Added to YB: 2026-01-21
Pitch date: 2026-01-19
BNTX [neutral]
BioNTech SE
+4.04%
current return
Author Info
Value and Opportunity focuses on slow investing, special situations & the occasional wild punts Sign up for their newsletter.
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
$106.13
Price Target
144.00 (+30%)
Dividend
N/A
EV/EBITDA
-19.94
P/E
-37.94
EV/Sales
2.67
Sector
Biotechnology
Category
value
Biontech: Checking in once again & using LLMs to value the Pipeline
BNTX (pass): Used AI to analyze pipeline after selling at €77. €17B cash vs €22B mcap provides downside protection. BNT327 deal w/ Bristol Myers worth ~€8B NPV per ChatGPT analysis. AI models suggest €24-25B fair value (base case) vs current price. Strong mgmt but too complex for investment style.
Read full article (7 min)