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The huge accrued warchest from their Covid-19 vaccine plus the proven creativity and technical expertise of their team makes BioNTech an interesting long-term bet.



I’m under the impression that most of these companies started to become heavily overpriced during the COVID-19 period.


Biontech has a really impressive pipeline and a good connections globally, look up their pipeline on the website


If their herpes vaccine works and is also a viable treatment for existing herpes infections they are basically going to have a license to print money.


Certainly. Let's hope the hedge fund morons don't insider trade like they did with bapi for alzheimer's


Moderna has a good pipeline too: https://www.modernatx.com/research/product-pipeline

As a kidney transplant patient, I'm particularly interested in the latent virus vaccines like CMV, and EBV vaccines. Those who have an organ transplant have to deal recurrence of CMV, EBV and BK virus because they are quite common and latent in the body from past occurrences. I don't know if these vaccine will work on me anymore since I'm already immunosuppressed but there is hope. I'm dealing with both BKV and CMV right now. Treatment is mostly to cut back on immunosuppressants to let your immune systems fight back but that has its own risks. And I never had CMV before while so I'm dealing with those from my donor organ. There are some companies doing trials on antibody treatments right now.


There's also a real chance that the various latent viruses are responsible for some significant percentage of alzheimers, dementia, and general cognitive decline so vaccinating against them is not just good for acute infections.


Look at the five-year charts for Moderna and BioNTech and it's pretty clear they've gone back to a more normal valuation.




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