3Settimana·

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

$BNTX (+4,39%) 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 (+4,39%) and $MRNA (+1,02%) 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 (+4%) Shopapotheke position again today.

31.03
BioNTech SE ADR logo
Acquistato x15 a 80,05 €
1200,75 €
11
12 Commenti

immagine del profilo
3Settimana
Good luck
3
immagine del profilo
This will be a kind of "ultraswing" on the timeline 😅 Keep your fingers crossed ✊
1
Have you read in the appropriate backround or more or less and hope that it works?
1
Visualizza tutti 3 ulteriori risposte
immagine del profilo
3Settimana
Even as a healthcare investor, I consider the trade to be a casino
immagine del profilo
immagine del profilo
3Settimana
@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.
1
immagine del profilo
@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.
immagine del profilo
3Settimana
@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.
1
immagine del profilo
@Soprano Both technologies seem promising to me. We will see
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