Innovations
Commented by Nico Popp on October 2nd, 2026 | 09:50 CEST
Formycon and the Patent Cliff: Why Expiring Patents at Novartis and Merck Present an Opportunity for the German Biotech Industry
Even pharmaceutical giants are coming under pressure. The key term here is the patent cliff. According to industry estimates, between 2025 and 2030, active pharmaceutical ingredients with a global sales volume of approximately USD 300 billion will lose their exclusive patent protection. This turning point is forcing even pharmaceutical giants to rethink their strategies. Specialized developers will then bring biosimilars to market—equivalent and more affordable alternatives for healthcare systems. One well-known biosimilar provider is the German company Formycon. We examine the market and outline what makes Formycon's investment story compelling. But first, we look at two international pharmaceutical companies.
Read
Commented by Nico Popp on September 25th, 2026 | 07:50 CEST
Breakthroughs in Skin Cancer Treatment: New Approaches from Biofrontera and Moderna – Vidac Pharma Faces a Busy Fall
For a long time, the treatment of skin cancer and its precancerous stages resembled a makeshift compromise: Doctors used scalpels, froze affected areas, or prescribed aggressive creams that destroyed tissue. It was not uncommon for patients to suffer pain and weeks of delayed wound healing. But a completely new dynamic is currently emerging in the sector. Suddenly, innovations involving light beams, messenger RNA (mRNA), and the metabolic reprogramming of cancer cells are making headlines. We present the latest developments in skin cancer and its precancerous stages. The race for innovation has only just begun.
Read
Commented by Nico Popp on September 16th, 2026 | 06:55 CEST
The End of Weight-Loss Shots? Innovations at Merck and Novo Nordisk—BioNxt Solutions Poised for a Hot Fall?
The battle against excess weight is no longer merely a lifestyle issue. Medical professionals now view extreme obesity as a chronic disease that weakens the body and can lead to serious cardiovascular conditions, as cardiological studies have shown. By contrast, sustained weight loss can help pave the way to a longer, healthier life. This insight, combined with pharmaceutical innovation, has sparked an unprecedented race to develop weight-loss drugs. Companies are searching for the ideal way to boost metabolism while making medication as easy and convenient to take as possible.
Read
Commented by André Will-Laudien on September 8th, 2026 | 09:40 CEST
Biotech: Time to Bet on the Rebound! Evotec and BioNxt in the Takeover Spotlight, Bayer and BioNTech Flush with Cash
After a long dry spell, the biotech sector is on the cusp of a spectacular turnaround, offering bold investors the potential for significant returns. Many innovative biotech stocks are trading well below their all-time highs, yet almost unnoticed, the next major rally is already taking shape behind the scenes. The huge cash reserves of industry giants Bayer and BioNTech are currently fueling takeover speculation across the sector. This colossal capital, running into the billions, is desperately seeking new growth drivers, suddenly putting smaller players on the radar of potential acquirers. At the very top of the hunters' watchlist are the hard-hit Evotec and the disruptive newcomer BioNxt. Both companies boast top-class technology platforms, which, at current levels, almost seem like an exclusive clearance sale. Investors who keep their eyes open and position themselves strategically for the major rebound could get ahead of the looming wave of consolidation. The conditions for an explosive catch-up rally have rarely been this favorable.
Read
Commented by Fabian Lorenz on September 1st, 2026 | 07:45 CEST
Potential Moderna-Style Share Surge? Takeover Candidates Evotec, Valneva and Vidac Pharma in Focus — Analysts Bullish
Moderna has shaken up the biotech market with its breakthrough in the fight against skin cancer. Partner Merck has received somewhat less attention in the coverage, despite preparing for the eventual patent expiration of one of its blockbuster drugs. Other pharmaceutical companies will also need to replenish their pipelines in the coming years. As a result, the takeover merry-go-round is likely to pick up speed again, potentially electrifying investors. One hot candidate is Vidac Pharma. Recruitment for its Phase 2B trial into high-risk actinic keratosis, a precancerous skin condition, has been completed. The results could provide a catalyst for the stock. Valneva's share price has recently risen sharply. Could its partner Pfizer eventually make a move? Analysts are recommending the stock. And what about perennial takeover candidate Evotec? Shareholders and potential buyers are currently giving the share a wide berth. Yet there is a "Buy" recommendation on the table.
Read
Commented by Tarik Dede on August 17th, 2026 | 07:55 CEST
Cancer in Focus: Merck & Co., Vidac Pharma and AstraZeneca
According to the International Agency for Research on Cancer (IARC), part of the WHO, there are currently around 20.6 million new cancer cases worldwide. The annual death toll is estimated at approximately 10 million people. In recent years, more than 53 million people globally have received a cancer diagnosis. According to the WHO, the number of new cases per year is expected to rise to about 35 million by 2050. Two factors are generally cited as the main drivers: demographic change, with the global population getting older, as well as rising rates of obesity, physical inactivity, smoking and air pollution in many countries. Unsurprisingly, the oncology market is correspondingly lucrative. Oncology is the world's largest pharmaceutical market. There is, however, also some good news: the age-adjusted risk of dying from cancer is declining thanks to earlier detection, targeted therapies and advances in immuno-oncology. Today, we take a closer look at this market through the stocks of Merck & Co., Vidac Pharma and AstraZeneca.
Read
Commented by André Will-Laudien on August 5th, 2026 | 07:20 CEST
Endless NASDAQ Rally – AI Drives Demand for Electric Power and Hydrogen: Nel ASA, dynaCERT, BYD, and ITM Power
While the relentless tech rally on the NASDAQ races from one historic all-time high to the next thanks to the insatiable AI boom, investors are increasingly focusing on the industry's fundamental Achilles' heel: the enormous electricity demand of AI data centers. As artificial intelligence becomes more deeply embedded in business operations, it not only requires vast amounts of electricity but is also automating routine tasks that were once performed by human workers. This rapid adoption is driving an unprecedented need for reliable power generation. The question is no longer whether additional energy will be needed, but where it will come from. Investors looking toward the future are increasingly seeking the most compelling ESG investment opportunities at the intersection of high-tech innovation and energy production. In addition to expanding nuclear energy, many cleantech solutions are being explored. The e-mobility giant BYD recognized this challenge years ago; today, it dominates the roads worldwide with groundbreaking battery technologies. Complementing the electrification trend is the growing hydrogen economy, where Nel ASA and ITM Power continue to play important roles. At the same time, dynaCERT is rapidly advancing toward broader commercial adoption through an ambitious expansion strategy in Asia, leveraging its emissions-reduction technology. Where are the key catalysts for investors?
Read
Commented by André Will-Laudien on August 4th, 2026 | 09:10 CEST
"Buy the Dip" in the Life Sciences Supercycle: Gerresheimer, Vidac Pharma, Novo Nordisk, and Pfizer as Top Performers of the Future
Rising healthcare spending, an aging population, and an unprecedented depth of research are propelling the life sciences sector into a multi-year supercycle. And there are some strong players! Gerresheimer stands out as a brilliant infrastructure asset and a leading provider of high-quality primary packaging. In the field of injections and biologics, the company benefits directly from the explosion of complex therapies and GLP-1 markets. Vidac Pharma is conducting research in the field of cancer and leveraging the Warburg effect for its upcoming studies—a classic high-beta play for investors betting on above-average growth. Novo Nordisk remains the undisputed flagship of the obesity and diabetes wave, and Pfizer is using the current lull in valuations as an opportunity to ignite the next phase of growth with a broad pipeline spanning oncology, vaccines, and new forms of therapy. Who belongs in the portfolio for the next life sciences boom?
Read
Commented by Stefan Feulner on August 3rd, 2026 | 07:05 CEST
Viking Therapeutics, BioNxt Solutions, and Bausch Health: Clinical Success Sparks Fresh Optimism
The pharmaceutical industry is entering a new phase of growth. Billions of dollars are being invested in innovative therapies, advanced drug delivery technologies, and the further development of established medicines. Areas such as metabolic diseases, personalized medicine, and next-generation drug delivery systems are evolving particularly rapidly, with the potential to improve patient outcomes and treatment convenience significantly. At the same time, strong corporate results and rising investments are fueling renewed optimism across the sector. For investors, this brings several companies into focus that could benefit disproportionately from these long-term industry trends.
Read
Commented by Nico Popp on July 23rd, 2026 | 07:50 CEST
Panic in the Multi-Billion-Dollar Market: Novo Nordisk and Halozyme Therapeutics Face Headwinds—BioNxt Solutions Nears a Turning Point
The global pharmaceutical market is worth hundreds of billions of dollars. Yet one of the industry's most surprising realities is that success increasingly depends not only on the active ingredient itself but also on how it is delivered. This does not refer to the cardboard box, but to the dosage form. Whenever patents expire, and blockbuster drugs face competition, innovative biotech companies seize the opportunity. New drug delivery technologies can transform well-known substances into more effective medicines, reduce side effects, and open up entirely new treatment options for patients. While established pharmaceutical giants spend vast sums defending market exclusivity, agile second-tier biotech companies are driving innovation through next-generation drug delivery platforms.
Read