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
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