Added to YB: 2026-01-21
Pitch date: 2026-01-19
BNTX [neutral]
BioNTech SE
-13.99%
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
$17.9B
Pitch Price
$106.13
Price Target
144.00 (+58%)
Dividend
N/A
EV/EBITDA
-4.06
P/E
-15.84
EV/Sales
1.53
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)