Pharma
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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Commented by Fabian Lorenz on August 7th, 2025 | 07:30 CEST
Bayer and its billion-dollar problem! Evotec fails to impress analysts! AI stock NetraMark makes a splash!
More positive news for AI insider tip NetraMark. The Company has secured a new customer for its AI platform designed to improve clinical trials. This could bring an end to the stock's sideways trend. Analysts continue to see significant upside. In contrast, analysts are cautious about Bayer's quarterly figures. The surprise stock of the year so far is facing a significant setback. The billion-dollar problems in the US are back on the table, weighing heavily on the stock. And what is Evotec doing? The sale of its site in France is intended to contribute to the Company's profitability. However, this only briefly boosted sentiment on the stock market. In the meantime, the stock has shifted into reverse. Rightly so?
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Commented by Armin Schulz on August 7th, 2025 | 07:15 CEST
New Tariff Drama – How Novo Nordisk, Vidac Pharma, and BioNTech are using AI and oncology to counter protectionism
The global pharmaceutical industry is experiencing a historic double revolution in 2025: Artificial Intelligence is accelerating research and personalized therapies, while disruptive US tariffs of up to 250% are reshaping supply chains. These forces are colliding as innovation meets protectionism. The winners are mastering both. They are leveraging digital breakthroughs and circumventing trade barriers through strategic production relocation. Those who invest now stand to benefit from the race to shape the future of global healthcare markets. The area with the most promising growth is oncology. We take a closer look at three exciting companies from the pharmaceutical and biotech industries: Novo Nordisk, Vidac Pharma, and BioNTech.
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Commented by Armin Schulz on August 5th, 2025 | 07:30 CEST
Bayer, PanGenomic Health, Novo Nordisk: 3 stocks that could benefit from the USD 330 billion tech tsunami!
In 2025, the healthcare industry is being hit by a tech tsunami. Telemedicine and digital applications are revolutionizing diagnostics and treatment. Driven by AI, regulatory tailwinds, and rising patient demand, the market is exploding. Forecasts predict growth of up to USD 330 billion by 2029. Investors sense billion-dollar opportunities, especially where biotech meets big data and personalized solutions emerge. To benefit from these developments, key players like Bayer, PanGenomic Health, and Novo Nordisk are already positioning themselves today. We take a closer look at all three.
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Commented by Armin Schulz on August 5th, 2025 | 07:20 CEST
Evotec, NetraMark Holdings, and Pfizer: How to leverage the hidden biotech boom for returns!
Despite volatile markets, the healthcare sector is showing remarkable resilience. While the sector ETF is weakening, numerous companies are exceeding quarterly forecasts – especially in the biotech segment. Surprising earnings strength and innovative therapies are driving momentum, with even established pharmaceutical giants overcoming patent cliffs. This selectivity creates opportunities: those who identify the right players with disruptive technologies or strategic depth can benefit. Three names are particularly noteworthy here: Evotec, NetraMark Holdings, and Pfizer. We take a look at which companies have potential.
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Commented by André Will-Laudien on July 31st, 2025 | 07:15 CEST
AI and biotech – A dream team for returns! Evotec and Novo Nordisk in the spotlight, and NetraMark steps on the gas!
The biotech sector is currently undergoing profound change: big data and artificial intelligence are revolutionizing the way drugs are researched and developed. AI-supported systems help identify molecular target structures more quickly and select active ingredients more precisely. Both start-ups and established companies are increasingly using data-based platforms to shorten development times and make clinical trials more successful. Investors are increasingly directing their capital toward companies that combine biotechnology with modern data analysis. The stock market is ruled by daily madness with figures that are not within the expected range. However, innovative growth markets will remain volatile and attractive at the same time, so bet on the winners!
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