If you want to know about these two companies, MRNA and BNTX, you need to go through entire thread. Lot of it discussed.
This is Medical field, esp drug production, never ends as long as humans co-exist with disease in the world !
Good Summary by Hanera:
His investment thesis for MRNA and BNTX is not Covid only. It is the mRNA platform. Covid is the first successful application of the platform which would bring in the necessary cash to fund development of other applications.
For MRNA company, they found a solution, using a new technology called messenger RNA, within 2 days of sample from China, but testing took more than 9 months to get it approved, they have 94.5% efficacy which is eradicating covid-19 soon.
Remember US exceeded 200k/day infection and is now around 65000/day range. Both MRNA and BNTX company got appx 15 Billion orders where appx 40% will be profits (expecting it).
This will make the cash surplus, and they have 20 different products (listed in this thread). By next year, they will continue half of the covid vaccines and then very likely get approved from 20 different products. They technology is completely AI design with sample from disease, have long way to grow next 10 years.
Last one year, MRNA growth is 834%, compare TSLA 364% (Looks like stabilized). Once results are out on Feb 25th, depending on profits company may likely go up.
Presently, both BNTX and MRNA is getting pull back. I expect this to grow further, holding both shares.
You do not need to look for CEO track record, but company fundamentals are really great (IMO).