My reason to choose MRNA and BNTX.
1. Both have performed extraordinarily well over the course of the pandemic.
2. Both have loads of cash with more coming to fund their research and clinical trials.
3. Both have extraordinary leadership
4. Both have loaded pipelines. MRNA's is leaning more toward infectious diseases, BNTX is focused on cancerI fully expect both to be extremely successful albeit with substantial volatility. If you want to be a dedicated long, you better have stomach that can tolerate a 20% drop when a clinical trial tanks. With BNTX being a German company, I don't think they get the recognition they deserve being in Pfizer's shadow. Since MRNA is in the S&P 500, there is substantial institutional participation which has help prop up MRNA's market cap. BNTX's revenue is actually greater than MRNA's, I would expect that the market cap gap will close, one way or the other. MRNA technology has advanced 10 years over the last 18 months, between the use of AI and cloud computing, it's only a matter of time before one or both produces something truly extraordinary.

For all of these reasons, I own both and plan on holding both all the way to retirement.

$Moderna, Inc.(MRNA)$ $BioNTech SE(BNTX)$