Moderna And BioNTech: I Back The Former To Drive Share Price Upside In 2022

Jul. 29, 2022 2:58 PM ETBioNTech SE (BNTX), MRNA22 Comments

Summary

  • Moderna and BioNTech are the two mRNA giants behind the dominant COVID vaccines SpikeVax and Comirnaty.
  • The two companies have a great deal in common, and the share prices typically track very close to one another.
  • With Q222 earnings due soon, however, I'm favoring Moderna stock as the more likely to realize upside in 2022.
  • This is based on a new deal signed with the US government to supply an initial 66m doses of its bivalent COVID vaccine for the fall, and four potential near-term vaccine approvals.
  • BioNTech's Comirnaty vaccine still has a larger market share, but revenues are shared with Pfizer, plus BioNTech's pipeline contains no near-term commercial opportunities.
  • Looking for more investing ideas like this one? Get them exclusively at Haggerston BioHealth. Learn More »

Horse Race

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Investment Thesis

There are many similarities between the two commercial stage pharmaceutical companies Moderna (NASDAQ:MRNA) and BioNTech (NASDAQ:BNTX).

Both are research-based companies that went public following lucrative IPOs - Moderna raising a record $604m in December 2018, at a

chart

BioNTech & Moderna - share price performance since IPO. (TradingView)

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This article was written by

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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MRNA over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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