BioNTech aims to develop best-in-class products. Yesterday, $SMMT showed what happens when the market thinks you only have a me-too product. Now the market is afraid that BioNTech also only has a me-too PD-1 x VEGF bispecific in its pipeline. x.com/BowTiedBiotech…

Nothing to add: x.com/AppleHelix/sta…

I sold ARTG&GMIN (my largest positions) last year based on valuation (in my opinion, fair valuation at $2400 gold). I left the junior mining party before the music started playing... Cudos to all gold mine hodlers ✊

It's called ROE - Return of Effort: x.com/sidecarcap/sta…

Goldman Sachs Upgrades $BNTX to Buy from Neutral, Raises PT to $142 from $115; 'at the nexus of these significant developments occurring in the oncology field' Analyst comments: "While the combination of PD-1 agents plus chemotherapy started becoming a standard of care in

You don't have to be a good CEO, you just have to have the patience or ignorance to stick with a good company long enough! $MSFT #SteveBalmer 💎👐

Interesting interview with Uber CEO Dara Khosrowshahi. I also believe that Uber will be a winner in the AV market and will not be disrupted by Waymo and Robotaxi. They are building an ecosystem around AVs. I bet that the AV market will remain fragmented: youtube.com/watch?v=Ryw-DL…

BioNTech SE

I published yet another update on BioNTech after the founders announced unexpectedly their exit yesterday. valueandopportunity.com/2026/03/11/bio…

BioNTech: Verrat in Mainz Wenn mich etwas ärgert, neige ich dazu, meinen Ärger aufzuschreiben und bei euch abzuladen. 🥰 bit.ly/4baRE3p