https://seekingalpha.com/article/4381842-investing-visionaries
Investing With The Visionaries
Oct. 27, 2020 4:50 PM ET | Includes: BNTX, FTCH, TOBAF
- My search for the next Microsoft is never ending.
- Taat Lifestyle, BioNTech, and Farfetch are strong candidates. (..)
All of us are familiar with the Visionaries of yesterday and yesteryear. They are the ones whom history has, rightfully, designated as the giants of their age. Those investors who were either wise enough or fortunate enough as to accompany these people on their travels that changed their industry, if not the world, have been richly rewarded and likely do not feel the need to continue to read this article. Those are the investors who were early in the game to recognize that Steve Jobs of Apple (AAPL), Bill Gates of Microsoft (MSFT), and Phil Knight of Nike (NKE) to name only a few , were so much more than competent business people. They were the dreamers of their age and have through their dreams changed the world in which we live today.
Hopefully, we do not have to spend too much time nor argue too vehemently to agree that the list of today's Visionaries must include both Elon Musk, Founder of Tesla (TSLA) and Ethan Brown of Beyond Meat (BYND). These companies have already created an important chapter in the world of corporate excellence and will surely continue to do so in the years and decades to come. These notorious innovators and cheerleaders with their unlimited energy and gall have created great fortunes not only for themselves but for those who joined them in the early stages of their mission.
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For this article, I have identified three companies whose founders appear to have all the ingredients needed to move their companies to the point where future investors will look upon them as examples of what is possible if one can join the quest for greatness in the early innings.
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My next candidate is Mainz, Germany based biotech BioNTech SE ADR (BNTX). While it could be argued that this $22 billion market cap firm is no longer in its first inning of success, I submit that it is still early enough after completing a more detailed DD which, of course, is highly recommended for all investment commitments. Its current price of $89.00 versus its 52 week low of $16.00 does indicate, however, that it may be prudent to wait for a possible pullback before committing your investment dollars.
BioNTech is focused on our ongoing fight against cancer. It has a number of potential drugs against solid tumors, pancreatic and other cancers, as well as for multiple solid tumors, in Phase I and Phase I/II trials. Its Visionary, Ugur Sahin, is committed to find the solution that would replace Chemotherapy which basically poisons the entire body, with a procedure that would attack only the affected cancer cells that should be destroyed.
The company is partnering with some of the great biotech and pharma firms including Genentech, Sanofi (SNI), Genmab (GMAB), which I reviewed in an article dated October 2, Eli Lilly (LLY) , BayerAg (BYRY) , Pfizer (PFE), and Regeneron (REGN) among a number of others.
Finally, BioNTech and Pfizer are expected to file for emergency Use Authorization by mid November with the FDA for their coronavirus vaccine candidate BNT172b2. (..)
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