TickerTalks
Browse all tickers →
TickerTalks›$BHVN
BHBHVN

Biohaven Ltd.

$BHVN·$1.6B·Biotechnology·Healthcare
$14.94-1.5%YTD+31.4%1Y+5.3%
Mentions · last 7 days
2026-07-07: 0 posts2026-07-08: 10 posts2026-07-09: 19 posts2026-07-10: 5 posts2026-07-11: 1 posts2026-07-12: 0 posts2026-07-13: 1 posts36-5%
Price updated 8h ago·X counts updated 1d ago
BHBHVN
$BHVNBiohaven Ltd.
$14.94-1.52%36 posts-5%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BHVN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-07-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Biohaven riding FDA-reversal sympathy — CSO transition plus the SCA resubmission speculation.

Biohaven Ltd is a clinical-stage neurology-focused biotech with pipeline programs including troriluzole (spinocerebellar ataxia, SCA) and other CNS candidates. This year the stock is up 37% YTD but today's -7.4% single-day drop reflects the volatility of a pre-commercial name.

Where the setup is:

  • The business is entirely pre-commercial: Q1 revenue was $0 against a $1.65B market cap — the equity is priced on pipeline optionality plus troriluzole's SCA regulatory path, which the community is speculating will see FDA reversal-adjacent treatment.
  • The CSO transition is worth naming: Bruce Car transitioning from Chief Scientific Officer to a part-time Chief Innovation Officer role, with David Pirman promoted — that's meaningful executive-team turnover at a pre-commercial biotech, and it either signals continued pipeline focus or leadership uncertainty.
  • The FDA-reversal sympathy setup is real: FDA reversals on QURE and RGNX have set a precedent that community bulls are extrapolating to BHVN's SCA program — that's speculative, but the underlying regulatory-flexibility trend is real.

August 10 earnings needs specific troriluzole regulatory-timeline commentary AND cash-runway visibility to break the coil upward; another quarter of pipeline slippage or a widened operating-margin decline is what would flip the setup into cooling. This is pure event-driven biotech — the SCA resubmission speculation is a specific dated catalyst that either materializes or doesn't.

Agrees with X sentimentThe small bullish crowd (6 posts) is aligned on FDA-reversal sympathy and the SCA resubmission speculation — supported by the QURE/RGNX precedent. The +25% YTD lagging CORT is honest context.

What to watch: August 10 earnings — troriluzole regulatory-timeline commentary, cash-runway, and any strategic-partnership disclosure. A pipeline slippage or widened cash-burn is what would flip the coil into cooling.

On the calendar: 2026-08-10 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-06-24

Biohaven is riding sympathy moves from FDA reversals on QURE and RGNX, with posters speculating SCA could be next for resubmission. The stock has roughly doubled with commentary praising patience and conviction, though one poster notes only +25% YTD lagging CORT. Pipeline optionality around troriluzole and broader regulatory leniency underpins the bullish tone.

Read the AI verdict + X sentiment for $BHVN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Develops KCC2 activators and other CNS drugs for treatment-resistant neurological and psychiatric disorders.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $BHVN.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $BHVN

Neutral — Develops KCC2 activators and other CNS drugs for treatment-resistant neurological and psychiatric disorders; limited exposure means the GLP-1 pipeline bifurcation and ADA oral formulation competition is not a near-term catalyst or headwind.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.2%YTD
+43.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-158%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-52.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-8.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 4, 2026$-0.88$-0.86-2.3%
Q4 2025Mar 2, 2026$-1.21$-1.22+0.8%
Q3 2025Nov 10, 2025$-1.64$-1.91+14.1%
Q2 2025Aug 11, 2025$-1.94$-1.940.0%
Next earningsMon, Aug 10·consensus EPS $-0.77

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.88$-149.9M
Q4 FY25$0———$-1.21$-130.7M
Q3 FY25$0———$-1.64$-145.7M
Q2 FY25$0———$-1.94$-168.2M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.5M$2.1M – $2.8M-$3.00-$3.22 – -$2.569
FY27$18.1M$13.6M – $22.6M-$2.44-$3.19 – -$1.6312
FY28$82.8M$82.4M – $83.3M-$2.19-$4.34 – -$0.4316
FY29$269.6M$228.9M – $310.4M-$2.11-$2.52 – -$1.6915
FY30$660.1M$560.3M – $760.0M-$0.67-$0.81 – -$0.5415

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.67%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+24.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 84.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 13 other (12 awards · 1 gift) in window

See when $BHVN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 98-K — Item 5.02: Officer or director change
AI summary

Biohaven Ltd. announced that Chief Scientific Officer Bruce Car will transition from his full-time role to a part-time position as Chief Innovation Officer. Concurrently, Dr. David Pirman was promoted to Executive Vice President and Head of Discovery, taking on the operational scientific leadership previously held by Car. The transition is described as planned and collegial, not a departure. Pirman's promotion signals Biohaven's continued investment in its early-stage pipeline, with a focus on ion channel and synaptic biology programs.

8-KPress release / Reg FDMay 278-K — Item 7.01: Press release / Reg FD
AI summary

Biohaven Ltd. (BHVN) filed an 8-K under Item 7.01 (Reg FD) to disclose investor conference or presentation materials. Regulation FD requires companies to disclose material non-public information broadly to all investors simultaneously rather than selectively. The presentation materials are typically attached as an exhibit, covering business updates, financial guidance, or strategic priorities. Investors should review these materials for any forward-looking statements or updates relative to prior guidance.

424B5Prospectus supplement (offering)May 4424B5
AI summary

BHVN filed a 424B5 prospectus supplement dated 2026-05-04, representing an active capital markets transaction. Offering size: approximately $300.0 million. This represents immediate dilution to existing shareholders.

S-3ASRAuto-shelf registrationMay 4S-3ASR
AI summary

BHVN filed a S-3ASR (automatic shelf) shelf registration statement dated 2026-05-04. This is primarily a resale shelf for existing stockholders — not new share issuance — limiting direct dilution to public investors. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

8-KShareholder voteMay 48-K — Item 5.07: Shareholder vote
AI summary

BHVN held its annual meeting of stockholders around 2026-05-04 (8-K Item 5.07). Stockholders elected 3 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 12 other (4 13Gs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Biohaven: Nice Pipeline Momentum, But Its Runway Is A Riskseekingalpha.com·2d agoBiohaven Announces Scientific Leadership Transitionsprnewswire.com·6d agoBiohaven Completes Enrollment in RISE 3 Pivotal Focal Epilepsy Study with Opakalim, a Selective Kv7.2/7.3 Activatorprnewswire.com·15d agoAnalyst Warns Biohaven's Lead Drug May Struggle To Stand Outbenzinga.com·16d agoBiohaven, Goodyear Tire And Other Big Stocks Moving Lower In Monday's Pre-Market Sessionbenzinga.com·16d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SEER$REGN$QTTB$AGEN$MRNA$AURA$SLS$VRTX
Voices on X · top 4 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport