Lysander - " As map says, the revenue news can come when least expected, without fanfare."
Sorry guys, but I was just in a warm shower and a sudden chill hit me; Biocryst may not get that revenue they so long have coveted. The difference between self funding (e.g.,GILD) and govt funding projects. And it has nothing to do with GOVT. It has to do with the simultaneous funding of lots of projects, and may the best win. NIH owes Biocryst nothing. GILD went to Britain to test using their own money, after first submitting some failed HCV drugs for Ebola testing at NIH. After phase 1 success, with their own money, they can do whatever they want. That's the price Biocryst, and shareholders) pay.
Listen up, in spite of that the pps has been pretty good.
Hi me2. Just my opinion, but BCRX management is missing something. I give Bill Sheridan an A+, but in retrospect, I thought that OPUS2 was taking into account the fluctuations in blood level of the medicine, so that it would work. He has presented so many studies relating blood level to efficacy. So you would think they had the dosage down pat. What do I know? What an absolute shock! No, HAE is not dead, but Avoralstat is, IMO. As this board discussed last year, too many pills. This should never have proceded to phase 2.
That may be, but Stoney should be held accountable for his Valentine's day promise. With Wall St, it's about believability. You can be punished on a small misstep, and I'm afraid Biocryst has had many along the way (like the 2 year cancer test on our HAE drug not yet begun.)
Pardon folks, but this seems to be the only way I can get a post to stick this morning
Treat Biocryst development of BCX4430 as a long-shot extra. It is a good thing that USAMRIID is funding the project - it means there is more than a passing interest. Don't count on it for the future of Biocryst.
Read "Hard Lessons in Ebola Research" now appearing in the Nov. 16 issue of Chemical and Engineering News. Sina Bavari, chief scientific officer of USAMRIID, talks about Gilead's GS-5734: "If we wouldn't have found the Gilead compound, I would probably still have nightmares like I did a year ago." Scottish nurse Cafferkey was given GS-5734. She's OK now. BCX4430 is only mentioned in a "Sparse Pipeline" table.
Again, and I quote the article - " The only new addition to the field is Gilead's GS-5734, a nucleoside inhibitor that has done a great job of helping even the sickest of infected monkeys." The text of the article mentions Tekmira, ZMapp, Fujifilm, but not Biocryst.
To an extent that may be true for Biocryst. We fell badly due to the malaise since the dawn of 2016. January blues.
But, Like the CEO of DeCode Genetics, our CEO is reporting good science, but he's been doing that for quite a while. The street is looking for some numbers already. It's high time. We were at 10 or 11 for a while with no real catalyst to go up or down, except for some teasers. Come January, the excuse to go negative appeared, and now we are stuck at 7. DYAX took what little they had and sold it. They are in the upper 20's. They barely got touched this year. Sorry guys, but our CEO is straightforward, honest, and intelligent; but investors are short sighted and dumb.
February's results better be excellent, or this stock is toast!
NBI over 100 today. BCRX starts up 40 cents, then fell to even. This is the first time in weeks that BRCX has not gone up or down with the biotech indices.
Mdad - are you referring to revenue recognition paragraph on page 10? Please elaborate on what you see, because I see the 20+ million sign-up fee that was taken as revenue last year. How do we know how well Rapivab has been selling since then?
"all we need is for someone at BCRX (withholding name) to get off his behind and announce the results which are 6 FRICKING months over due... "
which explains why the pps hovers around 7.
And, it will go lower if we hear nothing by Valentines day as promised.
There you have it husky. The projections on phase 1 for 4430 from mgmt. that don't pan out anywhere near on time are wearing a little thin. This is only for really lethal diseases! Would a major drug maker put up with this?
Please explain what the temporal relationship between expiration and the cc is? Are you saying that is deliberately scheduled?
I asked Rob that this morning! Enough talk. We talk and DYAX produces the goods.
Yes, I'm #$%$.
I will divulge Rob's answer, if one is forthcoming - I asked if the HAE results will be out before Valentine's day, as promised.
So this tells me that any of the discussion by management about stockpiling has been very premature, read misleading expectations. Stockpiling changes and additions are probably a year off at least. Don't count it in the equation.
It did get near 7 yesterday until the falling IBB carried it down. It then struggled all day to get back to the day's starting point. So AH rise is very encouraging. There's some strength there. BTW, if BB hold is greater than 20%, does that have any SEC significance? Anybody?
Stonehouse saying "its the govt" is misleading. Read the article (www.acs.cen.org) and you will see that Gilead has pulled out all the stops on this and has produced a drug that works 100% in Ebola on monkeys, and may just have cured the Scottish nurse. It seems that USAMRIID prefers larger companies, especially ones with proven antivirals. It's just the way it is. Keep in mind, the ultimate goal is to get a pan-anti-RNA-virus drug, and I believe Biocryst has a shot. Just don't hold your breath waiting.