Pharma
Commented by André Will-Laudien on February 27th, 2025 | 07:50 CET
Attention – Biotech is taking off! Evotec, Vidac Pharma, BioNTech, and Novo Nordisk in focus
With new index highs and huge daily trading volumes, the biotech sector has been back in the spotlight for several weeks. At Evotec, the personnel merry-go-round continues, while BioNTech has announced an acquisition in the oncology field. After the big crash in Novo Nordisk shares, the first share buybacks are now taking place, but growth rates have been revised downwards. Vidac Pharma has just completed a roadshow and will present its latest progress at the Sachs Health Science CEOs Forum in Zurich. Share prices across the sector appear to have turned in the last quarter. It is now time for investors to take a closer look again. We offer a few insights.
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Commented by Armin Schulz on February 27th, 2025 | 07:30 CET
Bayer, BioNxt Solutions, Evotec – Artificial intelligence as a gamechanger in pharmaceutical research
New technologies and innovative solutions will completely transform the future of medicine. To prepare for this as well as possible, hurdles such as bureaucracy, financial issues, and outdated structures must be overcome. At the same time, management must set the course, as development is continuing at a rapid pace – whether through artificial intelligence (AI) in drug research or customized therapies for individual patients. One thing is clear: anyone who wants to keep up here must think differently. But how are companies tackling this in practice? Three examples reveal why flexibility and fresh ideas are crucial right now for staying ahead in the long term.
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Commented by Armin Schulz on February 19th, 2025 | 07:10 CET
Bayer, Vidac Pharma, Pfizer – Dementia, cancer, obesity: The race for the billion-dollar markets
The pharmaceutical industry is in the throes of a major upheaval – it is no longer just about research but also about big money. Whoever is ahead now secures not only fame but, above all, extremely lucrative markets. Looking at how companies are currently driving forward mergers or acquiring startups, it is clear: The battle for the next blockbuster drugs has long since become a billion-dollar gamble. There is a lot of activity, especially in areas such as cancer, dementia, and obesity. Everyone wants to be the first to patent the golden active ingredient. We take a look at three companies that are researching the next blockbusters.
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Commented by Fabian Lorenz on February 12th, 2025 | 07:00 CET
Analysts on the TUI CRASH! Bayer to make millions! dynaCERT stock is set to skyrocket!
Will the dynaCERT stock see a breakthrough soon? The odds are looking good. In an analyst interview, the top German manager cites an increase in revenue, sales, and earnings as a clear goal for the next 12 months. In that case, the stock would currently be a bargain. The TUI share, however, does not appear to be a bargain for investors. The quarterly figures led to a sell-off yesterday. Yet revenue and earnings were in line with expectations. What do analysts say? Bayer's stock also trended weak yesterday, despite new potential millions in revenue from a drug approval.
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Commented by Fabian Lorenz on February 10th, 2025 | 07:30 CET
BIOTECH stocks in RALLY MODE: Valneva, BioNxt Solutions, Evotec – BUY signal or correction?
After the 50% rally, the stock of BioNxt Solutions is currently consolidating. However, the next buy signal could be generated soon. There will likely be some exciting announcements this year and perhaps even a strategic partnership. The new R&D site in Munich will likely also attract attention for the innovative biotech company in Germany. After the catastrophic year, things have quieted down for the time being at Evotec. Or is it more that the air has been let out? After all, there is a lot of uncertainty about what skeletons might still be in the closet and how things should continue strategically. The stock market does not like that. In contrast, Valneva has had an impressive rally since mid-January. Last week, there was another big announcement. After 50%, is there more potential with the French company?
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Commented by André Will-Laudien on January 27th, 2025 | 07:40 CET
Biotech - Here we go! 100% opportunities for Evotec, BioNxt, Bayer, Formycon, and Novo Nordisk!
Last week, the DAX 40 index reached a new all-time high of 21,520 points. At first glance, this sounds odd because half of the stocks are languishing at multi-year lows. However, the driving forces are the heavyweights SAP, Siemens, Allianz, Airbus, and Deutsche Telekom. They are pushing the index upward daily, putting ETF fund managers under pressure as they have to adjust the weightings accordingly. However, the more capital flows into the leading stocks, the more investors are looking for lagging stocks that could successfully turn the chart around due to operational turning points. We select a few opportunity stocks.
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Commented by Armin Schulz on January 22nd, 2025 | 07:00 CET
Evotec, Vidac Pharma, BioNTech – Profiting from the fight against cancer
It has been clear for some time that cancer can affect anyone, and not just since King Charles and Princess Kate made their battles with cancer public. The market is growing, and today, revenues in this area are already in the billions. This is driven by an aging population and increasingly unhealthy lifestyles. The margins for manufacturers of cancer drugs are often in the high double-digit percentage range. It is no wonder that companies are focusing on the fight against cancer. Developing a medication that reliably defeats the disease could result in a genuine blockbuster. In 2023, around USD 223 billion was spent on cancer drugs worldwide. We are looking at three companies striving to cure cancer and claim their share of this lucrative market.
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Commented by Armin Schulz on January 21st, 2025 | 07:30 CET
Bayer awakened! BioNxt Solutions, Novo Nordisk – Invest in tomorrow's winners today
The economy is at a turning point, as the rapid advancements in artificial intelligence are enabling technological innovations that set new benchmarks. Revolutionary developments are emerging, particularly in the pharmaceutical industry, medical technology, and biotechnology. These sectors not only unlock groundbreaking medical possibilities but also offer significant economic growth potential. Investors who move in early to disruptive technologies or dynamic growth industries can count on attractive returns. But which players are dominating this wave of innovation? And how can you, as an investor, benefit strategically? A closer look is worthwhile.
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Commented by Stefan Feulner on January 14th, 2025 | 07:55 CET
Qiagen, Vidac Pharma, and Bayer with groundbreaking news
In the years to come, biotechnology will play a central role in solving global challenges. From the development of innovative therapies to sustainable agriculture and biobased industries, biotechnology combines science and technology to make the world more sustainable and efficient. As a driver of growth and innovation, it offers enormous opportunities for companies and investors who want to actively shape the future.
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Commented by Armin Schulz on January 8th, 2025 | 07:30 CET
Bayer, First Hydrogen, Volkswagen – Turnaround Candidates for 2025 Under Review
After the year-end portfolio window-dressing in December, the new year starts with the hunt for the right stocks for 2025. Special attention should be given to turnaround candidates, meaning stocks that underperformed last year. These companies have faced challenging times and have often already begun addressing their issues through strategic realignment. Sometimes, market conditions for a sector can improve significantly from one year to the next, and then the stocks of these companies often rise disproportionately. Identifying the right stocks requires thorough research. We look at three potential turnaround candidates.
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