The U.S. Supreme Court has ruled in favor of Bayer in lawsuits over cancer warnings related to Roundup. The ruling significantly reduces the legal risks for the German pharmaceutical and chemical company. $BAYN (+0,91%)

As every week before the start of the new week, the most important news from the past week.

Tuesday:

Bayer surprises with its agricultural division of all things. The company is still struggling with legal disputes. In the first quarter, the profit of $BAYN (+0,91%) Bayer doubled to 2.76 billion euros. Also because the pharmaceuticals business performed better than analysts had expected.

https://www.boerse.de/nachrichten-amp/Bayer-ueberrascht-dank-Agrarsparte-positiv-zum-Jahresstart/38324212

$G24 (+0,49%) Scout24 raises its growth forecast and dispels AI concerns. The EBITDA margin is set to rise to 64% by 2028. Revenue is expected to grow at a double-digit rate by then.

https://www.finanzen.net/amp/automatisierung-scout24-aktie-springt-an-mehr-tempo-mehr-profit-bis-2028-15678948

Wednesday:

$EOAN (+0,07%) Eon presents good figures for the first quarter. Consolidated net profit climbed significantly by 7% to 1.3 billion euros. Eon also invested 1.4 billion euros. Eon is the largest provider of energy networks in Europe.

https://www.handelsblatt.com/unternehmen/energie/quartalszahlen-eon-verdient-zum-jahresauftakt-mehr-prognosen-bestaetigt/100224737.html

$EKT (-2,29%) Energiekontor started the year as planned. The Group's own portfolio has increased to around 450 megawatts. Projects with a capacity of 650 megawatts are under construction and construction is proceeding according to plan.

https://www.ecoreporter.de/artikel/energiekontor-liegt-im-plan-aktie-gewinnt-57/

Due to a record order from Ukraine, SFC Energy $F3C (-4,52%) SFC Energy is raising its forecast. Sales are expected to rise to between 163 and 175 million euros. The major order from the Ukraine alone brings in 42.7 million euros; highly mobile fuel cells will be sold.

https://www.finanzen.net/nachricht/aktien/ausblick-sfc-energy-aktie-zieht-zweistellig-an-prognoseerhoehung-nach-rekord-auftrag-aus-der-ukraine-15679594

Thursday:

Cisco raises its forecast significantly, the share price gains substantially. For the full year, Cisco now expects sales of USD 62.8 - 63 billion. In the last quarter, profits rose by almost a third to USD 3.4 billion.

https://www.deraktionaer.de/artikel/aktien/cisco-kraeftiges-plus-nach-quartalszahlen-und-starkem-ausblick-20400997.html

Friday:

Kevin Warsh takes over as Chairman of the Fed this Friday. Many are curious to see what central bank policy will look like under the new chairman. Trump, at least, would like to see interest rates cut. In the past, Warsh was better known for his position on reducing the Fed's balance sheet.

https://www.zeit.de/2026/22/kevin-warsh-federal-reserve-notenbank-donald-trump/seite-3

$BAYN (+0,91%)

📊 𝐄𝐫𝐠𝐞𝐛𝐧𝐢𝐬𝐬𝐞

- Turnover: €13.41B (previous year €13.74B)

- EBITDA before special items: €4.45B (previous year: €4.09B)

- EBITDA margin before special items: 33.2% (previous year: 29.7%)

- EBIT: €3.53B (previous year €2.32B)

- Net profit: €2.76B (previous year €1.30B)

- Core EPS: €2.71 (previous year €2.40)

- Free cash flow: -€2.32B (previous year: -€1.53B)

- Net financial debt: €32.5B

⠀

🎯 𝐏𝐫𝐨𝐠𝐧𝐨𝐬𝐞

- Currency-adjusted Group outlook for 2026 confirmed

- Free cash flow 2026 adjusted for legal settlement payments: €2.0-3.0B expected

⠀

📌 𝐖𝐢𝐜𝐡𝐭𝐢𝐠𝐬𝐭𝐞 𝐏𝐮𝐧𝐤𝐭𝐞𝐭𝐞

- Crop Science drives earnings growth through Soybean Seed & Traits and Corn Seed & Traits

- EBITDA before special items increases by 9% despite negative currency effects

- Core EPS increases significantly by 13

- Net profit more than doubled due to higher operating results and special effects

- Free cash flow strongly negative due to payments for legal disputes

- Pharmaceuticals with stable sales but weaker EBITDA

- Consumer Health continues to grow adjusted for currency and portfolio effects

- Net financial debt below previous year's level, but higher than at the end of 2025

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭-𝐀𝐮𝐬𝐬𝐜𝐚𝐠𝐞

"We confirm our currency-adjusted Group outlook for 2026."

$CRCL (+6,98%)
$KSPI (+2,76%)
$MNDY (+8,57%)
$CEG (-2,28%)
$ABX (+1,16%)
$HIMS (+3,62%)
$RGTI (-0,25%)
$BAYN (+0,91%)
$NCH2 (-2,08%)
$IOS (+0,04%)
$MUV2 (+0,01%)
$BNP (-0,41%)
$ENR (-6,58%)
$TKA (-6,1%)
$SE (+2,43%)
$ONON (+1,21%)
$QBTS (+2,73%)
$UA (+2,71%)
$OKLO
$SIE (-1,91%)
$ALV (+0,22%)
$BABA (-0,3%)
$S92 (+5,23%)
$DTE (+0,38%)
$700 (-0,51%)
$NBIS (-6,47%)
$CSCO (-4,98%)
$ONDS (+0,58%)
$KLAR (+4,8%)
$FIG (+9,43%)
$NU (+5,21%)

15 increases

13 unchanged

7 reductions

Insurance companies

Banks

Utilities

Car stocks

Type here if you like collecting dividends: https://shorturl.at/83W8R

$MBG (-3,44%)
$ALV (+0,22%)
$VOW3 (-3,69%)
$MUV2 (+0,01%)
$BMW (-3,51%)
$AIR (-1,63%)
$CBK (+0,6%)
$523232
$DTG (-1,06%)
$DHL (-1,36%)
$FME (-0,02%)
$FRE (-0,31%)
$HNR1 (+0,13%)
$MTX (-1,09%)
$RHM (-0,27%)
$SAP (+3,68%)
$ENR (-6,58%)
$BAS (-1,12%)
$BAYN (+0,91%)
$BEI (+2,1%)
$DBK (-2,32%)
$DTE (+0,38%)
$EOAN (+0,07%)
$GEA (-0,27%)
$IFX (-4,84%)
$RWE (-2,33%)
$SY1 (-0,51%)
$ZAL (-6,77%)
$ADS (+1,65%)
$BNR (-0,48%)
$HEN (+1,8%)
$MRK (+2,14%)
$SIE (-1,91%)
$SHL (+0,03%)

Due to the good news at the start of the week - the further approval of the growth driver Kerendia (finerenone) in the EU - I have decided to open a position in Bayer. The stock has been heavily punished in recent years, but in my opinion offers recovery potential.

My target is €50.00. As soon as this level is reached, I will set a stop-loss at €48.00.

This is not investment advice, but my personal opinion.

Yesterday was an exciting day at the trade fair -

The rejuvenation of the audience in particular is an interesting signal for the equity culture.

The fact that the crypto stage is less popular with the older generation fits in with the picture of classic value orientation.

Here are the most frequently discussed stocks of yesterday:

High-Growth & Tech (US & International)

$ANET (-5,1%) Networks

* Value: Leading provider of cloud networking solutions, benefits massively from the expansion of AI infrastructure.

* P/E ratio: Valued at a rather sporty 48, but reflects the high growth.

* Chart: Shows strong relative strength; first attempts to break out of the consolidation above the 50-day moving average visible.

* Conclusion: A clear beneficiary of the "shovel seller" principle in the AI boom.

@Aktienhauptmeister

$$TTWO (-0,67%) Interactive

* Value: Gaming giant (GTA VI anticipation). Strong strategic position, but high development costs.

* P/E ratio: Currently negative or extremely high due to special effects/investments; adjusted (forward) at approx. 56.

* Chart: In a correction phase since the all-time high in fall 2025; currently looking for a bottom at approx. 150-160 USD.

* Conclusion: A bet on the release of GTA VI - for patient investors with strong nerves.

@Soprano

$CRWD (+2,9%)

* Value: Market leader in cloud-based cybersecurity. "Best-in-class platform approach.

* P/E ratio: Very high (over 80 forward), as growth comes before profit maximization.

* Dividend

* Chart: Medium-term trend currently negative, struggling with the USD 400 mark.

* Conclusion: Quality share in the security sector, but valuation leaves little room for disappointment.

@Derspekulant1

$$9618 (+1,02%)

$9868 (-1,49%)

(China corner)

* Value: Cyclical China stocks. JD (e-commerce) fundamentally cheap, Xpeng (EV) technologically strong but in a price war.

* P/E ratio: JD very favorable (approx. 8), Xpeng negative (loss zone).

* Chart: Both volatile; strongly dependent on the economic measures from Beijing.

* Conclusion: Only suitable as a speculative portfolio addition.

@Ander89

Established stocks & DAX stocks

$SAP (+3,68%)

* Value: Europe's cloud heavyweight. The transformation to a subscription model is bearing fruit.

* P/E ratio: approx. 25, which is historically fair for the current profitability.

* Dividend: Reliable payer, yield approx. 1.2 % to 1.6 %.

* Chart: Long-term upward trend intact, recently slight profit-taking at a high level.

* Conclusion: The "basic investment" in the European tech sector.

$BAYN (+0,91%)

* Value: Restructuring case with legal risks (glyphosate) and high debt.

* P/E ratio: Visually low (single-digit on a cash flow basis), but distorted by losses.

* Chart: In free fall or bottomless mode; no clear trend change in sight.

* Conclusion: Only for turnaround speculators with extreme staying power.

$P911 (-2,27%) (P911)

* Value: Luxury sports car manufacturer, struggling with the transition to e-mobility and weak demand in China.

* P/E ratio: approx. 10-12, which looks cheap but prices in falling margins.

* Dividend: Currently approx. 6% (note: analysts expect cuts!).

* Chart: Very weak, trading near all-time lows.

* Conclusion: The brand is worth its weight in gold, but the market environment is currently difficult.

Brief check of the remaining stocks:

$ENPH (+0,07%)

$ILMN (-0,77%)

Both in the "dog sector" (solar/biotech) - fundamentally under pressure, chart technically in the basement.

@Keineui

$6758 (+1,02%) Solid value/entertainment mix, P/E ratio approx. 15, fairly valued.

$TSLA (+0,55%) Remains the polarizing vehicle between AI hype and weakening sales figures.

sales figures.

@Dirty30

$NBIS (-6,47%)

$9880 (-3,3%) robotics :

Highly speculative niche themes (AI infrastructure/robotics), more for the gambler's portfolio.

@Andiiiii

@Multibagger

Hello my dear GQ community, since dear @Tenbagger2024 somehow has problems with his company presentation post, I'm jumping in for a change 😝 so that you have something to read 😂 I hope I still reach a few of you readers 🤓

have fun 😬

Today I would like to introduce you to a company that I am sure many of you are not yet familiar with.

It is the Japanese BioTech Pharma / Tech (?) company with the name: PeptiDream $4587

PeptiDream $4587 is not a classic pharmaceutical company that only sells its own pills. It is a technology platformthat provides the "operating system" for the discovery of new active ingredients. In the world of biotechnology, PeptiDream $4587 is the undisputed king of macrocyclic peptides.

👤 Management: Visionary & Strategic

- CEO: Patrick C. Reid

- Reid is not a typical Japanese CEO, which gives the company a very international and agile culture. Under his leadership, PeptiDream has been transformed from a small university spin-off to a global player with over 120 research programs.

- Strategy: He consistently focuses on collaborations with "big pharma" (Novartis $NOVN (+0,16%) , Eli Lilly $LLY (+7,16%) Merck $MRK (+2,14%) Genentech $GENETEC ) in order to shift the risk of failures in clinical trials onto the partners, while PeptiDream $4587 profits from milestone payments and license fees.

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🔬🏭The business model: "The Discovery Powerhouse" 🎯

PeptiDream $4587 pursues a strategy of massive scaling through partnerships. Instead of investing billions in their own research and hoping for a "blockbuster", they let the giants of the industry work for them.

1-core technology PDPS: The Peptide Discovery Platform System is a kind of "Google high-speed search engine" for active ingredients. It can screen trillions (!) of different peptides in just a few weeks to find exactly the one molecule that binds to a disease target.

PDPS in detail:

Imagine you are looking for a matching key 🔑 for a very complicated lock (a protein that causes a disease). Classic pharmaceutical companies laboriously try out a few thousand keys 🔐.

- PDPS (Peptide Discovery Platform System): PeptiDream builds a "library" in a test tube trillions (10¹²) different macrocycles (ring-shaped peptides).

- The highlight: Each peptide is labeled with a DNA "barcode". When a peptide binds to the target protein, the barcode is read and the company knows immediately: "This is the active ingredient!"

- Success rate: PeptiDream $4587 states that for over 95 % of all biological objectives🎯 (targets) within just 4 weeks. This is record-breaking in the industry.

Technology licenses: Partners such as Lilly $LLY (+7,16%) or Novartis $NOVN (+0,16%) pay millions to be allowed to use the PDPS technology themselves.

🚀2 The growth pillar:

The "PDRadiopharma" transformation:

Through the acquisition of the radiopharmaceutical business of Fujifilm Toyama Chemical PeptiDream has $4587 vertically integrated. They now own the entire chain: from the discovery of the peptide to the production and marketing of nuclear medicine diagnostics and therapeutics in Japan.

This is currently the most exciting transformation. With the acquisition of PDRadiopharma (formerly Fujifilm $4901 (+2,6%) ), PeptiDream is no longer just a software developer, but also a logistics giant. logistics giant in Japan.

- Why radiopharmaceuticals? These drugs decay quickly (radioactivity!). You need an extremely precise network to get them from the reactor to the patient. PeptiDream now has this infrastructure in Japan.

🔁3 The " $AMZN (+1,94%)
Amazon model" of the pharmaceutical world

PeptiDream $4587 follows the principle of reinvestment:

They are using the stable cash flows from radiopharma sales in Japan to further automate their PDPS platform. The screening system is now largely robotized, which reduces the marginal costs per new project to almost zero.

--------------------------

🆕📰- Latest news (February/March 2026): PeptiDream $4587 has just completed the first patient dose in a Phase 2 trial for a new treatment for prostate cancer (177Lu-PSMA-I&T) in Japan. This is in collaboration with the Curium Group.

Strategic realignment 2026

The latest earnings calls (February 2026) show that

- Focus on in-house development: PeptiDream is moving to bring more programs to clinical phase 1 or 2 itself before licensing them. Although this will increase costs in the short term (R&D budget for 2026 increased to approx. JPY 6.4 billion), but massively increases the value of the deals.

- Pipeline turbo: The number of clinical programs (the phase where it gets really expensive and valuable) has almost doubled in the last year. The target for T2026 is 6 to 12 new clinical programs

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🤝The "Big Three" alliances

These are the most lucrative and strategically important partnerships, often worth billions (in milestones).

- Novartis $NOVN (+0,16%)
: Probably the closest partner. In May 2024 the collaboration was massively expanded. Novartis paid USD 180 million in advancewith the prospect of a total of up to USD 2.71 billion. Focus: Radioligand therapy (RLT). Novartis uses PeptiDreams peptides to precisely steer radioactive particles to tumors.

- Eli Lilly $LLY (+7,16%) A partnership worth up to 1.2 billion USD. Lilly is using the PDPS platform primarily to find peptides that can deliver drugs across the blood-brain barrier or for the next generation of metabolic drugs (keyword: weight loss injection optimization).

- Bristol Myers Squibb $BMY (+3,47%): BMS has "inherited" an existing alliance with PeptiDream through the acquisition of RayzeBio. This is also about targeted cancer therapy.

The global network (excerpt)

In addition to those mentioned above, there are over 120 research programs. The partners include:

- Merck (MSD) $MRK (+2,14%)
: Focus on various therapeutic areas.

- Genentech (Roche): $ROG (+0,39%) Collaboration on multi-specific antibodies and PDCs.

- Astellas $4503 (+1,74%)
& Takeda $4502 (+1,52%) Strong local partnerships in Japan.

- Amgen $AMGN (+0,99%)
& Bayer $BAYN (+0,91%)
: Licensees of the PDPS technology.

--------------------------

📊Sales development (growth leap through acquisition) in recent years:

- 2021: approx. JPY 9.4 billion

- 2022: approx. JPY 26.8 bn (massive leap due to the integration of the Fujifilm radiopharmaceuticals business)

- 2023: approx. JPY 31.1 bn

- Trend: Sales have more than tripled within three years. While milestone payments used to account for almost 100% of revenue, stable revenue is now generated from the sale of radiopharmaceutical diagnostics in Japan.

📈Profitability and margins

PeptiDream $4587 is an exception in the biotech sector, as they have been almost consistently profitable:

- Operating margin: This often used to be over 40-50% (before 2022) as there were hardly any production costs. Since the acquisition of the radiopharmaceutical business, the operating margin has fallen to around 20-25 % has fallen. This sounds like a step backwards, but it is a sign of a more mature business model with physical products.

- Net result: After a dip in 2022 (acquisition costs), net profit stabilized significantly in 2023 and 2024. For 2025/26 the economies of scale of the PDPS platform are expected to lead to rising margins again.

Expenditure on research and development

A critical point for biotech:

- PeptiDream $4587 continuously spends about 20-30 % of its turnover on R&D.

- The special feature: Since partners (such as Eli Lilly $LLY (+7,16%) or Novartis $NOVN (+0,16%) ) pay for phase 2 and 3 clinical trials for the joint programs, PeptiDream's burn rate remains extremely low compared to US biotechs. $4587 remains extremely low compared to US biotechs. They conduct research "at the expense of others".

💴The cash position and debt:

- Cash reserves: At the end of 2023/beginning of 2024, the company held approx. JPY 28-30 billion in cash and cash equivalents.

- Debt: Debt was raised through the acquisition of PDRadiopharma, but the ratio of net debt to EBITDA is very healthy (often below 1.0), which means a very conservative balance sheet for a growth company.

The "pipeline" key figures

The most important non-financial key figure for PeptiDream $4587 is the number of programs:

- 2020: approx. 100 programs

- 2024: over 120 programs️

- Meaning: Each program is a "ticket" in a lottery in which PeptiDream $4587 does not pay for the stake, but participates in the winnings. According to management, the hit rate of PDPS technology in identifying binding agents is almost 100%.

The current key figures 2025/26 📊

- Market capitalization: approx. USD 2.5 - 3 billion (depending on exchange rate).

- Exchange rate: approx. 2,200 - 2,500 JPY (TSE: 4587).

- Sales forecast 2026: approx. 32 billion JPY.

- Profitability: PeptiDream $4587 is one of the few biotech companies that has been consistently profitable for years.

- Growth turbo: For 2026, profit growth of over 30 % driven by new clinical programs (target: 6-12 new programs in 2026).

- Return on equity (ROE): Forecast at approx. 17 %which is exceptionally efficient for the biotech sector.

Key figures for the last few years:

The market often punished the share between 2021 and 2023 because the integration of the radiopharmaceuticals division diluted the clean "software margins".

Since 2024, however, the market has recognized the strategic value 👀:

PeptiDream $4587 is now no longer just a supplier of ideas, but controls the platform and the delivery (PDCs).

--------------------------

Why is the share exciting? (Bull case) 🚀

1. Validation by giants: When companies like Eli Lilly $LLY (+7,16%) (market leader in weight loss products) sign contracts worth USD 1.2 billion with PeptiDream $4587 shows the quality of the technology.

2. Scalability: PeptiDream $4587 can earn money on hundreds of drugs simultaneously without bearing the full development costs.

3. Radiopharma boom: The market for targeted radiation therapy (radioligand therapy) is exploding right now. PeptiDream $4587 is perfectly positioned here thanks to PDRadiopharma and the $NOVN (+0,16%) Novartis deals perfectly positioned.

4. Enormous upside potential: Many analysts see a price target of over JPY 3,000which corresponds to a potential of +30 % to +50 %.

Risks (bear case) ⚠️

- Dependence on partners: If a major partner stops a program, planned milestone payments are lost.

- Currency risk: As many contracts are in USD but invoiced in JPY, exchange rate fluctuations affect the balance sheet.

- Clinical setbacks: Despite the best technology, drugs can fail in phase 2 or 3 due to side effects.

--------------------------

✍️Meine personal conclusion & rating:

At first glance $4587 an absolute disaster in terms of share price and key figures, but Peptidream $4587 is the "paddlewheel stock" in the gold rush of modern drug discovery. If you don't want to bet on a single drug, but on the technology that makes them all possible, you will find a highly profitable niche king here. The potential is definitely there.

- Status: Growth stock with solid cash position (approx. JPY 28 bn reserves).

- They do not develop drugs, but the "peptide keys" that bring active ingredients precisely into the cell. In 2026, their radiopharma division will be the big driver.

- Status: Platform model with many global partners (license fees)

-The big $LLY (+7,16%) & $NOVN (+0,16%) - effect

unfortunately the share is not (yet) tradable in Germany only on the Tokyo Stock Exchange 🥲

Your stock master ✌️

Looking forward to your assessment of how you rate the company?

@Tenbagger2024
@Get_Rich_or_Die_Tryin
@PikaPika0105
@Multibagger
@Klein-Anleger
@Raketentoni
@Liebesspieler
@HoldTheMike
@Shiya and of course others from the community 🙇‍♂️

$BAYN (+0,91%)

The recently dampened euphoria at Bayer for a possible solution to the wave of US glyphosate lawsuits was revived somewhat on Wednesday. After announcing a class settlement with the plaintiffs in mid-February, the Leverkusen-based company has now announced preliminary approval by the competent court in St. Louis, Missouri. "This is the first important step in the implementation of the class settlement," Bayer announced.

The shares, which had previously also suffered from a partly disappointing outlook for the current financial year, were able to clearly contain their temporary drop of 7.6 percent, ultimately falling 2.4 percent to 37.40 euros. Since almost reaching the 50 euro mark in February due to a planned multi-billion euro class action settlement, the share price has been on a steady downward trend, but is now back in positive territory for the year to date.

Since November, Bayer had initially raised investors' hopes for growth with study data on the anticoagulant Asundexian, which triggered a share price rally. In addition, in the new year, investors were betting on progress in the US glyphosate litigation after the highest US court, the US Supreme Court, accepted a case for hearing. Bayer is hoping for a positive landmark ruling here, which could be handed down as early as June.