Pharma
Commented by Stefan Bode on September 30th, 2026 | 07:45 CEST
Growth Plans Meet Reality: Gerresheimer, Redcare Pharmacy and Volatus Aerospace
On the stock market, a news item's value is not determined by its headline, but by whether it ultimately translates into sustainable revenue and earnings growth. Three very different business models are therefore facing critical phases over the coming quarters. One industrial company must stabilize margins and investor confidence, a drone specialist needs to scale its order book, and an online retailer must convert growth into profits. The following company updates show where opportunities lie, and which risks the market may already be pricing in.
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Commented by Matthias Schomber on September 30th, 2026 | 07:25 CEST
Expropriation Shock, E-Prescription Boom, Critical Raw Materials: Vonovia, Redcare and Strategic Resources in Focus
While the political upheaval following the Berlin House of Representatives election could destabilize Vonovia in the German capital, the ongoing digitization of the healthcare sector may offer significant advantages for online pharmacy providers. Away from these scenes, a smaller player is emerging in Finland and Canada that aims to help shape this future market for raw materials with "green steel". We start with Redcare Pharmacy, then turn to the beleaguered real estate giant Vonovia, and finally focus on Strategic Resources. Read on to discover the pros and cons of these stocks and whether they might be a good addition to your portfolio.
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Commented by André Will-Laudien on September 29th, 2026 | 07:10 CEST
Takeovers and Blockbusters on the Horizon! Novo Nordisk, BioNxt and Bayer Keep Taking Center Stage
The storm continues! The biotech sector is facing a massive wave of acquisitions and the approval of new blockbuster drugs. Currently in the spotlight are, above all, the weight-loss sector, innovative drug-delivery platforms, and groundbreaking gene therapies. Major pharmaceutical companies are sitting on bulging cash reserves and are desperately seeking innovative pipelines to offset impending patent expirations. In addition, approval decisions for novel obesity treatments and cancer therapies are driving up valuations across the entire industry. Smaller research firms are making a name for themselves with revolutionary active-ingredient delivery technologies, making them coveted acquisition targets for industry giants. Artificial intelligence in clinical development is also driving major efficiency gains and attracting massive amounts of venture capital. Current market momentum shows industry consolidation is in full swing, and strategic partnerships are setting the pace. Those who stay ahead of the curve in this environment will secure strong revenues for decades to come. For investors and market observers, this realignment offers an exciting starting point with enormous growth opportunities. We dive a little deeper!
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Commented by Jens Castner on September 28th, 2026 | 07:10 CEST
WHEN STOCK PRICES AND REALITY COLLIDE: THE WEEK OF TRUTH FOR BYD, VIDAC PHARMA AND FEDEX
This week holds a fascinating lesson for investors. BYD, Vidac Pharma and FedEx, three publicly traded companies that could hardly be more different, are holding their annual shareholder meetings: a Chinese auto giant, a British-Israeli biotech minnow, and an American logistics conglomerate. Current developments reflect three completely different realities. The spectrum ranges from global market battles to controversial issues regarding insider stock sales and executive compensation. Two of the stocks have recently lost about half their value. The third, while down significantly from its all-time high after a record run, is still clearly up for the year. Read on to learn about the opportunities and risks this presents.
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Commented by Nico Popp on September 25th, 2026 | 07:50 CEST
Breakthroughs in Skin Cancer Treatment: New Approaches from Biofrontera and Moderna – Vidac Pharma Faces a Busy Fall
For a long time, the treatment of skin cancer and its precancerous stages resembled a makeshift compromise: Doctors used scalpels, froze affected areas, or prescribed aggressive creams that destroyed tissue. It was not uncommon for patients to suffer pain and weeks of delayed wound healing. But a completely new dynamic is currently emerging in the sector. Suddenly, innovations involving light beams, messenger RNA (mRNA), and the metabolic reprogramming of cancer cells are making headlines. We present the latest developments in skin cancer and its precancerous stages. The race for innovation has only just begun.
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Commented by Armin Schulz on September 21st, 2026 | 07:30 CEST
Novo Nordisk, BioNxt Solutions, Evotec: When Injections Become Pills, The Cash Starts Rolling In
The daily injection has had its day. For a long time, taking biologics in pill form was considered a pipe dream, but as of this year, it is becoming a billion-dollar business. On September 17, 2026, Novo Nordisk announced a partnership with Orbis Medicines worth up to USD 1.4 billion to make injections available orally. In February, the Danish company secured a partnership with Vivtex worth up to USD 2.1 billion. Whoever can deliver peptides through the stomach could see the industry come knocking. We are taking a closer look at Novo Nordisk, BioNxt Solutions and Evotec, which cover the entire spectrum of this trend—from acquisitions to technology to development.
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Commented by Carsten Mainitz on September 15th, 2026 | 10:30 CEST
New Approaches to Fighting Cancer: Why Vidac Pharma, BioNTech and Evotec Deserve Attention
Cancer cells use sophisticated defence mechanisms to evade the immune system and reprogram their own metabolism. These mechanisms are now increasingly being targeted by biotech companies. BioNTech has more than EUR 16 billion in cash and is driving the next generation of immunotherapies. Evotec is scaling up drug development through strong alliances but has eroded investor confidence. This skepticism is weighing on its share price. Developments at Vidac Pharma are particularly exciting. The company focuses on the metabolic reprogramming of malignant cells. Results from a potentially groundbreaking Phase 2b trial are imminent. Which approach offers the greatest promise?
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Commented by Matthias Schomber on September 10th, 2026 | 09:35 CEST
Is Nel ASA Set to Rebound? Analysts Are Singing Bayer's Praises! RE Royalties Entices with Dividends!
Today we are taking a look at three companies that may all be at a critical turning point. Hydrogen specialist Nel ASA is racing against the clock and must prove its full order book can translate into real profits. On the other hand, there is Bayer—a company that, after years of deep crisis, share prices hovering around EUR 20, and seemingly endless legal battles, has risen like a phoenix from the ashes and is aiming to climb even higher. Last but not least, we take a look at RE Royalties. The project financier is well positioned for the energy transition and is delivering strong returns to shareholders. We examine the numbers, the technical analysis, and the truth behind the latest news.
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Commented by Nico Popp on September 9th, 2026 | 07:30 CEST
Biotech Boom Thanks to Synergies: AstraZeneca Bets on Platforms, Almirall Forges Alliances, and Vidac Pharma Has the Multi-Tool
Everyone in Germany knows the situation: doctors' offices are crowded, and the healthcare system is stretched to its limits. But even when waiting rooms are full, there are still rays of hope. In Europe, research is being conducted successfully in many areas. As standard drugs gradually lose their patent protection, a new era is dawning. While cutting-edge research in Germany is still considered brilliant, it has all too often failed to translate findings into products. But that is changing. A new generation of European pharmaceutical players is closing the gap with the competition and showing that groundbreaking therapeutic advances no longer have to come exclusively from overseas. We take a look at some exciting companies.
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Commented by Armin Schulz on September 4th, 2026 | 07:35 CEST
From the Pill to the Dissolving Film and the Monthly Injection for Obesity: Novo Nordisk, BioNxt Solutions and Pfizer
Obesity treatment is undergoing a transformation. Following the initial success of GLP-1 medications, the next round is now underway. It is no longer just about efficacy, but also about the method of administration. Novo Nordisk was the first to launch the oral pill on the European market and is already testing lower maintenance doses. BioNxt Solutions is countering with oral dissolvable thin films (ODFs) that require neither a needle nor water. Pfizer, meanwhile, is focusing on a monthly ultra-long-acting GLP-1 derived through its acquisition of Metsera. Today we take a closer look at the strategies of Novo Nordisk, BioNxt Solutions and Pfizer.
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