4Lun·

BionTech sell-off triggered by resignation / dismissal of Dr. Peter Marks

$BNTX (+2,89 %) has taken quite a beating in pre-market trading today. R.F. Kennedy and Peter Marks (FDA) have parted ways following differences of opinion on the subject of vaccinations. The vaccine values such as $BNTX (+2,89 %) and $MRNA (-0,26 %) have suffered. For me, this is a good opportunity to add to my BionTech position right after the US IPO - I am speculating on a breakthrough in the oncology pipeline in 2026. Biontech is one of my long term swings.

In addition to Biontech, I also added to my $RDC (+2,73 %) Shopapotheke position again today.

31.03

BioNTech SE ADR

Compró 15 a 80,05 €

1200,75 €

11 Comentarios

mami_goes_boerse@mami_goes_boerse

4Lun

This will be a kind of "ultraswing" on the timeline 😅 Keep your fingers crossed ✊

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Soprano@Soprano

4Lun

Even as a healthcare investor, I consider the trade to be a casino

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TomTurboInvest@TomTurboInvest

4Lun

@Soprano wieso?

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Soprano@Soprano

4Lun

@TomTurboInvest Because the track record is so bad, they have hardly achieved anything for almost 20 years now. Even if the established pharmaceutical giants are too boring, there are a lot of small biotechs with truly groundbreaking new technologies. In my opinion, you don't necessarily have to take the biotech that suddenly wants to create something that hasn't worked for decades. So far, all the evidence points against it working, and the studies are not yet very advanced.

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TomTurboInvest@TomTurboInvest

4Lun

@Soprano I have a different view, but that will become clear in the future. Everyone has and can have different opinions.

mRNA will revolutionize medicine. And that's where BionTech is strong. They have a cash cushion from the corona period that allows them to press ahead with the studies without economic pressure. The studies are also very promising. Just because it has taken several decades to achieve a breakthrough in this technology in general does not mean that there is no potential behind it. At the relevant medical congresses, BionTech is the star with its oncology advances.

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Soprano@Soprano

4Lun

@TomTurboInvest Well, we are still waiting for the big breakthrough. However, it seems to me that CRISPR technology is clearly the superior method. They haven't made any progress yet either, but instead of working with mRNA, they simply change the RNA directly by editing the genome. That sounds a lot scarier from a technical point of view, but it is also very efficient.

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TomTurboInvest@TomTurboInvest

4Lun

@Soprano Both technologies seem promising to me. We will see

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4Lun

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TomTurboInvest@TomTurboInvest

4Lun

@Nobody_123 I've been reading up since the corona period. I've read a lot about the decades of research into mRNA. They are one of the few individual stocks in the children's portfolios, but I don't want to claim that I understand biotechnology. I have doctors in my circle of acquaintances who are convinced of the revolution that mRNA is supposed to bring. But at the end of the day, these are just opinions.
But I do follow the study reports from BioNTech, even if I don't understand the details 😅
What I like is the cash position, which allows them to continue working at full throttle on research. Ultimately, I trust that they will succeed.

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4Lun

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TomTurboInvest@TomTurboInvest

4Lun

@Nobody_123 We entered the market in a similar way, and I got out at over €300 on the return. But then I got back in too early. I now have a buy-in of around €94 thanks to a few additional purchases

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