Pharma
Commented by Armin Schulz on May 7th, 2025 | 07:10 CEST
Evotec's AI gold mine, Defence Therapeutics' billion-dollar markets, Novo Nordisk's diet revolution: How investors are profiting
The healthcare industry is undergoing radical change. Algorithms are accelerating drug discovery by years, billions are being poured into personalized therapies, and biotech stocks are celebrating on the stock markets. But this time, it is not just short-lived hype – the next era of medicine will be shaped by companies merging technology and biology. While AI-based platforms identify drug candidates in record time, pioneers are pushing ahead with groundbreaking approaches in oncology, immunology, and metabolic diseases. Three names stand out: Evotec, Defence Therapeutics, and Novo Nordisk.
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Commented by Armin Schulz on May 6th, 2025 | 07:05 CEST
Soil boosters wanted! The secret weapons of Bayer, Argo Living Soils, and K+S
Agriculture is at a crossroads between tradition and revolution. While optimistic forecasts like the Iowa Crop Progress Report 2025 predict record-breaking harvests, a paradoxical conflict is emerging. Blooming fields conceal depleting soils and climate stress. But this is precisely where the tension for innovation unfolds - where high-tech meets sustainability. Three players are helping to shape this future: Bayer as a pioneer of digital agricultural solutions; Argo Living Soils with revolutionary soil savers; and K+S, which is rethinking mineral fertilizers. Together, they are not only securing harvests but also healing ecosystems.
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Commented by André Will-Laudien on May 5th, 2025 | 07:20 CEST
Biotech is back with artificial intelligence! Evotec, NetraMark Holdings, Bayer, and BioNTech
Artificial intelligence has arrived in health research! Whenever large volumes of data need to be analyzed, patterns recognized, or results condensed, immense computing power is required. The goal is to detect complex structures, automate processes, and make real-time decisions. The use of AI in medicine and pharmaceutical development is making good progress because time and high validation capability are key here. Some companies have already recognized the signs of the times and are working hard on the new technologies. On the stock market, this is often the starting signal for significantly higher valuations. Evotec, Bayer, and BioNTech are well-known European players, while Canadian company NetraMark Holdings has seen its share price increase sevenfold since fall 2024. What is behind this surge?
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Commented by Fabian Lorenz on May 1st, 2025 | 07:10 CEST
A bombshell at Nel ASA! Buying opportunity for Bayer and Defence Therapeutics shares?
A bombshell at Nel ASA. The hydrogen specialist has reported its first quarter results: revenue and order intake are down, while the Company is sliding deep into the red. Will new major shareholder Samsung bring about a turnaround? Defence Therapeutics is a hot rebound candidate with takeover speculation. The biotech company is consistently pushing ahead with the monetization of its technology and has found a strong partner. The decline in the share price in recent months offers opportunities. A lot of negative news is certainly already priced into Bayer's share price, but is that enough to buy the stock? Yes, according to analysts.
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Commented by Fabian Lorenz on April 30th, 2025 | 07:15 CEST
Buy BioNTech after the crash? Valneva with vaccine problems! Vidac Pharma shares show potential!
BioNTech shares crashed by around 10% on Friday. So far, they have not been able to recover. What caused the setback? Should investors seize the opportunity? Analysts believe the German biotech heavyweight is on track. The same applies to Vidac Pharma. The news flow is extremely positive, but the stock is not making any headway. Analysts believe that Vidac shares could multiply in value. If the biotech company continues to be successful, a takeover could follow. And what is going on at Valneva? The stock is on a rollercoaster ride. Could a vaccine become a problem?
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Commented by Nico Popp on April 25th, 2025 | 07:20 CEST
US biotechs under pressure – Where opportunities now lie: BioNTech, Pfizer, and Vidac Pharma
The biotech world is in turmoil. The dispute between US President Donald Trump and the elite Harvard University is just the tip of the iceberg – thousands of researchers in the US are upset about the interference in their academic freedom. Research funding is being cut because of supposedly incorrect wording in applications. Entire degree programs are being put on hold because they do not fit into the worldview of the new US administration. The National Security Commission on Emerging Biotechnology (NSCEB) is warning of dire consequences for the US economy. Is the United States losing its status as a biotech mecca?
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Commented by Nico Popp on April 24th, 2025 | 07:30 CEST
Germany Inc. as the last hope? Volkswagen, Bayer, Globex Mining
Germany's economy is facing its third consecutive year of contraction. The automotive industry is struggling with competition from China, and Bayer is grappling with past acquisitions, looming tariffs, and other challenges. Now, Bayer shareholders are even being asked to inject new capital. Is the German industry working with politicians to find long-term solutions? Not a chance! The days of Germany Inc. seem to be over. We look at how investors can seize opportunities in this complex situation.
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Commented by André Will-Laudien on April 22nd, 2025 | 07:20 CEST
This is the post-Easter opportunity! Evotec, Bayer, BioNTech, and Defence Therapeutics in focus
Donald Trump snubs his international partners, insults prominent Americans, and withdraws long-standing funding commitments to Harvard. Who would have thought? The new US administration is turning out to be an unpredictable fragmentation bomb that could hit anyone. Economic policy resembles a game of hot and cold when stability is needed. On the stock market, investors are trying to price in old tariffs, no tariffs, and new tariffs - every day brings a fresh bouquet of announced measures. There has hardly been a similarly volatile period in recent years, but Donald Trump is not interested in stock market prices. For the overvalued high-tech sector, this is a welcome opportunity to take profits. The biotech sector could finally take off were it not for the sharp rise in interest rates. The only thing that can help now is a case-by-case assessment of investment opportunities.
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Commented by Armin Schulz on April 17th, 2025 | 08:10 CEST
Blockbuster or takeover fever? Why Novo Nordisk, Defence Therapeutics, and Pfizer are now attracting attention
The biotech and pharmaceutical industry resembles a billion-dollar chessboard! A single move – whether a takeover or drug approval – can double share prices in a matter of hours or completely reshape entire markets. While investors are still marveling at the spectacular rally of Theratechnologies, which opened with a gap up and then soared another 45% in a single day, or analyzing the Phase-3 explosion at Corcept, the next players are already lining up for the big coup. Because in this arena, it is not just about who develops the next blockbuster but also who buys, sells, or forms strategic alliances. There are three names to have on your radar: Novo Nordisk, Defence Therapeutics, and Pfizer. Each of these companies is pursuing its own master plan.
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Commented by Nico Popp on April 16th, 2025 | 07:50 CEST
Takeover speculation! What is going on at Pfizer, Sanofi, and NetraMark
Developing drugs is expensive - so expensive that 22% of all Phase III studies fail due to budget constraints, as shown by scientific studies. When pharmaceutical companies discontinue a late-stage project, it also moves the stock markets. Recently, Pfizer pulled the plug on its weight loss drug, Danuglipron. The reason: a participant in the study experienced liver damage. This further backfires on Pfizer in the important market of obesity drugs, leaving it further behind Viking Therapeutics, Eli Lilly, and Novo Nordisk. To ensure that more drug trials are successful in the future, the publicly listed tech company NetraMark is relying on AI. The first pharmaceutical multinationals have already set their sights on this hidden gem.
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