BioNTech (BNTX) snagged hloov kho rau hnub Wednesday nrog tus kws tshuaj ntsuam hais tias "Covid qaug zog" tau ua rau nws tsis muaj kev sib kis. BNTX Tshuag dhia ntawm cov xov xwm.
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SVB Securities tus kws tshuaj ntsuam Daina Graybosch hais tias muaj pov thawj txaus ib xyoos ib zaug Covid booster yuav tsim nyog, txawm tias kev ua raws cai yuav tsawg. Tshaj li Covid, BioNTech tab tom tsim cov tshuaj tiv thaiv kabmob kheesxaws tus kheej. BioNTech siv lub platform hu ua iNeST, los yog cov kev kho mob tshwj xeeb neoantigen, los tsim nws cov tshuaj tiv thaiv kab mob cancer. Nws tau sim ib qho ua ke nrog Merck's Keytruda hauv cov neeg mob melanoma.
"Peb hnov kev tsis ntseeg dav los ntawm cov tub ua lag luam ntawm cov tshuaj tiv thaiv kab mob qog noj ntshav - ib txwm muaj thiab neoantigen - thiab yog li, ntseeg cov ntaub ntawv zoo los ntawm kev tshawb fawb melanoma randomized ntawm iNeST ntxiv rau Keytruda vs. Keytruda (ib leeg) muaj kev cuam tshuam ntau dua li kev pheej hmoo poob rau BioNTech," Graybosch tau hais hauv ib tsab ntawv. qhia.
Cov txiaj ntsig xav tau los ntawm qhov kev kawm ntawd hauv ib nrab xyoo thib ob ntawm lub xyoo no.
BNTX Tshuag: Comirnaty Muag Zoo Li Dive
Graybosch tau hloov kho BNTX cov khoom lag luam kom ua tau zoo dua. Tab sis nws txiav nws tus nqi hom phiaj ntawm kev sib koom rau 223 los ntawm 253.
"Peb ntseeg tias muaj qhov tsim nyog upside rau cov khoom lag luam vim nws tseem ua lag luam qis dua peb qhov xwm txheej tsis zoo tshaj plaws (166) rau Covid-19 cov tshuaj tiv thaiv thiab txawm tias qis dua peb qhov kwv yees ntawm 178 rau tus nqi ntawm (Cov tshuaj tiv thaiv hu ua) Comirnaty thiab nyiaj ntsuab. , ”nws hais. Cov kev kwv yees no tsis suav nrog kev sim cov kav dej hauv oncology thiab lwm yam kab mob sib kis.
Comirnaty yog BioNTech cov khoom lag luam nkaus xwb, koom tes nrog Pfizer (PFE). Rau lub xyoo, lub tuam txhab cia siab txog $ 13 billion rau $ 17.1 billion hauv kev muag khoom. Graybosch yog qhov siab dua thiab pom kwv yees li $ 21.1 nphom.
Tab sis lub quarter thib ob tuaj yeem pom qhov zuam hauv cov nyiaj tau los ntawm Comirnaty, nws hais. BNTX cov kws tshuaj ntsuam xyuas cov khoom lag luam los ntawm FactSet hu rau kev hloov kho cov nyiaj tau los ntawm $ 6.58 ib feem ntawm $ 3.69 nphom hauv kev muag khoom. Cov nyiaj tau los yuav nce mus txog 48% thiab kev muag khoom yuav poob 41%. Qhov no tuaj tom qab kev tshaj tawm dav dav ntawm cov tshuaj tiv thaiv Covid nyob rau lub caij nplooj ntoo hlav xyoo 2021.
Qhov tseem ceeb, cov kws tshuaj ntsuam kwv yees BioNTech ntaus nws qhov siab tshaj plaws hauv 2021 thiab tam sim no cia siab tias kev muag khoom txhua xyoo yuav poob. Moderna thiab Pfizer cia siab tias yuav nce siab rau xyoo no.
Tab sis muaj ntau tshaj li Covid
Tab sis BioNTech cov kav dej tsis sib kis tuaj yeem yog nws txoj kev txuag nyiaj. Lub tuam txhab muaj kaum ob cov tshuaj nyob rau hauv kev ntsuam xyuas preclinical, 15 nyob rau hauv thawj-theem sim thiab tsib nyob rau hauv Phase 2 / Theem 3 kev tshawb fawb. Nws cov kev mob siab tshaj plaws ntawm oncology yog nyob rau hauv melanoma, mob qog noj ntshav hauv lub taub hau thiab caj dab thiab cov qog nqaij hlav tsis me me.
BioNTech koom tes nrog Genentech, a Roche (RHHBY) lub chaw muag khoom, ntawm nws lub platform iNeST.
"Peb cia siab tias iNeST yuav txhim kho lub sijhawm," Graybosch tau hais hauv nws daim ntawv hloov kho tshiab.
Hauv kev teb, BNTX Tshuag tau dhia 3.2% rau 166.62 ntawm hnub no lub khw lag luam. Shares tam sim no saum lawv 50-hnub txav nruab nrab thiab trading nyob ze ntawm peb lub hlis siab, raws li MarketSmith.com.
Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.
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Tau qhov twg los: https://www.investors.com/news/technology/bntx-stock-why-covid-fatigue-is-not-enough-to-keep-biontech-down/?src=A00220&yptr=yahoo