Novo Nordisk – Launch of Oral Weight-Loss Drug
Novo Nordisk’s stock is currently experiencing significant volatility. Although analysts remain positive with an average price target of DKK 315, the stock price has been hovering around DKK 235 for weeks now. On the positive side, at least no new lows have been hit in the past three months. The CEO recently announced that 2026 will also not bring any significant earnings progress. Yesterday’s news, however, was positive. Novo Nordisk has initiated a Phase 1 study for a licensed oral obesity drug candidate; the licensor is Lexicon Pharmaceuticals. The study will examine the safety and tolerability of the drug, known as “LX9851.” It will also analyze how it moves through the body and what physiological and biological effects it has compared to a placebo. Ninety-six individuals who are overweight or obese are participating in the study. The study is expected to be completed in the first quarter of 2027. Upon fulfillment of the initial dosing requirements in the study, Lexicon will receive a second milestone payment of USD 10 million for 2026 from Novo Nordisk, with an additional USD 10 million to follow in the next step. For the Danish pharmaceutical giant, these expenses are a drop in the bucket, as what is missing from its product portfolio is an effective oral formulation, which Eli Lilly is set to launch as early as mid-2026. Many investors are currently waiting for the right spark to ignite Novo Nordisk. When it comes, things are likely to move quickly!Vidac Pharma – Clinical Progress and IP Protection Strengthen Strategic Position
Things are really heating up at Vidac Pharma! On the back of very positive news, Vidac’s share price skyrocketed to EUR 0.96 in the first weeks of the year, followed by initial profit-taking that has since brought the price back down to around EUR 0.65. Strategically, the company is pursuing an approach that addresses tumor metabolism as a central disease mechanism. The focus is on the so-called Warburg effect, a phenomenon known for over 100 years, in which cancer cells consume unusually large amounts of glucose to ensure their survival. The goal of the technology is to correct this malfunction and restore the cell’s natural control mechanisms. Scientifically, the platform is based on the targeted modulation of the enzyme hexokinase-2, which is considered a key factor in the energy supply of many tumors. The recent patent confirmation in the US strengthens the long-term exclusivity of this mechanism of action and increases its appeal to potential industry partners. Clinical development is gaining momentum in parallel. In Europe, the first patient was recently enrolled in an advanced-stage study for actinic keratosis, while other programs address more complex indications such as brain tumors. Particular attention was drawn to an individual treatment case involving a 4-year-old child with a recurrent brain tumor, in whom stable metabolic parameters were measured and traces of the active substance were detected in the tumor tissue. The child is now 6 years old and reportedly has a significantly improved quality of life. Even though such individual cases do not constitute robust clinical evidence, they provide important indications of the biological activity of the approach and support further development. Financially, the company is focusing on additional flexibility through internal support and capital measures. Executives and major shareholders signaled their confidence in the strategy by selling their own shares and intending to allocate the net proceeds to finance the 2026 fiscal year. Overall, the company is positioning itself as a technology-driven niche provider with a scalable platform, growing clinical visibility, and potential relevance for larger pharmaceutical companies that are increasingly seeking new sources of innovation as patents expire. Highly interesting!Valneva and Pfizer – Lyme Disease Puts Pressure on the Stock Price
That went slightly awry. Pharmaceutical giant Pfizer and its Austrian-French partner Valneva were only able to demonstrate an efficacy of 73.2% compared to the placebo in their Phase 3 clinical trial for the Lyme disease vaccine candidate PF-07307405. A secondary analysis showed an efficacy of 74.8% starting one day after the fourth dose. The study thus failed to meet its pre-specified statistical criterion, as the lower limit of the 95% confidence interval in the primary endpoint analysis fell below 20. The companies attributed this to the fact that fewer cases of Lyme disease occurred than expected during the study period. Although the vaccine candidate was well-tolerated, Pfizer announced that it plans to file regulatory applications based on the results. The US Centers for Disease Control and Prevention (CDC) estimates that approximately 476,000 people are diagnosed with Lyme disease and treated annually in the US. Valneva’s stock price plummeted by over 30% and closed yesterday at EUR 2.85; its 2025 high stands at EUR 5.31. Pfizer stock was unaffected by the turmoil and is trading at a yearly high of USD 26.90. The blockbuster stock currently pays a dividend yield of just under 7% and is trading at a good 50% below its COVID-19 high.Bayer – Fund Manager Makes Surprise Exit
Share Price Trouble in Leverkusen! Surprisingly, Bayer’s share price has dropped this week from EUR 40 to 37; Inclusive Capital’s exit appears to be weighing on the stock. The fund run by activist investor Jeffrey Ubben sold its remaining 8.5 million shares to other institutional shareholders at a price of EUR 37.45 each without much advance notice. Inclusive Capital thus raised EUR 318 million; the position had been held since 2023. The fund management made a name for itself by playing a role in the ouster of then-CEO Werner Baumann. Fund manager Ubben likely now considers the stock to have performed well; the share price has more than doubled since early 2025. Analysts on the LSEG platform see a solid 20% upside potential to the current price of EUR 44.15 over the next 12 months. The annual general meeting is on April 24—exciting!
High volatility, but also opportunities. With Bayer and Novo Nordisk, fund managers and analysts remain undecided as to whether the stock can quickly rebound. Pfizer and Valneva suffered a setback in the Lyme disease vaccine sector. Things are going very well at Vidac Pharma; here, the price decline is attributable to stop-loss orders in the current market environment. Good news should start circulating again soon.
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