Biotechnology
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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Commented by Armin Schulz on January 3rd, 2024 | 07:10 CET
Bayer, Defence Therapeutics, Pfizer - Buckle up for the rebound
As the end of the year approaches, the savvy equity investor begins to optimize their equity portfolio for tax purposes. During this time, investors are particularly keen to review their investments and make strategic adjustments to minimize the tax burden. This approach, often referred to as "tax-loss harvesting" or "loss offsetting", involves the clever realization of losses in order to reduce capital gains tax due on profits made in the same year. This means that shares that have not performed so well over the course of the year are often sold off again in December. In the new year, the selling pressure disappears, and the shares can start their rebound. Today, we are looking at three potential candidates.
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Commented by André Will-Laudien on January 2nd, 2024 | 07:10 CET
Returns beckon here: The Biotech favorites for 2024! BioNTech, Pfizer, Cardiol Therapeutics and MorphoSys in focus
The past year was a disaster for investors in the Biotech sector - no golden check as often seen before. Despite all the gloom, the key indicator, the Nasdaq Biotechnology Index (NBI), has managed an annual gain of around 7% since the end of October, thanks to a fabulous 15% upswing. The index was temporarily down 12%. High capital costs made it difficult for research-based companies to refinance, and it is only now, with falling inflation rates, that interest rate hopes are reviving. The 10-year yield in the US fell by more than 100 basis points from 4.98% to 3.84% in a short space of time. Now, the industry senses a positive outlook again. At the end of the year, the positive environment helped some Biotech stocks shake off the negative trend and initiate a turnaround. Which stocks should we focus on?
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Commented by Fabian Lorenz on December 28th, 2023 | 07:30 CET
Morphosys with 50% risk? BioNTech and Defence Therapeutics share with positive news
Will the Morphosys share price halve? Analysts believe this is possible, although the German biotech veteran has been one of the winners in the sector this year. Overall, biotech shares were not among the favorites of investors in 2023. Nevertheless, the billion-dollar takeover of Karuna Therapeutics by Bristol-Myers Squibb announced yesterday gives the sector hope for a better performance in 2024. Today, we are focusing on three companies of different sizes, including Morphosys and Defence Therapeutics. The biotech company with a focus on immuno-oncology is closing the year with further positive news. The FDA has given the green light for the start of trials next year, which could open up a market worth billions. BioNTech has several pieces of positive news. Here, too, the FDA has made a positive statement, and the Company has achieved a milestone victory against CureVac.
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Commented by Stefan Feulner on December 28th, 2023 | 07:05 CET
Liquidia, Cardiol Therapeutics, Bristol-Myers Squibb, Pfizer - Analysts comment on their favorites
The NASDAQ Biotechnology Index has been in the green since the beginning of the year with a mini gain of 1%, but the rebound since the lows at the end of October gives hope for a much more positive stock market year 2024 for the capital-intensive sector. In addition to the multiple interest rate hikes by the central banks, the biotech sector has been weighed down, in particular, by slower progress in research and development. With the expected start of a cycle of interest rate cuts, financing and capital costs are falling, which could lead to rising prices.
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Commented by Fabian Lorenz on December 27th, 2023 | 07:30 CET
Christmas Surprises: Nel, CureVac, SMA Solar, Altech Advanced Materials
Far from a peaceful Christmas season, these stocks had some exciting news just before Christmas Eve: While SMA Solar had to fend off a short attack, CureVac lost the first round in the patent dispute with BioNTech over the COVID-19 vaccine. CureVac claims a share of the billions in profits for itself. Will CureVac now walk away empty-handed? In contrast, Altech Advanced Materials can pop the corks before New Year's Eve. The Company has reached another milestone on the road to revolutionizing battery technology. The feasibility study promises millions in profits. Nel can look forward to special earnings as a fine is significantly lower than expected.
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Commented by Fabian Lorenz on December 20th, 2023 | 07:15 CET
Shares for 2024: TUI in travel boom, Pfizer with monster dividend, Almonty Industries receives millions from Germany
Three shares from three different sectors and countries: TUI, Pfizer, and Almonty Industries. Are they among the top performers in 2024? At least there are good reasons for a turnaround in all of them. At TUI, the turnaround seems to have already begun. Will it continue? Almonty Industries is facing a decisive year. With the help of Germany's KfW, a massive tungsten mine in South Korea is set to go into operation in 2024. If this succeeds, turnover and profits will likely multiply in the coming years. Like so many Corona winners, Pfizer shares have suffered withdrawal symptoms this year. Will the pharmaceutical giant get back on track in 2024 after hitting a ten-year low? In any case, the dividend yield of 6% is attractive.
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Commented by Stefan Feulner on December 18th, 2023 | 07:00 CET
Volkswagen, Desert Gold Ventures, Morphosys - Position for the rebound
Last week's interest rate decision in the USA was the final starting signal for further price rises. In addition to equities, gold, silver, and several cryptocurrencies also shot up. Therefore, the last weeks of the year should end with further positive signs. Despite the record high in many indices, there are increasing rebound opportunities that could outperform the broad market in the near future.
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Commented by Stefan Feulner on December 13th, 2023 | 08:00 CET
Morphosys, Power Nickel, Nvidia - A pre-Christmas gift
The stock market year 2023 brought with it a lot of volatility and no let-up in both geopolitical and fiscal policy upheavals. Nevertheless, Germany's leading index, the DAX, broke through to a new all-time high, while the precious metal gold also shot up to its highest level ever. On Monday, shareholders of the biotech company Morphosys also experienced a pre-Christmas gift, with an impressive gain of 30% at the end of the trading day.
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