Biotech ( BNTX ) stock is down nearly 20% at the time of writing after the German company posted a Q4 loss, issued muted guidance, and said its co-founders will leave at the end of this year.
CEO Ugur Shahin and Chief Medical Officer Ozlam Tursi, who founded BNTX during the financial crisis in 2008, will launch the new biotech startup in late 2026, the press release confirmed.
High so far this year, BioNTech stock is now down nearly 30%.
BNTX stock is worth buying on the dip today as the market seems to be misinterpreting an upcoming leadership change.
While investors may read this as a sign of volatility, it can actually be a significant positive for the company’s long-term health. why? Because BioNTech SE said it would “contribute related rights and mRNA technologies” to its partners’ new startups in exchange for a minority stake and milestone payments.
This means that BioNTech is promoting a low-risk, high-reward model. Spinning off early-stage R&D to the new company will enable it to reduce overhead costs while retaining call options through sales concessions.
In short, it plans to outsource innovation to its partners, positioning itself to focus entirely on development to become a multi-product powerhouse by 2030.
Outsourcing cost-effective early-stage R&D will help BNTX reallocate capital to its high-potential assets including PD-L1/VEGF for advanced cancers.
Meanwhile, the biotech company is set to read seven late-stage data this year, which could help boost its stock price significantly further.
Investors should also consider picking up BioNTech shares as this morning’s crash has pushed its Relative Strength Index (14-day) into the mid-20s, indicating the potential for a near-term rebound.
Additionally, the company’s price-to-sales (P/S) ratio is currently less than 7x, making it cheaper than its industry peers in 2026.
Investors can also take heart in the fact that investors have not yet thrown in the towel on biotech.
The consensus rating on BNTX shares remains at “Strong Buy,” with an average target of around $142 indicating a potential upside of nearly 70% from here.
