BCRX
4 tracked calls · 4 long · 0 short · last 90d: 4L/0S
first called by Martin Shkreli Streams 1mo ago
LONG1mo ago
“basically just long a couple biotech stocks. So I have AbbVie, BioCryst, which I talked about yesterday, Spruce. I'm still building it.”Martin Shkreli Streams
BioCryst held long as a core biotech position in the portfolio
BCRXLONG@ $10.04
$8.91-11.26%
since call Jun 26
LONG1mo ago
“long idea: $BCRX trading at steep discount to sum of its two parts - $10 stock should trade for $30 - HAE king in the making with navenibart”RJCcapital
BCRX trades at steep SOP discount; ORLADEYO + navenibart HAE franchise worth ~3x the current $10 price
BCRXLONG@ $10.11
$8.91-11.83%
since call Jun 25
LONG1mo ago
“long idea: $BCRX trading at steep discount to sum of its two parts - $10 stock should trade for $30 - HAE king in the making with navenibart”Martin Shkreli
BCRX trades at ~$10 but sum-of-parts (ORLADEYO + navenibart) justifies $30, a 3x re-rating
BCRXLONG@ $9.99
$8.91-10.82%
since call Jun 25
LONG1mo ago
“nivenobart is an every 3 or every 6 month dosing”Martin Shkreli Streams
BioCryst worth ~$28 vs $10 on Phase 3 nivenobart upside, a long-acting HAE drug
BCRXLONG@ $9.73
$8.91-8.44%
since call Jun 25