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Commented by Stefan Feulner on April 16th, 2024 | 07:40 CEST

Formycon, Defence Therapeutics, Morphosys - Significant movement in the biotech sector

  • Biotechnology
  • Pharma
  • Cancer

At the moment, investors are focusing on gold and Bitcoin in addition to the most important indices, like the DAX and Dow Jones. Meanwhile, the biotechnology sector is barely mentioned in the local newspapers. However, the market is on the move, and the wave of takeovers continues unabated. Recently, the Danish pharmaceutical company Genmab announced it was acquiring the private biotech company ProfoundBio for USD 1.8 billion in cash. The acquisition is intended to help deepen the cancer pipeline with next-generation antibody-drug conjugate therapies. Big Pharma is likely to make further acquisitions in this area in the near future.

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Commented by Armin Schulz on April 15th, 2024 | 06:15 CEST

Varta, Carbon Done Right Developments, Bayer - Buy when the cannons are firing?

  • Sustainability
  • renewableenergies
  • Pharma

The stock market is a fascinating place where investors have to weigh up their opportunities and risks. An often-quoted stock market adage is: "Buy when the cannons are firing". The idea behind this is that one can find opportunities for lucrative investments in times of crisis when market sentiment is particularly poor. Warren Buffett also supports the idea of buying securities or companies at times when the majority of investors are pessimistic, causing prices to fall below the actual value of the investments. He said: "Be greedy when others are fearful and be fearful when others are greedy." We have selected three candidates who have recently lost ground and shed light on whether an investment is worthwhile.

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Commented by Juliane Zielonka on April 12th, 2024 | 07:00 CEST

AI in healthcare with Evotec, Defence Therapeutics, Bayer: Revolutionary advances and medical breakthroughs

  • Biotechnology
  • Pharma
  • AI

Artificial intelligence (AI) is gaining momentum in the healthcare sector. AI-based systems can use medical databases to save valuable time in research, enabling companies like Defence Therapeutics to go to market faster than others. In oncology research, the Canadian company has just achieved a breakthrough that gives hope to many cancer patients. AI-assisted diagnoses allow diseases to be detected earlier and treated more effectively, leading to improved quality of life for patients. Precision medicine in strong partnership networks is Evotec's focus. The share is particularly popular with hedge fund managers. Analyzing medical images and data in real-time and detecting even the smallest deviations or anomalies is the top priority for Bayer AG in collaboration with Google Cloud. Which companies are convincing investors the most?

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Commented by André Will-Laudien on April 10th, 2024 | 06:45 CEST

Attention: Biotech takeovers, after MorphoSys, now Bayer, Vidac Pharma, BioNTech and Pfizer are on the radar

  • Pharma
  • Biotechnology
  • Innovations

Since the onset of the COVID-19 pandemic, there has been little movement in the biotech sector. However, after a challenging year in 2023, the sector was at least able to start the new year on a solid footing. The surprising takeover of MorphoSys recently got hearts beating again, as Novartis put a whopping EUR 2.7 billion on the table for the cancer specialist from Munich. Only months before, MorphoSys had been traded on the stock exchange at just EUR 700 million. The special market situation in this case was also characterized by the high short ratio, which led to an exorbitant rise in the share price of almost 400% in the final phase. Speculative investors are now keeping a wary eye on potential takeover candidates as the sector is once again attracting considerable attention. We are taking a closer look and searching for the next pearl.

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Commented by Stefan Feulner on April 9th, 2024 | 06:45 CEST

Palantir, Globex Mining, Bayer - The trend is pointing upwards

  • Mining
  • Commodities
  • Gold
  • Silver
  • Pharma
  • Software

After a successful first quarter of 2024, the DAX and Dow Jones took a well-deserved breather last week. In contrast, the precious metal markets for gold and silver continued their upward trend. Gold also reached new absolute highs of USD 2,354 per ounce. While gold producers such as Barrick Gold and Newmont remained in hibernation, they have been following the rising base price for several weeks now. There is currently also an opportunity for smaller commodity stocks to participate disproportionately in the upward trend.

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Commented by Fabian Lorenz on April 3rd, 2024 | 07:35 CEST

HelloFresh about to be taken over? Bayer for the anti-cyclical investor! Altech Advanced Materials convinces: Opportunities with turnaround stocks!

  • Technology
  • Batteries
  • Food
  • Pharma
  • Turnaround

Bayer shares gained around 7% last week. Is this the turnaround after the stock reached a multi-year low? The Altech Advanced Materials share is also working on an upward trend. The German battery hopeful has published a promising feasibility study. Their stationary storage systems are significantly more profitable than, for example, Tesla's MegaPacks. HelloFresh shareholders have been brought back to reality in recent weeks. After a decline of almost 80% in 6 months, is the share now ripe for a turnaround? Could there even be a takeover?

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Commented by Armin Schulz on April 2nd, 2024 | 06:45 CEST

MorphoSys, Defence Therapeutics, Novo Nordisk - Biotech deals: Corporations on a shopping spree!

  • Pharma
  • Biotechnology
  • Innovations
  • Technology

In 2023, the volume of business in the pharmaceutical industry, with mergers and acquisitions, reached USD 152 billion despite high interest rates. Experts predict that this momentum could continue as large pharmaceutical companies are facing a wave of patent expiries for their key products that will roll in between 2025 and 2030. Companies are therefore on the lookout for new active ingredients, often by acquiring or licensing developments from smaller biotech companies to compensate for potential revenue shortfalls. There have also been major takeovers in recent months. We take a look at takeover targets and buyers.

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Commented by Juliane Zielonka on March 28th, 2024 | 08:50 CET

Rheinmetall, Almonty Industries, Bayer AG - Arming up for defense with these stocks

  • Mining
  • Tungsten
  • armaments
  • Pharma

The European Union is providing the defense group Rheinmetall with a total of EUR 130 million for ammunition production. The German company is one of six EU projects that are being funded in a special program to stockpile enough artillery pieces and secure supply chains. Here, Almonty Industries comes into play. Almonty specializes in the exploration, extraction and production of tungsten in two European countries, including Spain and Portugal. Tungsten is used in particular for ammunition. Almonty Industries also operates five mining projects, one of which is the largest tungsten project in South Korea. The increasing demand for the critical metal will soon cause the price of tungsten to skyrocket, as defense is becoming increasingly important for the countries and continents involved in the face of geopolitical tensions worldwide. Defense is also a topic at Bayer. The cancer drug Nubeqa supports the body's immune system in the fight against prostate cancer. Following the recent pipeline flop with Asundexian, the drug has great blockbuster potential and could bring billions of euros into the Company's coffers. Read more about why this is so important for Bayer at the moment.

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Commented by Fabian Lorenz on March 26th, 2024 | 07:00 CET

Out of BioNTech and into Defence Therapeutics and Evotec shares?

  • Biotechnology
  • Pharma

The BioNTech share is currently out of steam. Although sentiment in the sector is improving, as star investor Cathie Wood recently invested in Moderna, the German biotech leader is not making any headway. The latest figures have not convinced analysts, and the price targets have even been further reduced. In contrast, the shares of Defence Therapeutics and Evotec appear to have more upside momentum. The Canadian cancer specialist has just raised new capital to develop its exciting pipeline. The Company has recently been granted a new US patent for its approach to cancer therapy. Evotec has a "Buy" recommendation. Could this mean the share is on the verge of an upward trend?

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Commented by Armin Schulz on March 25th, 2024 | 06:45 CET

Super Micro Computer is soaring; when will Saturn Oil + Gas and Bayer follow suit?

  • Mining
  • Oil
  • Gas
  • Pharma
  • AI

In the rapidly advancing world of technology, Artificial Intelligence (AI) is currently stealing the show, overshadowing traditional industries with its boom on the stock markets. The example of Super Micro Computer is a good illustration of this. While investors are focusing on promising AI pioneers, other sectors are struggling to keep pace with this fast-growing industry. Even companies that are earning good returns are currently struggling. In this article, we shed some light on Saturn Oil + Gas and Bayer to see whether the lid will eventually blow off.

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