BioNTech (BNTX) maintains a &#34;Strong Buy&#34; rating due to positive phase 3 data for gotistobart in second-line squamous NSCLC patients, showing a substantial reduction in the risk of death compared to docetaxel. Upcoming pivotal phase 3 data in 2026 and pipeline expansion into other cancers represent significant future catalysts. The company's robust cash position, strengthened by a $1.5B upfront payment from Bristol-Myers Squibb, further supports its extensive clinical development and strategic acquisitions.

BNTX

<p>BioNTech (BNTX) 维持 “强烈买入” 评级，原因是其在二线鳞状非小细胞肺癌患者中获得了积极的三期数据，显示与多西他赛相比，死亡风险显著降低。即将在 2026 年发布的关键三期数据以及向其他癌症领域的管线扩展代表了未来的重要催化剂。该公司强劲的现金状况得益于来自百时美施贵宝的 15 亿美元预付款，进一步支持其广泛的临床开发和战略收购</p>

BioNTech：在下一代抗 CTLA-4 药物 Gotistobart 第一阶段成功后，维持 “强烈买入” 评级