SCHEDULE: MH-LT-Investments, Hothum Exit CureVac Holdings via BioNTech Exchange

MH-LT-Investments GmbH and Dr. Matthias Hothum have completed the exchange of all their CureVac N.V. shares for BioNTech SE securities, marking their exit as beneficial owners.

Summary

• MH-LT-Investments GmbH and Dr. Matthias Hothum (the "Reporting Persons") have filed an Amendment No. 3 to their Schedule 13D, which serves as a final "exit filing."
• The Reporting Persons tendered all their Common Shares of CureVac N.V. into an exchange offer made by BioNTech SE.
• The Exchange Offer expired on December 3, 2025, at 9:00 a.m. Eastern Time.
• The tendered shares were accepted for exchange and transferred to BioNTech in a capital increase for BioNTech shares, which took effect upon registration on December 10, 2025.
• As a result of this transaction, the Reporting Persons no longer beneficially own any securities of CureVac N.V.
• The Reporting Persons expect to receive the full consideration to which they are entitled under the Exchange Offer on or about December 15, 2025.

Sentiment

Score: 7

Explanation: The sentiment is neutral to slightly positive for the reporting persons as they successfully completed their divestment. For CureVac, it signifies a change in its shareholder base due to a successful exchange offer by BioNTech, which could be seen as a strategic shift or validation, though the filing itself is an administrative update on ownership.

Positives

• Reporting Persons successfully divested their entire stake in CureVac N.V. through the BioNTech exchange offer.
• The transaction provides a clear and complete exit strategy for the Reporting Persons from their CureVac investment.

Negatives

• No direct negatives for the reporting persons or CureVac N.V. are explicitly stated in this exit filing, which primarily reports a completed transaction.

Risks

• No specific risks are mentioned in this exit filing, as it reports a completed transaction rather than ongoing operations or future uncertainties.

Future Outlook

The Reporting Persons expect to receive full consideration from the Exchange Offer on or about December 15, 2025.

Industry Context

This transaction reflects ongoing consolidation or strategic realignments within the biotechnology and pharmaceutical sectors, particularly concerning companies involved in mRNA technology, where BioNTech and CureVac operate. Such exchange offers can be a mechanism for larger players like BioNTech to acquire stakes or integrate assets from other companies, potentially impacting competitive dynamics and shareholder structures within the industry.

Stakeholder Impact

• Shareholders (CureVac N.V.): This filing indicates a change in the shareholder base, with MH-LT-Investments GmbH and Dr. Matthias Hothum no longer holding shares. This could be part of a broader strategic move by BioNTech, potentially impacting CureVac's ownership structure and future direction.
• Shareholders (BioNTech SE): The capital increase for the issue of BioNTech shares as consideration means new shares were issued, potentially diluting existing BioNTech shareholders, though this is a standard part of such exchange offers.

Next Steps

• Reporting Persons to receive full consideration from the Exchange Offer on or about December 15, 2025.

Key Dates

Keywords

CureVac N.V., BioNTech SE, Schedule 13D/A, Exchange Offer, Share Tender, Beneficial Ownership, Exit Filing, MH-LT-Investments GmbH, Dr. Matthias Hothum, Biotechnology, Pharmaceuticals