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Thread: Bcrx

  1. #1
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    Default Bcrx

    I've highlighted PAVM as a potential biomed play with good upside potential in this forum. Now I am introducing BCRX. They develop and produce novel 'orphan' drugs for rare but serious diseases. Recently, they achieved FDA and Japanese approval for Ordaleyo (EU coming soon). Factor D research is underway with phase two trials happening at the moment.

    PAVM is a speculative and risky play but BCRX is more so. Despite this, with Ordaleyo sales coming online, I think that BCRX is around 50-60% undervalued. If the Factor D research comes through then who knows, BCRX could be worth $100 p share.

  2. #2
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    Someone is buying a lot of $20 March calls. Hmm.

  3. #3
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    Bcrx up around 30% over last few months. Looks like shorts are exiting. Looking forward to March 22nd.

  4. #4
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    Have purchased a few of these to see what happens... looks interesting...

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    Quote Originally Posted by Ricky-bobby View Post
    Have purchased a few of these to see what happens... looks interesting...
    Yeah I think pretty de-risked on basis of Orledeyo alone.

  6. #6
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    Quote Originally Posted by Ricky-bobby View Post
    Have purchased a few of these to see what happens... looks interesting...
    Hope you are still in. Good earnings and good indications in regards to efficacy of Orledeyo in the real world. Share price jumped 20% today.

  7. #7
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    Haha yep! Wish I purchased a few more now...

  8. #8
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    Quote Originally Posted by Ricky-bobby View Post
    Haha yep! Wish I purchased a few more now...
    Yeah hindsight is 2020. Its a volitile stock and still risky, but less so now than when I started this thread. Analysts starting to price the stock higher too... $18-20.

    I still think you'd only want a small % of your portfolio in this. Biomed is extraordinarily risky!

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