BioNTech SE
Panjang

BNTX Flexibilty during a transitional period.

88
Following last ER, I was impressed by BNTX capacity to flex its costs i.e business model (notably vs MRNA) to keep being profitable. Now 17 Bil. in cash. Also believe it was conservative on its modified 2023 guidance compared with PFE ( one is wrong imo). So i believe it is still a cheap stock trading around 30 net of cash (back to before Covid). It filled the small gap (orange box). I expect it to test 125 again. Then it will be up to the cancer treatment narrative.

Penafian

Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.