$0.50 (0.26%) Today
52 Week High
52 Week Low
7 Days Mentions
BNTX waiting for explosive Q3 earnings on Nov 9th. MRNA missed revenue and earnings, brought BNTX down with it. MRNA had production delays, BNTX took the demand. BNTX delivered in Q3 more doses (840 million) than MRNA will in all of 2021 (700-800 million). Am I crazy or is the market crazy?
Right picks Not holding for life => Biggest mistake of my life. Bought TDOC $33, Bought NVDA(500) at $55, Bought TSLA (2800) at 41, Bought shop $50, Bought MRNA(1400) $82, Bought BNTX(1200) $80....Many right picks I sold it when I got 70% profit, but never held for long. Too bad hindsight.
I'm currently down like 20% on $BNTX and think about adding a bit more to my position, but it really depends on you and if you can stomach the volatility. So it really depends; I had some of these growth names on my watchlist for the last few months and right now I'm starting to add some of them. However, considering some of these names' valuations, there could still be more downside in the upcoming months, depending on interest rates, earnings reports and the sentiment, I'd say.
They have plenty of clinical trials and able to make money with covid-vaccine. If market is wrongly pricing, it is an opportunity to buy at bought. I slowly add both MRNA and BNTX as I knew these companies ever since they started. Now is my second opportunity to get in.
The limitation of a mRNA vaccine is finding the exact transmembrane protein that is only expressed on cancer cells and not healthy ones, and—importantly—somehow preventing the development of auto-immunity. Another issue is that simply having your muscle cells (vaccine target) manufacture a protein that is already expressed throughout the body… might not generate any immune response at all (although I think there is/are/can be ingredients added to the vaccine to force your immune system to not recognize the protein as self (but again back to the above, autoimmunity is a big potential problem). Now, the beauty of RNA is that there are other kinds of RNA (such as siRNA and miRNA, both of which can do cooo things like permanent (or at least long-lasting) gene silencing, etc. RNA is less stable than DNA (see Innovio), but DNA has trouble getting in cells, apparently. So much so, in fact, that Innovio tried to get it into cells using electrical currents to create openings in cells. Anyway, I don’t know if MRNA or BNTX do any of the other RNA stuff. From a business perspective, I am a bit puzzled by several things pertaining to COVID vaccines in general.
Not sure how the short term will look but both MRNA and BNTX have super promising long-term prospects. They're flush with cash, robust pipelines, have proven tech and have been able to build out their own manufacturing infrastructure over the past year. They'll continue to collect tons of money over the next year helping expand their pipeline and maybe we'll start seeing some M&A activity. Personally like BioNTech better. They're trading at a P/E of 6. Lots of cash to continue to grow. They're going to make another $5-8 billion in profit this year. Fan of their oncology pipeline and their partnership with Pfizer on Flu and Shingles will be beneficial to bring both to market as quickly as possible.
My choice is limited to **PYPL**, ZM, SQ, additionally DOCU, **MRNA**, **BNTX** as my picks for long term holding. Bold highlighted, I hold them, keep adding when they dip like today. I see we are going to Nasdaq correction (10%) territory soon. Having said that, these stock may go down further, but who knows the future, just keep adding them.
>IN PREMARKET, NOVAVAX SHARES DOWN 10.1%, MODERNA SHARES DOWN 4.1%, PFIZER SHARES DOWN 1.2%, U.S.-LISTED SHARES OF BIONTECH DOWN 3.8% $MRNA $PFE $BNTX \>(yesterday - U.S. SUPREME COURT BLOCKS BIDEN WORKPLACE VACCINE-OR-TEST MANDATE FOR LARGER EMPLOYERS) ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-01-14 ^07:35:34 ^EST-0500
People "like me" huh? Well, this will be a hard concept for you to grab.... but I don't like seeing retail investors get screwed in the BioTech stocks because they are crazy risky. That is all. Biotech stocks are less risky if they have deep pipelines and multiple drug candidates. This company has literally 1 drug candidate on a disease that even with all the advances in the last 10 years, we still don't really understand everything about it. So... no position on this stock. I have 100 shares BNTX (multiple drug candidates) and otherwise, I avoid most BioTech stocks unless they have realized products on the market. So damn.... I guess I'm full of shit, or something.
Solid product, good pipeline and soon to be flush with cash. Loaded up on a couple hundred shares earlier today. Might buy more when the next paycheck comes in. Very interested to see how some of their clinical trial data for their HBV and HIV drugs turn out and they could be a catalyst for a higher valuation otherwise I feel like this will settle trading at a ~10 PE ratio like MRNA and BNTX. But with all the money they're going to make this year there's a ton of upside here.
Every biotech on the planet is chasing the exact same things they are. Guess what? Biotech is slow as hell to earn solid returns. Biotechs in general are only long plays and typically punish the hell out of options traders. So many better and more predictable companies/industries to trade on. I have to say I did profit nicely from the volatility of BNTX. Making 5k in 4 weeks on covered calls is sweet.
For all the people who think the pandemic is over, Sanofi and GSK make 5B$ a year on a flu pandemic happed 200 years ago. These guys would make money for foreseeable future. I personally all in on $BNTX, they have FDA approval, they have Pfizer backing, their vaccine has approval among all age groups, they have global manufacturing capacity and distribution. Unlike moderna who contract out everything to lonza. Most importantly, the CEO is a physician and true scientist who didn't sell a single share, unlike moderna insiders who pocketed more than 2B$ against investor gullibility. Even today bntx is 2x undervalued than moderna after making more money even after splitting profits with Pfizer. The current PE of 5 is mind bogglingly cheap and l am all in. It's so stupidity locked with mRNA, but this market gap is going to correct sooner rather than later.
For all the dumb wits who think the pandemic is over, Sanofi and GSK make 5B$ a year on a flu pandemic happed 200 years ago. These guys would make money for foreseeable future. I personally all in on $BNTX, they have FDA approval, they have Pfizer backing, their vaccine has approval among all age groups, they have global manufacturing capacity and distribution. Unlike moderna who contract out everything to lonza. Most importantly, the CEO is a physician and true scientist who didn't sell a single share, unlike moderna insiders who pocketed more than 2B$ against investor gullibility. Even today bntx is 2x undervalued than moderna after making more money even after splitting profits with Pfizer. The current PE of 5 is mind bogglingly cheap and l am all in. It's so stupidity locked with mRNA, but this market gap is going to correct sooner rather than later.
I might snag more BNTX and MRNA leaps. I've also got to go to Target and make some returns that I've been putting off since before Christmas, so I suppose that's also part of my planned moves for tomorrow. Maybe I'll get a haircut while I'm out and about as well.
>ARKK, MOON, COIN, or SQ. Except SQ, none are good for long term. If need further, go for PYPL, DOCU, MRNA, BNTX and ZM. Even with these, you need to buy shares or LEAP (2023) options, better is shares as buy and hold. However, best is QQQ.
Yes, Earnings will be (hoping) good for stocks to grow. See T (AT&T), market dropped T from $32 to $20 almost 37%, but last one week market priced upside 40% from $20 to 26. IMO, market is doing cyclical for all stock, including well known stocks like PYPL, SQ, MRNA,BNTX and ZM.
u/Huldioho Hello. Technically speaking, your BNTX short put was "naked." In order for a short put to not be "naked," you would have to buy (to open) a long put ("wing") to "cover" the short put. Just to clarify, there's absolutely nothing wrong with selling (to open) "naked" (cash-secured) puts on stocks that you don't mind owning, as long as you have enough CASH (not margin) to pay for the shares if you get assigned. I sell "naked" puts all the time. Lilia
I invested in a number of biotechs in late 2020 and early 2021. I have no healthcare background, but am fascinated by the sector and tried to learn. Did okay, but understood that success was in part due to money piling into rapid growth themes, of which biotech was one. I didn't buy penny stocks, generally didn't buy large caps - stuck to mostly small/mid cap with a technology platform that had at least some "proof of concept." Sold whatever was left in early 2021 - looking back on those names now,a couple have held up well, a couple are down moderately and the rest have some degree of cratered. Bought MRNA/BNTX in early 2021, did well and sold those, too and now both of those are substantially lower than where I sold. Biotech investing is hard for those who have healthcare background. It's really really really hard for those who don't and that's for more established companies. Penny stocks might as well be lotto tickets - and then if someone does well they think it's more than luck and lose on the next one. You also have to really consider the market environment - when everything comes together for growth like it did in 2020, biotech is the place to be. This environment lately is basically the opposite of that and you've seen a lot of biotech be obliterated. I am fascinated by a lot of the companies in biotech and there's always the temptation to devote a little bit to speculative bets, but I've never been/wouldn't recommend penny stock type bets and really, it's just been enormously easier for a while now to buy and forget names that sell to all of these companies like TMO.
Two different companies, moth make mrna covid vaccines among other things. On days where there is only good news for BNTX they both go up. On days where mrna gets bad news they both go down. Their production capacity and fda approvals are very different but their linkage is crazy close. There are even simultaneous purchases and sales of their stocks that happen within seconds of each other.
Really depends on the reporting source for their cancer product in development. Many are claiming this is a "vaccine" that improves outcomes and can also be used as prevention. It sounds like a lot of snake oil sales until widespread trial data is available. Individualized treatment will one day be the future of medicine, but it's a LONG way out from being reality. Every single major pharmaceutical company has a roadmap to get there. BNTX will face huge competition, but at least they've proven they can partner with someone and that alone has more upside than MRNA. My issue with BNTX is really the valuation. Do not see this being profitable or an attractive investment at these price levels for the majority of investors. That capital to enter is likely better spent elsewhere. Really believe BNTX is a sub $100 stock "after" COVID unless they get a variant specific shot out before Q2 2022.
Im kind of the same, bro, i'll gonna have to give away my apartment, and I'll not quit, i'll go only on small trades, just to get back my confidence, and today I see some green, on BNTX and FTNT, they're on good price now, respecting my stop loss and only buy in the correction market, if you see the stories of the millionaires, they all has been bankrupt around 5 times, and they never quit. Good luck, be thankful for what you have.
The majority of people should have exited positions in BNTX. There is very little reason to enter at these levels, even for those buying for the future of mRNA technology. Unless they get a variant specific vaccine into arms before March 2022, there is no catalyst for this to "bounce" back to the ATH levels. Mass quantity orders are not going to be added for the existing original variant vaccine by governments. I'd actually start looking for the next generation of COVID vaccines that are less variant dependent if that is an area you're interested in. Several companies developing, a few are promising.
Vaccine stocks are oversold. Investors seem to be betting that the end of the COVID-19 pandemic is very near. Vaccine stocks are oversold, down >50% from August highs while cruise stocks are up 25% from December lows. That seems to me premature at this point. Maybe it would be good in a year or so. According to analysts forecasts earning and sales growth is going to accelerate significantly in 2022 for vaccine stocks. The forecast for NVAX is for 26.58 EPS up from -13.21 in 2021 and 4.62 Billion of revenue in 2022 up 240% from 2021. For MRNA and the BNTX the growth is not so explosive but is still in the high teens. A vicious rebound for NVAX, MRNA and BNTX is highly possible as they are at 6 month lows near or at support. BNTX has rebounded 2 times in the past from the support at 210, MRNA rebounded at 215 and similarly NVAX rebounded from the support at 122 two times in 2021. The rebound could be as soon as today as they are all up >2% premarket
I too yolod into a biotech Which wildly succeeded, and is continuing to smash PRs —- but stock tanked 40% due to market headwinds. (Stock: Novavax. Sentiment: “covids over bro” - MRNA and BNTX equally down) Fuck!!! I know biotech was risky but I never imagined losing in the outcome that company wildly succeeds. Emotionally it hurts lol ![img](emote|t5_2th52|4887)
Sorry to hear about your health situation. REGN seems like a solid company. But I'm baffled that many large cap biotech are on a downtrend. I have my eyes on MRNA and BNTX. Interested in REGN too but it might hit $605 soon or worse gap fill at $575.
In a previous post I used Technical Analysis to give you an estimate of the price target of NVAX shares in 2022. This was about 220 based on recent price action and support-resistance levels. I thought it might be useful to see if this price was supported by fundamentals. Based on the latest consensus estimates, NVAX is expected to report $1.39B of revenue in FY2021 and $4.49B in FY2022. This is a downward revision from previous estimates in October 2021 to take into account manufacturing delays. Considering that a P/S ratio of 4 is a conservative (low) value for vaccine and other Pharmaceutical stocks ( MRNA has a P/S ratio of 9.2, BNTX P/S=4, PFE P/S=4.3) then a price of 240 would be a fair value for NVAX in 2022. This is derived by dividing 240 by the projected 2022 sales per share.
No idea about chegg, but this is small education company with low profit margin, stay away. Reg ZM, MRNA, BNTX, I did full research about mcap, growth prospects and correction level etc last saturday and sunday. Waiting for chance to enter in, they came to low today, bought today morning small qty and will DCA is they dip further. Both has plenty of trials on cancer and their technology is new revolution in medical field Read the full thread, many of my researches are posted here https://realestateforums.net/t/mrna-bntx-are-these-next-10x-stock/9137 Long before, when MRNA and BNTX was $90s, I used to hold 1000s of them, but sold profitably at some point, later regretted selling them. Now is my chance to buy them at low. Other than these 3, there are three other good companies I bought today was CROX, PYPL and DOCU (all small quantities and DCA when further dips).
MRNA lacks the Scott Gotleib board member who gets regular TV appearances. The conflict disclosures are pathetic and nearly non-existent during interviews and usually serve as nothing more than a PFE / BNTX product pump, but his former role in FDA gets him a vague air of credibility.
BNTX has been on a fairly steady decline for over a month. Personally think this will not stop short term until it is under $200. MRNA moving similarly. Neither are worth it for most retail investors at these price levels. PFE is likely more of a sell the news event than anything else. It had been on a bit of a run for 6-8 weeks. Next dividend date is end of the month and most will hold until then. Not concerned about this movement for PFE at all.
BNTX or NVAX ? Vaccine stocks have been falling recently suggesting that investors have been discounting the fact that the pandemic will soon end and we will not be needing vaccines any more and yet according according to the World Health Organization (WHO) director-general Tedros Adhanom Ghebreyesus: "Delta and Omicrom are now twin threats driving up cases to record numbers, leading to spikes in hospitalisation and deaths, I am highly concerned that Omicron, being highly transmissible and spreading at the same time as Delta, is leading to a tsunami of cases." He also said the WHO was campaigning for every country to hit a target of 70% vaccine coverage by the middle of 2022, which would help end the acute phase of the pandemic. Furthermore, the multiple variants of COVID-19 suggest it's going to become an endemic illness. Vaccine stocks are oversold: MRNA is down 48% from recent highs in August, BNTX is down 43% and similarly NVAX is down 40%. Now is the perfect time to buy or increase your positions. But which one? BNTX looks the cheapest on a Price/Sales basis. NVAX has a higher P/S ratio but these are based on past sales. Novavax has recently gained a handful of EUA approvals and should see a quick uptake of its vaccine sales in 2022. It will also benefit not only from an initial inoculation campaign, but from booster shots and potential combination vaccines (e.g., influenza and COVID-19) as well.
Yes... they make billions annually, much like the other 20+ big pharma companies making drugs. It doesn't matter that it's trading at $200 less than MRNA? Share price is irrelevant. AAPL is trading at $2700+ less than GOOGL, but that doesn't mean anything lol. They've been trading sideways during the past bull market before covid and benefitted off of covid with the help of BNTX. As soon as there is an indication that covid is going away, the stock will drop. Pipelines and patents make or break pharmaceutical companies. When there is no catalyst after the vaccines, the stock will drop.
3 months ago BNTX? after it ran 300+% not before?...... I dunno man, i made a ton on IRNT/ATER/BNTX. some of my biggest trades this year. prog decently well. it looks like youre really good at buying the top, but since youre already out of NXTD ill take it as confirmation.
BNTX is trading at the $240 level, has a P/E of about 7.5. Conservative Guidance is about $20 billion for 2021some have it closers to $25 billion. Orders for 2022 are out the Ying yang, 2022 will be better than 2021. Only 59% of the world has had 1 shot, only 50% have had 2, and only 6.4% of the world's population has had the necessary 3. Isreal, a leader in covid research and battle is instituting a 4th shot regime. The Chinese vaccine has proven worthless against Omicron. BNTX and Pfizer has a 58% market share. Vaccine revenue is sticky, BNTX/Pfizer has over a 90% vaccine retention rate, people prefer to get a booster of the same brand as their original shots. BNTX has several promising vaccines and drug candidates in its pipeline, including a malaria vaccine, a flu vaccine, a colon cancer vaccine, and a melanoma vaccine in Phase 2 trials, based upon individualized mRNA technology. mRNA technology is revolutionary, and has already saved humanity once, it is a long play. Covid is far from over, and Omicron is far from mild, it varies according to the individual, and if you are unvacinnated, you are likely to suffer breathing issues if you contract it. 2 shots and you are likely to be pretty sick, but not hospitalized, which is the goal of a good vaccine. New variants are inevitable, we have had 2 major ones within one year already. BNTX and Moderna have the ability to adapt a vaccine formula to a new variant within 3 months. BNTX/Pfizer has the better manufacturing and distribution capabilities. A new formula is likely to be required for Omicron, they already made one for Delta, but determined it was not necessary. Short these companies at your own risk, but it is inevitable that the fundamentals of huge revenues and future demand and the necessity of yearly boosters will result in a higher share price from what is currently an oversold stock. Just my opinion, perhaps an opinion of a stupid ape, but I like to buy low, sell high. Peace and love, peace and love.
Yes. Superior flu vaccine (Nanoflu) that completed phase 3, should file for FDA approval in 2022. Clinical trials for combo flu/covid vaccine underway. Patent for Matrix-M adjuvant. RSV vaccine should be submitted for approval 2022 also. Licensing agreement with successful Malaria vaccine in Phase 3. Will be filing for FDA EUA for Covid vax this week. Received India EUA this morning. Received EU & WHO authorizations last week. All of 2022 should see significant increases in revenue & net profits. Low MC compared to MRNA or BNTX
PFE is not a vaccine stock. I'd argue there is very little benefit or upside for retail investors to continue holding (or buying) MRNA & BNTX at these prices. Nearly every single one should be grabbing profits. If you bought too high, your only real hope right now is to hold for another pump. There is growing sentiment in the realization that mRNA as a technology is again showing what it has had problems with over the last 20+ years in development - durability of response is an issue. Unless they pump out an Omicron specific vaccine ASAP and get it into arms before March 2022, I'm not sure there is going to be a ton of new demand for the products. Efficacy already waned with Delta (slightly) and it really feels like most public health are just giving up with Omicron.
> it is highly probable that these stocks are being manipulated by the big boys, I'd agree with that. Only question is to what extent. > BNTX and Pfizer have 59% of the Vax market, throw in Moderna, and you have over 90% of the market accounted for. For North America, Australia and Europe perhaps. Most of the world isn't vaccinated yet and that's a massive gap in the market. Then there's boosters.
BNTX and Pfizer have 59% of the Vax market, throw in Moderna, and you have over 90% of the market accounted for. Covid vaccine retention for the two market leaders is over 90%. People will usually take the same vaccine. Revenue is very sticky. NVAX is very late to the game, even given its alternative formula. To make inroads in market share is a tough get at this late date. Right now, there is no good news that is able to provide a positive catalyst for the vaccine stocks. Doesn't seem to matter what is forthcoming, new approvals, new exploding mutations, plainly obvious need for new vaccines to treat new mitations, incredible new orders, huge order books, promising pipelines, ---the Vax stocks are getting hammered and the charts look bearishly bleak. Does it make sense??? BNTX is at 253, it was 460 in August and is the quarter's worst NASDAQ performer, and the pandemic isn't getting better and the positive catalyst have come and gone left and right. At its current SP, it's P/E is like 7. It is wildly oversold and incredibly cheap, as is perhaps NVAX. But it's only going lower from the looks of it. Perhaps the Vax stocks are going down because people who bought in August over 400 are bailing out for tax purposes. However, it is highly probable that these stocks are being manipulated by the big boys, given the trading patterns that are happening. One thing for sure in my mind, it's crazy to buy options with this group. Moderna leads the pack as it is included in many ETFs, and all of them are trading as a sector, and the sector is on a solid downtrend. Not sure if the sector constitutes a falling dagger, but it's close to it the last few days. But the whole sector is volatile, and has had near 100 point swings at least 3 times since August. So you never know. But I'd pick an entry point carefully at this point, the sector is likely to go lower in the short term. Might be a better idea to day trade also, and if you get ahead, under no circumstances use a stop loss. Longer term, Pfizer and BNTX are making billions, and the fundamentals are sound. Their next earning reports will be blowouts, they will not miss, but if they are on the beat but light side, or provide poor guidance, a 20%;dump is totally probable. If you have the stomach for being heavily red at times, and can invest biggly and are the gambling type, the payoff could be hughe if you can wait it out, if not, play in a different sector.
I got in NVAX just over a year ago, sold half on the spring spike at $280 and sold the other half last week at $220. The approvals that are expected are I believe mostly priced in. Those approvals were initially expected six months ago but despite delays they are still expected. Omicron is looking mild. Vax stocks are losing their sex appeal/meme appeal, see the charts of MRNA and BNTX both down roughly 50% from their 2021 highs. I would still not discount a white swan event (opposite of black swan) where covid fades away which would be a white swan for everyone but a black swan for the vax makers. Small chance, which is why it's a swan. But spanish flu basically disappeared after two years and three waves.