Biotechnology
Commented by André Will-Laudien on July 31st, 2025 | 07:15 CEST
AI and biotech – A dream team for returns! Evotec and Novo Nordisk in the spotlight, and NetraMark steps on the gas!
The biotech sector is currently undergoing profound change: big data and artificial intelligence are revolutionizing the way drugs are researched and developed. AI-supported systems help identify molecular target structures more quickly and select active ingredients more precisely. Both start-ups and established companies are increasingly using data-based platforms to shorten development times and make clinical trials more successful. Investors are increasingly directing their capital toward companies that combine biotechnology with modern data analysis. The stock market is ruled by daily madness with figures that are not within the expected range. However, innovative growth markets will remain volatile and attractive at the same time, so bet on the winners!
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Commented by Fabian Lorenz on July 30th, 2025 | 07:05 CEST
RENK facing takeover? Crash at Novo Nordisk! Buying opportunity in AJN Resources shares!
AJN Resources shares currently offer an exciting opportunity to position yourself for the next rally in the gold price. The Company announced yesterday that it has received approval to explore its property in the vicinity of the largest gold deposit in Ethiopia. The regular news flow expected in the coming months should give AJN shares new momentum. There are currently exciting developments in the European defense industry. Ahead of its IPO, KNDS has further increased its stake in supplier RENK. There were problems with another major shareholder in the run-up to the IPO. Novo Nordisk is currently facing completely different issues. The Danish company has lowered its revenue and profit forecasts, causing its share price to crash. Is now the time to buy?
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Commented by André Will-Laudien on July 30th, 2025 | 07:00 CEST
Trump's Tariffs & Takeovers! BioNTech, PanGenomic Health, Pfizer, and Valneva Targeted by Speculators
The US-EU tariff agreement has now been finalized. Many sectors of the European economy will now face additional burdens and margin cuts. The biotech and pharmaceutical industries have been spared, as medicines and active pharmaceutical ingredients are among the few product groups that are traditionally traded duty-free in transatlantic trade. This is due to international agreements, such as the WTO Pharmaceutical Agreement, which both the EU and the US have signed. Clinical trial drugs, active ingredient imports, and vaccines are also mostly exempt from tariffs. Valneva is currently making headlines with its chikungunya vaccine, BioNTech and Pfizer are continuing to sell COVID-19 vaccines on a small scale, and PanGenomic is surprising everyone with a new AI-powered health platform. A lot is going on in the sector – who are the big earners?
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Commented by Nico Popp on July 29th, 2025 | 07:20 CEST
Study reveals AI catch-up gap among pharmaceutical giants: Opportunities for Roche, Pfizer, and NetraMark?
Many observers believe that AI will revolutionize the biotech and pharmaceutical industries. A study by market researchers at Coherent Solutions now reveals the full picture: the market for biotechnology AI is projected to grow from USD 2.6 billion today to USD 12.8 billion by 2035. This corresponds to an annual growth rate of 18.8%. The report also shows how the industry's major players are preparing for the change. Since the "AI Readiness Index" calculated by the analysts paints a very complex picture, the opportunities for specialized AI investments are significant. We take a closer look at the Coherent Solutions study and introduce a business model poised to revolutionize pharmaceutical research and offer opportunities for investors.
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Commented by Fabian Lorenz on July 29th, 2025 | 07:15 CEST
Watch out for BioNTech! Bayer, Formycon, and Vidac Pharma shares are on the rise!
While all eyes appear to be on BioNTech's upcoming quarterly results on August 4, other shares are on the rise. Analysts see strong upside potential for Vidac Pharma, citing the possibility of a multi-fold increase. The Company has appointed a new CEO, and its listing on a major German stock exchange is expected soon. This is an exciting mix that could break the sideways trend and ignite a rally. Bayer and Formycon have already shown that a 50% increase is possible in just a few months. However, the DAX-listed company had to report a delay in product approval last Friday. At Formycon, the upward trend is still intact. Analysts praise the progress made in biosimilar development.
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Commented by André Will-Laudien on July 28th, 2025 | 07:15 CEST
Better than Nvidia and without AI – 185% with Veganz, Bayer, Novo Nordisk, and Nestlé in focus
It does not always have to be NVIDIA. German stocks are also performing well. Those who took advantage of Trump's tariff panic in April to buy in have since earned 75% with NVIDIA, but a whopping 185% with German plant-based nutrition expert, Veganz Group. Even the long-sidelined pharmaceutical giant Bayer has made an astonishing comeback with 50% growth, while Nestlé, supposedly an anchor in many portfolios, has lost 15%. Some call it selection luck, while others refer to it as sector rotation. It is currently apparent that the long, strong rally on international stock markets is benefiting only a few stocks. It remains fascinating that the stock market always celebrates when Donald Trump's tariff threats ultimately turn out to be less severe than initially expected. What remains for the economy, however, is less growth and high prices at the checkout. The new US policy stands for many things, but first and foremost, for less trade and economic downturn. How can investors still profit?
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Commented by Armin Schulz on July 28th, 2025 | 07:00 CEST
War, raw material shortages, cancer: Capitalize on megatrends with Rheinmetall, Antimony Resources, Merck KGaA
Three megatrends are expected to drive global markets in 2025. Revolutionary technologies, such as AI and cybersecurity, are fundamentally changing the defence sector. At the same time, demand for critical raw materials for defense, high-tech applications, and the energy transition is exploding, requiring new, sustainable supply chains. In parallel, the pharmaceutical industry is undergoing a dramatic shift due to advances in AI-driven research and intensified competition. These forces are shaping the future opportunities for companies. Those who are strategically positioned here will win, as key players Rheinmetall, Antimony Resources, and Merck KGaA demonstrate.
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Commented by André Will-Laudien on July 25th, 2025 | 07:05 CEST
Biotech turns to gold: Who is swallowing whom - or what? Evotec, BioNxt, Valneva, and Formycon are on the list!
The biotech sector is closely monitoring central bank interest rates. At present, however, inflation still seems a little too high to expect significant cuts. Accordingly, the European Central Bank left its key interest rates unchanged yesterday. Investors are now looking to Wall Street for signals on where rates might head in the second half of the year. However, due to the sharp price increases on the Nasdaq and existing undervaluations, takeover rumors are starting to circulate - and could materialize at any time. BioNxt, Evotec, and Valneva are on our watchlist. Where do the opportunities lie for investors?
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Commented by Nico Popp on July 25th, 2025 | 07:00 CEST
Key technology in the fight against cancer? Merck & Co., Vidac Pharma, AstraZeneca
Do you know what aerobic glycolysis is? No? Have you ever heard of the Warburg effect? Both terms describe the same phenomenon: cancer cells utilize glucose to produce lactate, even in the presence of oxygen and fully functional mitochondria. This is what distinguishes cancer cells from healthy cells. Current research suggests that targeted interventions in the Warburg effect could be suitable for killing cancer cells or making them more receptive to other therapies. Companies around the world are pushing forward research into this effect – the goal is nothing less than curing cancer. We present some of the companies and analyze whether their stocks could be good investments.
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Commented by Fabian Lorenz on July 24th, 2025 | 07:20 CEST
AI stocks: Buy SAP now? BioNTech surprises! NetraMark beats ChatGPT!
SAP shares performed poorly yesterday. However, the software company is running smoothly and making progress in expanding its AI and cloud business. Is now a good time to get in? Analysts see around 50% upside potential for NetraMark shares. The AI specialist supports Big Pharma in efficient drug development – a billion-dollar market. Now NetraAI has even beaten ChatGPT and DeepSeek! BioNTech is also betting on artificial intelligence. However, the Mainz-based company is currently only making headlines with a change in personnel, but this could change on August 4. Will there be new impetus soon?
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