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.
高盛對BioNTech SE（納斯達克股票代碼：BNTX）進行了升級，理由是該公司的 BNT327，這是一項針對多種實體瘤臨床開發的免疫腫瘤學資產。
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.
Summit Therapeutics Inc.（納斯達克股票代碼：SMMT）及其合作伙伴Akeso在依文西單抗（PD-1xVEGF雙特異性）方面的數據表明，有可能挑戰一系列實體瘤的標準護理方案。
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.
分析師指出，依文西單抗的數據激發了人們對BioNTech的雙特異性藥物 BNT327 的興趣，以及其走類似路徑並獲得價值的潛力。
Also Read: BioNTech Variant-adapted COVID-19 Vaccines Do Well In Q3
另請閱讀：改編 BioNTech 變體的 COVID-19 疫苗在第三季度表現良好
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.
該分析師補充說，BNT327 的數據，包括歐洲腫瘤內科學會公佈的最新發現，顯示出令人鼓舞的臨床狀況。
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.
儘管與其他試驗的直接比較存在侷限性，但這些數據支持了人們對降低風險的信心不斷增強，並指出了BioNTech在各種癌症治療中的巨大潛在機遇。
Goldman Sachs has upgraded BioNTech to Buy from Neutral, with a price target of $137, up from the previous target of $90.
高盛已將BioNTech從 「中性」 上調至 「買入」，目標股價爲137美元，高於之前的90美元的目標。
"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.
高盛分析師寫道：「我們認爲，BNTX的投資論點將繼續轉向難以預測的 COVID-19 疫苗市場動態，轉向 BNT327 潛在的重大機遇，我們認爲，如果成功開發，有可能推動公司實現其成爲腫瘤學領域領先商業參與者的目標。」
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.
這位分析師認爲，圍繞疫苗業務的生物製藥公司未來的不確定性使當前的股票水平成爲投資者有吸引力的切入點。
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.
高盛納入了風險調整後的收入預測，目前該預測在2035年達到52歐元（合55.8億美元），到2040年爲66歐元，其主要適應症包括一線非小細胞肺癌可能相當大，一線三陰性乳腺癌和廣泛期小細胞肺癌作爲戰略指標。
Price Action: On Friday, BNTX stock closed 2.56% higher at $110.64.
價格走勢：週五，BNTX股價收盤上漲2.56％，至110.64美元。
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