Pharma
Commented by Fabian Lorenz on July 16th, 2025 | 07:25 CEST
WINNING STOCKS for the second half of the year!? Rheinmetall, Bayer, and Hotstock PanGenomic Health
Hard to believe: Bayer shares are among the winners in 2025. And even the news flow is positive. Does the Leverkusen-based company even have a new blockbuster in the pipeline? What do analysts say? PanGenomic Health shares could be among the stars of the second half of the year. With a new health app, the Company is entering a billion-dollar market in the US and benefiting from the Trump administration. If it succeeds in securing market share, the stock should have plenty of upside potential. Analysts believe that the air is getting thinner for Rheinmetall shares. However, it is likely only a matter of time before the EUR 2,000 mark is broken.
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Commented by André Will-Laudien on July 14th, 2025 | 07:25 CEST
DAX correction! Biotech in takeover mode! BioNTech, CureVac, Pfizer, Vidac Pharma, and Kraft Heinz in focus
The stock markets are in top form: both the DAX and the NASDAQ 100 have flexed their muscles in recent days. Prices are being driven primarily by the continued strength of technology stocks and growing hopes for stable global economic growth, despite Donald Trump's tariff madness. At the same time, a growing takeover fever in the biotechnology sector is providing additional momentum. In the field of cancer research in particular, companies such as BioNTech, Moderna, and other specialized mRNA players such as CureVac are increasingly becoming the focus of strategic investors. The fight against cancer is increasingly becoming one of the key drivers for new partnerships and market consolidation. Speculation about possible mergers and billion-dollar acquisitions is currently on the rise again. This opens up an exciting environment for investors, offering opportunities for above-average returns. We identify the trigger points.
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Commented by Fabian Lorenz on July 11th, 2025 | 07:20 CEST
Biotech takeover merry-go-round picks up speed! BioNTech, Evotec, Merck, and BioNxt Solutions!
The takeover merry-go-round is spinning faster again in the biotech sector. The latest example is Merck's acquisition of Verona Pharma. The US group is paying USD 10 billion for the deal. BioNxt Solutions would be significantly cheaper to acquire at present. The Company aims to make it easier to take medication with melt films, skin patches, and tablets. In addition, it has now announced an exciting platform. The goal is to develop smarter chemotherapy, which, in turn, could create a billion-dollar market. And what are BioNTech and Evotec doing? Things have quieted down a bit at the German biotech leader following its billion-dollar deal with Bristol-Myers Squibb. However, analysts recommend buying the stock. Evotec, on the other hand, is languishing at around EUR 7. Can the quarterly figures provide new impetus for the struggling stock?
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Commented by Armin Schulz on July 9th, 2025 | 07:05 CEST
Liver cancer breakthrough fuels billion-dollar market: How Bayer, Vidac Pharma, and Novo Nordisk can now power your portfolio
The pharmaceutical industry is undergoing its biggest upheaval in decades. Megatrends such as cancer treatment, fueled by recent breakthroughs like the EMA approval of the liver cancer therapy Lenvima®/Keytruda®, and revolutionary therapies for diabetes and obesity are generating billion-dollar markets. Those who understand these growth drivers will identify lucrative opportunities. Innovative active ingredients are not only changing medicine but also unlocking exceptional return potential for forward-thinking investors. This dynamic draws attention directly to the strategies of Bayer, Vidac Pharma, and Novo Nordisk.
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Commented by Fabian Lorenz on July 8th, 2025 | 07:05 CEST
Rheinmetall above EUR 2,000? Bayer shares exhausted? NetraMark Holdings with lots of upside potential!
It seems only a matter of time before Rheinmetall shares break through the EUR 2,000 barrier. Increasingly, analysts are setting price targets above this mark. And operations are running smoothly, as demonstrated by the latest ammunition order and the Company's participation in the German government's billion-euro investment program. NetraMark, on the other hand, does not have to invest billions in research and development. The AI specialist is still an insider tip. However, the first study is now available, and analysts anticipate over 50% upside potential. In contrast, analysts see the end of the price fireworks at Bayer. Are they right?
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Commented by Nico Popp on July 4th, 2025 | 07:10 CEST
Biotech stocks with a safety net and double bottom: Vidac Pharma, BioNTech, and Gilead Sciences
For many years, biotech stocks were considered speculative bets on a single, all-important active ingredient. For seasoned biotech investors, it was once clear that there was little gray area between multiplication and total loss. But the biotech landscape has changed. Innovative technologies and modern processes ensure that even smaller biotech companies have several arrows in their quiver that can hit the mark. We explain what has changed in the biotech sector and what opportunities for collaboration could exist between BioNTech, Gilead Sciences, and Vidac Pharma.
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Commented by André Will-Laudien on July 4th, 2025 | 07:05 CEST
Lightning on the horizon in the biotech sector: Refinancing on the rise! Keep an eye on Formycon, PanGenomic Health, Bayer, and Novo Nordisk
In the first half of 2025, the biotech sector demonstrated resilience and innovation despite macroeconomic uncertainties. Venture capital financing reached an impressive USD 6.5 billion, with a focus on companies with clinically validated data. Large financing deals such as the USD 365 million for Pathos AI underscore the strategic investor focus on AI and digitalization. The IPO market remains highly selective, but strong stock market debuts such as that of Caris Life Sciences are sending positive signals. At the same time, the M&A sector is booming with billion-dollar acquisitions by pharmaceutical giants such as J&J and Novo. So far in 2025, the biotech sector has demonstrated targeted capital allocation, dynamic consolidation, and growing confidence in medical breakthroughs. Here are a few ideas for a balanced portfolio of opportunities.
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Commented by Nico Popp on July 1st, 2025 | 07:00 CEST
Disruption! Everything is changing: BioNxt Solutions, BioNTech, Bio-Rad Laboratories
The outbreak of the COVID-19 pandemic changed many things. True to the motto "just do it," companies like BioNTech have put their faith in mRNA technology—and within months, success followed, along with billions in revenue. Today, there are once again innovations with the potential to turn small companies into major cash cows. We explain what innovative healthcare companies BioNxt Solutions, BioNTech, and Bio-Rad Laboratories are currently working on and what potential this offers investors.
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Commented by André Will-Laudien on June 30th, 2025 | 07:35 CEST
Takeover fever! Biotech and artificial intelligence boost Evotec, NetraMark Holdings, Novo Nordisk, and Bayer
The biotech sector is currently undergoing an exciting transformation, as big data and artificial intelligence are rapidly changing the way new drugs are discovered, developed, and tested. The use of learning algorithms allows molecular target structures to be identified more quickly and potential active ingredients to be evaluated more efficiently. Start-ups and established players alike are increasingly turning to data-driven platforms to reduce research costs and increase the success rate of clinical trials. As a result, capital is increasingly flowing into companies that use modern data analysis to drive biotechnology. Approaches that enable personalized medicine - treatments precisely tailored to an individual's specific condition - are in particularly high demand. For investors, this represents a promising growth sector with enormous disruptive potential. But who are the most interesting players?
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Commented by André Will-Laudien on June 26th, 2025 | 07:00 CEST
New biotech boom ignites: Are Evotec, BioNxt, Bayer, Novo Nordisk, and Formycon poised for the next price surge?
The biotechnology industry is currently experiencing a remarkable renaissance. Innovations in personalized medicine, advances in mRNA technologies, and new therapeutic approaches to cancer and autoimmune diseases are fueling investor interest worldwide. In this dynamic environment, established players such as Evotec and Bayer, as well as specialized up-and-comers like BioNxt and Formycon, are moving into the spotlight of strategic investments. While Evotec scores with its strong partner network, Bayer is working on a realignment with a focus on promising research. BioNxt impresses with a lean business model and promising pipeline products in the field of drug delivery. Formycon, on the other hand, is benefiting from the biosimilar boom and is currently undergoing a turnaround. The industry is highly innovation-driven, and those who bet on the right players could reap above-average rewards.
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