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.'

Sie tun BioNTech damit jedenfalls keinen Gefallen, denn was erwarten Sie? Dass sie plötzlich ein neues Produkt auf den Markt bringen? Sie sprechen also von unrealistischen Erwartungen. Wollen Sie damit den Aktienkurs beeinflussen?

Und schon sind wir Rot🙈Moderna im Plus.Fragen??!!

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