BioNTech SE FWB:22UA Price, Chart, News & Insight

BioNTech and Moderna: Two mRNA Giants Chart Different Paths as COVID Revenue Fades

May 6, 2026 · Earnings Analysis

The two companies that changed the world with their mRNA COVID-19 vaccines are now deep into a painful reinvention. BioNTech and Moderna both reported first quarter 2026 results within days of each other, and while the headline numbers tell a familiar story of declining vaccine revenues and widening losses, a closer look reveals two very different bets on what comes next.

BioNTech posted Q1 revenues of €118.1 million, down from €182.8 million a year ago, with net loss widening to €531.9 million. Moderna reported $389 million in revenue, up significantly from the prior year but heavily supported by international government deliveries. Moderna's net loss of $1.3 billion was inflated by a $0.9 billion one-time litigation charge, making its underlying trajectory somewhat less alarming than the headline implies. BioNTech ended the quarter with €16.8 billion in cash while Moderna held $7.5 billion.

Where the two companies diverge most sharply is strategy. BioNTech has made oncology its singular focus, pouring resources into pumitamig, gotistobart, and a growing antibody-drug conjugate portfolio, with six late-stage data readouts expected in 2026. Moderna is playing a broader game, advancing infectious disease vaccines including the world's first approved flu plus COVID combination product, while also pursuing oncology and rare disease therapeutics. Its personalized cancer vaccine intismeran, developed with Merck, will present five-year melanoma data at ASCO in June.

BioNTech is also navigating a manufacturing restructuring affecting 1,860 jobs and the planned departure of its co-founders by end of 2026. Moderna, by contrast, is cutting costs aggressively, with R&D spending down 24% year-over-year.

Both are burning cash to fund their futures. BioNTech is going deep and narrow on cancer. Moderna is going wide across multiple disease areas. Which approach pays off will likely become clearer before the year is out.

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WS Investor 05-06-26

BioNTech Extends Losses in Premarket as COVID Revenue Decline Widens Net Loss

May 6, 2026 · Earnings Report

BioNTech shares fell 2.66% in premarket trading today, extending a 3.88% decline from the prior session, as the German biotech reported a deepening net loss in the first quarter of 2026 driven by shrinking COVID-19 vaccine revenues.

First quarter revenues came in at €118.1 million, down from €182.8 million a year ago, with net loss widening to €531.9 million from €415.8 million in Q1 2025. Diluted loss per share was €2.10 compared to €1.73 a year ago. Despite the losses, BioNTech maintained a strong cash position of €16.8 billion and announced a share repurchase program of up to $1.0 billion over the next twelve months.

Alongside the results, BioNTech announced plans to exit manufacturing sites in Idar-Oberstein, Marburg, Singapore and CureVac facilities, affecting approximately 1,860 positions. The restructuring is expected to generate around €500 million in annual recurring savings once fully implemented in 2029. The company also confirmed that co-founders Prof. Ugur Sahin and Prof. Ozlem Tureci will transition out by end of 2026 to lead a new independent mRNA company, with a successor search now underway.

On the pipeline front, five additional pivotal trials for cancer drug pumitamig were initiated during the quarter, with key data readouts expected throughout 2026. BioNTech reaffirmed its full year revenue guidance of €2.0 billion to €2.3 billion.

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WS Investor 05-06-26

BioNTech to Report First Quarter 2026 Financial Results and Corporate Update on May 5, 2026

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The Investor 04-21-26

BioNTech announced positive Phase 2 trial results for its experimental cancer therapy trastuzumab pamirtecan, developed in partnership with DualityBio, showing promising efficacy in patients with advanced, HER2-expressing endometrial cancer.

In the study, the antibody-drug conjugate achieved a confirmed objective response rate of approximately 48% among evaluable patients, with median progression-free survival of about 8 months. The treatment demonstrated consistent antitumor activity across all HER2 expression levels, including patients previously treated with checkpoint inhibitors.

The trial, involving 145 heavily pre-treated patients, also showed a manageable safety profile, with most adverse effects being low-grade and consistent with similar therapies.

The results, presented at the 2026 Society of Gynecologic Oncology Annual Meeting, highlight the drug’s potential to address a significant unmet need in endometrial cancer, where current treatment options remain limited.

BioNTech plans to advance the therapy into ongoing Phase 3 trials and is targeting a regulatory filing in 2026, subject to feedback from the U.S. Food and Drug Administration.

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Global Finance News 04-13-26

BioNTech announced new clinical data from its late-stage lung cancer portfolio to be presented at ELCC 2026, highlighting progress across multiple therapeutic approaches.

Updated results for pumitamig, a bispecific immunomodulator, reinforced its efficacy and safety profile, while Phase 3 data for gotistobart showed meaningful survival benefits compared to standard treatments in advanced lung cancer.

The company also emphasized advances in antibody-drug conjugates and mRNA-based therapies, supporting its strategy to develop differentiated, combination-driven treatments across all stages of lung cancer.

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Global Finance News 03-24-26

BioNTech reported full-year 2025 revenue of €2.9 billion and a net loss of €1.1 billion while maintaining a strong financial position with €17.2 billion in cash and investments. The company expects 2026 revenue of €2.0–€2.3 billion and plans significant R&D spending as it advances its oncology pipeline, including immunomodulators, antibody-drug conjugates and mRNA cancer therapies. BioNTech anticipates a catalyst-rich year in 2026 with six late-stage clinical data readouts and continued progress toward its goal of becoming a multi-product biopharmaceutical company by 2030.
Source: Globe Newswire

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European Investor 03-10-26

BioNTech announced plans for its co-founders Ugur Sahin and Özlem Türeci to establish a new independent biotechnology company focused on developing next-generation mRNA technologies. BioNTech intends to contribute certain mRNA-related rights and technologies to the new company in exchange for a minority stake, while continuing to focus on advancing its own late-stage clinical pipeline, including immunomodulators, antibody-drug conjugates and mRNA candidates. Sahin and Türeci are expected to transition to leadership roles at the new company by the end of 2026, as BioNTech moves toward its goal of becoming a multi-product biopharmaceutical company by 2030.

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European Investor 03-10-26

BioNTech to Report Fourth Quarter and Full Year 2025 Financial Results and Corporate Update on March 10, 2026

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WS Investor 02-24-26

BioNTech announced that the U.S. Food and Drug Administration has granted Fast Track designation to its investigational mRNA cancer immunotherapy candidate BNT113 for the treatment of HPV16-positive head and neck squamous cell carcinoma expressing PD-L1.

The designation is based on early safety and efficacy data from the ongoing Phase 2/3 AHEAD-MERIT trial, which is evaluating BNT113 in combination with pembrolizumab as a first-line therapy for patients with unresectable recurrent or metastatic disease. Fast Track status allows for more frequent interaction with the FDA and is intended to speed up development and regulatory review for therapies addressing serious conditions with unmet medical needs.

BioNTech said BNT113 targets HPV16-related tumors by inducing virus-specific anti-tumor immune responses, an area where no approved targeted treatments currently exist. The company highlighted head and neck cancer as a key focus within its oncology pipeline, as HPV-positive cases continue to rise globally and current treatment options offer limited long-term survival.

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European Investor 01-22-26

BioNTech Completes CureVac Acquisition After Exchange Offer

BioNTech SE has completed its exchange offer to acquire CureVac N.V., with about 86.75 percent of CureVac shares tendered. The transaction was finalized with the issuance of BioNTech ADSs to CureVac shareholders, marking the formal close of the acquisition.

Source: BioNTech press release

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WS Investor 12-22-25

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