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43 Mrd. $ FY2022 Umsatz für BioNTech/Pfizer sind jedenfalls ~ 19 Mrd. €, also spürbar höher als das was mit 13-17 Mrd. € estimated wurde (Stand 11.01.2022, JPMorgan Conference Presentation). [1]
Sollten 19 Mrd. € zutreffen, kann sich der loyale Investor 2022 über Earnings von ~ 41 € per share freuen. Das macht ein fwd. PE von aktuell ~ 3. Desweiteren würde es bedeuten, dass entgegen der landläufigen Meinung BNTX würde nicht wachsen, der Umsatz und Gewinn um ~15% ggü. 2021 gesteigert wird. Also doch alles nicht so eindeutig, lieber Bären? Ich erwarte die Dividende und denke eine Ausschüttungsquote von 20% wären moderat und vertretbar. Das wäre eine Dividendenrendite von 6% aktuell.
In weiteren News:
"21 hours ago 14:01
WHO recommends widening use of Covid boosters, with focus on vulnerable people
Donato Paolo Mancini in London
The World Health Organization has opened the door to wider use of Covid-19 vaccine boosters, updating its previous guidance when it backed the use of a third shot only in very limited circumstances.
The Strategic Advisory Group of Experts on Immunization now recommends expanding booster programmes alongside the administration of primary doses, with vulnerable people to be prioritised, the WHO said today.
Countries with moderate-to-high coverage in high priority groups should first achieve high booster coverage in those groups, and then offer them to others.
Where primary vaccination coverage is low, authorities should focus on achieving high coverage with two shots.
The panel recommended extending the use of the BioNTech/Pfizer shot to children as young as five with a reduced, 10-microgram dose.
Boosters of that vaccine should be administered four to six months after primary vaccination, and first be given to priority groups, such as older people and healthcare workers.
The spread of the more transmissible variant Omicron has pushed countries to accelerate their booster programmes in their attempts to slow its infection rate. " [2]
"The fast-moving omicron variant may cause less severe disease on average, but COVID-19 deaths in the U.S. are climbing and modelers forecast 50,000 to 300,000 more Americans could die by the time the wave subsides in mid-March. [...]
Despite signs omicron causes milder disease on average, the unprecedented level of infection spreading through the country, with cases still soaring in many states, means many vulnerable people will become severely sick. If the higher end of projections comes to pass, that would push total U.S. deaths from COVID-19 over 1 million by early spring.
“A lot of people are still going to die because of how transmissible omicron has been,” said University of South Florida epidemiologist Jason Salemi. “It unfortunately is going to get worse before it gets better.” [3]
BioNTech muss jetzt mit dem Omicron-spezifischen Booster kommen. Es gibt nur eine Lösung und das ist impfen mit schnell angepassten MRNA-Imfstoffen. Das Know-How dafür sitzt in Mainz.
[1] https://investors.biontech.de/static-files/...-4cfb-a837-bb2bfc65e165
[2] https://www.ft.com/content/...st-d1fb848d-cd24-4448-a85f-a90e8c1ae32f
[3] https://apnews.com/article/...deaths-08f8db29985b992d5ef98ccfa1459eb7
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