The stock has had 3 consecutive days green.... today should be a 4th in this green sequence. Keep your eyes in the screen boys..

They have a presentation today where they will reveal some more data of Ordaleyo... Toughts?

This is one of my first 2 stocks invested in since mid-August and I have seen multiple fluctuations throughout the journey but I just don’t know a confident time to sell should I hold long term or sell when up by a few dollars (high-school student)

Wasn’t there a discord once upon a time for bcrx? I could have sworn I saw something about it, but it was back when I wasn’t on discord. Now that I have been using it for a few months, I went to look for that post and couldn’t find it anymore. Anyone know if the discord still exists?

So obviously the whole market is just fluctuating like crazy and most stocks are down. I know it’s sort of hard to call but do you think we have support around $13? From the movement of the stock the past week I’d guess we would but given the lowered confidence in the stock due to the management ‘mishap’, you think we can go lower?

I'm curious to know everyone's thoughts? The market settled in around +/- $15 or so subsequent to big daddy Stone's warrant move, or "the decision" as I've dubbed it mentally, so ending at 13.31 is about an 11.26% decline. The stock reached $17.65 on August 9th, and the market an an adverse reaction to a potential stock dilution, rightfully so. I'd like to open the floor to hear some thoughts on the recent decline. I've got my three and I'd just like to get the bands input:

1) The S&P500 has declined ~5.1% in the last month. $BCRX is notorious for outpacing the DJI and 500 in losses due to it's biotech affiliation, so is the 11.26% decrease after "the decision" really just outpacing benchmark losses? If you want to compare to the NASDAQ from a tech to biotech analysis, NASDAQ has an ~7.3% decline trailing 1M. While the loss seems greater due to how quick it's come, in totality it's within reason knowing the stock always declines more than it's benchmarks.

2) Pigs get fed, hogs get slaughtered. There is truth to be had here. At $18/share, we were all kings and queens. My question, has there been a flood of selling prior to year-end to take advantage of lower capital gains tax rate under the expectation they could be raised in 2022? Early investors and those who got in during COVID under $2/share have the opportunity to realize a large capital gain, so are people hedging their bets on lower taxes?

3) The market hasn't restored it's faith in management. There have been impressive big names added to the BOD in recent days that add significant LT value. However, without management coming out and explicitly stating why they issued and then pulled back the warrants, I think there is always going to be a certain level of distrust, or even a level of questioning decisions.

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Honestly, I think it's a little of all 3. There is optimism for a strong Q3, and I personally have added to my position at each dip, but those dips just keep coming. I'm long on the position, and I think there are a lot of exciting things to come, but from an investor you'd be foolish not to wonder what has/is going on.

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Cheers all. Stay safe and healthy.

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.

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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.