Any opinions on Moderna vs BioNTech with a long-term horizon in mind?
I think there's a lot to like about both companies. BioNTech has the better pipeline but Moderna is better positioned financially and geopolitically. I like BioNTech's leadership around Ugur Sahin & Özlem Türeci (who are actual scientists) a lot – especially compared to Moderna's Stephane Bancel (businessman).
Also lots of insider selling going on at Moderna, but that doesn't necessarily mean much.
Thinking a solid compromise might just be buying them equally 1:1 vs trying to pick a winner.
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