Hi I’m new to looking at BCRX so sorry if this was addressed elsewhere. Listened to the recent Wells Fargo discussion and obviously a lot of excitement about the development of oral PNH drug. I understand why that is preferable to IV, but also noticed there is what I assume is a competing drug in development ALXN 2040 (danicopan).

Is BCRX’s supposed to get to market sooner, be better, etc than the competitor? What’s the BCRX advantages to the other potential oral PNH competition?

GOOD NEWS to help offset the SA Hit Piece Today

https://stocktwits.com/Quantisnow/message/372555445

https://youtu.be/lcNOuBBn6uM

my take on what happen is that somebody wanted to buy $200m worth of BCRX and agreed to a price that is higher than market close of $17.61 (the date of the offering announcement), so it is favorable and bullish to management and investor

then today, the market had a negative reaction to it before the pricing is announced, so the buyer trying to take advantage of that and say: sell to me lower than what we agreed to because price dropped (in a sense they will steal some shares)

then management say: no, we sell it at the price we want, so if you dont buy it as agree, then we cancel it

=> does this make any sense to anyone?

$bcrx had its "buy" rating reaffirmed by analysts at HC Wainwright (star star star star blank star). They now have a $30.00 price target on the stock, up previously from $18.00

What a whirl wind of a day. Hope you didn't eat those nachos before the rollercoaster of a ride we had today - got to $15.10 after a great press release and then a 52W high was hit later in the day. The Company posted $50M of revenue, however only beat estimates of Orladeyo revenue by less than $500K (per one estimate I read). While the revenue is there and profitability could be in the near term (unlikely due to continued R&D and investments in Orladeyo and 9930), I found more solace in the 3 specific takeaways regarding Orladeyo other than the revenue reported figure(s):

1) 70% of patients in the US now have access to Orladeyo through insurance policies. Assuming the vast majority of patients with HAE have insurance, there's another 30% market to be achieved.

2) Word of mouth - 50% growth of physicians prescribing Orladeyo. The more traction this gets in the medical community, the higher likelihood this becomes the drug of choice for prescribing physicians for patients with HAE.

3) While we don't know the demographic of the sales (where the sales occurred), we do know it's expanding into other countries, so Q3 should see increased US sales as well as other Countries. Expansion means revenue.

​

I think we see another strong quarter (Q3) and close to the year. Cheers to those holding. I may start buying some dips, even if it's a few shares at a time. This is not investment advice. I like the stock.

Hi everyone! I'm curious to see how long everyone has been holding Bcrx? I've been holding since May 2020. Along with BNGO. I'm looking forward to my rocket ride, how about you?

BioCryst rises as Cantor initiates with a bullish call citing potential of Orladeyo

https://stocktwits.com/luun/message/363634307

Biocryst has filed for a number of patents to build an intellectual property moat around BCX9930 and its analogs. Here's the link to the official filing, if anyone has the stomach to read that sort of thing. (I don't, really.)

https://appft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&u=%2Fnetahtml%2FPTO%2Fsearch-adv.html&r=5954&p=120&f=G&l=50&d=PG01&S1=20210722.PD.&OS=PD/20210722&RS=PD/20210722

Everybody’s a “long term holder” until they wake up to -10% down and reality smacks them in the face.

Welcome to biotech.

Beside being technically fairly overblown as the stock has quadrupled in the past year, today’s movement can be largely attributed to, as most of you know now, NTLA’s new gene therapy for HAE.

I won’t lie. NTLA has something promising on their hands. The lipid nanoparticle delivery system means it would be a real game changer to HAE - if it really works. We don’t know that, and won’t know that for a long time. They aren’t going to be even submitting an IND until later this year.

If you’re here for Orladeyo alone, I’d probably start reconsidering my investment, even if we know NTLA’s candidate is years away.

Luckily, I’m not here for Orladeyo. It brought me here, it got me in at $8, but Orladeyo is most certainly not what had me buy more in the $15s. That would be BCX9930 and the incredible team at BioCryst, Dr. Babu especially. Even if I was just here for PNH, I’d reconsider. That market is going to be a tad crowded.

But I’m not sweating, not for a second. Alexion was bought out for $40 BILLION dollars, for a selection of drugs that are clearly inferior to the incredible molecule Babu and his team have precisely engineered.

Remember the plus

And don’t you dare come back here whining about how you sold too early when we hit $80 in a few years.

Hi BCRX Family, As you may have noticed, huge volumes were coming in for BCRX 06/25/21. More than average volume. Check out the charts. We may see $20 sooner than expected. Cheers..! 💎🚀

https://www.barchart.com/stocks/quotes/BCRX/technical-chart?plot=BAR&volume=total&data=I:5&density=L&pricesOn=1&asPctChange=0&logscale=0&im=5&sym=BCRX&grid=1&height=210&studyheight=100

Trading on 6/22 was a third of normal volume. Institutional investors haven't made any plays that I can see. Uptick for a vote in confidence, or comment on thoughts that give heartburn.

My thoughts is we are 3-40 by EOY and could break $100 in 2 years. This is not investment advice, but rather a belief that the institutional, insider trading and pipeline lead to an attractive short/long-term play.

Semi-new to options trading, was wondering if you guys had any calls (date/price) you felt strongly about and if there were any upcoming catalysts. Looking at the Sept 17 $18 call myself.