BioNTech Earns Upgrade From Goldman Sachs As Investment Thesis Shifts Toward Cancer Potential
BioNTech Earns Upgrade From Goldman Sachs As Investment Thesis Shifts Toward Cancer Potential
Goldman Sachs has upgraded BioNTech SE (NASDAQ:BNTX), citing the company's BNT327, an immuno-oncology asset in clinical development across multiple solid tumors.
高盛已将biontech SE（纳斯达克:BNTX）评级上调，原因是该公司的BNT327，一种正在开展多种实体瘤临床研发工作的免疫-肿瘤资产。
Data from Summit Therapeutics Inc. (NASDAQ:SMMT) and their partner Akeso for ivonescimab (PD-1xVEGF bispecific) has shown the potential to challenge standard-of-care regimens across a range of solid tumors.
来自Summit Therapeutics Inc.（纳斯达克:SMMT）及其合作伙伴康方生物的数据显示，ivonescimab（PD-1xVEGF双特异性）显示出挑战一系列实体瘤标准护理方案的潜力。
The analyst notes that the data for ivonescimab have sparked interest in BioNTech's bispecific drug, BNT327, and its potential to follow a similar path and gain value.
分析师指出，ivonescimab的数据激发了对biontech的双特异性药物BNT327以及其有望走上类似道路并获得价值的兴趣。
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The analyst adds that the data for BNT327, including the latest findings presented at the European Society for Medical Oncology, show a promising clinical profile.
分析师补充称，BNT327的数据，包括在欧洲医学肿瘤学会上呈现的最新发现，展现出有前途的临床概况。
While direct comparisons with other trials have limitations, this data supports growing confidence in reducing risks and points to significant potential opportunities for BioNTech in various cancer treatments.
虽然与其他试验的直接比较存在局限性，但这些数据支持对减少风险的信心不断增强，并指向biontech在各种癌症治疗中具有重大潜在机会。
Goldman Sachs has upgraded BioNTech to Buy from Neutral, with a price target of $137, up from the previous target of $90.
高盛已将biontech的评级从中立升级为买入，目标股价为137美元，高于之前的90美元目标。
"We see the investment thesis in BNTX continuing to pivot – away from difficult-to-forecast COVID-19 vaccine market dynamics, and towards the potentially significant opportunity coming into view for BNT327, which if successfully developed has the potential in our view, to drive the company towards achievement of its goal of becoming a leading commercial player in oncology," Goldman analyst writes.
“我们看到了关于BNTX的投资论点继续转变-远离难以预测的COVID-19疫苗市场动态，转向即将显现的BNT327潜在重要机会，如果成功研发，将有望推动该公司成为肿瘤领域的领先商业参与者的目标的实现，”高盛分析师写道。
The analyst believes that uncertainties surrounding the future of biopharma companies with vaccine businesses have uniquely made current stock levels an attractive entry point for investors.
分析师相信，围绕拥有生物-疫苗业务的生物制药公司的未来存在的不确定性，使当前股价水平成为投资者吸引的入场点。
Goldman incorporates risk-adjusted revenue forecasts that currently sum to 5.2 billion euros ($5.58 billion) in 2035 and 6.6 billion euros in 2040, with key indications including first-line non-small cell lung cancer is potentially sizable, first-line triple-negative breast cancer and extensive-stage small-cell lung cancer as strategic.
高盛整合了风险调整后的营业收入预测，目前分别为2035年52亿欧元（55.8亿美元）和2040年66亿欧元，关键迹象包括一线非小细胞肺癌潜在的庞大市场，一线三阴性乳腺癌和广泛期小基站-5g肺癌作为战略。
Price Action: On Friday, BNTX stock closed 2.56% higher at $110.64.
价格走势：周五，biontech股票收盘比前一交易日高2.56%，报110.64美元。
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