Commented by André Will-Laudien on May 31st, 2023 | 08:30 CEST
Biotech in turnaround mode! BioNTech, Defence Therapeutics, MorphoSys, Formycon - Take a close look at these shares!
Since the major pandemic wave in the biotech sector, most industry players have had to come to terms with normality again. Scolded investors quickly learned their lesson and are now looking warily at an industry that experienced its heyday between 2019 and 2021. Today, it is no longer the small announcements of hope that lead to significant price swings. After months of sell-offs, however, the sector is stabilizing for the first time, and some protagonists can report minor progress. When the sector trend weakens, selection is the trump card. Here are some suggestions.Read
Commented by Armin Schulz on May 8th, 2023 | 08:10 CEST
No sooner has the Corona pandemic officially ended than the West Nile virus is knocking on Germany's door. According to Christian Drosten, it could spread in Germany via the mosquitoes that transmit the virus. Experts are already predicting the next pandemic, but when it will come remains uncertain. But other diseases such as cancer, malaria and antibiotic resistance are also on the rise. These diseases are exacerbated by food production and ageing populations, especially in Western industrialized nations. It is here where biotech and pharmaceutical companies are needed to alleviate people's suffering. We look at three such companies today.Read
Commented by Armin Schulz on April 24th, 2023 | 08:30 CEST
In the past year, the NASDAQ Biotechnology Index took a severe beating until mid-June. In the meantime, an initial upward trend has developed, and the market is slowly heating up again because some biotech companies are still valued too cheaply. This is when the big players strike, such as Merck & Co, which recently bought Prometheus Biosciences for USD 10.8 billion. The buyer thus paid a premium of a whopping 75% on the previous day's closing price. The biotech start-up Tubulis has also agreed on a collaboration with Bristol-Myers Squibb that could bring more than USD 1 billion into the Munich-based company's coffers. Reason enough to take a look at three companies from the pharmaceutical and biotech sector.Read
Commented by André Will-Laudien on March 15th, 2023 | 17:38 CET
The time of the vaccine producers is over because the willingness to vaccinate is declining worldwide. As a result, the entire biotech sector has entered a strong correction phase since the pandemic mode for COVID-19 ended. In the process, sector leader BioNTech suffered a loss of over 70% from its high. Complicating matters for companies is the significant increase in interest rates for long-term financing of their pipelines. When refinancing costs rise, this often leads to lower valuations. However, some companies are impressing with their innovations and have recently shown significant outperformance to the market. We evaluate the opportunities of some well-known biotech protagonists!Read
Commented by André Will-Laudien on February 14th, 2023 | 15:54 CET
Election winners in the fight against cancer! Bayer, Defence Therapeutics, Formycon, Valneva - 300% rises are possible!
In 2021, 18.7 million people received the shocking diagnosis of "cancer". Current trends, unfortunately, suggest that this number will continue to rise in the coming years. Thanks to growing research successes, however, there is hope that biotechnology will make it much more likely that sufferers will survive. It is a matter of developing suitable active substances or launching modern therapies. Recently, mRNA technology has also been making a name for itself in cancer prevention. Innovative biotech companies are back on the radar of risk-conscious investors. Which shares are currently in the spotlight?Read
Commented by Armin Schulz on February 8th, 2023 | 11:49 CET
The BIO Deutschland association represents the German biotech industry. According to an announcement on January 18, financing of biotech companies plummeted by 2/3 in 2022. Overall, the sector raised only EUR 920 million in equity. During the Corona pandemic, many biotech stocks did well. Subsequently, profit-taking occurred and rising interest rates put additional pressure on stocks. That could change in 2023. Meanwhile, some companies are valued low, and so these companies appear on the radar of investors from the United States. According to Handelsblatt, Water Street, an investment company focused on pharma and biotech, has already invested EUR 1 billion, mainly in Germany. A total of EUR 6 billion is to be invested.Read
Commented by Fabian Lorenz on December 19th, 2022 | 13:57 CET
Biotech shares are volatile. Investors were reminded of this again just last week. Moderna shares initially rose by almost 30%, only to fall back by around 10% towards the weekend. But overall, the mood in the biotech segment was positive. Moderna reported positive study results on a combination therapy of a Moderna cancer vaccine and the tumor drug pembrolizumab from Merck & Co. At BioNTech, two buy recommendations and the expansion in Asia created a good mood. This mood has also prevailed at Defence Therapeutics for several weeks. The Canadians reported positive study results against tumors, and their Accum technology delivers what it promises, in which case mRNA specialists such as Moderna, BioNTech and Co. should be interested in a cooperation or even acquisition. In contrast, Morphosys slides to a new multi-year low.Read
Commented by Fabian Lorenz on November 3rd, 2022 | 12:01 CET
BioNTech, Moderna and Defence Therapeutics right in the middle of the billion-dollar mRNA market! And Bayer?
BioNTech and Moderna's mRNA-based vaccines have successfully contributed to the containment of the COVID-19 pandemic. This has helped the relatively new technology for developing vaccines and other drugs to make a breakthrough. According to Precedence Research market researchers, the mRNA therapeutics market is expected to exceed USD 128 billion by 2030. The average annual growth would be around 13%. German top dog BioNTech is betting heavily on vaccines to fight cancer, among other things. Defence Therapeutics is now also entering the billion-dollar market, continuing the positive newsflow of recent weeks. The Canadians are opening up their platform for mRNA research, and their valuation is anything but expensive. Bayer is also too cheap at the moment. Analysts at least see a good 50% price potential.Read
Commented by André Will-Laudien on September 15th, 2022 | 13:35 CEST
Fighting Cancer: BioNTech, Defence Therapeutics, Valneva, MorphoSys - Which biotech stock is ahead in Biden's Moonshot?
Since the original launch of the Cancer Moonshot in 2016, the US cancer community has made measurable progress toward three ambitious goals. Namely, accelerating the scientific discovery of cancer, fostering greater collaboration, and improving cancer data sharing. In early 2022, President Biden announced a relaunch of the Cancer Moonshot and named new goals: To cut the cancer death rate in half within 25 years and significantly improve the lives of people with cancer. The initiative is just getting a new lease on life in the United States. Some biotech shares could make significant gains in this environment.Read
Commented by Carsten Mainitz on July 28th, 2022 | 13:35 CEST
Officials expect the Corona pandemic to intensify sharply in the fall. Already, the number of cases is rising, as is the number of hospitalizations. To be better equipped against the currently prevalent Omicron variant, BioNTech/Pfizer have specifically adapted the Comirnaty vaccine to it. Valneva's recently approved vaccine also provides good protection against Omicron through a broader immune response to its inactivated vaccine. Also involved in vaccine development is the Canadian company Defence Therapeutics. It is currently attracting attention with its cancer-fighting developments and could become a real gem.Read