eightytwentie
Nov 9, 4:42 PM
$BNTX AstraZeneca missed out on mRNA covid vaccine $ but is interested in entering the mRNA cancer vaccine market. They’ve started building a team.
Biontech has had poor mRNA efficacy thus far but is cash rich and has other modalities eg ADC.
Moderna had high efficacy but low cash.
$MRNA
An effective strategy would be for Biontech and Moderna to merge to accelerate each others respective pipelines and build a moat against the AstraZeneca giant who has huge FCF and
$8B in cash.
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