$BioNTech _老虎社区_美港股上老虎

2021-11-05

$BioNTech SE(BNTX)$...I think it’s over-done.

As long as the virus exists, you’ll firstly need vaccine and then you need antiviral drugs for treatment if you catch the virus.

It’s not that BNTX or $Moderna, Inc.(MRNA)$vaccine are no more needed when $Pfizer(PFE)$or $Merck(MRK)$have developed their antiviral drugs.

In addition, all the companies have their respective pipeline of mRNA-based drugs being developed. COVID vaccine is just the prelude.

So not to panic.

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

carlzheng
2021-11-08
carlzheng
有了特效药，打疫苗的人会急剧减少。就像流感，现在有多少人打疫苗么？国外倒是每年冬天都会号召抵抗力弱的人打流感疫苗。不过美国现在剩下的大部分都是不愿意打新冠疫苗的，比如nba欧文。有了特效药，他们更理直气壮。所以你觉得对于疫苗股影响会有多大？
- skyscar回复我i168:
  得了病有药吃你还会每年去扎两针吗？不是说疫苗没用了，而是需求会锐减
- 我i168:
  It’s not either or. Both are needed....for BNTX, there are also drugs beyond COVID vaccines. That is my point.
我i168
2021-11-10
我i168
Q3 results out...rev 6.0873b euro, $7b usd; my cal of net profit: 15.45 vs 12.27 expected. I got from call transcript, haven’t seen report...my take, excellent!
- 我i168:
  Outlook for 2022: no, but said discussions underway for 2022 and beyond; analysts expect 14.16b for 2022 and 1.69b for 2023
- 我i168:
  Sales for full year, guidance $20b, short of estimate 20.81
- 我i168:
  Expected sales: $5.91b; beat!
- 我i168:
  Also reported progress on clinical oncology portfolio / pipeline
山前小麦
2021-11-06
山前小麦
不要你觉得，只要“市场觉得”。
- 山前小麦回复我i168:
  我没说我可以给市场代言，市场怎么觉得，价格已经给出了答案。
- 我i168:
  I can speak only for myself. You think you can speak for Mr Market?! He is a crazy man so as it is said.
我i168
2021-11-22
我i168
Back to $300+ [Smile][Cool]
我i168
2021-11-17
我i168
So...it has come back!
$BioNTech SE(BNTX)$ ...more to go.
我i168
2021-11-09
我i168
Right. Back by 12% overnight! And it’s getting a good support. Don’t expect too much upside though from vaccine side of news though, you need to look beyond vaccine from now on.

发表看法

271

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I got from call transcript, haven’t seen report...my take, excellent!","likeSize":1,"commentSize":4,"subComments":[{"id":6523421,"gmtCreate":1636533363510,"gmtModify":1636533363510,"authorId":3563873670221480,"author":{"id":3563873670221480,"authorId":3563873670221480,"name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842912557,"type":1,"supId":6522610,"prevId":0,"content":"Outlook for 2022: no, but said discussions underway for 2022 and beyond; analysts expect 14.16b for 2022 and 1.69b for 2023","text":"Outlook for 2022: no, but said discussions underway for 2022 and beyond; analysts expect 14.16b for 2022 and 1.69b for 2023","html":"Outlook for 2022: no, but said discussions underway for 2022 and beyond; analysts expect 14.16b for 2022 and 1.69b for 2023"},{"id":6523406,"gmtCreate":1636533240442,"gmtModify":1636533240442,"authorId":3563873670221480,"author":{"id":3563873670221480,"authorId":3563873670221480,"name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842912557,"type":1,"supId":6522610,"prevId":0,"content":"Sales for full year, guidance $20b, short of estimate 20.81","text":"Sales for full year, guidance $20b, short of estimate 20.81","html":"Sales for full year, guidance $20b, short of estimate 20.81"},{"id":6523392,"gmtCreate":1636533068728,"gmtModify":1636533068728,"authorId":3563873670221480,"author":{"id":3563873670221480,"authorId":3563873670221480,"name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842912557,"type":1,"supId":6522610,"prevId":0,"content":"Expected sales: $5.91b; beat!","text":"Expected sales: $5.91b; beat!","html":"Expected sales: $5.91b; beat!"},{"id":6522631,"gmtCreate":1636525874049,"gmtModify":1636525874049,"authorId":3563873670221480,"author":{"id":3563873670221480,"authorId":3563873670221480,"name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842912557,"type":1,"supId":6522610,"prevId":0,"content":"Also reported progress on clinical oncology portfolio / pipeline ","text":"Also reported progress on clinical oncology portfolio / pipeline ","html":"Also reported progress on clinical oncology portfolio / pipeline "}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6471079,"gmtCreate":1636155615446,"gmtModify":1636155615446,"authorId":3516154418597987,"author":{"id":3516154418597987,"authorId":3516154418597987,"name":"山前小麦","avatar":"https://static.tigerbbs.com/374305bf9463deee70baa3d3bcdb29e5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842912557,"type":1,"supId":0,"prevId":0,"content":"不要你觉得，只要“市场觉得”。","text":"不要你觉得，只要“市场觉得”。","html":"不要你觉得，只要“市场觉得”。","likeSize":2,"commentSize":2,"subComments":[{"id":6471713,"gmtCreate":1636158082267,"gmtModify":1636158082267,"authorId":3516154418597987,"author":{"id":3516154418597987,"authorId":3516154418597987,"name":"山前小麦","avatar":"https://static.tigerbbs.com/374305bf9463deee70baa3d3bcdb29e5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3563873670221480,"repliedAuthor":{"id":3563873670221480,"authorId":3563873670221480,"name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":842912557,"type":1,"supId":6471079,"prevId":6471550,"content":"我没说我可以给市场代言，市场怎么觉得，价格已经给出了答案。","text":"我没说我可以给市场代言，市场怎么觉得，价格已经给出了答案。","html":"我没说我可以给市场代言，市场怎么觉得，价格已经给出了答案。"},{"id":6471550,"gmtCreate":1636157530196,"gmtModify":1636157530196,"authorId":3563873670221480,"author":{"id":3563873670221480,"authorId":3563873670221480,"name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842912557,"type":1,"supId":6471079,"prevId":0,"content":"I can speak only for myself. You think you can speak for Mr Market?! He is a crazy man so as it is said.","text":"I can speak only for myself. You think you can speak for Mr Market?! He is a crazy man so as it is said.","html":"I can speak only for myself. You think you can speak for Mr Market?! He is a crazy man so as it is said."}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6680460,"gmtCreate":1637591910465,"gmtModify":1637591910465,"authorId":3563873670221480,"author":{"id":3563873670221480,"authorId":3563873670221480,"name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842912557,"type":1,"supId":0,"prevId":0,"content":"Back to $300+ [Smile][Cool]","text":"Back to $300+ [Smile][Cool]","html":"Back to $300+ [Smile][Cool]","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6616649,"gmtCreate":1637160162850,"gmtModify":1637160162850,"authorId":3563873670221480,"author":{"id":3563873670221480,"authorId":3563873670221480,"name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842912557,"type":1,"supId":0,"prevId":0,"content":"So...it has come back!<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$&nbsp;</a>...more to go.","text":"So...it has come back!<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$&nbsp;</a>...more to go.","html":"So...it has come back!<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$&nbsp;</a>...more to go.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6503347,"gmtCreate":1636408814577,"gmtModify":1636421172238,"authorId":3563873670221480,"author":{"id":3563873670221480,"authorId":3563873670221480,"name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842912557,"type":1,"supId":0,"prevId":0,"content":"Right. Back by 12% overnight! And it’s getting a good support. Don’t expect too much upside though from vaccine side of news though, you need to look beyond vaccine from now on.","text":"Right. Back by 12% overnight! And it’s getting a good support. Don’t expect too much upside though from vaccine side of news though, you need to look beyond vaccine from now on.","html":"Right. Back by 12% overnight! And it’s getting a good support. Don’t expect too much upside though from vaccine side of news though, you need to look beyond vaccine from now on.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/842912557"}