BNTX

AnimeInvesting

Why is it blunt advertising? Rather tell me with arguments why you would not invest in BNTX?

SomePolack

Thank you to ASTS and BNTX for giving me my only gains today Fuck you SPY I HATE YOU 

SpaceCatVII

BNTX +11% again

SpaceCatVII

I got downvoted for pointing out BNTX was +11% PM, ended the day at +18% 

WickedSensitiveCrew

Yea. Same thing happened with the Covid vaccine they licensed it to Pfizer. Not sure why BNTX doesnt want to keep all the profits off their work.

SpaceCatVII

Guise I sold a $100 CC on BNTX Now they're mooning and probably going to cure cancer You're welcome 

SpaceCatVII

BNTX market cap only $23B

SpaceCatVII

BNTX +11% 🚀🚀🚀

LocalCurmudgeonHere

It’s easy to find cults stocks on Reddit/youtube. Often times these are people who bought high on something speculative, held, and will go down with the ship. Recent examples: WOLF, SoundHound, biotech stocks. The flip side is people who bought something early and think because they are up 1000x it will never go down or the hype makes absolutely no sense. Examples: Crypto, Palantir (I have both and am holding both, but understand the risks), weed stocks, every company that said they used blockchain, and now Quantum. So I know biotech well and here’s how I play it. Example from last Thursday. TIL has a small market cap and is 3rd in line (more or less) to launch a revolutionary oncology drug. SMMT and BNTX are leaders. TIL has a small market cap and heavy short interest. Any positive news will send it up like a rocket (their news or news from the leaders since there is no known fundamental difference between their molecules). Since at this point im pessimistic on the company (Pfizer and Merck have done partnership deals overseas at 5-10 TIL’s market cap and TIL is more or ahead of the overseas companies). I sold TIL at a 70% gain and it dropped 15% yesterday. It may hold value going into ASCO next and if it drops under $20 I’ll add a small position since SMMT is presenting a ton of new data. So wait for the crash. Slowly DCA. Know when key catalyst dates are. Sell on the boom. Also, if one can get good at identifying irrational hype (quantum — I buy Shekreli’s bear case) you can take advantage of hype and irrationality. I may buy some long term puts on these now. That’s how I “invest” in cults.

kuporific

FDA reduces total addressable market and increases cost per unit of COVID shots so MRNA and BNTX tanked, right? Right??? .

glostazyx3

BNTX— cancer pipeline. 2030 first big pop.

t65789

What the hell is going on with BNTX? Did they use the hard r in MRNA?

WickedSensitiveCrew

I stopped following MRNA myself. I forgot when the DD was think it was summer 2024. But I had seen that BNTX had the better management than MRNA. BNTX had known for several quarters the COVID vaccine wasnt the future best to stockpile their cash now. And I stopped checking to tune back in to see they had 17B in cash.

VoidMageZero

Oh I stopped watching BNTX. How about MRNA, any thoughts on it?

WickedSensitiveCrew

Yea. I been looking at these names since I missed the boat on BNTX. I didnt realize BNTX had so much cash stockpiled. I would have took a 1% of portfolio flier on it if I had known.

WickedSensitiveCrew

BNTX up 31% in last two weeks. Up 9% today. Have no position. Still down from 2021 highs though.

WickedSensitiveCrew

That often happens when stocks are near their 52 week lows. I barely even hear NVO mentioned on this sub these days. MRNA/BNTX if you want to throw in two more with even less positive sentiment than NVO has right now.

bullarcher99

Not gonna lie, I first stumbled onto Vaxart ($VXRT) during one of those deep-dive nights where you’re just scrolling through biotech tickers and hoping to find a gem. At first, it looked like just another beaten-down penny stock… but the deeper I looked, the more intrigued I got. Now I’m holding a few thousand shares and not selling anytime soon. Here’s the deal: VXRT isn’t your average biotech company. They’re developing oral vaccines — yeah, pills instead of needles. That’s potentially a game-changer for vaccine delivery globally. No cold-chain logistics, no needles, easier distribution — especially in places that need it most. Right now they’re working on vaccines for flu, norovirus, and even HPV — and they’ve already completed several clinical trials with promising results. People forget that they were one of the COVID runners back in 2020, and while they didn’t win that race, they got attention, funding, and valuable data. What I like: • Oral vaccine platform – if this tech hits, it could disrupt the industry. • Multiple shots on goal – flu, norovirus, COVID boosters, HPV. • Recent partnerships and funding hint at momentum building quietly. • Insiders are holding — no big selloffs. • Still trading below $1 in 2025 — crazy low for a company with this IP. Look, this isn’t financial advice. It’s biotech. It’s risky. But I’ve got skin in the game because I believe VXRT is one PR away from serious volume. The float is low, the short interest is spiky, and the price is a coiled spring. One announcement — a partnership, trial result, funding — could blow this up. I’m not here to pump for the sake of it — just sharing my thought process in case someone else sees what I see. If you missed the $NVAX or $BNTX waves early on, maybe keep an eye on this one. We’re early if this works. High risk, high reward. Anyone else watching VXRT?

bullarcher99

Not gonna lie, I first stumbled onto Vaxart ($VXRT) during one of those deep-dive nights where you’re just scrolling through biotech tickers and hoping to find a gem. At first, it looked like just another beaten-down penny stock… but the deeper I looked, the more intrigued I got. Now I’m holding a few thousand shares and not selling anytime soon. Here’s the deal: VXRT isn’t your average biotech company. They’re developing oral vaccines — yeah, pills instead of needles. That’s potentially a game-changer for vaccine delivery globally. No cold-chain logistics, no needles, easier distribution — especially in places that need it most. Right now they’re working on vaccines for flu, norovirus, and even HPV — and they’ve already completed several clinical trials with promising results. People forget that they were one of the COVID runners back in 2020, and while they didn’t win that race, they got attention, funding, and valuable data. What I like: • Oral vaccine platform – if this tech hits, it could disrupt the industry. • Multiple shots on goal – flu, norovirus, COVID boosters, HPV. • Recent partnerships and funding hint at momentum building quietly. • Insiders are holding — no big selloffs. • Still trading below $1 in 2025 — crazy low for a company with this IP. Look, this isn’t financial advice. It’s biotech. It’s risky. But I’ve got skin in the game because I believe VXRT is one PR away from serious volume. The float is low, the short interest is spiky, and the price is a coiled spring. One announcement — a partnership, trial result, funding — could blow this up. I’m not here to pump for the sake of it — just sharing my thought process in case someone else sees what I see. If you missed the $NVAX or $BNTX waves early on, maybe keep an eye on this one. We’re early if this works. High risk, high reward. Anyone else watching VXRT?

primefocusadvisory

So apparently, the shares of many vaccine makers, including Moderna ([MRNA](https://www.tipranks.com/stocks/mrna)), Novavax ([NVAX](https://www.tipranks.com/stocks/nvax)), and BioNTech ([BNTX](https://www.tipranks.com/stocks/bntx)) (BTNX), and gene therapy developers, including Sarepta ([SRPT](https://www.tipranks.com/stocks/srpt)), Solid Biosciences ([SLDB](https://www.tipranks.com/stocks/sldb)), Taysha Gene Therapies ([TSHA](https://www.tipranks.com/stocks/tsha)), Capricor Therapeutics ([CAPR](https://www.tipranks.com/stocks/capr)), and Crispr Therapeutics ([CRSP](https://www.tipranks.com/stocks/crsp)), are moving lower following the resignation of Peter Marks from the Food and Drug Administration. Marks was viewed as one of the biggest FDA advocates of cell and gene therapies. [Vaccine, gene therapy makers fall after Peter Marks resignation - TipRanks.com](https://www.tipranks.com/news/the-fly/vaccine-gene-therapy-makers-fall-after-peter-marks-resignation)

SpaceCatVII

BNTX fuk

AdPurple4902

BNTX

YouAlwaysHaveAChoice

Completely agree that BNTX is a better company, and a smarter investment. But if I’m buying weeklies in hopes of an overreaction to news that probably isn’t terribly serious, I’m going with the meme stock

TheFoolishNeuron

And so.... You wouldnt buy BNTX.... Though it's purely a BNTX vaccine?

Londonskaya1828

I bought Jan 24, sold 20 PCT for 105 or 110, will hold the rest. A relative bought last January as well, I convinced them to sell 30 PCT this week b4 the election. The ADR will hit 180 in the USA before the election. This is the golden ticket, but I don't mind taking some money off the table. I also like BASF BAYR and BNTX in Germany. I don't really like BNTX to be honest, but if you are looking for a moonshot, that's it.

greg_r_

AMGN, VRTX, and BNTX keeping my account only moderately red instead of embarrassingly red today.

Own-Wolverine-5361

!banbet BNTX $116 7d

Own-Wolverine-5361

!banbet BNTX $117 14d

Own-Wolverine-5361

!banbet BNTX $118 24d

Own-Wolverine-5361

!banbet BNTX $115 24d

Melodic-Decision-728

bntx - MRNA has big potential for cancer drugs. BNTX is a leader in MRNA (as demonstrated by the Covid drugs)

BruceELehrmann

Moderna has gone up 5% since I made this post, along with BNTX. Both of which made MRNA vaccines. Both work as a pureplay, I just like Moderna more. Pfizer is a much broader pharmaceutical company. So my thesis would have more limited up and downside for the company.

bananacakesjoy

Less insane reasoning for MRNA/BNTX/PFE etc to break out: CDC recently announced that people over 65 should get vaccines 2x a year not once in the US.

Rexobe

Why not invest into a value stock like BNTX?

Own-Wolverine-5361

Callls on BNTX

bananacakesjoy

MRNA is in a tough spot financially. I'd go with BNTX or PFE simply because they're cash rich and a similar track record of delivering in this area.

bananacakesjoy

BNTX/MRNA/NVAX/PFE: Seems like investors are remembering this week that vaccine schedules are a state-level thing in the US, that Trumps current picks are by no means guaranteed, and that most profits are made outside of the US anyway. PFE/NVAX seem to be lagging the recovery, BNTX/MRNA doing well. BNTX especially so given EURUSD weakness.

tbb2121

IMO PFE will likely need to cut their dividend in the next couple years if not sooner. PFE could have some blockbuster drugs to avoid cutting the divvy. But 20+ years of history is that PFE's R&D is incredibly inefficient/ineffective. They only market BNTX's vaccine - it wasn't developed internally. It's unclear if Paxlovid actually has net efficacy (benefits in excess of costs). Historically PFE has acquired their next blockbusters. But they pay enormous premiums. SGEN with ~$2.4b in sales was a $43b acquisition. PFE's entire cap is $140b rn. Over time PFE's low return on internal and acquired R&D has killed their once might balance sheet. They are overlevered now imo. $50b in net debt vs ~$6-8b in FCF that has been shrinking over time despite all the acquisition spend, excluding the brief covid spike. CEO Bourla barely owns any stock. I think he owns ~1 year of comp outright after being there many years. Longtime CEOs that like their stock own 5-10x+ their annual comp in outright stock (I don't conflate unvested option grants with actual ownership of fully vested/delivered shares). I'd rather own NVO vs PFE (not that I own either). They are a similar FCF/EV multiple if not cheaper. Most of PFE's reported EPS comes from non-cash adjustments which are really de-linked from gaap eps, fcf, and/or economic eps. NVO is still a bit expensive for me. But PFE seems like a quasi dumpster fire at a 3-4% FCF/EV yield.

judgegolden

Just hold BNTX for 3 years ftw.

ReindeerApart5536

If jfk jr gets confirmed by senate, buy BNTX and european pharma firms. Then wait for a dip for American pharma stocks, then buy the dip. If jfk fr does not get confirmed, buy American pharma stocks. 

Icy-Put177

SMMT cannot gobble all of it. BNTX just bought Biotheus for $950M, with similar product https://www.biopharmadive.com/news/biontech-biotheus-pd1-vegf-bispecific-aquire-deal/732736/ SMMT has to run large Phase 3 anyway taking a few years. BNTX got global right, whereas SMMT got only US right.

bananacakesjoy

By cash crops, I assume you mean vaccines. It's still a reach to assume RFK will actually get a position. GSK, JNJ and PFE for example have effectively written down covid revenue to the point of 'anything >0 is a bonus' separately, e.g. NVAX and MRNA crashing and burning currently is very good news for BNTX/PFE in the long term

FakeWSBGod1

Some of it will enter these two----Goldman Sachs Upgrades $BNTX BioNTech Goldman Sachs Upgrades $WING Wingstop

Kjunreb-tx

I won’t be able to remember all of them.. I recall PayPal, CEG , NVDIA , SMH. I didn’t jump on others and wished I did. Recently ALLE , BNTX

WanderingMeditator

LMT - because we will keep the wars on and they can set their own price, they are always in demand CRSP - because some day designer babies will be legal and also humanity will get genetic diseases some day in future based on what all junk we eat TSLA / AMZN for the space race BNTX for the next virus outbreak

KilaManCaro

Dude I held for a month where I was down like 4G's, but sold just to basically breakeven. And the week before I did the same thing with BNTX and missed out on 60G's like fml

Isms21

Biontech BNTX

Stonkgang_

https://preview.redd.it/nypu2cy6t6pd1.png?width=1010&format=png&auto=webp&s=ae7b1d0c8d9b0ecd3b1c0897fef4b95b57e6cfc7 $BNTX chart, check previous DD.

Schillbaer

BNTX curing cancer and my portfolio

Stonkgang_

You realise how bullish these comments are right. It’s the exact reason BNTX moved so lovely for us. Everybody was chirping about the Covid vaccine and couldn’t see the bigger picture at play.

QuirkyAverageJoe

$BNTX 👀

PalePastafarian

I like BNTX better for MRNA— more interesting portfolio and a better valuation imho

PleaseBLogicalNow

$BNTX has a on going trial. $SIRA just failed a trial on M-pox. I would think BioNTech would be more likely to move than Sanofi.

ybkhan

BNTX?

Lalala-Girl

I recently just got into BNTX. They have 0 debt and so much cash because of the covid vaccine, that they can cover their research for the next 5-10 years. Also they are expanding. With Biotech, I guess it depends on the outcome of their trails and they had a minor setback recently which led the stock to decline. But they are a very renown Company in Germany. Because of potential swings upwards due to positive news I also bought some Options far out. However, the stock was hyped through covid, the RSI was really high and everyone was in FOMO mode. Now, I think its cooled off a bit.

funpolice99

If you had the same amount in cash, would you still buy into YSN or BNTX? If not, sell. If so, keep

pusgnihtekami

!banbet BNTX 90 7d

pusgnihtekami

Anyone else long on BNTX? I'm wondering if this run-up is a breakthrough or a blip. Only news is that curevac said the court date is in 03/2025.

greg_r_

I own TMO, AMGN, VRTX, MRNA, and BNTX (the latter two doing terribly, lol).

moutonbleu

PFE and BNTX. Covid darlings that have taken a big hit; they’ll bounce back

Stonkgang_

I got pissed on for $RDW $RKLB and $BNTX, What I most like about RXRX is I get the short thesis, I see how you can create a narrative to make it look awful. Yet I see a royalty producing machine.

Ratherbeeatingpizza

I was heavy in tech stocks and hung on way too long. Most of those stocks came back, but I had to cut my losses in some like RNG, UPST, TDOC. Also, I held the bag too long in some Covid plays like MRNA, PFE and BNTX. I underestimated the impact of rates in the market and learned the painful lesson that “buying the dip” doesn’t save you when 8 out of 10 sectors sell off pretty much every day for a year lol I did pivot halfway through the year to oil stocks and made some of it back, but the damage was done. I’m back now to where I was 2 1/2 years ago. I cope by reminding myself that before 2022 I was making about 30% on these investments. The bigger they are the harder they fall :) And I look at it as I got an Ivy League education in investing for about the cost of an Ivy League education lol.

RevolutionaryPhoto24

Bought shares in BMY, GILD, BNTX, PAYC, and PG. Ballast suggestions?

Stonkgang_

#China MediLink Therapeutics announces a multi-target TMALIN® #ADC technology platform license agreement with BioNTech $BNTX $25m upfront and potentially up to $1.8b on the deal. More news coming this week.

Stonkgang_

$RDW daily looks 🤤 $BNTX follow-through, $U bounce.

bubbawears

Why the BNTX dip?

Next_Ad6690

I may be revealing myself as a total regard (I am) but it was BNTX 110

Zalan_z

was it us who drove up BNTX or did I miss some news hahahaha

Next_Ad6690

Ty to the BNTX guy

biosesmic2

BNTX calls holding up my port

Next_Ad6690

BNTX till it’s fuckin trending

Next_Ad6690

BNTX 🙏

Next_Ad6690

BNTX call carrying the entire port

SpaceCatVII

BNTX where did your revenue go lol

Suspicious-V3rbatim

Thank god i didnt pickup BNTX. People have been hyping it up. I knew it was going to plummet.

_andrewzilla_

Should’ve loaded on BNTX calls for open g🤷🏾‍♂️

headless429

I was going to do that but impulsively bought BNTX 5/17 95c at close

headless429

BNTX & HIMS calls for Monday?

b0rtb0rtb0rtb0rt

Shepherding the development of a novel therapeutic agent is one thing, being able to profitably manage the company during periods of growth requires completely different management skills. If the former were enough to make a good stock and a profitable company, BNTX would be paying its royalties on time and paying dividends.

Hackerzz212

Been in YINN for months now. Staring to pay off but it’s more of a hedge against US economy and my other holdings. This not a high conviction pick. More of a speculation on the deep valuation cuts. PFE and BNTX are new additions that I trust more.

starentbrett

think i'll gamble on some $BNTX 5/17 calls ahead of earnings. probably 90 strike

Bull_Bear2024

And by the way, thanks for your link. Since writing the above I've been scrolling through the document. I think it's fair to say BNTX's Pipeline isn't as robust as Moderna's with quite a few collaborations (I presume 50/50), however it does seem to excel in the cancer space & will likely have a few blockbusters. It'll be interesting to see how they all shape up over the next few years. BB

Bull_Bear2024

Thanks, for that, it's exactly the type of post I like. Challenging an investor's buy thesis with facts rather than daft one line short statements or belittling their beliefs. As I already owns the stock, positive news can't change my stance, only company negatives (drug news, write-offs, forecasts, patent losses etc), industry negatives (e.g. Biden’s Inflation Reduction Act widening its scope, tax changes etc), competitor positives (something better than mRNA, probably coming out of the Genomic field), economic negatives / sentiment shifts etc.. Most of the rest is just noise! Comparing the two on numbers alone I should buy BioNTech (BNTX)!! **I confess I don't know BNTX too well** but it's got a decent reputation & is profitable. I'm sure there are quite a few pair trades (Short Moderna, Long BNTX) on this basis alone. However, while the numbers are important a Company is more than that. Although, as an aside, I think BNTX's R&D is a bit on the low side as a lot of LT investors are looking for future growth prospects... They should beef this up if they have the drug prospects to do so. The non-number intangibles, off the top of my head, that I like about Moderna: \- It **has heavily invested in it's platform &** , this is the key to it churning out drug prospects. How does BNTX compare? (I'm genuinely asking). \- It has **state of the art manufacturing facilities**. \- **It has a fat drug pipeline (notably phase 2 & 3)**, importantly **it's varied across different modalities**. Am I correct in thinking (I don't know) BNTX is mostly cancer related? Undoubtedly a huge, important market, but best not to be too reliant on one modality. \- **It's senior personnel**. Bancel (CEO) in my eyes is a visionary, however more recently ***Jamey Mock (CFO) is an increasingly important figure***. ***He has enhanced financial discipline over the drug pipeline, savagely wrote off historical Covid era deals/products, rationalized manufacturing suppliers, stopped wasteful buybacks, struck a sweet loan deal, increased visibility over the breakeven date, helped improve the professionalism over it's institutional investment proposition & is slowly winning round the market. Risk reduction goes a long way to improving stock sentiment!.*** \- Lastly, **BNTX should probably ditch its German listing**, it's ADRs & actually fully listed in America to perhaps be properly valued!.. It's perhaps not that Modera is too expensive, but that BNTX is too cheap. Good luck with your investment. BB

starentbrett

LEAPs on $BNTX

nmpraveen

BNTX anyone?

XiMaoJingPing

blindly buy BIIB $PFE #Roche $MRNA $BNTX $BMY, got it thanks dad

Plus_Seesaw2023

Therefore, one shoul buy oversold and undervalued healthcare stocks... like $BIIB $PFE #Roche $MRNA $BNTX $BMY... and short the bubble of the semi, go long $SOXS hahaha

PZRnet

BNTX is gonna be a big one

lelmeester

BNTX might beat 

lesimgurian

I did a good margin on moderna during covid but I see that f.e. BNTX is almost at pre-covid value

trainwreck001

For my BISHES: MW Nvidia's next mission: Make even more financial history 03/02/24 5:31 AM No company has ever posted financial results quite like Nvidia's, but that just means Wall Street now expects the Silicon Valley chip maker to do something else that has never been done Nvidia Corp. has just given the world the details of its historic financial year. Its reward: Expectations that the chip maker will accomplish something that has never been done before. When Nvidia (NVDA) wrapped up its fiscal year with an earnings report last week, the astounding numbers sent the stock to records and boosted indexes to their own all-time highs. The market capitalization of the company is hovering around $2 trillion and its stock has increased by nearly 1,900% in the last five years. But if you think closely about a few of the numbers that were included in Nvidia's recent financial report, you will realize just how incredible Nvidia's last financial year turned out. It really is one for the record books. Nvidia in its 2024 fiscal year produced profit of $29.76 billion, a feat in and of itself. But that number is even more mind-blowing when compared with Nvidia's past performance: The chip maker had never produced an annual revenue total that high in its 25 years as a public company, with sales topping out the previous year at $26.97 billion. The Dow Jones Market Data team crunched the data on those 25 years and discovered that no company had ever accomplished that feat at Nvidia's scale. Since 1999, nearly 300 companies had produced profits that were higher than any previous revenue total, but most were much smaller companies that produced profit of less than $1 billion in their record years. More from Jeremy: Will Nvidia stock be more like Apple or Cisco in the AI era? Previously, the highest profit total that exceeded any previous revenue total belonged to Moderna Inc. (MRNA) The vaccine maker produced profit of $12.2 billion in 2021 after introducing its COVID-19 vaccine, but that profit was less than half of what Nvidia put up last year. Only three other companies surpassed $10 billion in accomplishing the feat: Another vaccine maker, BioNTech SE (BNTX), in 2021; Gilead Sciences (GILD) in 2014, thanks to Sovaldi; and Charter Communications Inc. (CHTR) in 2009, which was largely a paper profit that resulted from exiting a bankruptcy exit. There is a chance that Nvidia's record doesn't stand for long, because it could fall just this year. But it would be Nvidia that breaks it - after putting up sales of $60.9 billion last year, Wall Street expects profit of nearly $56 billion this year. And analysts' projections have steadily come in lower than Nvidia's actual performance in recent quarters. Those earnings expectations stand out in another way, though. After last week's blowout earnings report, analysts' forecasts increased to the point that Wall Street now expects Nvidia to surpass $100 billion in revenue this year, a barrier even Intel Corp. (INTC) has never broken. Opinion: Nvidia is seeing a generative-AI boom, but don't bet on it spreading to the rest of tech When we put the revenue and profit expectations together, something stands out - the margin. Wall Street expects Nvidia to take home more than 50 cents of every dollar it collects in net income this year, which would establish a record that doesn't need the "at that scale" qualifier. Dow Jones Market Data combed through financial records dating back to 1999, and found no companies that have ever produced $100 billion in revenue with a net profit margin greater than 50%. If Nvidia lives up to - or beats - Wall Street's expectations, it would be the first company to ever accomplish that feat. For more on how Nvidia reached this point, and what it means for the market, listen to this week's On Watch by MarketWatch podcast. Check out On Watch by MarketWatch, a weekly podcast about the financial news we're all watching, and how it affects your wallet. MarketWatch's Jeremy Owens trains his eye on what's driving markets and offers insights that will help you make more informed money decisions. Subscribe on Spotify and Apple. -Jeremy C. Owens This content was created by MarketWatch, which is operated by Dow Jones & Co.

trainwreck001

MW Nvidia's next mission: Make even more financial history 03/02/24 5:31 AM No company has ever posted financial results quite like Nvidia's, but that just means Wall Street now expects the Silicon Valley chip maker to do something else that has never been done Nvidia Corp. has just given the world the details of its historic financial year. Its reward: Expectations that the chip maker will accomplish something that has never been done before. When Nvidia (NVDA) wrapped up its fiscal year with an earnings report last week, the astounding numbers sent the stock to records and boosted indexes to their own all-time highs. The market capitalization of the company is hovering around $2 trillion and its stock has increased by nearly 1,900% in the last five years. But if you think closely about a few of the numbers that were included in Nvidia's recent financial report, you will realize just how incredible Nvidia's last financial year turned out. It really is one for the record books. Nvidia in its 2024 fiscal year produced profit of $29.76 billion, a feat in and of itself. But that number is even more mind-blowing when compared with Nvidia's past performance: The chip maker had never produced an annual revenue total that high in its 25 years as a public company, with sales topping out the previous year at $26.97 billion. The Dow Jones Market Data team crunched the data on those 25 years and discovered that no company had ever accomplished that feat at Nvidia's scale. Since 1999, nearly 300 companies had produced profits that were higher than any previous revenue total, but most were much smaller companies that produced profit of less than $1 billion in their record years. More from Jeremy: Will Nvidia stock be more like Apple or Cisco in the AI era? Previously, the highest profit total that exceeded any previous revenue total belonged to Moderna Inc. (MRNA) The vaccine maker produced profit of $12.2 billion in 2021 after introducing its COVID-19 vaccine, but that profit was less than half of what Nvidia put up last year. Only three other companies surpassed $10 billion in accomplishing the feat: Another vaccine maker, BioNTech SE (BNTX), in 2021; Gilead Sciences (GILD) in 2014, thanks to Sovaldi; and Charter Communications Inc. (CHTR) in 2009, which was largely a paper profit that resulted from exiting a bankruptcy exit. There is a chance that Nvidia's record doesn't stand for long, because it could fall just this year. But it would be Nvidia that breaks it - after putting up sales of $60.9 billion last year, Wall Street expects profit of nearly $56 billion this year. And analysts' projections have steadily come in lower than Nvidia's actual performance in recent quarters. Those earnings expectations stand out in another way, though. After last week's blowout earnings report, analysts' forecasts increased to the point that Wall Street now expects Nvidia to surpass $100 billion in revenue this year, a barrier even Intel Corp. (INTC) has never broken. Opinion: Nvidia is seeing a generative-AI boom, but don't bet on it spreading to the rest of tech When we put the revenue and profit expectations together, something stands out - the margin. Wall Street expects Nvidia to take home more than 50 cents of every dollar it collects in net income this year, which would establish a record that doesn't need the "at that scale" qualifier. Dow Jones Market Data combed through financial records dating back to 1999, and found no companies that have ever produced $100 billion in revenue with a net profit margin greater than 50%. If Nvidia lives up to - or beats - Wall Street's expectations, it would be the first company to ever accomplish that feat. For more on how Nvidia reached this point, and what it means for the market, listen to this week's On Watch by MarketWatch podcast. Check out On Watch by MarketWatch, a weekly podcast about the financial news we're all watching, and how it affects your wallet. MarketWatch's Jeremy Owens trains his eye on what's driving markets and offers insights that will help you make more informed money decisions. Subscribe on Spotify and Apple. -Jeremy C. Owens This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

Ratherbeeatingpizza

well played. I honestly didnt expect the covid bubble to pop as rapidly as it did. I thought it was going to drag on in various forms for years, so hung on and even bought on dips :( . Down about 52% as of today. Sitting on a small position of BNTX as well (down about 36%). I see them as more likely a M&A target.

pushDenvelope

I bought BNTX recently, I am bullish on the pipeline, management and the pile of cash they are sitting on

avl0

BNTX and MRNA, if they cure cancer even anti vaxxers are going to be clamouring for those shots

TheSavageBeast83

Saw some politician bought a bunch of BNTX. Bullish on corruption.

HotSarcasm

>Due to Novavax's record-low $4 today Record low? Might be 52-week low, but seeing a $3.50 in the 5-year chart. Officially has not (yet) crossed below $4. As someone who has never owned NVAX previously, it is approaching price points where I am seriously considering opening a position. I am not convinced both MRNA and BNTX/PFE will be making 2024-2025 Covid vaccines with the same supply levels they had in 2023-2024. There likely will be some level of additional vaccine supply that needs to be met. Demand for NVAX in the USA outpaced supply in 2023, especially at launch, which was much later than the two mRNA options. Lots of blame to go around on that and would hope that would not be repeated for 2024-2025. Overall, NVAX is easier to store, easier to ship, easier to administer with less side effects. Until nasal vaccines are widely available, or next generation COVID vaccines are available, I see a global need for NVAX's COVID vaccine. Getting in on the flu/covid combo market (like they're attempting with Matrix-M) could be a huge selling point. They also become somewhat of an M&A target at these price levels. Someone like TEVA should probably be looking at them, if not much larger pharma companies. They've already partnered with Takeda and could see a similar situation unfold.

Sugamaballz69

UHAL looks pretty solid, not sure about MSGS, BNTX. The only thing I see with HTZ is an undervalued perspective since their PB is 0.87 but I wouldn’t hold it anyway, that’s a weird one

kisuke228

BNTX is an outright unknown, like most biotechs

mrmrmrj

BNTX will never see $10 EPS again and could be loss-making in 2025. PCVX is a much better option with much more visible short-term catalysts. It is going to have the best pneumococcal children's vaccine on the market in a few years and has a high chance of being acquired. PFE's lesser version makes $10B a year in revenues. PCVX is going to take all that revenue and should trade at 2x revenues, minimum. That would be a 4X from here over the next 5 years without a takeover.