BioNTech WKN: A2PSR2 ISIN: US09075V1026 Kürzel: BNTX Forum: Aktien Thema: Hauptdiskussion

BioNTech SE (BNTX) (Q3 2026) Earnings Call Highlights: Oncology Pipeline Momentum Builds as COVID Revenue Declines BioNTech SE (BNTX) reaffirmed full-year 2026 guidance while spotlighting strong Gotistobart and Pumitamig data, a EUR 16.2 billion cash position, and mixed mRNA cancer vaccine results. GuruFocus News 11/04/2026 04:04 'Positive Points BioNTech SE reported strong overall survival data for Gotistobart in squamous non-small cell lung cancer, with median OS of 18.5 months versus 10 months for chemotherapy (HR 0.56), reducing risk of death by 44%. The combination of Pumitamig and LPD (B7-H3 ADC) showed remarkable efficacy in small cell lung cancer, with 92% ORR in first-line, 76% in second-line, and 52% in third-line or later, and a manageable safety profile. BioNTech SE (BNTX) maintains a strong financial position with EUR 16.2 billion in cash and equivalents, providing flexibility to advance its pipeline and pursue partnerships. The company is advancing a broad late-stage pipeline with multiple registrational trials, including seven global pivotal studies for Pumitamig expected by end of 2026, supporting its goal to become a multiproduct company by 2030. BioNTech SE (BNTX) is adapting its ROSETTA Breast 01 trial to the evolving standard of care by replacing chemotherapy with a TROP2 ADC in collaboration with Gilead, potentially positioning Pumitamig as a first-in-class combination therapy. Negative Points Total revenues declined to EUR 1.3 billion in Q3 2026 from EUR 1.5 billion in the prior year, mainly due to anticipated lower COVID-19 vaccine demand. Adjusted R&D expenses increased to EUR 579 million from EUR 479 million year-over-year, reflecting greater investment in prioritized programs, which may pressure near-term profitability. The Phase 2 trial of autogene cevumeran in adjuvant colorectal cancer was discontinued due to a numerical imbalance in overall survival, raising concerns about the mRNA cancer immunotherapy program. The Phase 2/3 trial of BNT113 in HPV16-positive head and neck cancer did not meet its primary endpoint of progression-free survival at the first interim analysis, although it continues for overall survival. The Phase 3 trial of trastuzumab pamitecan (TPAM) in HER2-low metastatic breast cancer showed only a modest improvement in progression-free survival, with a higher rate of interstitial lung disease, limiting its potential benefit.' https://www.gurufocus.com/news/9167615/biontech-se-bntx-q3-2026-earnings-call-highlights-oncology-pipeline-momentum-builds-as-covid-revenue-declines?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

Nächster Halt, Wiederstand bei 75€, sollte dieses nicht halten, fällt auf alle Fälle noch das August tief 2024 von 72,50€.

Weil der BR sich Aufmerksamkeit erhofft, da im Zuge der Q3 Ergebnisse ohnehin über BioNTech berichtet wird. Auf den Zug möchte man aufspringen nehme ich an

In einem Brief an den Vorstand hat der Betriebsrat von Biontech US09075V1026 den Umgang mit Mitarbeitern und das Verhalten der Unternehmensführung in der laufenden Transformation kritisiert. In dem Schreiben, das der Deutschen Presse-Agentur vorliegt, ist unter anderem die Rede von konkreten Meldungen zu Sexismus, Rassismus, Diskriminierung und Drohungen. Das Unternehmen teilte mit, die Vorwürfe sehr ernst zu nehmen. Zuvor hatte das "Handelsblatt" darüber berichtet.