Pharma
Commented by Fabian Lorenz on November 30th, 2023 | 07:10 CET
Biotech Alert! Morphosys, Bayer, BioNTech and Defence Therapeutics
Morphosys is not for the faint-hearted. After unclear study results, the stock gave up its annual gains within a few days. Analysts are also divided on what the future holds. On December 10, the study details will be released, hopefully shedding light on the situation. Bayer shareholders are currently seeing dark clouds. The stock plummeted from EUR 40 to EUR 30 in a short time. Is the dividend now at risk, or is the entire company in jeopardy? There is a slew of positive news for Defence Therapeutics. Can the stock break out of its sideways trend? A potential partner for the Canadians could be BioNTech. The German biotech favourite is working with full coffers on cancer vaccines. However, analysts remain cautious.
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Commented by Armin Schulz on November 29th, 2023 | 06:30 CET
MorphoSys, Cardiol Therapeutics, Bayer - Where will the rebound start first?
2023 was a challenging year for pharmaceutical and biotech companies. After the boom years of the Corona pandemic, many companies went into a tailspin. But not just vaccine manufacturers were hit; others were dragged down too. The markets are currently volatile. MorphoSys has seen a peak gain of 145% since the beginning of the year - but is currently only up 35%. Cardiol Therapeutics has also gained over 140% and has recently consolidated. The share is currently up 74% since the beginning of the year. Only Bayer's performance curve is pointing downwards. The share is currently worth 34% less than on January 2. We look at where the rebound will start first after the consolidations.
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Commented by André Will-Laudien on November 27th, 2023 | 07:00 CET
Turnaround Special: 60 billion financial hole - Not with us! TUI, Desert Gold, Bayer and Lufthansa - Get in now!
When the stock market is booming almost every day, it is easy to lose sight of the loss-makers of 2023. But it does not have to continue like this! The market regularly rotates through segments, so today's losers will soon be the winners again. This is already evident with TUI and Lufthansa, who are slowly emerging from the Corona shock. Bayer is halting a promising drug and still has to deal with legal disputes. The current situation and the rising gold trend speak in favor of Desert Gold. Let's take a look at the values of tomorrow.
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Commented by Stefan Feulner on November 22nd, 2023 | 07:00 CET
Bayer, Cardiol Therapeutics, K+S AG - Clear opportunities after bottoming out
Shareholders of the chemical and pharmaceutical company Bayer suffered a black Monday following the discontinuation of a Phase III trial. As a result, Bayer shares fell to their lowest level since 2009. In contrast, there is optimism among other companies for a strong rebound. The biotech sector, in particular, seems to have bottomed out. There is a long-term opportunity for outperformance here, especially with second-tier companies.
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Commented by Stefan Feulner on November 21st, 2023 | 07:00 CET
Novo Nordisk, Defence Therapeutics, Morphosys - The biotechs are coming
The capital-intensive biotech sector was hit particularly hard when the US Federal Reserve began the massive interest rate hikes from zero to 5.5% in the first quarter of 2022. Since then, the broad-based Nasdaq Biotech Index has lost around 20% of its value. With the end of the strict monetary policy, this sector is now likely to experience a revival on the stock market. There is significant catching-up potential, especially among second-tier stocks.
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Commented by André Will-Laudien on November 7th, 2023 | 07:00 CET
Caution: New Corona wave ahead? BioNTech, Pfizer, Cardiol Therapeutics and MorphoSys on the performance test bench
Smouldering lawsuits from vaccinated patients experiencing severe side effects have caused investors to doubt BioNTech and Pfizer in recent months. Will the plaintiffs be successful in court? This is rather unlikely, as the vaccine manufacturers can always invoke the time component in the fight against the pandemic. After all, what the WHO and all governments wanted was delivered: A quick solution! Moreover, these vaccines were finally approved by well-known health institutes. The biotech investment segment will become exciting again as winter approaches. The infection figures with the new coronavirus variants are rising noticeably again, and around 15% of the population wishes to get vaccinated. Where are the opportunities for investors?
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Commented by Armin Schulz on November 6th, 2023 | 06:45 CET
BioNTech and Bayer under pressure - Defence Therapeutics, on the other hand, with good results. Where is it worth investing?
There are currently big losers in the pharma and biotech sector among the companies that were the biggest beneficiaries of the Coronavirus Crisis. Sales at Pfizer/BioNTech are plummeting, and the entire sector is under pressure. In addition, there are patent disputes and increasing cost pressures from health insurance companies, especially in Europe. There are also high bureaucratic hurdles in the EU, meaning that more and more specialists prefer to emigrate to North America. Bayer's pharmaceuticals division is doing well, but the Company is struggling with the legal disputes surrounding the Monsanto takeover. In contrast to the first two companies mentioned, the news from Defence Therapeutics is consistently positive. We examine where it is worth getting in.
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Commented by Armin Schulz on October 17th, 2023 | 07:00 CEST
BioNTech, Cardiol Therapeutics, Bayer - Redefining the frontiers of medicine
The biotech and pharmaceutical sector is playing an increasingly important role in our society. This can be attributed primarily to demographic change, as people worldwide are getting older and older. As life expectancy increases, so does the prevalence of age-related diseases such as cancer and heart disease. These two disease categories place a significant burden on healthcare systems and require innovative solutions for diagnosis, treatment and prevention. After Corona, this could be where the next global blockbuster is developed. We look at three interesting candidates.
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Commented by Stefan Feulner on October 16th, 2023 | 06:50 CEST
Lots of activity in the biotech sector - Novo Nordisk, Defence Therapeutics, Morphosys
Despite the rather gloomy economic outlook on the one hand and high interest rates on the other, there is significant movement in the capital-intensive biotechnology sector. After Amgen successfully concluded the acquisition of Horizon Therapeutics for USD 116.50 per share or a total volume of around USD 27.8 billion, further investments by Big Pharma in innovative and promising technologies will likely follow soon.
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Commented by Fabian Lorenz on October 5th, 2023 | 07:10 CEST
Buy biotech stocks now? BioNTech, Morphosys and Cardiol Therapeutics in check
In times of high interest rates, the wheat is separated from the chaff, even in the biotech sector. After all, young research-based companies, in particular, have a high demand for capital. But at the moment, all companies are being lumped together. This opens up clear buying opportunities because some have full coffers. BioNTech belongs to this group. Thanks to the COVID-19 vaccine, research is fully financed. The same goes for Cardiol Therapeutics. The share of the Canadians is one of the summer's high flyers, and the recent price setback offers an entry opportunity. The analysts' price target is over 300% above the current level. And what do analysts say about the German biotech veteran Morphosys? Goldman Sachs has tripled its price target.
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