Jitin Goyal

Those who are selling at these levels after the Powerco deal announcement are absolute morons.

Rumours circulating that Editas has received an offer to be acquired at a valuation of $1.5 bn

This stock will be trading at $17-20 in a couple of weeks.

Massively undervalued stock. Average analyst price target is $16, highest is $30. Crazy that it’s trading at such low levels right now.

Stifel analyst Dae Gon Ha upgraded Editas Medicine (NASDAQ: EDIT) from Hold to Buy with a price target of $17.00 (from $9.00).

The analyst comments "We are upgrading EDIT shares to Buy and increasing TP to $17 (vs. $9 previously). We think EDIT-301's (sickle cell disease [SCD]) progress has received minimal credit from investors. But with YE23 goal to dose n=20, in addition to important regulatory insights expected from exa-cel (CRSP, covered by Stifel colleague Ben Burnett), we think EDIT-301 deserves a fresh look. Within, we discuss the disconnect between EDIT and CRSP valuations - at comparable time points in development, EDIT-301's clinical profile thus far (vs. exa-cel), our optimism - both clinically and regulatory - in EDIT-301's strategy (i.e., HBG1/2 promoter region), market receptivity - and TAM - for follow-on gene editing like EDIT-301, and potential upside from the IP dispute.

https://www.streetinsider.com/dr/news.php?id=22214328

Of course a miracle can happen. But for a prudent investor there is no case to remain stuck with $NVAX. If you get out even now and hop on the $BNTX gravy train you can still win.

$NVAX investors: I know you are emotionally invested in the company, but consider the facts. $BNTX and $MRNA have sold billions of shots this year and they have a massive order book for ‘22 & ‘23. There is a huge treasure trove of data about their real-world safety and effectiveness. The UK study shows that mRNA boosters are the most effective ones even though others also work. And it is a known fact that with an mRNA platform new versions of the vaccine can be created in a very short period of time, so mutations can be dealt with. In comparison, $NVAX hasn’t even applied for FDA approval as yet, has made no actual deliveries, and is known to be struggling with production issues except through SII. And SII won’t get approval in India until FDA approves; also SII’s ability to export outside India is determined by the govt of India. If omicron spreads in India they will quickly ban all exports as they did earlier this year.

$BNTX shareholders are extremely weak minded. That is the main reason why the stock is unable to rise to its true value. Market cap of $BNTX should be at least equal to, in fact significantly higher than, that of $MRNA. So the stock price should not just be higher than $MRNA, it should actually be twice. But the shareholders are too fickle-minded.

$MRNA is much better than $BNTX. At marketing.