BCRX BioCryst Pharmaceuticals Inc Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
23:50
Aug 31
Aug 31
Hold CCCC BCRX conviction unchanged
Maintain long positions in C4 Therapeutics and BioCryst unchanged, consistent with stated conviction in the long book.
MED
23:38
Aug 19
Aug 19
The author lists speculative biotech catalysts and best ideas by therapeutic area.
The author lists speculative biotech catalysts and best ideas by therapeutic area as research/watchlist content, not explicit current positions or forward calls.
23:36
Aug 19
Aug 19
Top biotech picks across various therapeutic areas
Author lists these biotech names as their best ideas across various therapeutic areas with the sector near all-time highs.
MED
13:21
Aug 17
Aug 17
Major funds adding to positions
Author holds in their portfolio, highlighting that major funds like Perceptive, Deerfield, and OrbiMed are adding to their positions.
MED
02:38
Aug 16
Aug 16
Long BCRX on PHVS data proxy catalyst
Author took a new long position in BCRX as a speculative proxy play on upcoming PHVS data, expecting a potential positive read-through catalyst in the near term.
MED
14:22
Aug 14
Aug 14
BCRX re-entered on PHVS data disappointment catalyst
Author re-entered BCRX, targeting $13+, with the thesis that a PHVS data disappointment would be a competitive catalyst driving investors into BCRX as an alternative.
MED
17:25
Aug 10
Aug 10
Highlights past successful biotech valuation calls.
Author lists numerous biotech and pharma tickers as past successful valuation calls, offering no current directional view.
LOW
11:14
Aug 05
Aug 05
BCRX long on guidance raise, earnings beat
Buy BCRX following a strong Q2 beat ($218M vs $182M estimate), full-year revenue guidance raise, and confirmed profitability; additional upside possible if competitor PHVS disappoints, with management commentary on the upcoming earnings call as near-term catalyst.
MED
11:10
Aug 05
Aug 05
Re-enter BCRX on Q2 earnings beat
Re-enter BCRX after Q2 EPS of $0.30 and revenue of $218.25M beat estimates, signaling a positive earnings catalyst and improved fundamentals. The cautious wording caps conviction, but the stated direction is long.
MED
17:40
Jun 28
Jun 28
Author increased their ABVX position as a concentrated conviction bet on Obe commercialization.
Author increased their ABVX position as a concentrated conviction bet on Obe commercialization at ~$8B market cap, while closing COGT and BCRX for decent returns, and notes XBI outperformance as a positive sector signal.
18:36
Jun 25
Jun 25
The author simply agrees with a question about whether BCRX is a pump and dump.
The author simply agrees with a question about whether BCRX is a pump and dump, without stating a personal position or forward-looking view.
13:54
Jun 25
Jun 25
Buy BCRX as it trades at a steep discount to sum-of-parts value (~$10 vs.
Buy BCRX as it trades at a steep discount to sum-of-parts value (~$10 vs. $30 target); navenibart positions the company as a dominant player in hereditary angioedema (HAE), a high-value rare disease market.
MED
00:00
Jun 24
Jun 24
Buy BCRX; author holds an unchanged long position and references a KALV case study as the bull.
Buy BCRX; author holds an unchanged long position and references a KALV case study as the bull thesis framework, though detailed reasoning is behind a link rather than in the tweet itself.
MED
14:34
Jun 19
Jun 19
Author reviews merger documents and identifies read-through targets for potential takeovers.
Author reviews merger documents and identifies read-through targets for potential takeovers, but does not state personal positions or forward calls.
18:26
Jun 16
Jun 16
Author lists several biotech and tech names as buyout candidates in reply to a parent asking.
Author lists several biotech and tech names as buyout candidates in reply to a parent asking for portfolio ideas, but provides no explicit position or forward call.
LOW
00:16
Jun 15
Jun 15
Buy BCRX as the last independent oral HAE pure play following the competitive KALV acquisition.
Buy BCRX as the last independent oral HAE pure play following the competitive KALV acquisition process, which confirmed multiple strategic acquirers are actively seeking assets in this space.
MED
01:14
Jun 13
Jun 13
Lists past successful investments (AUPH, BCRX, TGTX, ARRY.
Lists past successful investments (AUPH, BCRX, TGTX, ARRY, MDCO) that were acquired or multi-baggers; no current view or recommendation.
MED
18:11
Jun 12
Jun 12
Long BCRX; author holds position with unanimous buyside consensus it is a commercial takeout.
Long BCRX; author holds position with unanimous buyside consensus it is a commercial takeout candidate, PHVS competitive overhang is overblown, and management messaging mirrors the pre-acquisition pattern seen in NUVL.
MED
21:57
Jun 06
Jun 06
Author holds BCRX with no change in thesis since last earnings.
Author holds BCRX with no change in thesis since last earnings; next earnings print is the upcoming catalyst to watch, and current levels don't warrant an exit.
MED
19:24
May 24
May 24
Buy BCRX ahead of Ph3 topline data in HAE, expecting navenibart to become best-in-class.
Buy BCRX ahead of Ph3 topline data in HAE, expecting navenibart to become best-in-class long-acting injectable with existing commercial infrastructure.
MED
14:21
May 21
May 21
Buy BCRX as BoA call takeaways show balance sheet cleanup, no near-term BD risk.
Buy BCRX as BoA call takeaways show balance sheet cleanup, no near-term BD risk, and upcoming Navenibart BLA filing, positioning it as an attractive M&A target for specialty pharma.
HIGH
18:19
May 19
May 19
Author adds to ABVX and NKTR positions ahead of key data.
Author adds to ABVX and NKTR positions ahead of key data, expressing bullish conviction on ABVX's high probability of meeting endpoints while holding other biotech names for later review.
HIGH
17:44
May 07
May 07
Long BCRX as part of a concentrated biotech portfolio; limited specific catalyst disclosed.
HIGH
11:47
May 06
May 06
Buy BCRX on the post-earnings dip, citing consensus beat and profitability.
Buy BCRX on the post-earnings dip, citing consensus beat and profitability; the selling is fast-money noise and valuation remains inexpensive.
HIGH
10:59
Apr 24
Apr 24
Buy BCRX ahead of earnings expected to beat on script data.
Buy BCRX ahead of earnings expected to beat on script data, plus other catalysts targeting a year-end price of $21.
MED
14:09
Apr 16
Apr 16
Buy BioCryst Pharmaceuticals as underlying prescription data remains solid and supports.
Buy BioCryst Pharmaceuticals as underlying prescription data remains solid and supports the fundamental picture despite ongoing market rumors.
MED
About BCRX Analyst Coverage
Buzzberg tracks BCRX (BioCryst Pharmaceuticals Inc) across 3 sources. 16 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (62%). 26 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: seedy19tron, Martin Shkreli, sandeman52.