Pharma
Commented by Stefan Feulner on September 2nd, 2025 | 07:10 CEST
Bayer, BioNxt Solutions, FamiCord AG – Undiscovered gems with strong growth potential
While artificial intelligence has been dominating the headlines for months and tech stocks are reaching record valuations, the biotech sector is leading a shadowy existence on the stock markets. Investors are shying away from the often complex and risky business models, with many stocks trading well below their all-time highs. However, while the spotlight is on AI, significant developments are taking place in the background: clinical trials are reaching key milestones, new therapeutic approaches, such as cell and gene therapies, are advancing, and partnerships with big pharma have increased substantially in recent years.
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Commented by Armin Schulz on August 26th, 2025 | 07:10 CEST
The blueprint for AI-driven drug discovery: How Evotec, NetraMark Holdings, and BioNTech are leveraging new opportunities
The pharmaceutical industry is undergoing a revolution. Artificial intelligence is reducing drug discovery times from years to months and dramatically increasing hit rates. Data-driven predictions and virtual simulations are increasingly replacing costly trial-and-error approaches. This technological leap is already generating concrete successes and massive competitive advantages for pioneers who implemented their digitalization strategies early on. Most recently, an AI-designed drug advanced to clinical trials in record time. Three companies driving this change and reaping its benefits are Evotec, NetraMark Holdings, and BioNTech.
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Commented by Fabian Lorenz on August 25th, 2025 | 07:25 CEST
A bombshell for takeover candidates! 100% share BioNxt Solutions leaves BioNTech and Co. behind!
BioNxt shares have finally taken off. At the beginning of July, we last pointed out the opportunities offered by the Canadian-German life sciences company. Since then, the share price has risen by almost 100%, outperforming both the biotech index and investor favorites like BioNTech. However, this is likely to be just the beginning. In a conversation with the editorial team, management hinted at a strong news flow in the coming months. The Company is working flat out on its next-generation platforms to revolutionize drug delivery. For example, syringes and tablets are to be replaced by dissolvable films and transdermal patches. This not only makes BioNxt a prime acquisition candidate, but with a market capitalization of just CAD 100 million, the Company still appears to be anything but expensive.
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Commented by Fabian Lorenz on August 25th, 2025 | 07:10 CEST
Massive UNDERVALUATION?! Bayer, SFC Energy, Veganz Group
Massive undervaluation of Veganz shares? The transformation from a vegan food supplier to a foodtech company is increasingly taking shape. The first shipment of oat milk, produced using a revolutionary process, is about to be delivered to the US, and analysts see EUR 160 million in revenue potential. The real question is: When will the target price and the share price rise? Bayer shares have risen surprisingly strongly this year. Investors have largely ignored problem areas. But now a rating agency is pointing out the weaknesses, and analysts remain cautious. Investors were bullish on SFC Energy. Then came the forecast adjustment, and the share price plummeted. Now, a multi-million euro order is helping to stabilize the situation.
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Commented by Nico Popp on August 25th, 2025 | 07:05 CEST
New research findings – Cell metabolism relevant in cancer: Roche, Novartis, and Vidac Pharma
What if cancer cells no longer grew uncontrollably, and we could target the metabolism of these cells directly? The so-called Warburg effect makes this possible. Discovered around 100 years ago by Otto Warburg, the effect describes the energy metabolism of cancer cells and shows that their metabolism differs from that of healthy cells. This opens up great opportunities for specific therapies in biotechnology. The theoretical assumption is that if the metabolism of cancer cells can be specifically disrupted, treatment will be targeted and free of side effects. Biotech start-up Vidac Pharma is fully committed to the Warburg effect. We explain what the Canadians are researching and why the technology could complement the offerings of several large pharmaceutical companies.
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Commented by Armin Schulz on August 21st, 2025 | 07:10 CEST
Overvaluations in pharma and biotech reduced – Novo Nordisk, BioNxt Solutions, and Bayer are NOW in focus
Following the drastic market correction since the waning of the COVID-19 pandemic, the pharma and biotech sectors now offer more rationalized valuations and real opportunities. Instead of speculative hype, solid pipelines, clinical results, and disruptive technologies are what count today. Artificial intelligence is revolutionizing drug development, accelerating processes, and creating measurable competitive advantages. This new reality makes companies that are mastering their digital transformation particularly promising candidates. However, it is important to take a close look at each company. That is why we are examining three exciting companies today where there is a lot going on: Novo Nordisk, BioNxt Solutions, and Bayer.
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Commented by Stefan Feulner on August 18th, 2025 | 07:00 CEST
Uranium Energy, Almonty Industries, Bayer – Rebound after correction
The peace summit between the US and Russia is already history and yielded few results in terms of ending the war in Ukraine. While the indices remained stable last week, short, sharp setbacks in selected stocks could offer interesting entry opportunities at the start of the week. Uncertainty also continues to prevail with regard to tariffs. Although the tariffs for India and China have been postponed, a final agreement is still a long way off.
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Commented by Fabian Lorenz on August 14th, 2025 | 07:15 CEST
BOMBSHELL! RENK, Bayer, Desert Gold! Who has the potential to multiply?
Bombshell at RENK! Order intake is exploding! Revenue and earnings are also already up significantly. After Rheinmetall and Hensoldt posted rather disappointing figures, the defense boom appears to be reaching the tank transmission specialist. The stock is reacting strongly. Meanwhile, the share price of gold explorer Desert Gold has not yet responded to the recent Preliminary Economic Assessment (PEA). This is surprising, as the returns are high - even with the conservative gold price assumptions. In an interview with analysts, the CEO once again explains the opportunities. GBC Research sees potential for multiplication here. At Bayer, investors have recently been focusing more on litigation risks in the US than on upside potential. However, the latest news from the pharmaceutical division is driving the Leverkusen-based company's shares up again. Is the weak phase finally over?
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Commented by André Will-Laudien on August 13th, 2025 | 07:15 CEST
Attention, Takeovers: Things are heating up! Bayer, Eli Lilly, Vidac Pharma, and Formycon in focus
Volatility is king! Great for speculators, often difficult for long-term investors. Biotech stocks are extremely sensitive to study and approval news, especially in cancer research. Vidac Pharma is developing drugs that are designed to target tumor cells and cause them to die – risky, but with great potential. Despite its restructuring, Bayer is strengthening its oncology pipeline, especially in niche indications. Eli Lilly is benefiting from the boom in modern immunotherapies and, thanks to its strong financial position, can support long development phases. Formycon is considering entering the oncology market to broaden its base. The sector offers opportunities and surprising takeovers, but requires a high tolerance for risk.
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Commented by Nico Popp on August 11th, 2025 | 07:15 CEST
Platform strategies are shaking up the biotech market: BioNxt, Thermo Fisher Scientific, Evotec
In biotech, the all-or-nothing principle no longer applies. Instead of offering just one product, the platform economy is becoming the norm in the development of tomorrow's active ingredients. What does this mean? Companies are working together, sharing their technology, and thereby reducing their dependence on individual projects. Since each player can focus on its core competencies, new active ingredients are brought to market faster, and even innovations in niche areas can gain significant traction thanks to strong partners. We explain what platform economics means in the biotech sector and how investors can benefit from it.
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