come in.
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Commented by André Will-Laudien on September 9th, 2025 | 10:05 CEST
The next wave is coming! NetraMark and BioNTech are on the winning track - Can Novo Nordisk and Eli Lilly follow suit?
Artificial intelligence (AI) is transforming the development of new drugs by analyzing complex data at lightning speed and making clinical trials more efficient. AI technologies enable candidates to be selected more specifically for research projects and therapeutic successes to be predicted with greater precision. Companies such as NetraMark and BioNTech have already successfully used these tools, with the Mainz-based company currently even achieving breakthroughs in oncology. Meanwhile, Novo Nordisk and Eli Lilly, once stars of the obesity market, are now seen as "fallen angels". Will they manage to turn things around? Investors with foresight now have new opportunities in rapidly growing billion-dollar markets. A long-awaited interest rate cut in the US could be the spark the sector needs! Selection is now key!
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Commented by Fabian Lorenz on September 9th, 2025 | 07:20 CEST
Takeover candidate! Novo Nordisk and Eli Lilly eyeing BioNxt Solutions
A portfolio rocket for the coming weeks? The shares of BioNxt Solutions are certainly worth a closer look. There was no sign of a summer slump at this company - quite the opposite, as one major announcement followed another, and the newsflow continues into September. The Canadian-German life sciences company specializes in innovative drug delivery technologies. The latest bombshell: BioNxt aims to replace the Ozempic weight-loss injection with a tablet-like oral form of administration. This move opens the door to another billion-dollar market and positions the Company as a takeover candidate. Novo Nordisk, Eli Lilly, and others are engaged in fierce competition and are hungry for innovations – like those developed by BioNxt. The stock remains attractively priced.
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Commented by Stefan Feulner on September 8th, 2025 | 07:10 CEST
Opendoor, Almonty Industries, BioNTech – Great opportunities outside the tech bubble
While the Nasdaq 100 continued to lose momentum last week, along with leading tech stocks, the crisis metal gold celebrated a new all-time high at USD 3,586 per ounce. The escalating geopolitical crises and the intensifying trade war between the US and China are likely to drive prices for critical raw materials in the long term. Western producers remain attractively valued.
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Commented by Nico Popp on September 4th, 2025 | 07:25 CEST
AI reaches medicine – Here is where it has the greatest impact: NetraMark, Siemens Healthineers, Intuitive Surgical
AI is revolutionizing more and more industries. A recent article in Handelsblatt highlights the enormous potential in medicine and names Siemens Healthineers and Intuitive Surgical as the beneficiaries. AI would significantly increase the often-lacking efficiency in industry. According to Handelsblatt, citing analysts from Fortune Business Insights, the market for AI in healthcare could grow by 44% annually to USD 504 billion by 2032. We show where the greatest leverage exists and which companies are still small enough to benefit disproportionately from developments in the coming years.
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Commented by Nico Popp on September 4th, 2025 | 07:05 CEST
What comes after the weight loss injection? How does BioNxt intend to outperform Eli Lilly and Novo Nordisk?
The weight loss injection is all the rage. Not only are celebrities shedding significant pounds with it, but many people in our own circles are also losing weight effortlessly thanks to modern GLP-1 receptor agonists. Many patients report that they simply do not feel hungry anymore. This is already having an impact on the restaurant industry in the US – people are ordering more salads and splitting desserts. With Wegovy and similar drugs, one to two teaspoons of tiramisu is enough. But this billion-dollar market is far from reaching all patients. What groundbreaking developments in modern weight loss drugs are already in the pipeline, and how can investors benefit?
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Commented by Fabian Lorenz on September 2nd, 2025 | 07:50 CEST
INSIDER ALERT at Evotec! Valneva with new TARGET PRICE! Vidac Pharma stock soon to reach new ALL-TIME HIGH?
Finally! Insiders are sending an important signal at Evotec. The stock has not yet reacted, but in the medium term, this could turn out to be a buy signal. Skepticism still prevails at present. Analysts are bullish on Vidac Pharma. In the fall of 2024, the biotech stock had multiplied in value. Is it now heading back toward its all-time high? According to analysts, significantly higher price gains are possible. Valneva, on the other hand, is not for the faint of heart. After doubling in price within a few weeks, the stock has plummeted again. Analysts recommend buying, but are significantly lowering their price target.
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Commented by Armin Schulz on September 2nd, 2025 | 07:25 CEST
After the price corrections: Is now the time for Novo Nordisk, Almonty Industries, and Puma?
Volatile periods offer the greatest opportunities for savvy investors. While the masses are unsettled by price fluctuations, strategic investors have the chance to acquire fundamentally sound stocks at attractive prices. This discipline of keeping calm in the face of uncertainty separates the long-term winners from the losers. Three companies currently deserving of precisely this attention are Novo Nordisk, Almonty Industries, and Puma.
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Commented by Stefan Feulner on September 2nd, 2025 | 07:10 CEST
Bayer, BioNxt Solutions, FamiCord AG – Undiscovered gems with strong growth potential
While artificial intelligence has been dominating the headlines for months and tech stocks are reaching record valuations, the biotech sector is leading a shadowy existence on the stock markets. Investors are shying away from the often complex and risky business models, with many stocks trading well below their all-time highs. However, while the spotlight is on AI, significant developments are taking place in the background: clinical trials are reaching key milestones, new therapeutic approaches, such as cell and gene therapies, are advancing, and partnerships with big pharma have increased substantially in recent years.
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