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Added to YB: 2026-02-12

Pitch date: 2026-02-04

BNTX [bullish]

BioNTech SE

+2.96%

current return

Author Info

No bio for this author

Company Info

BioNTech SE, a biotechnology company, develops and commercializes immunotherapies to treat cancer and infectious diseases in Germany.

Market Cap

$22.7B

Pitch Price

$107.25

Price Target

N/A

Dividend

N/A

EV/EBITDA

-19.94

P/E

-37.94

EV/Sales

2.67

Sector

Biotechnology

Category

value

Show full summary:
LMN Capital Added On Portfolio Holding: BioNTech SE

BNTX (added to position): $19B net cash (83% of $23B mkt cap), COVID vaccine biz generating low single-digit $B revs w/ 50%+ pre-tax margin. 25+ clinical programs; sold 50% BNT327 rights to BMY for $3.5B + $7.5B milestones after $1B acquisition. Down 15% in 2025 on US vaccine headwinds despite pipeline progress.

Read full article (2 min)