BNTX is about to go full send at ASCO and nobody’s talking about it 🚀🧬
Alright degenerates, gather round. While you’re all jerking it to Nvidia calls, BioNTech is quietly about to drop the most loaded ASCO presentation in years starting May 29th and the risk/reward here is genuinely retarded in our favor.
Full clinical pipeline
https://www.biontech.com/int/en/home/pipeline-and-products/pipeline.html
2026 ASCO BioNTech Abstracts
Prior DD
https://www.reddit.com/r/wallstreetbets/s/HaiJLE1Mqv
THE SETUP:
These guys took their COVID vaccine money (€16.8B cash on hand, yes BILLION) and went full mad scientist building a cancer drug empire. Now the bill comes due. Multiple late-stage readouts hitting in 2026 and ASCO is the opening act.
WHY YOU SHOULD CARE:
Pumitamig vs Keytruda (ROSETTA Lung-02 Phase 2) — They are literally bringing a knife to a Merck gunfight. Their PD-L1 + VEGF-A bispecific goes head-to-head against the $25B/year king of oncology in first-line lung cancer. If the Phase 2 data shows comparable or better efficacy, Phase 3 is already enrolling and the market is going to price in a Keytruda killer. TSM of the oncology world moment.
Gotistobart (PRESERVE-003 pivotal data) — Next-gen CTLA-4 that doesn’t wreck your immune system like Yervoy. Squamous NSCLC second line, already showed OS benefit at ELCC in March. Pivotal stage interim could land AT or RIGHT AFTER ASCO. FDA fast track + orphan drug designation already in pocket.
HER2 ADC BLA filing this year — Trastuzumab pamirtecan targeting HER2-low breast cancer. A whole new patient population. BLA drop in 2026. This one’s basically the bonus content.
THE BULL CASE IN ONE SENTENCE:
One positive pumitamig readout and suddenly BioNTech isn’t “the COVID vaccine company that got lucky” — they’re a legitimate multi-product oncology empire with 15 Phase 3 trials running and €16.8B to fund all of it.
POSITION June 18th 100$ calls - $60,000