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Shorts get no chance here with the new $325 Million of Funding from Royalty Pharma and Athyrium Capital Management
Does 35M a year seem expensive on $125M now? Not if you think Factor D is the big mamma jamma. Why? Because the alternative to getting that money right now, today, was diluting 12% at closing price of Friday's closing price. Now, you gotta go further. If you expect your entire pipeline to one day bring in say 2bn in revenue and you dilute 12% at 125M just to get that money now? In a couple years, you ended up paying
$240M for $125M now. You see? This move is putting a BIGGER bet on the future of the company. They are saying 35M peak royalties off Orladeyo IS LESS to give up than 12% of our company based on future revenue.
That's a MASSIVE bullish bet on the future of this company. They know where it's going.
https://stocktwits.com/R8Plus/message/262142656
They got good financing now. My biggest worry is out
I averaged up on today's dip
Low-risk high-reward play here
Deuce Drone new video
Shorts in trouble
Sales team 30 people from csl, Takeda and grifols....most are from Takedae
R8Plus was very nice to answer my question. Thanks for posting it early here
I have never seen anything so bullish in my life.
BioCryst’s Oral Factor D Inhibitor (BCX9930) Shows High Potency and Specificity for Alternative Pathway of Complement
—Data presented at the 62nd American Society of Hematology Annual Meeting—
RESEARCH TRIANGLE PARK, N.C., Dec. 06, 2020 (GLOBE NEWSWIRE) -- BioCryst Pharmaceuticals, Inc. (Nasdaq: BCRX) today announced that preclinical data on BCX9930, an oral Factor D inhibitor under development as monotherapy for paroxysmal nocturnal hemoglobinuria (PNH) and other complement-mediated diseases, showed complete in vitro blockade of both hemolysis of PNH erythrocytes and accumulation of C3 fragments on PNH erythrocytes, indicating that BCX9930 monotherapy has the potential to inhibit both intravascular and extravascular hemolysis.
In the study, BCX9930 was highly specific for the alternative pathway and, after oral dosing of BCX9930 in primates, alternative pathway activity was completely suppressed.
The data were presented at the 62nd American Society of Hematology (ASH) Annual Meeting being held as a virtual event, December 5-8, 2020.
“These data demonstrate that BCX9930 is a highly potent and specific orally bioavailable Factor D inhibitor with potential for treatment of patients with PNH and other alternative pathway mediated diseases,” said Dr. William Sheridan, chief medical officer of BioCryst.
“The preclinical results have translated as expected into the clinic, where we have seen oral monotherapy with BCX9930 drive rapid and dose-dependent reductions in key biomarkers, including LDH, and increase hemoglobin levels in PNH patients. We look forward to completing our proof of concept study in PNH and progressing into advanced development next year across multiple hematology and nephrology complement- mediated diseases,” Sheridan added.
About BCX9930
Discovered by BioCryst, BCX9930 is a novel, oral, potent and selective small molecule inhibitor of Factor D currently in Phase 1 clinical development for the treatment of complement-mediated diseases. The U.S. Food and Drug Administration (FDA) has granted both Fast Track status and Orphan Drug designation for BCX9930 in PNH. In an ongoing dose ranging trial of BCX9930 in patients with PNH, BCX9930 was safe and well tolerated, with no drug-related serious adverse events. As a Factor D inhibitor, BCX9930 is designed as an oral monotherapy that can address both intravascular and extravascular hemolysis in PNH patients. Treatment-naïve PNH patients who have received more than six weeks of therapy at a monotherapy dose of 400 mg bid showed rapid and dose-dependent reductions in key biomarkers, including LDH, and increases in hemoglobin levels that were maintained without transfusions.
About BioCryst Pharmaceuticals
BioCryst Pharmaceuticals discovers novel, oral, small-molecule medicines that treat rare diseases in which significant unmet medical needs exist and an enzyme plays a key role in the biological pathway of the disease. Oral, once-daily ORLADEYO™ (berotralstat) is approved in the United States for the prevention of HAE attacks in adults and pediatric patients 12 years and older, and under regulatory review for approval in Japan and the European Union. BioCryst has several ongoing development programs including, an oral Factor D inhibitor for the treatment of complement-mediated diseases, galidesivir, a potential treatment for COVID-19, Marburg virus disease and Yellow Fever, and BCX9250, an ALK-2 inhibitor for the treatment of fibrodysplasia ossificans progressiva. RAPIVAB® (peramivir injection), a viral neuraminidase inhibitor for the treatment of influenza, has received regulatory approval in the U.S., Canada, Australia, Japan, Taiwan, Korea and the European Union. Post-marketing commitments for RAPIVAB are ongoing. For more information, please visit the company’s website at www.biocryst.com.
https://ir.biocryst.com/news-releases/news-release-details/biocrysts-oral-factor-d-inhibitor-bcx9930-shows-high-potency-and
Hope we have some news by end of this month
38m shares at $6 each is not half b$
21%, not half. It is common for shorts to bet on the failure of a research stage biotech. However, with ORLADEYO $500m+ annual sales projection, we are instantly a commercial-stage pharmaceutical. I think the shorts are in bigger trouble than they were expecting.
I gave you a follow for your summary here!
The short position is rather large on this one 21%.
https://www.nasdaq.com/market-activity/stocks/bcrx/short-interest
CFO buying big really pushes offering chance away down.
Click my post again. I have it updated.
BioCryst Orladeyo sales team Ready for $500m+ revenue
https://www.linkedin.com/in/steve-sizemore/
Key Account Manager
Company NameVyera Pharmaceuticals, LLC
Dates EmployedFeb 2018 – Sep 2020
Employment Duration2 yrs 8 mos
LocationOrlando, Florida Area
Key Account Manager. Results Driven. Exceeded quarterly goal every quarter since hire date. Currently ranked # 2 in Nation
Senior Specialty Sales Manager
TAP (Takeda)
Dates Employed2004 – Jun 2017
Employment Duration13 yrs
Provided exceptional leadership, guidance and education to help sales teams exceed both short and long-term sales objectives. Provided ongoing coaching, with focus on account management, new client acquisition, relationship building, product and competitor knowledge. Led a 10-member Specialty Sales team in assigned territory. Identified and secured new opportunities at academic
https://www.linkedin.com/in/bitsy-schubert-99b2a48/
Rare Disease Immunology Business Manager
Company NameTakeda
Dates EmployedJan 2018 – Aug 2019
Employment Duration1 yr 8 mos
LocationPhoenix, Arizona Area
Responsible for the successful launch and promotion of IV and SubQ biologics for ultra rare disease Hereditary Angioedema to Allergy & Immunology specialists. Devise strategic business plans to exceed goals. Implement initiatives developed by the marketing team. Provide disease state and product education to providers. Work with patient services team to ensure payer coverage, product
https://www.linkedin.com/in/sandra-finlon-38334211/
https://www.linkedin.com/in/jennifer-watson-36a86758/
https://www.linkedin.com/in/danielle-petrangeli-potteiger-b8b8553b/
https://www.linkedin.com/in/kevin-collins-59915810/
https://www.linkedin.com/in/ericeperry/
https://www.linkedin.com/company/biocryst-pharmaceuticals/people/
It is actually the top result on twitter
$BCRX Sales force all ready to go. Now we just need the approval. I should have interviewed for that position lol pic.twitter.com/xtT6Wmtb0o
— Vivi 👑 The Options Queen (@Biotech_SD) December 2, 2020
I have been following R8plus since Thursday night. I think the revenue should be more than $300m. That is why I want to check out the sales team myself
Thanks. I just want to look into at what scale to have a feeling on the possible revenue
I saw someone posted the ORLADEYO sale teams came from Takeda the other day from Stockwits. Do you happen to have that handy? I could not find that any more.
They will up their estimates once we hit them. We have a serious cash maker here!
You r the man!
I could not find it either.
MLAB3 hours ago
Thank you Jia for your continued informative posts. I am going to build on your recent posts and add stock price comments:
Current and BCRX positive catalyst
1) Berotralstat U.S. FDA approval DONE IMO stock price should be $7-$7.50 right now
2) Berotralstat PDMA decision in Japan December 2020 $42m payment
3) Berotralstat EU approval March
4) COVID-19 updates (galidesivir), December 2020. I hope that the news is positive especially since Remdesivir has been declared 'limited-effectiveness" by the WHO. Stonehouse stated during the Piper Sandler call on 11/23. that Governments all over the world would stock up on this drug. Thats just for COVID!! galidesivir has implications with yellow fever, murbug and a few others. This is beyond blockbuster.
5) Starting NOW...Berotralstat will be producing revenue and that will be growing throughout the above announcements. This combination is compounding growth:
Revenue + $42m (milestone payment) + on going Revenue + EU approval + royalties associated with (Japan and EU) + on going revenue. = $16-$18 stock price without Galidesivir. What happens if Galideivir gets an EUA...completely unexpected, but investors moving in and out of the stock would miss that opportunity. As I have said in the past, BCRX is not well known and with increase exposure, plus more approvals sentiment increases and the $16-$18 is very real in 12 months, but I can't model sentiment for Galidesivir if it gets an unexpected EUA. IMHO starting January 20, 2021, things with certain U.S. government agencies and certain individuals (i.e. Dr. Fauci) will be allowed to pursue with more vigor therapeutic options. God knows where the BCRX SP will be with an EUA on Gali, The longs will be sitting pretty just moving from today's SP to $16-$18 in 12 months, but Gali will reward them soooo much more. Good luck to the LONGS
That is his job
Japan approval any day now add $20M cash to the balance and 44% profit sharing
Gali covid19 data anytime now!
BioCryst to Present Data at the 2020 ASH Annual Meeting
PDF Version
RESEARCH TRIANGLE PARK, N.C., Nov. 12, 2020 (GLOBE NEWSWIRE) -- BioCryst Pharmaceuticals, Inc. (Nasdaq: BCRX) today announced that preclinical data on BCX9930, an oral Factor D inhibitor, will be presented at the 62nd American Society of Hematology (ASH) Annual Meeting being held as a virtual event, December 5-8, 2020.
The abstract is available on the ASH website at www.hematology.org.
Preclinical Characterization of BCX9930, a Potent Oral Complement Factor D Inhibitor, Targeting Alternative Pathway-Mediated Diseases Including Paroxysmal Nocturnal Hemoglobinuria (PNH); Poster #1680, Sunday, December 6, 2020, 10:00 a.m. – 6:30 p.m. ET
About BCX9930
Discovered by BioCryst, BCX9930 is a novel, oral, potent and selective small molecule inhibitor of Factor D currently in Phase 1 clinical development for the treatment of complement-mediated diseases. The U.S. Food and Drug Administration (FDA) has granted both Fast Track status and Orphan Drug designation for BCX9930 in PNH. In an ongoing dose ranging trial of BCX9930 in patients with PNH, BCX9930 was safe and well tolerated, with no drug-related serious adverse events. As a Factor D inhibitor, BCX9930 is designed as an oral monotherapy that can address both intravascular and extravascular hemolysis in PNH patients. Treatment-naïve PNH patients who have received more than six weeks of therapy at a monotherapy dose of 400 mg bid showed rapid and dose-dependent reductions in key biomarkers, including LDH, and increases in hemoglobin levels that were maintained without transfusions.
https://ir.biocryst.com/news-releases/news-release-details/biocryst-present-data-2020-ash-annual-meeting
Same with Haegarda
JPM maintains Market Outperform, raises PT from $11 to $16
Exactly. Huge potential here with FDA approval!
You need to inject yourself with TAKHZYRO
Current patients need to give themselves painful injections. this is a pill once a day with greater protection. they will be running to the pharmacy to switch. It sells itself!
efficacy Orladeyo 0.8 every 4 weeks, 0.53 for market leader TAKHZYRO which is not an oral pill
Evercore ISI analyst Liisa Bayko rates BCRX an Outperform (i.e. Buy) rating along with a $12 price target.
https://finance.yahoo.com/news/biocryst-stock-buy-ahead-fda-165917297.html
All you need to know about BCRX https://trvn.weebly.com/bcrx.html
This will be $10 in a couple of weeks.