Pharma
Commented by Lars Winter on October 20th, 2026 | 05:44 CEST
Gold, Money and Healthcare: Lahontan Gold, Goldman Sachs and Johnson & Johnson – 3 Promising Stocks Under Review
Canadian gold exploration company Lahontan Gold is generating optimism. A preliminary economic assessment of its key mining project in Nevada recently assigned the Santa Fe Mine a calculated project value of USD 820 million. This is a multiple of its current market capitalisation, giving the stock considerable upside potential. Goldman Sachs has also surprised the market in recent days with a strong set of financial results. Pharmaceutical giant Johnson & Johnson, meanwhile, raised its outlook despite one minor setback. Three promising companies with positive news are under review.
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Commented by Carsten Mainitz on October 14th, 2026 | 05:25 CEST
Who Profits When Patents Expire? The Billion-Euro Race Between Formycon, Fresenius and Pfizer
When patent protection for high-revenue biopharmaceuticals expires, a billion-euro market for follow-on products emerges. Michael Sen, head of the German healthcare group Fresenius SE, cites an impressive figure. By 2035, this could generate around EUR 180 billion in revenue. In particular, biosimilars, biotechnologically produced follow-on medicines that are highly similar in composition to the original medicine and equivalent in quality, efficacy and safety, are forecast to grow significantly. Moreover, biosimilars can strengthen competition and reduce treatment costs. Formycon stands out as a pure play. The company recently reached a crucial milestone. The US Food and Drug Administration (FDA) accepted the marketing authorisation application, the first publicly known application of its kind, for FYB206, a biosimilar candidate to the cancer medicine Keytruda, for review. Keytruda generates around USD 32 billion in annual revenue, making it the world's highest-revenue medicine. Fresenius is strengthening its positioning in the biosimilar sector through an acquisition. Pfizer needs new growth drivers. Who is best positioned for the year-end rally?
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Commented by Lars Winter on October 12th, 2026 | 05:45 CEST
Almonty, 2G Energy and Redcare Pharmacy: Three Exciting Stocks with Fresh Momentum
New orders, higher forecasts, and the transition from project developer to producer: The news outlook for Almonty Industries, 2G Energy, and Redcare Pharmacy has improved significantly recently. The three companies serve completely different markets. What they have in common is that they must now translate high expectations into measurable growth. We take a closer look at these three stocks.
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Commented by Carsten Mainitz on October 12th, 2026 | 05:28 CEST
Don’t Miss Out! Cancer Research and Comeback Potential: Vidac Pharma, Bayer and Evotec in Focus!
New cancer therapies are targeting major medical breakthroughs. For investors, however, the key question is when scientific progress will begin to translate into rising share prices. Vidac Pharma is at a particularly exciting stage in its development. The company is awaiting crucial clinical trial data that could validate its innovative approach to cancer cell metabolism and mark a major milestone. Bayer is expanding its oncology business but must also contend with a range of challenges. Meanwhile, Evotec needs to prove it can turn its research, technology platforms, and strategic partnerships into profitable business opportunities while rebuilding lost investor confidence. Which developments could now trigger a revaluation of these three stocks?
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Commented by André Will-Laudien on October 9th, 2026 | 10:59 CEST
BioTech Rally 2027: Patents, Blockbusters and Biosimilars! The spotlight is on Bayer, Formycon, Evotec and Novo Nordisk
The storm in the pharmaceutical sector continues to gain momentum! Expiring patents and struggling healthcare systems are shaking up old, high-margin blockbuster drugs, as societal changes and government budget constraints shake the foundations of costly pharmaceutical development. As patents expire, many generic manufacturers find themselves in a race against time. Market shares are being reshuffled, heralding a new era of growth. Amid this dynamic rally, four well-known industry players are positioning themselves on different fronts to capitalize on the market shifts. After several difficult years, the Leverkusen-based pharmaceutical giant Bayer is fighting its way back with a completely revamped pipeline. Also in the fast lane is the German biosimilar hopeful from Munich, with its first products already on the market. At Hamburg-based drug discovery company Evotec, restructuring is still underway; the key driver is its state-of-the-art, AI-powered multivalent platform. Meanwhile, the Danish giant Novo Nordisk continues to ride the global obesity and diabetes wave, driving forward the next generation of its blockbuster drugs. Analysts do not have it easy, but there are plenty of opportunities for investors.
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Commented by Fabian Lorenz on October 9th, 2026 | 07:30 CEST
Deutz Stock Under Pressure! Buy Recommendations for Bayer and Partner MustGrow Biologics
Created and Published on Behalf of MustGrow Biologics Corp.
What is going on with Deutz? The Cologne-based company had emerged as a favourite among investors looking to capitalize on the defence boom. But after more than doubling in just a few months, the stock has recently fallen by around 20%. There are clear reasons for the pullback—but should investors be worried? There is certainly reason for optimism at MustGrow. The US commercialization of the soil-fertility product TerraSante™ has begun, and demand is outpacing supply. Contract manufacturers now need to ramp up production quickly. Analysts expect revenues and earnings to rise sharply in the coming years. A partnership with Bayer is also expected to contribute to this growth. Bayer, meanwhile, plans to expand its US presence with a multibillion-dollar investment. The stock is not currently benefiting from this development. Nevertheless, analysts are recommending the shares as a Buy.
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Commented by Nico Popp on October 6th, 2026 | 07:35 CEST
Fighting Skin Cancer: How Vidac Pharma, Biofrontera and Regeneron Target Different Stages
At the recent annual meeting of the European Academy of Dermatology and Venereology in Vienna, the focus was on new approaches to treating extensive skin damage. The fight against skin cancer is shifting: It is no longer just about combating developed tumors, but about stopping the disease before it breaks out. Destroying diseased cells early on spares patients from major surgeries and eases the burden on the healthcare system. We present the latest developments and opportunities for investors.
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Commented by Matthias Schomber on October 6th, 2026 | 07:30 CEST
From Legacy Issues to Growth Opportunities: Why BASF, Bayer and Zefiro Methane Are Worth Watching
Created and Published on Behalf of Zefiro Methane Corp.
BASF is working its way through a cost-cutting program and continues to attract investors with a strong dividend. In addition, the chemical giant plans to acquire its competitor Evonik. This strategic acquisition is intended to significantly expand its market power during challenging times. Whether it succeeds, however, remains to be seen. Bayer, too, is undergoing a painful restructuring to address its legacy issues and reduce debt, but offers bold investors attractive turnaround potential—provided much of this effort succeeds. The dynamics across the Atlantic are quite different. There, Zefiro Methane is turning the remediation of abandoned oil and gas wells in North America into a profitable growth business, with strong sales and a promising chart pattern.
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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.
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Commented by Lars Winter on September 30th, 2026 | 07:50 CEST
Almonty in Focus, Growth Opportunities at PVA TePla and Redcare Pharmacy: Three Stocks to Watch
Almonty can finally sell tungsten from its South Korean operations, while analysts still see significant upside potential for the stock. PVA TePla aims to double its revenue by 2028. Redcare Pharmacy has raised its forecast once again. Three stocks under the microscope with growth prospects that warrant a closer look.
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