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Started By
Message
BCRX: up 27% after home biotech conference. Orledayo forecast update from ceo
Posted on 11/3/21 at 5:04 pm
Posted on 11/3/21 at 5:04 pm
Kicking this off for those of us with a stake here.
Drugs in sales phase: Orledayo. Treatment for HAE, company estimate for peak year sales is $500million. Competing with intravenous treatment while Orledayo is oral.
Pipeline molecules: BCX9930 has potential to be used for many renal diseases and others. This is a huge blockbuster if it works. They're about to start phase 2 of development here. This medication would potentially be used by a lot of renal diseases and other diseases. Huge potential a few years down the line here.
Currently I've sold 2 November $15 puts as i wade into a larger position.
Shoutout to BB88 for the stock tip.
Drugs in sales phase: Orledayo. Treatment for HAE, company estimate for peak year sales is $500million. Competing with intravenous treatment while Orledayo is oral.
Pipeline molecules: BCX9930 has potential to be used for many renal diseases and others. This is a huge blockbuster if it works. They're about to start phase 2 of development here. This medication would potentially be used by a lot of renal diseases and other diseases. Huge potential a few years down the line here.
Currently I've sold 2 November $15 puts as i wade into a larger position.
Shoutout to BB88 for the stock tip.
This post was edited on 1/11/22 at 1:09 am
8
Posted on 11/3/21 at 5:18 pm to oklahogjr
So from what I can tell today this dipped because revenue dipped from last quarter. Last quarter was a 1 time payment situation so revenue was inflated.
Prescription based revenue was still up but growth was slowing a little.
However it appears based on competitor revenue slipping and prescriptions being up that they're now taking market share from the IV medications as expected.
At least that's the working theory at this point online.
Prescription based revenue was still up but growth was slowing a little.
However it appears based on competitor revenue slipping and prescriptions being up that they're now taking market share from the IV medications as expected.
At least that's the working theory at this point online.
This post was edited on 11/3/21 at 5:20 pm
Posted on 11/3/21 at 6:40 pm to oklahogjr
quote:
However it appears based on competitor revenue slipping and prescriptions being up that they're now taking market share from the IV medications as expected.
At least that's the working theory at this point online.
So, start accumulating fellas. Looks like we got a bite…
Posted on 11/3/21 at 6:59 pm to oklahogjr
quote:
However it appears based on competitor revenue slipping and prescriptions being up that they're now taking market share from the IV medications as expected.
At least that's the working theory at this point online.
But the million dollar question, is it already priced in?
Posted on 11/3/21 at 7:13 pm to absolute692
quote:
But the million dollar question, is it already priced in?
Market cap of 2.2billion at this point. To me this seems pretty cheap. Especially if you give their pipeline Any kind of npv.
But this is a pretty risky venture. They've got a few years of cash run way currently. There's potential here for a capital raise at some point as well. They almost went through a $200 million dollar offering that was rescinded after negative sentiment.
This post was edited on 11/3/21 at 7:16 pm
Posted on 11/3/21 at 7:17 pm to oklahogjr
You baws have fun with these biotechs... but as Mark Cuban would say.. for me... "I'm out."
Posted on 11/3/21 at 7:19 pm to oklahogjr
I'm in after the dip
Posted on 11/3/21 at 8:39 pm to oklahogjr
My dad made a fortune trading this stock over the years.
Posted on 11/3/21 at 8:49 pm to GeneralLee
quote:
You baws have fun with these biotechs... but as Mark Cuban would say.. for me... "I'm out."
No doubt a wise decision. These rollercoasters aren't for everyone and I don't really recommend them to anyone not doing their own due diligence. I do believe it's a decent company however the investment comes with some large risks such as shareholder dilution, competitive markets , and extremely small customer bases.
Posted on 11/3/21 at 10:46 pm to oklahogjr
I’ve been in and out watching this stock since the late 1990’s. I seem to recall ties to Vanderbilt University Medical Center at inception. Bounced around $2 to $6 for what appeared to be decades. I’m happy to be back in the stock. Now in position to ride long term.
Posted on 11/4/21 at 6:47 am to oklahogjr
Decent pm so far. Not sure how long I'll be in.
Posted on 11/4/21 at 8:35 am to bayoubengals88
wtf... calls up, share price plummeting
Posted on 11/4/21 at 8:42 am to bayoubengals88
quote:
Wanted to originally buy below $10 in Q1
you might get it from the looks of it
Posted on 11/4/21 at 9:53 am to jmcwhrter
Bought 50 shares this morning. Will be a slow riser for me.
Posted on 11/4/21 at 1:52 pm to bayoubengals88
quote:
Ended up with my first 22 shares yesterday.
What a gift.
Wanted to originally buy below $10 in Q1, but I'll take $12.
Going to add this one to the rotation with AKBA and ALBO.
Which do you like better of the three? BCRX, AKBA, and ALBO?
Great tip on AUPH...hoping to get out around $45-50 if possible.
Posted on 11/4/21 at 3:06 pm to ynlvr
quote:
all ties to Vanderbilt University Medical Center at inception.
I think it was UAB.
Link LINK
“ In 1969, UAB hired a young scientist named Charlie Bugg to start a crystallography lab at UAB. Charlie initiated a strong collaboration with John Montgomery, a chemist working at Southern Research Institute (SRI), which is located adjacent to UAB. The collaboration between Charlie and John, and the establishment of the UAB comprehensive cancer center in 1971, led to one of the first structure-based drug design programs in the world, and ultimately the creation of Biocryst Pharmaceuticals (BCRX).”
This post was edited on 11/4/21 at 3:09 pm
Posted on 11/4/21 at 5:42 pm to makersmark1
I stand corrected. I was linking Bill Featheringill and his Vanderbilt connection. I do recall Charlie Bugg and the SRI connection. A long and winding road. And a ways yet to go.
Posted on 11/4/21 at 6:47 pm to ShootingsBricks4Life
quote:I’m most heavily invested in AKBA, but that’s due to the investment plan I have for it.
Which do you like better of the three? BCRX, AKBA, and ALBO?
All three are quite different. Give me a few days to further consider.
Posted on 11/5/21 at 8:52 am to oklahogjr
Up over 5% this morning so far
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