Analyst Evaluates BioNTech Pipeline Using LLMs

An analyst revisits BioNTech in early 2026, using LLMs (Gemini and ChatGPT) to model its oncology-focused pipeline and financials. The LLMs produce risk-adjusted NPV scenarios—base €7–8bn, bull €14–15bn, bear €2–3bn—against €17.2bn cash and ~€22bn market cap. The analysis finds potential undervaluation but highlights regulatory, competition, and valuation uncertainties, leading the author to remain cautious.