$BNTX BioNTech Tape Reports
Per Ticker.id: $BNTX BioNTech Tape Reports — 2 podcast mentions across 1 podcast (30 days), latest 2026-08-19 16:58 UTC.
And you'll see this in our Seeking Alpha where we cover about, I think, 80, 80 single stock names and ETFs now, all US companies and stocks. We've recently added two verticals. So we've always been strong in tech, defense, and space, We've added two fantastic industry experienced analysts, one in biotech, one in energy. And what we found in our business is the analysts who work at Cestrian, myself included, don't come up through a standard Wall Street background. My background was leveraged buyouts, and before that, venture capital in technology. And I had to learn public markets from scratch, but I knew the ins and outs of those markets and the companies and the technologies pretty well. And we found that bringing people in that aren't financial analysts by background, but they do know their domains has worked great for us. So we have a terrific biotech analyst, Nathan Brinkman, comes from a manufacturing engineering background in biotech. So his previous jobs were essentially, here is a molecule and your job is help to turn it into a finished drug. And obviously that's a colossal exercise, but his engineering responsibility, expand that journey within pharmaceutical companies. And it gives him wonderful insight into the companies he covers. He's learned also to become a terrific fundamental and technical analyst. And we've had some really big successes from Nathan's work, multiple very successful calls on Moderna, on BioNTech, on Incyte, and many other names. We also are really delighted to have Preston Schultz. Preston is an energy sector engineer by background, involved mostly in alternative sources, so solar and one or two other things, and brings, you know, real genuine expertise into things like, you know, data center power supplies, your Bloom Energy to the world. And coverage from Preston and from Nathan are live now in Growth Investor Pro. And I'm delighted they've chose to join us and they've done great work so far. And I'm confident they'll continue to do so.
Alex King — Investing Experts · Don't sleep on software · 2026-08-25Yeah, I mean, Paul, let's just say this is— these are the days that I live for, right? When something goes right, even though I was really worried about this trial reading out, which is what this trial is taking some mutations, identifying mutations in the tumors of patients who've had them removed. So you have melanoma, you're lucky enough to have been caught early. You do surgery, you debulk the tumor, you use that in their labs and their AI systems, etc., to identify what they call neoantigens, things that are more prominent in the tumor cells than not. Put that in a vaccine, mRNA vaccine, give that back to the patients, and at the same time administer the Merck immuno-oncology drug that unleashes T cells if they find those mutations. So why was— were we worried? It's a new technique. It's really hard. This is a disease where you get a lot of good response even as it is with with therapy, with the removal of the tumor, with Keytruda itself. This is a hit against Keytruda alone, right? That immunotherapy. So, and they say, although we haven't seen any numbers, that it's worked out here. So I think what's going on with Moderna— I'm going to speculate here, right— is that there is some major short covering. That squeeze is quite massive, right? 135% last time I looked. You're seeing a jump in other RNA names. Arcturus, BioNTech up 23 and a bit percent because they're all trying to do the same thing. The question really is, how good is this data? We'll find out in the next few months, I'm pretty sure. And then can you say it's going to work in other tumors? And I think that's a bit of a leap of faith. It's going to take some— melanoma is the easiest step forward. But still, let's celebrate today.
Sam Fazeli — Bloomberg Intelligence · Moderna and Merck Revive mRNA Hopes With Melanoma Success · 2026-08-19Yeah, so Paul, first of all, I have to say, don't worry about BioNTech. Just give all your money to Uncle Sam. You already committed to that in the previous segment, right? That's right. Um, let's talk about this. This is— clinical trials are like that. You want to get a drug for a disease, you got to go through this. You got to prove— unlike some people would like to just make it up whether something is bad or causes autism or not, uh, you got to prove that it works and you got to prove that it's worth the side effects. Here they ran the test in a very difficult group of patients, ones who don't normally respond to even the best drug we have today, which is Merck's Keytruda. Um, and it didn't work out, but they had two other results that came out today. In fact, one of them was probably all relevant, which is why Astra stock is not down. Right. So I think it's the— it's the way you report it, Paul. At the end of the day, 3 trials came out today. 2 of them hit, 1 of them didn't. That to me is a win.
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