Michel Doepke
@doepke_michel
Der Account von Michel Doepke, Redakteur beim @aktionaer
$ITCI $SWTX and $BPMC gone. I will add three new commercial stage biotechs to this potential M&A list: $TGTX - MS, product: Briumvi $DAWN - Oncology, product: Ojemda $BBIO - rare, genetic diseases / oncology, product: Attruby/Beyonttra
$ITCI gone - $SWTX next? Also $AXSM - lifted patent overhang should be really supportive for a potential M&A deal.
$SRPT $RHHBY negative CHMP opinion. #Elevidys ema.europa.eu/en/medicines/h…
$PFE and $BNTX Receive Positive CHMP Opinion for LP.8.1-Adapted COVID-19 Vaccine in the European Union globenewswire.com/news-release/2…
Important: $ABVX #Abivax patent protection for #Obefazimod. In my opinion, a potential extension of patent protection would significantly increase M&A interest. Keep in mind: $MRK acquired $RXDX for $10.8B without a phase 3 dataset. ir.abivax.com/static-files/e…
$CNC reversal. Also $UNH from red to green. Worst behind? Not sure. Difficult circumstances. UnitedHealth will release its second quarter 2025 financial results on Tuesday, July 29, 2025, before the market. unitedhealthgroup.com/newsroom/2025/…
$CNC $UNH - extreme sentiment early premarket - $CNC future guidance ongoing call now giving hope worst is behind $CNC $UNH now both almost green in premarket -
Bought $NVO $NOVOB #NovoNordisk. So many biotech/pharma stocks with interesting valuations, especially in the long term.
Healthcare - ich sammle aus dem Sektor ein
Funfact: Gestern habe ich das erste E-Rezept überhaupt bei #Redcare eingelöst. Alles lief reibungslos - und den Bonus gab es auch 😉 Bin und bleibe bullish für die Wachstumsstory.
KEPLER CHEUVREUX HEBT REDCARE PHARMACY AUF 'BUY' (HOLD) - ZIEL 150 (130) EUR
KEPLER CHEUVREUX HEBT REDCARE PHARMACY AUF 'BUY' (HOLD) - ZIEL 150 (130) EUR
#BGH Urteil zugunsten #Docmorris. cc #Redcare apotheke-adhoc.de/nachrichten/de…
$ABVX #Abivax upsized offering - $747.5M.
$ABVX #Abivax Announces Pricing of $650M (€554M) Public Offering of American Depositary Shares - offering price of $64.00 per ADS. Really strong raise, shares closed at $68.60 (+586%) yesterday! ir.abivax.com/news-releases/…
#BBBiotech sold $ESPR - bought $BPMC ahead of the $SNY acquisition 👍 Increased positions in $IMCR $SRRK and $EWTX. Interesting trio imo. bbbiotech.ch/de-en/private/…
Matchpoint Therapeutics Announces Exclusive Option and License Agreement with $NVS to Develop Oral Inhibitors for Multiple Inflammatory Diseases. $60M upfront + up to $1B in total potential payments. globenewswire.com/news-release/2…
$BAVA $BAVA.CO #BavarianNordic M&A talks confirmed.
$BAVA $BAVA.CO #BavarianNordic up 17% - as #Permira, Nordic said to eye deal - Bloomberg
$BAVA $BAVA.CO #BavarianNordic up 17% - as #Permira, Nordic said to eye deal - Bloomberg
$BIOA a biotech name well below cash (Market cap: $174M, cash at the end of March: $335M). Own a small position, chart looking good. #Obesity play. $LLY $NVS
$CLDX doing well. As I mentioned before: Huge interest in #KIT inhibition - $BPMC $DCPH taken out. #Celldex could be the next target, multiple opportunities in the KIT space (Discl. I own shares) bioinvest.com/celldex-cldx-c…
$CLDX - clear leader- winner with $JSPR debacle - major dilution coming there - if and only if they can get there crap together - sure $JSPR rebounded some after it lost what 80% of its value - much better biotechs to be in & mgt teams
$ABVX #Abivax Announces Pricing of $650M (€554M) Public Offering of American Depositary Shares - offering price of $64.00 per ADS. Really strong raise, shares closed at $68.60 (+586%) yesterday! ir.abivax.com/news-releases/…
$PFE Completes Licensing Agreement with 3SBio. $BNTX $SMMT businesswire.com/news/home/2025…
