POLYPEPTIDE: Bet on better prices... but +26%!

We are currently somewhat torn about the peptide specialist POLYPEPTIDE. On the one hand, profits should often be allowed to run, but on the other hand, certain economic figures - even in Switzerland - do not necessarily speak for euphoria. However, if we assume that Switzerland will soon reach a customs agreement with the USA, at least this problem would be more or less off the table. Could have, would have, would have to, should have... on the stock market there is usually also a lot of subjunctive (hypothetical situations) or conditional (actions that depend on something else). Since we have now reached +26% in a very short time with the recent purchase at CHF 16, and since we are also still invested in BACHEM, and since it must not be wrong to realize profits with the current volatility, and since the share was still trading at a low CHF 13.22 a few days ago, we have decided to sell 30 shares (purchased shares). We set a sell limit at CHF 20.50; the price target of CHF 29.50 remains in place for the remaining shares! Although the turnaround bet looks very good - the stock has seen much better times - and a doubling of sales by 2028 is targeted, the expansion of capacities is also associated with risks. Novo Nordisk, Eli Lilly and others are constantly developing. The latter has delivered the first positive results from a Phase III trial, according to which the aim is to develop an oral drug for diabetes and obesity. POLYPEPTIDE could suddenly be confronted with overcapacity as a result of the enormous expansion. In addition, the topic of obesity does not necessarily have to retain its current high priority. In principle, however, the peptide business already promises a great deal!

POLYPEPTIDE N is listed on the SIX Swiss Exchange under the symbol PPGN, the security number is 111,076,085, last price approx. CHF 20.15.