我i168
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。

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评论（88）

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  • carlzheng
    ·2021-11-08
    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？
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    • 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
      2021-11-09
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    • 我i168: 
      It’s not either or. Both are needed....for BNTX, there are also drugs beyond COVID vaccines. That is my point.
      2021-11-08
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  • 我i168
    ·2021-11-10
    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!
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    • 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
      2021-11-10
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    • 我i168: 
      Sales for full year, guidance $20b, short of estimate 20.81
      2021-11-10
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    • 我i168: 
      Expected sales: $5.91b; beat!
      2021-11-10
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  • 山前小麦
    ·2021-11-06
    不要你觉得，只要“市场觉得”。
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    • 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。
      2021-11-06
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    • 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.
      2021-11-06
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  • 我i168
    ·2021-11-22
    Back to $300+ [Smile][Cool]
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  • 我i168
    ·2021-11-17

    So...it has come back!

    $BioNTech SE(BNTX)$ ...more to go.

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  • 我i168
    ·2021-11-09
    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.
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  • 我i168
    ·2021-11-22
    Stayed cool
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  • MartinWalker
    ·2021-11-06
    过几天出个新闻某个变种病毒新药有效率降低，Modena再爆涨，资本就是这么狠赚
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  • shaoyi
    ·2021-11-06
    疫苗有用，还用隔离？
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    • hahahalala: 
      哪国的疫苗
      2021-11-06
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  • wwq963
    ·2021-11-06
    疫苗也只是防重症，还是会传染，要是吃药就能不重症 疫苗的作用确实变小了
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  • 我i168
    ·2021-11-08
    Earnings coming on Tuesday
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