Obesity
Commented by Carsten Mainitz on August 19th, 2026 | 07:55 CEST
Weight-Loss Boom 2.0: BioNxt Solutions, Novo Nordisk and Nestlé Are Growing in a Billion-Dollar Market
The weight-loss injection has not only transformed the pharmaceutical market but is also gradually impacting the food industry. The prescription drug semaglutide, used to treat type 2 diabetes and obesity, is at the forefront of this trend. The active ingredient mimics the body's own gut hormone GLP-1, thereby achieving several desired effects. It increases feelings of fullness, reduces appetite, slows gastric emptying, and improves insulin secretion. Meanwhile, innovative specialists such as BioNxt Solutions are positioning themselves by advancing alternative and improved drug delivery methods. The Canadian company is developing thin films of active ingredients that dissolve under the tongue and are intended to replace medications administered via injection or traditional tablets. The news flow is promising. At the same time, Nestlé is creating a new food category for people who want to lose weight using GLP-1 preparations. Who has the edge?
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Commented by Tarik Dede on August 11th, 2026 | 07:20 CEST
Pharma and Biotech Stocks in the Spotlight: Moderna, BioNxt Solutions, and Eli Lilly
Many patents held by the major pharmaceutical giants are set to expire in the coming years. Once that protection is gone, companies face the risk of lost revenue due to copycat drugs, known as generics. Consequently, the stakes are currently very high in the industry. Acquisitions and massive investments in the research pipeline are shaping the landscape. The markets for oncology and weight-loss injections are particularly lucrative. The former is a matter of life and death, while the latter is mostly about appearance and health. At the same time, many countries need to reduce their healthcare costs. Demographic trends and many lifestyle-related diseases are taking their toll on people and health insurance premiums. For investors, this tension presents a wealth of opportunities. We are therefore taking a look today at the stocks of Moderna, BioNxt Solutions, and Eli Lilly.
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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?
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Commented by Armin Schulz on July 29th, 2026 | 07:40 CEST
Billion-Dollar Markets of Obesity, Oncology, and Neurology in Focus: Novo Nordisk, Vidac Pharma, and AbbVie
The healthcare industry of the future is driven by three major megatrends: obesity, oncology, and neurology. While the market for cancer drugs is heading toward nearly USD 700 billion and Alzheimer's therapies are booming, the GLP-1 boom has only just begun and has replaced oncology as the largest driver of pipeline value. But not every company will benefit equally from this momentum. The key difference lies in strategic focus and the ability to translate scientific milestones into market success. We take a look at three companies today—Novo Nordisk, Vidac Pharma, and AbbVie—each of which embodies one of these areas.
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