Healthcare
Commented by Stefan Feulner on January 27th, 2025 | 07:20 CET
Novo Nordisk, Desert Gold Ventures, Palantir – AI madness, Trump fuels the gold rush
Things have been moving at a rapid pace since the old and new President of the United States, Donald Trump, took office. Around 80 decrees were signed on the first working day alone. One of the Republican's goals is to make the US the "global hub for crypto and artificial intelligence". With the commitment of over USD 500 billion for the largest AI project in history, the industry is likely to face further appreciation. The price of gold has also increased, and it is now approaching the magic mark of USD 3,000 per ounce. In this context, producers and exploration companies are now likely to tap into their catch-up potential.
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Commented by Juliane Zielonka on November 28th, 2024 | 07:15 CET
Barrick Gold, Desert Gold, Novo Nordisk - How political decisions and market opportunities drive prices
The capital markets are again demonstrating how closely intertwined political decisions, external market factors, and entrepreneurial skills are. The planned expansion of Medicare and Medicaid coverage of obesity drugs could open up new growth prospects for the Danish pharmaceutical giant Novo Nordisk in the US. However, the wind of change is blowing in the direction of a new administration with a strong reputation in the US healthcare sector. Industry giant Barrick Gold shines with impressive numbers, with operating cash flow alone at USD 23 billion. Meanwhile, explorer Desert Gold is securing fresh capital through clever financing for its promising SMSZ gold project in Mali, Africa. Here is what investors should be looking out for now.
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Commented by Armin Schulz on November 20th, 2024 | 07:00 CET
Evotec, Nyxoah, Bayer – A lot of excitement in the healthcare industry
The healthcare sector is currently abuzz with activity. Evotec is the focus of a potential takeover by the US company Halozyme, which has caused the shares of the German biotech company to skyrocket. At the same time, the Belgian medical technology company Nyxoah expects to receive FDA approval soon for its Genio system for the treatment of sleep apnea, which would pave the way for its market entry in the US. Bayer, on the other hand, disappointed with its latest quarterly figures, which showed a significant decline in revenue and EBITDA, leading to a slide in its share price. We take a closer look at these three companies.
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Commented by Stefan Feulner on August 28th, 2024 | 07:15 CEST
Siemens Healthineers, Vidac Pharma, Viking Therapeutics - Powerful movements
After the hype during the COVID-19 pandemic, biotech stocks have lagged behind the broader market, allowing major technology companies to take the lead. Smaller, capital-intensive companies, in particular, have suffered from the high interest rate level. However, this is likely to change soon. On the one hand, monetary policy is expected to be eased, and on the other hand, demographic changes point to a long-term explosion in demand for new medications.
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Commented by Juliane Zielonka on May 10th, 2024 | 09:45 CEST
Desert Gold, Fresenius, SMA Solar: Emerging industry leaders in gold, medicine and renewable energies - investment opportunities in focus
This year's growth sectors are medicine, renewable energies and, due to the numerous geopolitical tensions, gold. The price of the precious metal has already climbed by 18% since January. In addition to its inflation protection function as a portfolio hedge, gold is also used in jewellery manufacturing, the electronics industry, and medicine. An increase in global demand for gold in these sectors can increase the profitability of gold mining companies and offer investors attractive returns. Desert Gold Ventures is an emerging explorer with gold deposits in West Africa. The area has many lucrative features. In the medical sector, Fresenius announces the completion of its restructuring measures by taking a tough and logical step towards more growth. Companies like SMA Solar in Germany, focusing on solar production, must also factor in the consequences. Where are investment opportunities with predictable risk?
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Commented by Juliane Zielonka on April 22nd, 2024 | 07:00 CEST
Cardiol Therapeutics, Bayer AG, Fresenius - Who will be the trendsetter in tomorrow's healthcare market?
The healthcare sector is a lucrative segment for risk-conscious investors. The global healthcare services market size is expected to achieve a compound annual growth rate (CAGR) of 8.96% linkedin.com/pulse/healthcare-services-market-size-share-2023-cmxbc by 2028. Understanding local healthcare needs is the basis for the growth of companies such as Cardiol Therapeutics, Bayer and Fresenius. Cardiol Therapeutics is a promising life sciences company researching several heart diseases with a focus on heart health and developing suitable medication. A disease such as heart failure (HF), for example, affects 26 million people worldwide and offers high scaling potential for the Canadian researchers and developers at Cardiol. Bayer also recognizes the market potential and would like to supply this target group with a gene therapy via Fast Track. Fresenius is familiar with market conditions due to expiring patent protection and is launching a lucrative biosimilar in the US. Which of these three companies will set the trend in the healthcare market of the future?
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Commented by Juliane Zielonka on February 22nd, 2024 | 07:00 CET
Royal Helium, Fresenius, BASF: Chemical and Healthcare industry - Where is the next investment opportunity?
Europe is in the midst of an industrial upheaval due to the Green Deal, which presents both challenges and opportunities for investors. While companies like BASF are arguing for deregulation and increased subsidies to support the green transition, healthcare company Fresenius is undergoing a period of radical change and realignment. The medical technology market is booming. The global MedTech market size amounted to USD 574,002.45 million in 2022 and is expected to increase to USD 814,159.2 million by 2028, with an annual growth rate of 6.0%. Critical raw materials such as helium are in particularly high demand. Royal Helium is one of the producers of this valuable gas and impresses with a well thought-out and sustainable business model. Where does the next investment opportunity lie?
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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.
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Commented by Juliane Zielonka on November 23rd, 2023 | 07:20 CET
Saturn Oil + Gas, Rheinmetall, Bayer - Energy, Defense, Healthcare: Where short-term returns await
In Germany, the federal government put its spending on hold, a day after the Federal Constitutional Court ruled that the reallocation of EUR 60 billion of unused debt from the pandemic era to the Energy and Climate Fund was unlawful. Europe's largest economy is shrinking due to rising energy prices and trade tensions. At the same time, North America, with stable oil companies such as Saturn Oil & Gas, presents an attractive investment opportunity for investors. Rheinmetall is experiencing a target price high of EUR 370 and flirting with long-term prospects in the US. At the same time, Bayer grapples with legal challenges and the failure of the blood thinner 'asundexian'. We look at where an investment may be worthwhile now.
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Commented by Juliane Zielonka on November 10th, 2023 | 09:15 CET
Healthcare and Logistics in Focus with Amazon, First Hydrogen, Bayer - Where growth is created
Telemedicine is a blessing for anyone lying in bed with a fever and in need of a doctor or medication. Now, 167 million Americans can benefit from it. Amazon rolled out the telemedicine service to all Prime members in the States this week. To ensure that deliveries arrive on time and with as few emissions as possible, First Hydrogen has developed a van that has already successfully passed its test phase in the UK. A range of 630 km can be covered on one hydrogen charge. But that is not all; the Company is planning much more in the field of hydrogen. After sobering figures, Bayer AG is focusing on drastic measures instead of innovations, but these will benefit those who truly do their job. We take a glance at the details.
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