Added to YB: 2026-03-13
Pitch date: 2026-03-11
BNTX [bullish]
BioNTech SE
+13.78%
current return
Author Info
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Company Info
BioNTech SE, together with its subsidiaries, engages in the development and commercialization of immunotherapies in Germany.
Market Cap
$22.8B
Pitch Price
$89.70
Price Target
144.00 (+37%)
Dividend
N/A
EV/EBITDA
-8.61
P/E
-19.16
EV/Sales
3.24
Sector
Biotechnology
Category
special_situation
BioNTech: The Founders announced their exit - what's next ?
BNTX (new position): Founders Sahin & wife exit end-2026 to start new co w/ mRNA tech for minority stake, leaving no successor yet. Stock -25% to €73.50 (~net cash). Portfolio adds 1.5% betting on M&A (likely Merck/BMS/Roche) by year-end. Upside: €144 pipeline value. Downside: 80% net cash. 50/50 scenario = +40% return in ~1yr.
Read full article (4 min)