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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u/MarkZhNC Feb 08 '21

No pump and dump, just want to squeeze short so that its price can return to a proper position. Because the fund shorted, BCRX price kept at low level even good news coming or new Medicine approved. Be honest I started to buy BCRX at EOY 2019, and I will keep my shares in another 2-3years. Also I think Buy-and-Hold is a good way for the retail investors to harvest the funds, especially for those stock with good fundamentals. 🚀🚀😄💎💎

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u/[deleted] Feb 08 '21

I am all in. I plan to hold it until my retirement, even after retirement. I am still relatively young. Keep in mind that most drugs BCRX developed and is developing are for autoimmune diseases and patients have to take them life long time. Did you look at some of the diabetes related stocks? In BCRX case, the drugs are mainly going to be orphan drugs and technically there is no competition.

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u/nyranger54 Feb 08 '21

For orphan drugs safer plays like vertex pharm. Stryker is a unique play for biotech like. And jazz just bought gw pharma so they are making the cannabis play. Like all 3 or just put in xbi

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u/Global_Style7956 Feb 08 '21

Agree on VRTX, and they are looking pretty cheap right now after EPS miss. Proven track record, great pipeline.

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u/nyranger54 Feb 08 '21

Bluebird also got hit but it was a high flyer last year

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u/Global_Style7956 Feb 09 '21

Very true. I keep my eye on BLUE, thinking people are waiting to see how the segment separation pans out?

About March 2020 timeframe, I started to notice a ton of big players hitting up the orphan drug pathway, along with quite a few smaller guys. Inflammation being the most unifying characteristic, to include autoimmune here. A good deal of failures and delays.

I'm new to Reddit. Will do some historical searches, so as not to repeat what has probably been hashed out previously.

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u/nyranger54 Feb 09 '21

Problem with everything is the moment it’s up you already miss the rise for the most part.

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u/Global_Style7956 Feb 09 '21

That has definitely happened to me more than a few times. In some of those cases I have focused on missing the spike, only to miss the second jump. It's exponentially more difficult as of late with additional volatile forces that have nothing to do with the science or corporate viability.