HAE
Haemonetics Corporation
stock NYSE

I don’t know BFRI much but photodynamic therapy is pretty niche/ interesting. Since they have commercialized products would have to look at sales.
I have looked at BCRX a fair amount because it is big competitor of PHVS. BCRX has an approved HAE drug (Orladeyo, approved in 2020) and another in clinical trials (Navinebart). PHVS just reported their phase 3 trial and data was pretty strong which is what hurt BCRX stock the last 3 days. PHVS right now is looking to take market share from BCRX’s Orladeyo and their drug looks to be much more effective. However, Navinebart has had strong data through trials thus far and will report their phase 3 data some time in Q327 so that will be the true comparison to PHVS
NTLA, which was popular on Reddit at one point like SLS, is also trying to compete in this indication with a completely different type of therapy which is CRISPR gene editing and a one time treatment. They have an approval decision from the FDA in March 2027 and will likely get approved but I think it will have a lot of obstacles with ramping/ commercialization bc of things like manufacturing and getting insurers to justify covering it with a lot of other options that have similar efficacy and less concerns about toxicity and irreversibility of a 1x infusion. Also there is only around 7.5k patients.
So I really feel the winner in this indication will be between PHVS and BCRX, if not both. I prefer PHVS for now because they have a very strong asset that right now looks like best-in-class and has been de-risked after just reporting P3 data, and has about a 1 year lead on Navinebart in clinical trials. But BCRX could be the winner if they end up having better efficacy data or comparable, especially since they already have the advantage of having a commercialized drug already that is pretty much the standard of care right now.
There are strong cases to be made for both stocks. this is very smart biotech investor on X who likes BCRX https://x.com/seedy19tron/status/2098076004434489486?s=46 . I disagree with some points/ think some are incorrect about PHVS, and he is more emotional right now bc owning it into PHVS data this week would have really boosted BCRX stock had the data been weak. since it was good BCRX is now down -18% over the last 5 days. Probably a good buying opportunity as it will certainly bounce back but who knows how long that will take.

I don’t know BFRI much but photodynamic therapy is pretty niche/ interesting. Since they have commercialized products would have to look at sales.
I have looked at BCRX a fair amount because it is big competitor of PHVS. BCRX has an approved HAE drug (Orladeyo, approved in 2020) and another in clinical trials (Navinebart). PHVS just reported their phase 3 trial and data was pretty strong which is what hurt BCRX stock the last 3 days. PHVS right now is looking to take market share from BCRX’s Orladeyo and their drug looks to be much more effective. However, Navinebart has had strong data through trials thus far and will report their phase 3 data some time in Q327 so that will be the true comparison to PHVS
NTLA, which was popular on Reddit at one point like SLS, is also trying to compete in this indication with a completely different type of therapy which is CRISPR gene editing and a one time treatment. They have an approval decision from the FDA in March 2027 and will likely get approved but I think it will have a lot of obstacles with ramping/ commercialization bc of things like manufacturing and getting insurers to justify covering it with a lot of other options that have similar efficacy and less concerns about toxicity and irreversibility of a 1x infusion. Also there is only around 7.5k patients.
So I really feel the winner in this indication will be between PHVS and BCRX, if not both. I prefer PHVS for now because they have a very strong asset that right now looks like best-in-class and has been de-risked after just reporting P3 data, and has about a 1 year lead on Navinebart in clinical trials. But BCRX could be the winner if they end up having better efficacy data or comparable, especially since they already have the advantage of having a commercialized drug already that is pretty much the standard of care right now.
There are strong cases to be made for both stocks. this is very smart biotech investor on X who likes BCRX https://x.com/seedy19tron/status/2098076004434489486?s=46 . I disagree with some points/ think some are incorrect about PHVS, and he is more emotional right now bc owning it into PHVS data this week would have really boosted BCRX stock had the data been weak. since it was good BCRX is now down -18% over the last 5 days. Probably a good buying opportunity as it will certainly bounce back but who knows how long that will take.