BNTX

BioNTech SE

stock all instruments
+0.0
net board stance what this means
99.51
-4.1% · close 2026-09-08
+6% / +15% / -3%
1m / 3m / 12m
-135%
vs SPY since 2021-11-13
44%
of 52w range · -16.6% off high
hit rate as primary

Where we stand — 0 live ideas

No active idea holds this ticker. Anything below is history.

Where the winds are blowing

NET BOARD STANCE, LAST 60 EPISODES — rising = the besties are building this position, falling = abandoning it. Replayed from score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the talk lead the tape or follow it?

Who's pushing which way

each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

Chamath
Chamath w=0.84 equities
3 ideas (0 live) · last heard E134
+2
pushes up
Friedberg
Friedberg w=0.87 equities
3 ideas (0 live) · last heard E113
+2
pushes up
Sacks
Sacks w=0.97 politics-market
2 ideas (0 live) · last heard E159
+0
neutral
Jason
Jason w=0.97 equities
1 idea (0 live) · last heard E113
-1
pushes down
Brad Gerstner
Brad Gerstner w=0.95 equities guest ×1.0
1 idea (0 live) · last heard E134
-2
pushes down

Track record on BNTX

No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.

ideacallplayverdictRαclosed
📈 Boosters become routine — recurring revenue for the mRNA vaccine makers ▲ LONG adjacent MISS -28.5% -37.0 2022-01-16
📈 COVID vaccine reckoning collapses trust in vaccination ▼ SHORT adjacent HIT +34.0% +12.1 2024-01-27
🏛️ Biological Patriot Act: vaccine passports and private mandates arrive and get upheld ▲ LONG adjacent PARTIAL +10.5% -4.2 2022-03-06

The tape — what was actually said

every capture on any idea holding BNTX, newest first · quotes verbatim, timestamps deep-link into the episode

Sacks Sacks support ×2 ▼ on 📈 COVID vaccine reckoning collapses trust in vaccination E159 · 2023-12-29 ▶ 50:20
The reason why they are off so much is because of a massive drop in demand for PaxLavit and for COVID boosters. Apparently, people do not see the value in those products. ... I would say that the company is also suffering from a credibility crisis by not leveling with the public about the efficacy and safety of their vaccines.
Brad Gerstner Brad Gerstner support ×2 ▼ on 📈 COVID vaccine reckoning collapses trust in vaccination E134 · 2023-06-24 ▶ 1:00:03
Why can't we have an authentic postmortem about the efficacy of the Covid vaccine without being shamed?
Sacks Sacks support ×2 ▼ on 📈 COVID vaccine reckoning collapses trust in vaccination E134 · 2023-06-24 ▶ 1:02:55
We were injected with an experimental mRNA treatment because we got hoodwinked by the media into thinking it would prevent us from ever getting Covid, which it did not do. Two months later, I got Delta variant.
Chamath Chamath support ×3 ▼ on 📈 COVID vaccine reckoning collapses trust in vaccination E134 · 2023-06-24 ▶ 56:45
But we ran something through and we allowed it to be labeled a word that misappropriates what it is. It's not a vaccine. And the problem with that is that it now makes people mistrust the measles, mumps and rubella vaccine. That's crazy. You shouldn't mistrust the MMR vaccine or DTaP. But because those things are lumped in with the same thing as a Covid vaccine that is at best 30 or 40 percent efficacious, we have these problems.
Sacks Sacks support ×2 ▼ on 📈 COVID vaccine reckoning collapses trust in vaccination E126 · 2023-04-28 ▶ 1:13:16
Now, I don't know if he was right about those vaccines, but I do know that he's right in the case of COVID. They had an incentive to push this dubious mRNA shot on us so that we get boosted a zillion times.
Jason Jason support ×1 ▼ on 📈 COVID vaccine reckoning collapses trust in vaccination E113 · 2023-01-27 ▶ 1:10:52
I'm not getting boosted again, no.
Chamath Chamath support ×2 ▼ on 📈 COVID vaccine reckoning collapses trust in vaccination E113 · 2023-01-27 ▶ 54:05
because of all this, it probably is reasonable to take a step back and have a commission that just uncovers all of this stuff
Friedberg Friedberg support ×2 ▼ on 📈 COVID vaccine reckoning collapses trust in vaccination E113 · 2023-01-27 ▶ 59:02
You know, you start to question. I think we will start to see people question whether those are appropriate.
Sacks Sacks support ×3 ▼ on 📈 COVID vaccine reckoning collapses trust in vaccination E113 · 2023-01-27 ▶ 1:00:39
one of the costs of this policy is going to be that people will stop trusting vaccination in general
Sacks Sacks support ×2 ▲ on 🏛️ Biological Patriot Act: vaccine passports and private mandates arrive and get upheld E60 · 2021-12-23 ▶ 1:23:43
You've now got the unvaccinated treated as some sort of untouchable class of citizens who aren't able to leave their house except to buy food and medicine. ... Boston just announced they're banning unvaccinated people from going to all restaurants, bars, nightclubs, sport arenas, fitness centers, movie theaters and on and on it goes.
Friedberg Friedberg support ×2 ▲ on 📈 Boosters become routine — recurring revenue for the mRNA vaccine makers E59 · 2021-12-17 ▶ 46:19
But it's certainly the case that this is not a one strain, one shot and done pandemic. This is an endemic circumstance. We're going to be in this for a while.
Sacks Sacks oppose ×2 ▲ on 🏛️ Biological Patriot Act: vaccine passports and private mandates arrive and get upheld E59 · 2021-12-17 ▶ 50:01
the little stupid vax card that you have to show everywhere to get like popcorn at a movie theater like, you know, in San Francisco. It doesn't do anything because vaccinated people can spread it too. So that doesn't do anything.
Friedberg Friedberg support ×2 ▲ on 📈 Boosters become routine — recurring revenue for the mRNA vaccine makers E57 · 2021-12-04 ▶ 24:04
It'll be a seasonal disease and it'll be something like the flu in terms of how it cycles each year. And it seems unlikely that it's going to be eradicated through vaccination.
Friedberg Friedberg support ×2 ▲ on 🏛️ Biological Patriot Act: vaccine passports and private mandates arrive and get upheld E49 · 2021-10-02 ▶ 38:31
I mean, if you're going to mandate, if you're going to mandate vaccines for workplaces and mandate vaccines for schools, you know, the NBA is going to, you know, not be kind of excluded here. It's what it is.
Chamath Chamath support ×2 ▲ on 📈 Boosters become routine — recurring revenue for the mRNA vaccine makers E40 · 2021-07-16 ▶ 15:05
I have another crazy statement here, which is that if you take the the case fatality rate of COVID, and now you think about the fact that there's going to be call it 60% of America that's vaccinated, and then every six months we'll be getting boosters.
Friedberg Friedberg support ×3 ▲ on 📈 Boosters become routine — recurring revenue for the mRNA vaccine makers E40 · 2021-07-16 ▶ 13:15
if you put a different RNA strain, RNA sequence into your body, which Moderna and Pfizer have slightly different sequences, you end up creating different antibodies and having more diversity of antibodies can kind of provide greater immunity. So it's almost certain we're going to get boosters and that we're going to end up seeing them hit the market next month.
Chamath Chamath support ×3 ▲ on 🏛️ Biological Patriot Act: vaccine passports and private mandates arrive and get upheld E24 · 2021-03-06 ▶ 42:09
I'm going to put another marker out there, by the way, because like, you know, there may be something like this in New York. I think most cities will have to have them. ... So I think that there's going to be these biological patriot acts, unfortunately. And then the second thing that I'll say is that I do think that it will get litigated to the Supreme Court. And I think that narrowly, what will come down is that businesses will be able to decide.
Sacks Sacks oppose ×2 ▲ on 🏛️ Biological Patriot Act: vaccine passports and private mandates arrive and get upheld E24 · 2021-03-06 ▶ 39:58
Well, I just think proposals like this are I think they're going to fade away very quickly once COVID is over.