BioNTechBNTX
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Fair Value
US$499.94
Share price20 Feb
US$93.6781.3% undervalued intrinsic discount
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1Y-16.11%
7D3.41%

Game Changer in Cancer Treatment

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Published
20 Feb 26
Views
171
Invested

"Amputation, intoxication and radiation". If students read about our current cancer treatment in 2050, they would probably date it back to 1960-70. Certainly not dating back to the time of AI, fusion reactors or recurring missiles.

Sahin with his strength of pattern recognition and complexity reduction would certainly have started with an IT company, like many others. It is a stroke of luck that he has decided to fight against the Geissesl of humanity - because it is clear that medicine with AI, robotics and the breakdown of human metabolism into algorithms is facing a fundamental change.

All of the recently developed molecules were not identified by trial and error after a long series of experiments but were designed in advance by the acquired AI forge. Precision, speed and cost-saving coupled with impressive intermediate values in which gotistobart and pumitamig will be entitled to standard therapy.

Pumitamig, which challenges the 30 billion blockbuster keytruda in most of its range of indication, has made a quantum leap in lung cancer therapy with a response rate of 80% (compared to 40% Keytruda),

The patent will last until the mid-40s, but is probably irrelevant, as the complexity of generic manufacturers will be too high a threshold. Beibe therapy will provide about 300k turnover per patient compared to the 200k of keytruda.

That should be enough for now. Anything under $400 in 2030 would be a disappointment. A new ATH should definitely be in it :)

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Disclaimer

The user Hansimglueck has a position in NasdaqGS:BNTX. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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Fair Value vs Share Price

US$499.94
vs US$93.6781.3% undervalued intrinsic discount
PastFuture-766m28b201720202023202620292031Revenue €27.6bEarnings €5.1b
54.4%
Revenue growth
18.6%
Profit margin

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Company analysis

Excellent balance sheet and overvalued.

Market capUS$23.5b
PB1.1x
Estimated Growth0.9%
Dividend YieldN/A
Full analysis

CEO & management

Ugur Sahin
CEO
2.9yrs
CEO Tenure

Engages in the development and commercialization of immunotherapies in Germany.