Congrats to all BNTX and MRNA longs

2021-08-10

It will be pretty wild, as investors digest the $BioNTech SE(BNTX)$ earnings numbers compared with $Moderna, Inc.(MRNA)$ 's.

BNTX produced 40% more revenue in Q2, but only 7% in earnings. Considering each BNTX dose contains 30% of the MRNA's (30mg vs. 100mg), the significantly lower margin is a big surprise.

Plus the new data from Mayo Clinic show the low dosage jab produces much weaker result vs. MRNA's against the delta variant dominant cases, at 42% vs. 76%, that will continue to give MRNA an upper hand.

Congrats to all BNTX and MRNA longs! What a day!!

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