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Interesting point. I agree that they have expanded their scope beyond mRNA, and that mRNA is no longer their number one priority. However, they still have twelve ongoing mRNA trials. The most important ones are BNT122, BNT113, and BNT116, which are all in Phase 2/3 studies and will have significant data readouts this year. With the acquisition of CureVac, they now have the largest mRNA IP portfolio in the market, surpassing even Moderna. They can pivot into more products if they see an opportunity. 
Regarding Pumitamig, the slight difference is that it is a PD-L1/VEGF inhibitor, not a PD-1/VEGF inhibitor, which may result in lower toxicity (Important for combinations with ADCs).
This brings me to my next point. Mono therapy will be replaced by "novel-novel combinations" in the next few years. The Biontech founders are geniuses in the field of oncology and have been talking about and preparing for this for years. They developed and acquired the entire arsenal, including their own PD-L1/VEGF inhibitors, ADCs, and mRNA products, with full worldwide rights and a solid IP foundation exactly with this in mind. They also partnered with BMS to advance this approach with what you call clinical development excellence. The market doesn't see this yet, but it becomes clear when you look at Biontech's pipeline under "Innovative Combinations."
https://www.biontech.com/int/en/home/pipeline-and-products/pipeline.html?combination=combinationInclude
I see no other pharma company which has this vision or capabilities yet.

Interesting point. I agree that they have expanded their scope beyond mRNA, and that mRNA is no longer their number one priority. However, they still have twelve ongoing mRNA trials. The most important ones are BNT122, BNT113, and BNT116, which are all in Phase 2/3 studies and will have significant data readouts this year. With the acquisition of CureVac, they now have the largest mRNA IP portfolio in the market, surpassing even Moderna. They can pivot into more products if they see an opportunity. 
Regarding Pumitamig, the slight difference is that it is a PD-L1/VEGF inhibitor, not a PD-1/VEGF inhibitor, which may result in lower toxicity (Important for combinations with ADCs).
This brings me to my next point. Mono therapy will be replaced by "novel-novel combinations" in the next few years. The Biontech founders are geniuses in the field of oncology and have been talking about and preparing for this for years. They developed and acquired the entire arsenal, including their own PD-L1/VEGF inhibitors, ADCs, and mRNA products, with full worldwide rights and a solid IP foundation exactly with this in mind. They also partnered with BMS to advance this approach with what you call clinical development excellence. The market doesn't see this yet, but it becomes clear when you look at Biontech's pipeline under "Innovative Combinations."
https://www.biontech.com/int/en/home/pipeline-and-products/pipeline.html?combination=combinationInclude
I see no other pharma company which has this vision or capabilities yet.