BioNTech
Note: This is a daily stock update and the information stands true as of 08/09/25, 09:00 CET.
Company Update:
Expert Opinion:
Our analyst on the name is quite positive on BioNTech and indeed that kind of news is positive for any biotech. This could be a negative X read for Roche which has a similar drug. Our expert still struggles with the valuation (loss making for the next three years) and an EV/Sales ratio around 5x. He suggests you have a call with our analyst on the name if you want to know more about the prospects of the company.
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Company Update:
BioNTech's ADR rose c.9% on Friday following the announcement that BioNTech and its partner, Duality Biologics, achieved the primary endpoint of progression-free survival in an interim analysis of their Phase 3 trial in China. The trial involved their antibody-drug conjugate (ADC), Trastuzumab pamirtecan, targeting HER2-positive unresectable or metastatic breast cancer. An independent data monitoring committee indicated that patients receiving this experimental ADC experienced longer progression-free survival compared to Roche's ADC. The drug will also compete with AstraZeneca and Daiichi Sankyo's Enhertu.
The companies plan to seek approval in China, a market with significant growth potential, as over 350,000 women are diagnosed with breast cancer annually. Additionally, the complete dataset and results from the global Phase 3 trial could facilitate potential approvals in the US and EU. Overall, this drug has the potential to become a multi-blockbuster for both companies.
Expert Opinion:
Our analyst on the name is quite positive on BioNTech and indeed that kind of news is positive for any biotech. This could be a negative X read for Roche which has a similar drug. Our expert still struggles with the valuation (loss making for the next three years) and an EV/Sales ratio around 5x. He suggests you have a call with our analyst on the name if you want to know more about the prospects of the company.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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