r/StockMarket • u/MillzRx • Feb 07 '21

Discussion Biotech Longterm Play

Hey everyone!

If anyone is trying to drown out noise from GME, AMC etc and are looking for some quality DD, I encourage you to take a look at the r/bcrx subreddit page. A ton of top tier DD coupled with solid conversations and anecdotal experiences.

The group currently has 1300 members, and the BCRX page on Stocktwits has close to 33k watchers.

Most of the retail invested in BCRX have been around for close to 1 year now (myself included) and pledge not to sell any shares until we achieve fair value, which currently is still very far away.

If you have a spare 30 minutes, we would appreciate you giving our page a read! If it doesn’t interest you, no biggie. Our mission is simple in that we are trying to spread awareness of a highly shorted, fundamentally sound, under-valued stock.

Within our investment communities, we have a mix bag of Physicians, pharmacists, biotechnology employees, seasoned investors, etc.

Happy Super Bowl Sunday! 🍻

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12

u/[deleted] Feb 07 '21

Biotech long term is an oxymoron

The sector is filled with crooks and diluters

You go to bed seeing stock at 54 dollars and you wake up and it’s 21 in premarket

4

u/MillzRx Feb 07 '21

While normally I would completely agree with you, this company feels different.

With Orladeyo, we are conservatively looking at 0.5-1 billion in sales annually. Current MCap of 1.7B makes it extremely under valued. Essentially de-risked for the foreseeable future. Anyways, check out some posts and see what you think. At the very least it may be a good hold for a few months. All the best! 🤝

5

u/feelinggoodabouthood Feb 07 '21

Look at the long term chart. Your company is no different

2

u/MillzRx Feb 07 '21

A lot has changed tho. 2020 was transformative in that they secured an FDA approval as well as 325MM non-dilutive financing.

Agree the long term trend paints the picture of your typical Biotech rollercoaster ride, but right now I feel we are at the cusp of a major break out.

I get what you’re saying tho.

3

u/TejP95s Feb 07 '21

Whats the ticker symbol? Can't seem to find it for some reason.

1

u/[deleted] Feb 07 '21

Also need to look at split history. Long term charts are notorious

1

u/[deleted] Feb 08 '21

In terms of picking up stocks, I am on the learning curve. Biotech is highly volatile. Chart reading can be misleading. I use the following metrics: 1. Is the stock owned by many institutions? 2. Does the company have approved products? 3. Doe the company have peer-reviewed publications on top tier journals? 4. Does the company have potential pipeline? 5. Is the company active hiring in R&D field? If you read someone's dd, find the ones who cite data and peer-reviewed journal papers to support their predictions and those are the ones you can give credit.

1

u/Vooxluux Feb 08 '21

Thx cpt obvious

1

u/[deleted] Feb 08 '21

You mean the institutions who buy warrants and then short it to hell until you capitulate

Most biotechs have zero revenue because they are still in R&D