BioNTech WKN: A2PSR2 ISIN: US09075V1026 Kürzel: 22UA Forum: Aktien Thema: Hauptdiskussion

'Tazeen Ahmed (Analyst) (BoA) Okay, great. Thanks for taking my question and also my best to Ugur and Ozlem for all their contributions as well. Can I just get some clarification about whether you’ve had any meetings with FDA on the exact path forward for Gotistobart. I’d love to hear your thoughts on what to expect after you reveal this dataset that’s coming up. And then on the Roche collaboration, I was just curious to know. You guys have a really strong balance sheet. So what’s the real driver of wanting that expense to really be carried by them and does that, in exchange, also give them more influence about the pace of development and which indications will go into development? Thank you. Ozlem Tureci (Co-Founder and Chief Medical Officer) I can take the first question, Tazeen. With regard to Gotistobart, we did not have so far detailed discussions with regulatory authorities. We have an understanding how the path forward would be and we will further refine that on the totality of data we will see in part two of the trial and we’ll then engage with regulators. Ramon Zapata (Chief Financial Officer) And then, Tazeen, in terms of the Roche collaboration. So to be clear, the existing agreement remains in place. What we have done is exercise a contractual option where as of January 1st we will transition from a 50/50 cost-profit sharing to royalty-based economics. So now you’re totally true. We are operating from a position of strength with the balance sheet and the cash that we currently have. However, we are also advancing a number of late-stage programs in a way that are now meaningfully needing investment. So this is really and truly a capital allocation decision. We continue to retain potential royalty upside and transitional supply responsibilities to the PDAC program and we continue with the excitement about that program. But we are now providing that financial flexibility to other pieces of our pipeline. So that is pretty much the reason why we have exercised this contractual option.'

'Ozlem Tureci (Co-Founder and Chief Medical Officer) Thank you, Akash. I will take on the second part of your question that is related to mRNA and our commitment to it. What I would say is that the changes in the Genentech collaboration are mainly a resource allocation decision from us, as it will give us further flexibility to allocate resources to other priority programs in our pipeline. That by no means should be understood as a lack of commitment. We continue to be very excited about the PDAC program, are very much looking forward for its next milestones and readouts and, in terms of the new management, I think it’s a little bit premature to talk about what the priorities would be. What I can mention is that our current strategy, and one of the pillars of our current strategy, is to continue to work in mRNA. We have the capabilities, we have the skills, and I believe the right to be a very strong participant in the market. And so we continue to advance our 113 program, 116 PDAC with Genentech, and also some further efforts in early stage and innovating on our mRNA platform, be it FixVac, the off-the-shelf platform, or individualized vaccines.'

https://www.benzinga.com/news/26/11/62821937/biontech-q3-2026-earnings-call-transcript?mod=mw_quote_news

Abwarten

Ein gutes hat der Tag doch schon mal: der Kurs stürzt nicht ab.

Sollte der Kurs heute über 85 steigen, wäre das ein starkes Kaufsignal.Idealerweise bestätigt sich der Aufwärtstrend im Laufe der Woche und führt den Kurs in Richtung 90.

Moderna hat es vorgemacht: Von den vielen noch laufenden Studien muss nur eine positive Ergebnisse liefern.

Die Quartalszahlen sind bereits sehr gut.Wenn die Gründer das Unternehmen endlich verlassen und der neue Chef entsprechend performt, könnte der Kurs wieder dreistellig werden.Mal sehen, was die Amerikaner heute dazu sagen.

Schwarze Zahlen, Prognose angehoben und natürlich auch kein Geld verbrannt trotz Pipeline. 16,2 Milliarden in Cash bei 20 Milliarden Marktkapitalisierung. So ein Chance-Risiko-Verhältnis existiert normalerweise nicht an der Börse. Wer jetzt nicht kauft hat kein Interesse an Gewinnen

'BioNTech exercised an option in the existing collaboration agreement with Roche/Genentech where, under the terms of the agreement, future R&D costs related to the program will be generally assigned to Roche/Genentech effective January 1, 2027, while BioNTech will be eligible to receive royalties in case of successful development and commercialization. The updated terms pursuant to the exercised option under the existing agreement align with BioNTech’s broader capital allocation framework and will not affect the ongoing pancreatic ductal adenocarcinoma (“PDAC”) trial, which will continue as planned. While this decision follows the regular assessment of the financial structure of existing collaborations, BioNTech’s broader commitment to mRNA and its potential in oncology remains unchanged. Its conviction in mRNA is anchored by over a decade of translational and clinical research, as well as deep experience in the field. BioNTech continues to advance mRNA cancer immunotherapies and invest in them as a key pillar of its oncology strategy, including novel combination approaches intended to maximize the potential of its diversified oncology pipeline.'

BioNTech (BNTX) Reports Q3 Revenue Decline Amid Oncology Pipeline Progress GuruFocus News 11/03/2026 13:26 On November 03, 2026, BioNTech SE (NASDAQ: BNTX) announced its third-quarter revenue of EUR 1.29 billion, down from EUR 1.52 billion in the same period last year. The company highlighted advancements in its oncology programs, including the launch of a global Phase 3 trial for pumitamig combined with an antibody-drug conjugate, underscoring its strategic focus on combination therapies. What's Behind the News? BioNTech’s Q3 revenue decline to EUR 1.29 billion from EUR 1.52 billion year-over-year reflects ongoing challenges in its vaccine sales and broader product portfolio. Despite this, CEO emphasis on oncology progress signals a strategic pivot toward diversifying beyond infectious disease vaccines, particularly COVID-19, where BioNTech’s flagship product Comirnaty has been a major revenue driver. The initiation of a global Phase 3 trial for pumitamig in combination with an antibody-drug conjugate exemplifies the company’s commitment to innovative combination therapies in cancer treatment, aiming to leverage its mRNA technology platform and antibody expertise. https://www.gurufocus.com/news/9165282/biontech-bntx-reports-q3-revenue-decline-amid-oncology-pipeline-progress?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

Quick and dirty Analyse: - Liquidität: Sehr positiv - Pumitamig: nach wie vor sehr positiv (Finale Analyse der Daten ausstehend) - Gotistobart: nach wie vor sehr positiv (Finale Analyse der Daten ausstehend, allerdings weiterhin für 2026 angepeilt -> WICHTIG) - Arife: Unsicherheitsfaktor - Sonstige Pipeline: Gemischt - COVID-Geschäft Strukturell: rückläufig Für die kommenden Monate: Es gibt drei entscheidende Katalysatoren: 1. Gotistobart – zweite Phase-3-Auswertung Die Bestätigung der Überlebensdaten könnte ein großer Kurstreiber werden. 2. Pumitamig – weitere Phase-3-Studien. Entscheidend ist, ob die überzeugenden frühen Daten in zulassungsrelevanten Studien bestätigt werden. 3. Arife – endgültige Vereinbarung Eine Einigung über Patente, Technologien und Lizenzzahlungen würde einen erheblichen Unsicherheitsfaktor beseitigen.

Biontech kann aufgrund von Partnerschaften seine Forschungspipeline weiterhin auf hohem Niveau halten, ohne den hohen Cash-Bestand von 16.2 Milliarden Euro ankabbern zu müssen. * Anhebung des Mittelwerts der Umsatzprognose für das Gesamtjahr 2026 und Anpassung der Prognosespanne auf 1,7 bis 1,9 Mrd.EUR.Die Finanzposition bleibt mit 16,2 Mrd.EUR an Zahlungsmitteln und Zahlungsmitteläquivalenten sowie liquiden Wertpapieranlagen weiterhin stark.

Sell on Goodnews 😉

webcast um 14:00: https://edge.media-server.com/mmc/p/mseh7gbw/

Es wird wieder so schnell verpuffen wie es gekommen ist. Erst wenn die beiden CEOs endlich aussteigen wird vielleicht eine Wende kommen. Ihre Karten im Unternehmen hatten sie verspielt Keiner glaubt noch daran, was Ugur sagt oder schreibt. Er sollte sich besser auf sein neues Unternehmen konzentrieren 🙄