/biz/ - Business & Finance

>>25244489
>pajeet medical stock
>CEO is white

What do you mean anon?

Do the needful

Cheapies at open

Catalysts this week

BioCryst has really turned the proverbial corner here for the first time in 26 years and is well on the way to being a mid cap bio. Given our estimate of $805M in revenues for Orladeyo, and a standard grading in the biotech world of 7X to 10X revenue multiples, we can do a little math here to see the value.

We will settle on 7X revenue multiple because we are again, extremely conservative. $805M X 7 = $5.635B and that is just for Orladeyo. We are putting a very small value on Galidesivir, even though it could be a massive breakthrough, but that time is not here yet, so we are setting current value at a paltry $500M as it gets stockpiled as a broad spectrum antiviral. The flu drug, already approved and used RAPIVAB, has small sales in the $6 to $8M range quarterly. We are calling it $25M annually and only putting a value of about $150M on it.

Recently, a D inhibitor was purchased by Alexion (NASDAQ:ALXN) for $930M, which you can read about here. In reviewing the data between the Factor D assets purchased by ALXN vs. BCX9930, which are comparable because they were used in the same indication for PNH, the results are stronger on that of BCX9930. So, we will just stick a current value of BCX9930 at $1B, though we feel it is much higher and could even top $10B after future funding and indications.

Adding up the Orladeyo $5.635B plus Galidesivir $500M plus the RAPIVAB $150M and rounding out with the current BCX9930 $1B valuation you get a current total valuation of $7.285B. That's deep in mid cap country my friends. Factor D, BCX9930, paves the road to large cap status. Large cap status is $10B or more and honestly, we see Factor D being able to pull all that weight by itself in the future and looking at a total of possibly $17.285B in market cap when all cylinders are finally running in tandem.

Again, all this given ultra conservative numbers and backed by deep market research, a dire unmet need for an oral option, and massive potential from clinical studies.

>>24637839
8 dollars tomorrow sirs

>>24637648
Please sirs. You can cover BCRX? Surely sirs has heard and invested? Much DD done, strong buy sirs.

He did not buy in sirs. He did not believe.

>>24568532
Thank you come again.

>>24560867
You must go back.

You guys are holding BCRX right?

The high price target on Barron's was revised upward to $14 from $13 this morning. I'm seeing optimism here.

>>24541541
Research completed. Good buy sir.

>>24532571
all in during premarket sirs, stay up until 4am!

>>24529665
ayy lmao