value and opportunity

Disclaimer: This is not Investment advice. PLEASE DO YOU OWN RESEARCH:

Management summary (Spoiler):

After selling Biontechs a few years ago, I reviewed Biontech once again by using LLMs to evaluate the development pipeline. Although this was an extremely interesting exercise, it is not an investment for me for the time being.

Background:

Biontech is a company I have owned in the past and written about. It became famous because they were the first to develop a MRNA based vaccine against Covid which they sold worldwide together with Pfizer.

My initial write-up can be found here, a follow up here.

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