Pharma
Commented by André Will-Laudien on December 12th, 2023 | 13:40 CET
Game Changer in Cancer - The Biotech Gold List for 2024! MorphoSys, Defence Therapeutics, BioNTech and Bayer
The International Agency for Research on Cancer estimates the number of cancer deaths worldwide for the year 2022 to be around 10 million. However, the number of new cancer cases in the same year amounted to around 20 million, and cancer is still considered incurable. Lung cancer remains the sad frontrunner, claiming the most lives worldwide. Colorectal and stomach cancer follow at a considerable distance. However, since the original launch of the "Cancer Moonshot" in 2016, the fight against this incurable disease in the US has made some progress in the realization of therapies. Recently, there has been an increase in success stories from many biotech companies, and investors' enthusiasm is palpable once again. Where are the Biotech game changers lurking for the 2024 investment year?
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Commented by Armin Schulz on December 12th, 2023 | 06:50 CET
BioNTech, Defence Therapeutics, Bayer - Golden times for the biotech and pharma industry?
With the arrival of winter, people are increasingly worried about illnesses such as coronavirus and influenza. The current wave of diseases and the new coronavirus variant are increasing the demand for medicines, which could positively impact the shares of pharmaceutical and biotech companies. Biotech's success in drug development for COVID-19 vaccines has allowed the industry to flourish over the past two years. But after the boom came the crash. However, the stock market always moves in cycles. The current challenges in the healthcare sector, such as the rising number of cancer cases, could, therefore, mean golden times for pharmaceutical and biotech companies, as they not only contribute to improving global health but also offer attractive returns for investors.
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Commented by Juliane Zielonka on December 8th, 2023 | 07:20 CET
Which stocks are leading the fight against cancer and chronic diseases? Defence Therapeutics, Merck and BioNTech
The pharmaceutical industry is facing complex developments in the fight against cancer, with Defence Therapeutics making significant progress with the successful FDA filing for its drug for the targeted treatment of tumors. The growing market opportunities in oncology until 2032 underline the potential of this breakthrough. In contrast, Merck KGaA is experiencing a severe setback with an 11% share price decline following the failure of evobrutinib for the relief of MS in late-stage clinical trials. According to analysts, this also impacts the Company's valuation. Despite promising cancer-fighting approaches, BioNTech faces uncertainties due to a reduced revenue forecast for 2023 and an 'Underweight' rating from JP Morgan. Despite these challenges, the sector remains dynamic. Find out which shares could be worthwhile in the long term here.
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Commented by Juliane Zielonka on December 7th, 2023 | 07:00 CET
New developments in the healthcare market: Cardiol Therapeutics, Amazon and Bayer shares in focus
Cardiol Therapeutics, a clinical-stage life sciences company focusing on therapies for heart inflammation, has secured a renowned clinic to advance its Phase II MAvERIC-Pilot study. This study, focused on combating recurrent pericarditis, promises to provide sound approaches to improve the quality of life of affected patients. Amazon has been dabbling in the healthcare sector since 2015 and is gradually conquering the telemedicine market. The path to telemedicine for Prime members, through the acquisition of companies such as "One Medical" and "PillPack", poses challenges. In contrast, Bayer is once again caught in the crossfire of legal disputes. The recent glyphosate trial loss before a jury in Philadelphia calls for a strategic realignment. At the same time, Bayer is attempting to provide new impetus in the area of women's health through a partnership in the field of hormonal contraception. Find out which development holds promise here.
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Commented by Fabian Lorenz on November 30th, 2023 | 07:10 CET
Biotech Alert! Morphosys, Bayer, BioNTech and Defence Therapeutics
Morphosys is not for the faint-hearted. After unclear study results, the stock gave up its annual gains within a few days. Analysts are also divided on what the future holds. On December 10, the study details will be released, hopefully shedding light on the situation. Bayer shareholders are currently seeing dark clouds. The stock plummeted from EUR 40 to EUR 30 in a short time. Is the dividend now at risk, or is the entire company in jeopardy? There is a slew of positive news for Defence Therapeutics. Can the stock break out of its sideways trend? A potential partner for the Canadians could be BioNTech. The German biotech favourite is working with full coffers on cancer vaccines. However, analysts remain cautious.
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Commented by Armin Schulz on November 29th, 2023 | 06:30 CET
MorphoSys, Cardiol Therapeutics, Bayer - Where will the rebound start first?
2023 was a challenging year for pharmaceutical and biotech companies. After the boom years of the Corona pandemic, many companies went into a tailspin. But not just vaccine manufacturers were hit; others were dragged down too. The markets are currently volatile. MorphoSys has seen a peak gain of 145% since the beginning of the year - but is currently only up 35%. Cardiol Therapeutics has also gained over 140% and has recently consolidated. The share is currently up 74% since the beginning of the year. Only Bayer's performance curve is pointing downwards. The share is currently worth 34% less than on January 2. We look at where the rebound will start first after the consolidations.
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Commented by André Will-Laudien on November 27th, 2023 | 07:00 CET
Turnaround Special: 60 billion financial hole - Not with us! TUI, Desert Gold, Bayer and Lufthansa - Get in now!
When the stock market is booming almost every day, it is easy to lose sight of the loss-makers of 2023. But it does not have to continue like this! The market regularly rotates through segments, so today's losers will soon be the winners again. This is already evident with TUI and Lufthansa, who are slowly emerging from the Corona shock. Bayer is halting a promising drug and still has to deal with legal disputes. The current situation and the rising gold trend speak in favor of Desert Gold. Let's take a look at the values of tomorrow.
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Commented by Stefan Feulner on November 22nd, 2023 | 07:00 CET
Bayer, Cardiol Therapeutics, K+S AG - Clear opportunities after bottoming out
Shareholders of the chemical and pharmaceutical company Bayer suffered a black Monday following the discontinuation of a Phase III trial. As a result, Bayer shares fell to their lowest level since 2009. In contrast, there is optimism among other companies for a strong rebound. The biotech sector, in particular, seems to have bottomed out. There is a long-term opportunity for outperformance here, especially with second-tier companies.
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Commented by Stefan Feulner on November 21st, 2023 | 07:00 CET
Novo Nordisk, Defence Therapeutics, Morphosys - The biotechs are coming
The capital-intensive biotech sector was hit particularly hard when the US Federal Reserve began the massive interest rate hikes from zero to 5.5% in the first quarter of 2022. Since then, the broad-based Nasdaq Biotech Index has lost around 20% of its value. With the end of the strict monetary policy, this sector is now likely to experience a revival on the stock market. There is significant catching-up potential, especially among second-tier stocks.
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Commented by André Will-Laudien on November 7th, 2023 | 07:00 CET
Caution: New Corona wave ahead? BioNTech, Pfizer, Cardiol Therapeutics and MorphoSys on the performance test bench
Smouldering lawsuits from vaccinated patients experiencing severe side effects have caused investors to doubt BioNTech and Pfizer in recent months. Will the plaintiffs be successful in court? This is rather unlikely, as the vaccine manufacturers can always invoke the time component in the fight against the pandemic. After all, what the WHO and all governments wanted was delivered: A quick solution! Moreover, these vaccines were finally approved by well-known health institutes. The biotech investment segment will become exciting again as winter approaches. The infection figures with the new coronavirus variants are rising noticeably again, and around 15% of the population wishes to get vaccinated. Where are the opportunities for investors?
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