May. 31 at 7:53 PM
$BNTX
unless you like the post below and belong to stone age, here are my thoughts about their data published :
- BNT327 on par with Summits data
- Summit has low cash and will fall behind BNTX
- both Summit and BNTX proved to be superior to Keytruda (32 billions revenue this year) and can be used on way more patients . We talking about a 50 billion per year drug.
- BNTX made good progress even adding value to adc pipeline.
Summit is worth 11 billion,
$BNTX only 5 billion if cash is substracted.
$BNTX valuation should be at least on par with Summit. Fantastic presentation and wofk by BNTX
