BIONTECH - | USD296 VS. USD359 (+85%) With receding COVID, it’s time to look at the oncology pipeline We take an opportunity to revise our financial model and our investment thesis for BioNTech. While we still see the stock being driven by COVID news (vaccine booster market discussions) in the near-term, we believe it is time to put a spotlight back on the oncology franchise, which has been the initial focus of the company in the pre-COVID era. Although we expect the newsflow in 2022 to stay f...
BIONTECH - BUY | USD359 (+59%) Anticipating next moves from infectious disease and oncology franchises FY21 guidance in-line with our estimates Comirnaty sales outlook beyond 2021 Comirnaty could outrun competition in younger populations Expanding Infectious disease franchise with PhagoMed acquisition Multiple updates from oncology franchise at SITC 2021
BIONTECH - BUY vs. NEUTRAL | USD451 VS. USD206 (+8%) Positive outlook going forward as COVID news keep driving the share price Financial update COVID vaccine remains the main value driver over the short-mid term Oncology franchise could provide significant boost over mid- to long-term TP increase to USD451, upgrade to BUY
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
BIONTECH - NEUTRAL | USD206 (-5%) Moving ahead with the booster amid increasing concerns over Delta variant Encouraging initial results from the booster study Israel’s data might boost a need for booster Discussion with regulators could define path forward for booster
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