BCRX Biocryst Pharmaceuticals Inc.

$BCRX It's going to sound stupid at this share price but given BCRX different component parts, I see it as a 6bn EV company at minimum. With much more secure cashflows than most companies these days except ultra defensive companies But I reiterate - if you're stressed out holding BCRX you really should sell at least part of your holdings for your own good Today's dump looks like the AI trade blowing up. Several over-leveraged funds have probably died today and it's pulling everything down as people get margin called and have to sell their longs. This had to happen at some point, it's healthy it happened now before the bubble kept going for longer

$BCRX Charlie's opening stmt: "On the HAE front, new patient prescriptions for Orladeyo continued at the same high level that we have seen all year. We again added new prescribers at a rate above the average of the past several years, and the total base of treated patients grew at a healthy rate in the quarter. We were thrilled to launch Orladeyo pellets to kids in August, and early signs of performance continue to be promising. Children of all ages across the 2 to 11 range have started on Orladeo pellets, and the mix of kids switching from other prophy and acute only, as well as those who were treatment naive, has been balanced. This suggests the pediatric market may grow beyond the 500 patients that we have previously described. We are also looking forward to launching the recently approved 150 milligram Orladeo pellets at the upcoming American College of Allergy, Asthma and Immunology meeting this month."

$BCRX Alright I got a lot of notifications lol - I'm still here guys, life is just busy and stocktwits is mostly bots and nonsense now so I'm coming on here less The earnings yesterday was just ok. Obviously the revenue was flattered by stocking and it's clear that capsule Orladeyo growth slowed this year - although that was expected by the market. Because we're in H2 we also don't see the new revenues from Orladeyo pellets growth, we will only see those next year with reauthorisation Anyway. What's important to me is they've kept the 15% CAGR projection and that this year, there will be approx 300m EBIT. Which will improve next year as expenses get even lower. Pushing hard on cash generation is the right strategy for me I've said it before but people who are really frustrated and watching the SP every day, who dislike being invested really should sell. At least sell some shares and invest in other stuff - own stocks you believe in

$BCRX a couple of years ago I would have salivated at the notion of buying more BCRX at this price level, but after having done so repeatedly thinking that we’ll never see this price again, I think I’m finally done adding.

$BCRX Prediction- if they beat the numbers, pre-market will pop. The speaking will begin, and all bets are then off...from an OG

$BCRX I hate to say it but the way I see it is we will stay a stick in the mud untill this greedy management team breaks us off a piece buy instituting a share buy back program or some sort of special dividend. If you're like me and have been around for the better part of half a decade you've watched you're opportunities disappear and your money depreciate by holding this stock. We are at the same market cap we had prior to our one and only true asset ever being approved. We've watch revenue grow and grow but nothing for us who hold the bag. I am absolutely tired but still believe. I just know it's not our time. Hold.

$BCRX clicked the survey for bearish again today. There's nothing bullish, about this. It's red far more than it's green and nothing drives the share price up and everything drives it down. C-suite seemingly has zero fiduciary responsibility because all the do is collect free shares and paychecks

$BCRX these are the worst days for this stock. Not the overreaction on ERs or being red with the general market on down days …….. it’s the flat/red price action when the market is ripping

$BCRX I am pleased BCX17725 was not dumped in yesterday's earnings, obviously it's open label and I feel like this would be the last opportunity to dump it if it was a dud. Remember previously BCRX just killed programmes without even showing the data if it's bad. But we're 2 months before EOY and it's being reaffirmed, so that's happening, navenibart is getting closer and the base state of the company will be ~250m of free cash flow in 2027 If you consider both PHVS pill and navenibart as impressive drugs in their own way, with similar efficacy, well PHVS is worth 2.4bn market cap before commercialisation. We will launch navenibart approx 6 months after their prophy pill and I don't think anyone appreciates that Assume ZERO Orladeyo growth. It just stays at, say, 700m for the next 10 years. Well that gives you navenibart's ramp + 300m operational cashflow, no cashburn. It's not nothing

$BCRX finally something worked in our very favor!! Good earnings report on a very very dark GREEN market day. Let’s take out $9 n hold it

$BCRX profitable company, w 2 potential products in pipeline, one that is relatively near term that could double sales and the stock trades at 3x’s current sales. Seems a little off but it has been that way since 9930 💩 show.

$BCRX Last post for a while. My assessment having been in this stock for a long time, is that the company’s operating performance is improving faster than the market's willingness to revalue the company. This should not be a surprise to anyone. The Q3 results support that view, but they also illustrate why investors remain cautious. The market still appears to be valuing it primarily as a leveraged, single-product rare-disease company. What needs to happen/change: - Market needs to see more sustainable free cash flow - Balance sheet still remains a major valuation overhang with no credible debt-reduction trajectory - Still a one-trick pony with Orladeyo (a second successful commercial product and source of revenue would materially change things) - Competitive threat is becoming increasingly tangible - New strategy of external deals is promising but until it can become more tangible investors and analysts are going to worry that acquisitions could consume cash or require financing.

$BCRX Lastly, a surprising comment regarding patients who tried Orladeyo and it didn’t work for them - when the switch back to an injectable, it was surprising to me that he said that instead of moving preferentially to Takhzyro, more of those patients are going either to either Andembri or Dawnzera. Having navenibart as an option for these patients IMO is going to be a game changer for this company, especially if as Charlie stated they expect to have both three month and six month dosing on the label based on the data they are seeing. Things will look a lot different with the share price the closer we get to next year’s navenibart readout.

$BCRX Even good Netherton data will possibly "pop" it back to $9 a share and it will still be worth less than it was a mere 2 months ago with no Netherton data. It's almost unfathomable what a poor stock this is.

$BCRX would be nice for someone to ask a question about share buy backs or anything management would like to do to address the poor stock performance

$BCRX — Total net revenue of $180.3 million and ORLADEYO® net revenue of $174.8 million — — Operating profit of $53.3 million and Non-GAAP operating profit of $86.5 million — — Maintained Full Year 2026 ORLADEYO revenue guidance of $625 to $645 million and increased total revenue guidance to $715 million to $730 million — — Improved Non-GAAP operating expense guidance to $415 to $425 million — — Received FDA approval for ORLADEYO 150 mg oral pellets for patients aged 12 and older —

$BCRX citadel getting the bcrx assigned to one of the naked shorting price adjustment faders for tomorrow

$BCRX sell the company Charlie, you have misled shareholders as you promised to create shareholder value, it has declined excessively since you promised this. It is absolutely ridiculous that this is not trading much higher?

$BCRX The year is 2030. BCRX has announced expected revenues of 1.3B for the year as the recently introduced Navenibart takes the HAE space by storm. The current SP trades at $10.50

$BCRX On a big green overall day where it had an earnings beat and a guidance raise this is the worst performing ticker on my watch list. By more than double the next closest ticker. The joy one gets to experience here really is something special.