I’m putting $BCRX on the table.
Not because of the rumors.
Because the market is completely asleep on what this company actually is.
I took a starter of 50,000 Shares
Here’s why 🧵
I guess what he’s trying to say is Abivax is now in the best position to be bought or continue alone and double the share price within the next year with the current pipeline
With the huge demand of big pharma for more future revenues, he is currently the CEO with best power in the industry
@Mr_Derivatives I think the market is already pricing the instability in the Middle East
I also think that what’s happening in the market is actually more bullish in the long-term
Either way we can correct 3 to 5% from here, but I’m confident the market will buy this dip
$ABVX
That secondary printing 8X oversubscribed isn’t random. Smart money doesn’t pile in like that on a standalone story.
Zero job openings last check. Companies don’t freeze hiring when they’re playing GIA.
Marc isn’t rushing to sign anything. He looked calm on CNBC, almost too calm. My read: he’s sitting back because there’s more than one bidder at the table.
With the patent cliff bearing down on big pharma this decade, everyone needs pipeline. This isn’t a quiet process. It’s a bidding war, and Marc knows it
Took 2,000 shares of solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 at 171$~
I’m confident it’s going to 200$ in the short term and if we’ll get a dip below 160$ I’ll buy another 2,000 every 5$
ETF managers will start buying soon, funds and retail will eat every available share.
$SOXX $MU $SMH
$ABVX this is going to 230$ if u like it or not
Everything that could be bearish, is now the past
1. The offering was OVERSUBSCRIBED 4-5 times
2. Cancer cases were Nonesense
3. Company has a massive pipeline and if they run by themselves what they currently have is already worth around 165-170$
4. In an article, they have confirmed that they are in talks with a few few big pharmas
Don’t miss it. Just chill. Let them work.
$XBI $ABVX
I noticed $BCRX employees from the closed lab in Alabama already have started to look for work on LinkedIn.
The way the stock is trading is interesting..
@unusual_whales Think about it for a sec. This guy controls the super intelligence of war.
He knows more than all of us.
If he’s for them, there might be a reason
Back in March there was chatter about a Battleville-related rumor on $BCRX. At the time it felt premature. It isn’t anymore.
Since then: discovery ops shut down, an external-innovation-only model, board seats filled with people who’ve sold companies before, debt structure getting cleaner. Every single move points the same direction. I’ve watched this exact sequence play out enough times on Wall Street to know what it usually means.
Same day they close the lab, they cut $30M off opex guidance AND reaffirm full revenue guidance.
That’s not a restructuring. That’s a company removing every deal blocker on a buyer’s checklist.
Clean commercial asset. Phase 3 complete. Costs cut. Revenue intact.
Stock at $9. Analysts at $30
$BCRX
“BioCryst Sharpens Scientific Focus on External Innovation with Wind Down of Internal Discovery Programs and Closure of Birmingham Research Facility”
Here is why this is ultra bullish and an acquisition might come very soon.
$BCRX
Phase 3 ALPHA-ORBIT enrollment is complete.
Navenibart is on track to be the FIRST HAE therapy ever with both 3 and 6-month dosing evaluated through 12 months.
Data readout Q3 2027.
The window between enrollment close and data is THE prime acquisition window. Every major rare disease deal gets done right here.
$BCRX
Different patients. Different profiles. Some don’t want pills daily. Some can’t tolerate oral. That’s exactly why you need both
the pill AND the long-acting injectable.
Monopoly on the oral side. Best-in-class on the injectable side. One company owns both lanes.
Tell me again why that’s cheap for good reason.
I’m putting $BCRX on the table.
Not because of the rumors.
Because the market is completely asleep on what this company actually is.
I took a starter of 50,000 Shares
Here’s why 🧵