What is the reason that you haven't read anything (up-to-date) about this here yet? $CVAC (-0,22 %)
$BNTX (+0,44 %)

https://www.handelsblatt.com/unternehmen/industrie/pharmabranche-biontech-startet-uebernahme-von-curevac/100166847.html

Hello everyone 👋

I have to be honest and say that the last few days have been a bit too exhausting for me. Following every company, and there have been more and more, has become too much for me 🤯 - and I realize how much time it takes to check the individual price movements (to always find the "best" entry). 🕵️‍♂️📈

I'm still young and actually want to fill my time with more effective things than constantly checking the prices. 📉📊📈

So I've drawn up a list of stocks where I think it's enough to look at the portfolio once a week or maybe even just once a month, because I assume that they will be higher in a year's time than they are now. 🚀

That's why I now only have seven companies in my portfolio and $BTC (+0,23 %) 💰

Bitcoin:

All 7 stocks were increased, and all other positions were allowed out (I still have warrants, but these are also to be gradually reduced!).

$PNG (-2,35 %) - (only a little, waiting for a setback)

$IREN (+11,25 %)

$ONDS (+3,62 %) (should also be out of the portfolio by the end of the year)

$RKLB (+1,36 %)

$IPX (+2,6 %)

$SOFI (+2,85 %) - (increased the most because the position was previously very small)

$BNTX (+0,44 %) - (unfortunately there was no money left today 😅)

Each company has a weighting of approx. 10/15% in the portfolio. IREN and Kraken Robotics a bit more, because I see the biggest upside there 💶

I know that these are stocks that would probably give value investors gray hair 😅,

but I'm deliberately focusing on growth. And even if one or two stocks take off, I will have achieved my target return of 25% per year. 💪📈

Please give me feedback on whether you think it makes sense to have such a concentrated portfolio - or whether you would say that the time investment is worth it after all and I would be rewarded with a return. 🤔📊

Kind regards ✌️

Small investor 😁

$MAIN (-0,58 %)

$BNTX (+0,44 %)

I am considering selling BioNTech and Main Street Capital.

I would use the capital freed up to expand existing positions if the opportunity arises or, if no attractive opportunities arise in the next few weeks, simply switch into my ETFs.

I currently see too many risks with BioNTech: The pipeline is exciting, but competition in the biotech sector is fierce and the big players (Pfizer 😎 etc.) are already strongly established. In addition, the market currently seems to be valuing the company less because of actual progress and more out of speculative interest.

In my opinion, Main Street Capital has benefited greatly from a certain amount of hype in recent months, probably triggered by Finfluencer due to the dividend (left pocket, right pocket...). The quarterly figures were definitely weak in 2025, and I also see risks due to monetary policy, high interest rate sensitivity (although one could probably still benefit here in the short term), but the general banking and economic situation could also hit Main quite hard. Am I seeing this wrong?

How do you see it? Are these shares dirt?

Hello,

I have recently sold some individual shares again to take profits.

My portfolio has changed somewhat as a result, particularly in terms of individual stocks. Among other things, there are now some stocks with small amounts, which I will increase again.

Unfortunately, I still have a few skeletons in my closet that I can't get rid of.

For example $PARRO (+0,33 %) or $3NGL (-3,58 %)

Shares like $BNTX (+0,44 %) I unfortunately bought too high.

What would you recommend? Wait until I get out without a loss or continue investing to compensate for the loss with an increase in value?

I am currently rebuilding the portfolio. Should I add shares from other sectors or continue to follow the trend? $RHM (-0,79 %)
$NVDA (+2,31 %)
$Google

Good morning,

I continue to invest in my ETFs, which means that the relative weighting of individual stocks continues to shrink.

Because of this rock-solid ETF core, I can and want to do without supposedly safe stocks, especially so-called value stocks. I am prepared to take higher risks and focus mainly on growth stocks. After all, ETFs are there for everything else.

Here is my current portfolio: https://app.extraetf.com/de/shared/4MEaYJVdHN

Now I would like to move away from $III (-0,5 %) and $CALM (+0,74 %) possibly also from $BNTX (+0,44 %) and a few others 🤭 I hope this is not a mistake and would therefore like your opinion?

I would also be happy to receive general criticism, suggestions, advice and guidance

$EQQQ (+0,87 %)

$VUSA (+0,65 %)

$HMWO (+0,43 %)

Hello everyone,

I just wanted to share my portfolio and my thoughts on it. I would be interested to know what you think?

$NET (+0,22 %) AI enabler, Technology Leader, Edge Computing Energy Efficient

$ASML (-0,02 %) AI megatrend, currently quasi-monopolist, strong momentum

$BNTX (+0,44 %) MRNA technology use in oncology, interesting pipeline

$RACE AI creates more super-rich, luxury benefits

$ABNB Travel market continues to shift towards online, younger age groups use more AirBNB, trend towards longer stays abroad

Hello everyone,

Since a lot has happened in the last few days and weeks, I would like to give you an insight into how far my portfolio has changed in terms of growth and returns. First of all, the FTSE All World has been thrown out completely, as have the stable value stocks such as Airbus and Telekom. My "new" portfolio has so far included the following:

Position (weighting in the portfolio in %) Return to date in %

$BTC (+0,23 %) (13%)

Return to date +-0

$IREN (+11,25 %) (11,2%)

Return so far approx. +30

$RKLB (+1,36 %) (9,46%)

Yield yesterday still at +15% today at just under +4% 🤪

$PNG (-2,35 %) (9,4%)

Yield so far +15%

$TTR1 (+2,51 %) (8,67%)

Yield to date +-0

$IOS (+0,46 %) (8,55%)

Return so far approx +5%

$ASTS (+2,82 %) (8,54%)

Return to date approx +5%

$ZAL (-0,55 %) (7,35%)

Return so far approx +11%

$IPX (+2,6 %) (7,27%)

Return so far -5%

Warrants (only for those who are interested)

(sorted by weighting)

Long on Hensoldt MM2TXJ (+16%)

Long on silver MK81Z6 (+84%)

Short on Puma DU1SAE (+6%)

Inline OS on Zalando UG71Z8 (+93%)

Inline OS on Thyssenkrupp UG81HF (+80%)

Inline OS on Telekom (since today) PJ711H (-1%)

Discount Tut on Palantir VK38YE (-34%)

In addition, I now have a savings plan with 200 euros per month on Bitcoin $SOFI (+2,85 %) Tech, as well as 100 euros each on $VSAT (+0,78 %) and $BNTX (+0,44 %) (for the next pandemic, cancer therapy, and because of the thick cash cushion).

I think I've covered the areas of data centers and digitalization, as well as space and outer space. What I'm still missing is a convincing stock in the critical commodities sector (I have Iperionx, but I'm still looking for a candidate that convinces me)...

I'm up about 8% for the week and see this as a very small confirmation of the transformation in the portfolio, even though I know that these stocks are naturally more susceptible to a bear market xD

I'm not sure whether I'll be able to keep up the savings rates because I have to take my driver's license exams soon and I'm still doing my A-levels. And as I only work on a part-time basis, I don't have that much money available yet. My deposit is currently around 9900 euros and my short-term goal is to have enough money by the end of 2026 or early 2027 to buy my dream car, a Golf 7. 🙈

Please let me know what you think and whether you would do the same as me...

And if anyone else has a stock that would fit into my portfolio strategy, I would of course also be delighted...

HG Small investors ✌️🤝

On Friday, 12.09.2025, it fell $BNTX (+0,44 %) briefly by 10%, closing the day at just over € 82.

The background was an article in the Washington Post (owner Jeff Bezos), which referred several times to insiders / anonymous sources.

Next week, CDC's Advisory Committee on Immunization Practices (ACIP) will decide on the future vaccination recommendations regarding Covid-19.

The FDA approved the latest coronavirus vaccines in August for people aged 65 and older or with risk factors. However, the CDC may narrow or broaden this recommendation. Approximately 43% of all people in the 65-74 age group received a vaccination from the 2024-2025 vaccine in the US, according to CDC estimates.

According to insiders, next week the committee may only recommend vaccination for people aged 75 and over or with pre-existing conditions.

The situation is similar with regard to the recommendation for vaccination in children. Around 13% of all children received the 2024-2025 vaccine.

As argumentative support, the Trump administration intends to submit documents to the Commission next week linking 25 deaths in children to the vaccine. The basis of this information appears to be the federal Vaccine Adverse Event Reporting System (VAERS), where anyone can report vaccine-related adverse events without verification/confirmation.

Why is this relevant to BioNTech?

A recommendation from the CDC means that insurance will pay for the vaccine and doctors will offer it. Accordingly, a lack of recommendation would $BNTX (+0,44 %) would lead to a significant loss of sales. The number of people over the age of 65 will reach a new high of approx. 18.4 % or approx. 63.8 million people in the USA in 2025. I was unable to find any information on how many of these people are under 75.

Besides $BNTX (+0,44 %) has also $MRNA (+1,86 %) also saw its share price plummet on Friday as a result of this article. The latter have already reacted with a statement that there are no new negative findings.

The article also quotes other experts who share this view, including Noel Brewer, a vaccine consultant dismissed by Kennedy:

"They are leveraging this platform to share untruths about vaccines to scare people," Brewer said. "The U.S. government is now in the business of vaccine misinformation."

In my view, it is quite likely that the recommendations will be adjusted, as Kennedy dismissed the members of this commission at the beginning of the year and replaced them with his own people, most of whom are critical of the corona vaccinations.

In the short term, I would therefore expect another decline, as BioNTech is currently the only company on the market with the coronavirus vaccine. In the medium term, it will be crucial that other drugs/vaccines can be placed on the market. For example, the precision medicine BNT323 (trastuzumab pamirtecan) for HER2-positive breast cancer looks positive. See the articles from about 1 week ago with the positive results of the phase III trial.

I remain invested despite the likely ongoing decline in sales of the corona vaccine. In addition to the high liquid funds and the massive investments in research & development, BioNTech has already shown that they "can" do mRNA. I may take advantage of the potential share price declines to expand my position.

How do you assess the situation?

How high do you see the short-term share price risk in the absence of a vaccination recommendation for children and especially for people aged 65-74 in the USA?

Are you / will you remain invested? Are you increasing your position?

Sources:

https://www.washingtonpost.com/health/2025/09/12/covid-vaccine-child-death-cdc/

https://www.n-tv.de/wissen/Bericht-Trump-Regierung-verbindet-Tod-von-Kindern-mit-Corona-Impfung-article26029619.html

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 (-0,26 %) 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 (-0,26 %) 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 (+0,44 %) 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 (+0,44 %) 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