Hello everyone,
Today I would like to briefly explain why I currently consider BioNTech $BNTX (+0.92%) 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?