As every Sunday, the most important news from the past week, as well as the dates for the coming week.

Also as a video:

https://youtube.com/shorts/x9vYOOc15VQ?si=zlusDmb_2RJtmPA5

Monday:

For the Göppingen-based software group $TMV (-0.22%) Teamviewer is taking the elevator

upwards today. The reason is an upgrade by Bank of America. The new short target is still 60% short.

https://www.deraktionaer.de/artikel/medien-ittk-technologie/teamviewer-aktie-schiesst-hoch-das-ist-der-grund-20385697.html

Tuesday:

The inflation rate in the eurozone was above expectations, dampening the mood somewhat. Instead of 2.0%, the inflation rate compared to the same month last year was 2.1

https://www.handelsblatt.com/finanzen/geldpolitik/ezb-inflation-im-euro-raum-hoeher-als-erwartet/100150489.html

For a long time, bond yields were thought to be set in stone and the MM theory gained more and more fans. Now bond yields are showing that sentiment can theoretically tilt quickly. Poor inflation data and a bad budget situation, as well as more debt, are a toxic mix. Germany is again paying a yield of 3.41% on 30-year government bonds. The highest in 14 years.

In the UK, however, things are looking much worse. Among other things, the possible resignation of the finance minister is fueling the situation there. 30-year government bonds there are already trading at 5.58 %. It is also clear that if other countries have to pay such yields, this will also drive up yields in France or Germany.

However, UBS currently believes that a turnaround in the UK is already possible. The budget situation is so tight that taxes will probably have to be increased. This should improve the budget situation and could calm the situation.

https://www.handelsblatt.com/finanzen/maerkte/anleihen-sorge-wegen-staatsverschuldung-loest-unruhe-am-europaeischen-markt-aus/100152263.html

US court rules that the break-up of Alphabet is off the table. Chrome and Android do not have to be sold. However, Google may no longer enter into exclusive agreements with individual manufacturers in future.

https://www.tagesschau.de/wirtschaft/unternehmen/google-monopol-urteil-100.html

Wednesday:

At the beginning of the week, the upgrade by Bank of America, and in the middle of the week TigerLuxOne Holding, which belongs to the PE fund Permira, sells 7% of the $TMV (-0.22%) TeamViewer shares, sending the share price down again. Is this a warning signal? In our view, only to a very limited extent. The holding company in question sells 7% of TeamViewer shares every two years. PE does not buy and hold. The remaining 7% were also sold elsewhere.

https://www.ariva.de/aktien/teamviewer-se-aktie/news/aktie-im-fokus-platzierung-drueckt-nachboerslich-auf-11743850

Friday:

$BNTX (-0.26%) BionTech seems to be making progress in terms of portfolio expansion. The company has now been able to present successful study results for the treatment of breast cancer and the share price has risen significantly.

https://www.handelsblatt.com/unternehmen/industrie/pharma-biontech-erreicht-meilenstein-bei-entwicklung-von-krebsmittel/100153144.html

Poor data from the US labor market could increase the chance of an interest rate cut in the USA. Instead of the expected 75,000 jobs, only 22,000 jobs were created. The unemployment rate rose slightly to 4.3%. As the Fed is measured not only by price stability but also by the labor market figures, a rate cut could come soon.

https://www.handelsblatt.com/politik/konjunktur/usa-us-arbeitsmarkt-schwaecht-sich-weiter-ab/100153091.html

These are the most important dates for the coming week:

Wednesday: 14:30 Producer prices (USA)

Thursday: 14:15 Key interest rate (ECB)

Thursday: 14:30 Inflation data (USA)

Can you think of any other dates? Write it in the comments

#erzeugerpreise
#usa
#ezb
#leitzins
#inflation

Together with Duality Biologics $BNTX (-0.26%) the first major success in oncology:

🔬 In a phase III trial, the precision medicine BNT323 (trastuzumab pamirtecan) showed impressive results in HER2-positive breast cancer.

🎯 The primary study objective was achieved:

• The time to disease progression (Progression Free Survival) was significantly extended.

• This offers affected patients a new, promising treatment option.

💡 This is a milestone for BioNTech - the company, which became known for its mRNA vaccines against COVID-19, is now also demonstrating its strength in cancer research.

📈 The stock market reacted immediately: the share price rose sharply 🚀

👉 A strong signal that BioNTech could establish itself as a key player in oncology.

#BioNTech
#Krebsforschung
#Onkologie
#Brustkrebs
#MedizinischerDurchbruch
#Innovation

Had $BNTX (-0.26%) bought during Corona out of greed and unfortunately didn't sell at the high. How do you see the future of Biontech? I already thought it was very interesting at the IPO because of the personalized cancer therapy

$BNTX (-0.26%)
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Hello everyone,

Today I would like to briefly explain why I currently consider BioNTech $BNTX (-0.26%) is currently an interesting buy candidate. The share has recently been under heavy pressure, but in my view it offers an attractive risk/reward ratio, especially for medium to long-term investors.

1. fundamental valuation

• The market capitalization is currently (as of July 2025) significantly below the level of the pandemic peak times, although the company continues to generate solid sales.
• BioNTech has a very strong balance sheet with over € 15 bn in cash, which provides enormous financial flexibility.
• The company has no significant debt, which is a clear advantage given the current interest rate environment.

2. pipeline & future prospects

• BioNTech has consistently invested the proceeds from the Covid vaccines in research and development.
• The cancer immunotherapy pipeline is particularly exciting with several mRNA-based approaches in clinical phases, especially in cooperation with Roche and Genentech.
• BioNTech is also making progress in the area of mRNA vaccines against other infectious diseases (e.g. malaria, tuberculosis, influenza).
• The mRNA technology continues to be regarded as a key platform for rapid, targeted therapy developments.

3. partnerships & strategic orientation

• Collaborations with major players such as Pfizer and Genentech secure know-how, sales power and financial resources.
• Expansion of production capacities, particularly in Africa, strengthens global presence and could open up additional markets in the future.

4. valuation & market psychology

• The share is currently trading at a significant discount to its 2021 high.
• Many investors have "written off" BioNTech after the pandemic, which opens up potential from an anti-cyclical perspective.
• If only some of the cancer therapy programs are successful, this could result in significant revaluations.

Conclusion:

It may remain volatile in the short term, but in the medium to long term I see BioNTech as an exciting biotech stock with substance, an innovative pipeline and a solid financial cushion. The risk/reward ratio appears attractive - especially for investors who are patient and continue to see mRNA as a technology of the future.

I look forward to hearing your opinions - who else is invested here or is watching BioNTech?

$UNH (-0.01%)
$NOVO B (-1.49%)
$HIMS (+1.47%)
$LLY (+0.06%)
$M2PW34
$BNTX (-0.26%)
$OSCR

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/Qnq0Hgw02ok?si=c1DdZaCBPcjb9KK5

Monday:

The Japanese economy contracted slightly less than feared in the first quarter. However, there is still a risk of recession. The annualized figure was only 0.2 % instead of 0.7 %.

https://www.wsj.com/economy/japans-economy-at-risk-of-technical-recession-revised-data-shows-dde9dd61

Wednesday:

The tariffs have hardly had any impact on US inflation so far, but the inflation rate has nevertheless risen to 2.4%. Both core inflation and actual inflation were 10 basis points below expectations, with housing costs being the strongest driver of inflation.

https://www.handelsblatt.com/finanzen/geldpolitik/inflation-us-teuerung-zieht-im-mai-leicht-an/100134062.html

Thursday:

Tragic accident in India with a $BA (+0.22%) Boeing aircraft. Unfortunately, accidents involving Boeing aircraft occur at regular intervals. The cause of the crash remains unclear for the time being.

https://www.spiegel.de/panorama/indien-air-india-maschine-verunglueckt-laut-medienberichten-nahe-flughafen-von-ahmedabad-a-ee140462-a413-4911-b3d1-718864754f55

The Mainz-based biotech company $BNTX (-0.26%) Biontech looks set to buy Tübingen-based competitor $CVAC (-0.43%) Curevac. Curevac is valued at around 1 billion euros. The German government is thus making a loss of around 130 million euros on its investment in Curevac, proving once again why the state is not a good investor.

https://www.focus.de/finanzen/biontech-will-deutschen-konkurrenten-curevac-uebernehmen_af5d792a-c419-4fed-b23b-4f8573d1620b.html

Friday:

Isreal's attack on Iran had been looming since yesterday. Negotiations with the USA on ending the nuclear weapons program stalled. Trump had embassy staff in Iraq withdrawn yesterday.

https://m.bild.de/politik/israel-greift-iran-an-explosionen-im-raum-teheran-684b71ab8858611e27641106

These are the most important dates for the coming week:

Wednesday: 20:00 Interest rate decision (USA)

Thursday: 13:00 Interest rate decision (UK)

Friday: 01:30 BoJ meeting minutes (Japan)

#japan
#usa
#bip
#inflation
#erzeugerpreise

SAP $SAP (-1.64%) is being targeted by the German Federal Cartel Office, which has recently launched an investigation into the acquisition of Signavio. This measure is a reaction to the accusations made by competitor Celonis, which accuses SAP of alleged misconduct. In 2021, the software giant acquired Signavio for almost one billion euros, which was approved by the regulatory authorities at the time. Signavio was a direct competitor of Celonis, and the ongoing investigations could have a lasting impact not only on the acquisition but also on SAP's entire market position. The industry is watching with interest to see how the situation will develop and what consequences this could have for SAP.

In another major move, Biontech $BNTX (-0.26%) announced the acquisition of Curevac $CVAC (-0.43%) which is seen as a significant step forward for the company. According to a pharmaceutical executive close to owners Thomas and Andreas Strüngmann, this deal reflects the strength of Biontech. At the important conference of the American Society of Clinical Oncology (ASCO) at the end of May, Biontech presented promising results that further fueled interest in the company. As part of the takeover, Curevac shares are to be exchanged for Biontech depositary receipts, which catapulted the Curevac share price up to 28 percent. As a result, the market capitalization returned to the level of the beginning of the year. Nevertheless, the valuation of Curevac shares remains 95% below the 2020 records, which shows how volatile the market for biopharmaceutical companies is.

Sources:

https://www.manager-magazin.de/unternehmen/tech/sap-bundeskartellamt-untersucht-signavio-uebernahme-nach-celonis-vorwuerfen-a-0c00eeae-8c0c-41d1-a698-c4cf526bf8c2

https://www.manager-magazin.de/unternehmen/pharma/biontech-uebernimmt-curevac-was-steckt-hinter-dem-milliarden-deal-a-e147eb69-8847-480a-8c8c-8ffab2947c7f

$BNTX (-0.26%)

https://www.n-tv.de/newsletter/breakingnews/Biontech-will-deutschen-Konkurrenten-Curevac-uebernehmen-article25829589.html