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.
高盛已將biontech SE（納斯達克:BNTX）評級上調，原因是該公司的BNT327，一種正在開展多種實體瘤臨床研發工作的免疫-腫瘤資產。
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.
來自Summit Therapeutics Inc.（納斯達克:SMMT）及其合作伙伴康方生物的數據顯示，ivonescimab（PD-1xVEGF雙特異性）顯示出挑戰一系列實體瘤標準護理方案的潛力。
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.
分析師指出，ivonescimab的數據激發了對biontech的雙特異性藥物BNT327以及其有望走上類似道路並獲得價值的興趣。
Also Read: BioNTech Variant-adapted COVID-19 Vaccines Do Well In Q3
另請參閱：biontech變種適應性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.
分析師補充稱，BNT327的數據，包括在歐洲醫學腫瘤學會上呈現的最新發現，展現出有前途的臨床概況。
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.
雖然與其他試驗的直接比較存在侷限性，但這些數據支持對減少風險的信心不斷增強，並指向biontech在各種癌症治療中具有重大潛在機會。
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的評級從中立升級爲買入，目標股價爲137美元，高於之前的90美元目標。
"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.
「我們看到了關於BNTX的投資論點繼續轉變-遠離難以預測的COVID-19疫苗市場動態，轉向即將顯現的BNT327潛在重要機會，如果成功研發，將有望推動該公司成爲腫瘤領域的領先商業參與者的目標的實現，」高盛分析師寫道。
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.
分析師相信，圍繞擁有生物-疫苗業務的生物製藥公司的未來存在的不確定性，使當前股價水平成爲投資者吸引的入場點。
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.
高盛整合了風險調整後的營業收入預測，目前分別爲2035年52億歐元（55.8億美元）和2040年66億歐元，關鍵跡象包括一線非小細胞肺癌潛在的龐大市場，一線三陰性乳腺癌和廣泛期小基站-5g肺癌作爲戰略。
Price Action: On Friday, BNTX stock closed 2.56% higher at $110.64.
價格走勢：週五，biontech股票收盤比前一交易日高2.56%，報110.64美元。
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Photo via Wikimedia Commons
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譯文內容由第三人軟體翻譯。
