Pharma
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.
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Commented by André Will-Laudien on August 25th, 2026 | 09:15 CEST
Biotech M&A Boom: Novo Nordisk & Eli Lilly Battle for Market Share — BioNxt and Evotec on the Radar
As the recent spectacular USD 43 billion acquisition of cancer specialist Seagen by Pfizer and the mega-deals surrounding the GLP-1 infrastructure impressively demonstrate, the pharmaceutical industry is in the midst of a historic wave of consolidation. Driven by the massive, billion-dollar profits from the weight-loss injection market, an unprecedented wave of acquisitions has now begun. Market leaders such as Novo Nordisk and Eli Lilly are using their well-stocked war chests to pursue strategic mega-acquisitions to secure their dominant positions and systematically eliminate production bottlenecks. At the same time, highly innovative platform companies like BioNxt are coming into focus with their novel delivery systems. Strategically valuable targets currently trading at attractive valuations, such as Evotec, have long been in the crosshairs of investors and competitors. Those who do not want to be left behind in the battle for market share, new delivery technologies, and the next generation of blockbuster drugs must make acquisitions now, because the M&A carousel is spinning faster than it has in a long time. We dig a little deeper!
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Commented by Stefan Feulner on August 24th, 2026 | 07:50 CEST
Merck, Vidac Pharma, Moderna: New Cancer Treatments Send Stock Markets Soaring
A breakthrough in cancer research sent the stock market into a frenzy last week. For the first time, a personalized mRNA therapy has achieved key endpoints in a large Phase 3 trial, adding billions in market value within hours. At the same time, smaller biotech companies are working on entirely different approaches to target tumors at one of their greatest vulnerabilities. The race for the next generation of cancer treatments is thus gaining momentum. The economic potential is enormous.
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Commented by Stefan Bode on August 21st, 2026 | 07:30 CEST
Three Stocks, Three Themes: Rally, Crash, and Comeback Potential—Lahontan Gold, Moderna and PFISTERER
Record profits, yet double-digit share price losses. On the stock market, it is not just earnings that count—it is the outlook for the future. That is precisely where some of the most interesting opportunities can emerge. We highlight a cyclical infrastructure stock with slowing momentum, a biotech company following a major medical breakthrough, and a commodities player benefiting from higher gold prices and project progress. Investors looking to determine whether these moves reflect market overreaction or genuine new developments will find the decisive signals in the numbers and outlooks.
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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 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.
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Commented by Armin Schulz on August 12th, 2026 | 07:05 CEST
Three Paths to the Cancer Drug of the Future: BioNTech, Vidac Pharma, and Pfizer Under the Oncology Spotlight
Oncology has become the most dynamic field of innovation in the pharmaceutical industry. The focus is not on finding a miracle cure, but rather on developing highly precise, personalized therapies that target tumors at the molecular level. For investors, this market, which is growing at double-digit rates, is attractive in the long term. While there is a world of difference between established corporations and agile biotech companies with groundbreaking technology platforms, both offer enormous potential for value appreciation. Today, we take a look at three companies that are aiming to discover the next blockbuster drug: BioNTech, Vidac Pharma and Pfizer.
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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 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.
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