Pharma
Commented by Armin Schulz on October 16th, 2025 | 07:20 CEST
Investors take note: BioNxt Solutions builds on blockbusters from Novo Nordisk and Merck - and has another ace up its sleeve in oncology
In the biotech sector, a single technology can often determine success or failure. Canadian-German company BioNxt Solutions is taking a different approach, relying on three pillars, each targeting major markets and advancing established blockbusters from leading pharmaceutical companies. October has already brought decisive progress, from accelerated patent protection to concrete milestones in development. These concentrated positive signals show that BioNxt Solutions not only has a promising concept, but also the strategy and operational strength to turn it into value. A closer analysis is worthwhile.
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Commented by Fabian Lorenz on October 14th, 2025 | 07:30 CEST
Alternative to BioNTech, Evotec, and Co.: BioNxt Solutions impresses at investor conference and sparks takeover speculation
While the shares of BioNTech and Evotec are treading water, BioNxt Solutions is on an upward trajectory. The Company is currently shaking up Big Pharma. The announcement to replace the weight-loss injection Ozempic with an oral dissolvable film has sparked takeover speculation. BioNxt also aims to make waves in multiple sclerosis, another multi-billion-dollar market, by significantly simplifying the administration of a blockbuster drug for patients. At last week's IIF investor conference, the management board delivered a convincing presentation. Partnerships and licensing opportunities were outlined - assuming no acquisition occurs beforehand. This could prove highly rewarding for both a pharmaceutical company and shareholders.
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Commented by André Will-Laudien on October 14th, 2025 | 07:20 CEST
CAUTION: Correction or even steeper rise? 100% with Planethic Group, Novo Nordisk, and Symrise
Does it always have to be "caviar"? As a luxury solution, this fish dish is deeply ingrained in the minds of many investors, but sometimes a smarter, hybrid-strategic mix may suffice. In the current market environment, the latest tariff policy from the White House feels like the flickering echo of a spy from Simmel's novel: unpredictable, tactical, and with far-reaching consequences. The threat of high tariffs on imports from numerous countries is putting supply chains on high alert and forcing companies to rethink their calculations. For investors, this means acting quickly, maintaining flexible portfolio weights, and questioning seemingly "safe" values. Those who favor local procurement channels are likely to navigate more stably. Here are a few ideas.
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Commented by Carsten Mainitz on October 14th, 2025 | 07:15 CEST
Momentum plays with a new wave: Almonty Industries and Rheinmetall – what is Gerresheimer doing?
The trade dispute between the US and China appears to be entering the next round. Late last week, US President Trump announced his intention to impose additional punitive tariffs of 100% on Chinese goods. The measures are expected to take effect by November at the latest. This follows China's decision to tighten export controls on certain technologies and raw materials. China holds many critical raw materials and is gradually restricting their export. While consumers face major challenges in view of the shortage of demand and rising prices, producers of these raw materials are among the stock market favorites.
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Commented by Stefan Feulner on October 13th, 2025 | 07:35 CEST
BioNxt Solutions – Attack on new highs
After global stock markets had been on an upward trajectory in recent weeks, US President Donald Trump caused some irritation with a post on his social media platform, "Truth Social." The escalating trade dispute with China, the world's second-largest economy, caused the already overvalued markets to falter. The DAX lost just under 1.8% at the end of the week, while the Nasdaq technology index suffered significantly more, losing just under 4.3%. In the coming weeks, stock picking is likely to take center stage. Against this backdrop, BioNxt Solutions, a life sciences company specializing in innovative technologies for next-generation drug delivery, was able to shine with fundamental milestones and buck the negative trend.
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Commented by Fabian Lorenz on October 13th, 2025 | 07:05 CEST
Winners in the tariff war: Almonty Industries, MP Materials, Bayer
Stock market turmoil on Friday: Donald Trump once again threatens to wield the tariff club. This came in response to China's announcement to tighten export controls on rare earths. Yet, there are also winners in the raw materials battle between the two superpowers. In recent months, the US government has invested in companies such as MP Materials, focusing so far on rare earths and lithium. Will tungsten be next? This critical metal has not been mined in the US for a long time, and Almonty would be the logical partner to change that. Notably, while US stocks lost ground, in some cases heavily, on Friday, Almonty shares recovered significantly from their intraday lows.
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Commented by Carsten Mainitz on October 9th, 2025 | 07:35 CEST
BioNxt Solutions, Bayer, Evotec – Enormous upside! The interface of biotech and pharmaceuticals!
The global rise in lifestyle diseases such as diabetes, obesity, multiple sclerosis (MS), and MASH (metabolic fatty liver disease) is driving enormous growth in the healthcare sector. The market for cancer therapies is also expanding rapidly. Meanwhile, the M&A landscape is developing dynamically: large pharmaceutical companies need to act as patent protections expire, securing their pipeline through acquisitions and partnerships. Areas offering innovative drugs or novel delivery methods are especially attractive. This is where a promising second-tier stock comes into play.
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Commented by Nico Popp on October 9th, 2025 | 07:10 CEST
Dividends and growth? It is possible! With RE Royalties, Royalty Pharma or Evonik
The stock market is not just about price increases; dividends are also highly attractive. There are even professional investor groups that focus almost exclusively on continuous returns. Examples include pension funds and insurers. But why do companies in some sectors distribute more profits than others? We take a closer look at three exciting stocks that are also income generators and explain which business models offer the greatest potential from an investor's perspective.
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Commented by Armin Schulz on October 7th, 2025 | 07:20 CEST
Cancer research with billion-dollar potential: How Bayer, Vidac Pharma, and BioNTech could come into play
The oncology market is booming like no other. Driven by technological quantum leaps and, unfortunately, rising case numbers, cancer treatment is becoming a highly lucrative innovation engine. The sector is growing at double-digit rates every year. Experts predict that the global market volume will break the USD 1 trillion mark within the next decade. No wonder, then, that the race for the next therapeutic breakthroughs in personalized medicines and AI-supported active ingredients is heating up. Investors are focusing not only on established players like Bayer, but also on up-and-coming specialists such as Vidac Pharma and mRNA pioneers like BioNTech.
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Commented by Nico Popp on October 6th, 2025 | 07:20 CEST
Biotech: Small innovations, big impact with Teva Pharmaceutical, BioNxt and Lonza Group
Anyone investing in biotech hopes to have the next big breakthrough in their portfolio: active ingredients that revolutionize everything, technologies that make a difference. In reality, however, biotechnology is characterized by many small but meaningful improvements. From an investor's perspective, it is also worth keeping an eye on these incremental advances. The reason: while the search for new, groundbreaking active ingredients is often a hit-or-miss business, small advances make it possible to generate consistent returns with relatively low capital expenditure. We present three promising business models that demonstrate the value-creation potential of incremental innovation.
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