Aug. 4 at 1:19 PM
$BNTX ugly Q2 headline numbers:
* €105.6M revenue, sharply down YoY
* €820.8M net loss
* Full‑year revenue guidance cut to €1.6B–€1.9B (down from €2.0B–€2.3B)
* No leader until February 2027. CEO starting separate company. What technology will he take?. . . it will be negotiated with himself. No conflict of interest. LOL
* Morgan Stanley asked about Moderna's program success on BNTX earnings call and if it gave confidence to future BNTX clinical results. Answer was no! Moderna is so much further ahead with efficacy numbers.
Dead money, until early 2028 or late 2027.