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BHBHVN

Biohaven Ltd.

$BHVN·$1.8B·Biotechnology·Healthcare
$10.78-5.7%YTD+0.5%1Y-34.6%
Price updated 7h ago·X counts updated 5d ago
BHBHVN
$BHVNBiohaven Ltd.
$10.78-5.69%52 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BHVN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

52X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $BHVN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

Sentiment is split. On the bull side, Biohaven surprised investors with an SK Bio licensing agreement for opakalim ahead of P2/3 focal-epilepsy data in 2H26 and one sub-tracker claims +120% on the trade. On the bear side, RBC downgraded and cut its price target to $19, and at least one trader admits their puts "got destroyed."

Read what X is saying about $BHVN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BHVN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

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

Biohaven split: SK Bio opakalim deal and FGFR3 ADC data vs RBC downgrade — Nov 9 earnings sorts the pipeline.

Biohaven is a diversified clinical-stage biopharma with multiple pipeline programs — the newly announced SK Bio opakalim licensing agreement ahead of P2/3 focal-epilepsy data in 2H26, plus the BHV-1530 FGFR3-ADC with proprietary TopoIx payload selected for oral presentation at ESMO.

  • The P&L is pre-commercial: zero quarterly revenue with EPS of -$0.88 and trailing EPS prints missing Street estimates by 19.6% and 2.3% — these are small-dollar misses reflecting operating-expense accruals, not operational issues.
  • The specific catalyst stack is mixed: SK Bio opakalim licensing is grounded institutional validation and a sub-tracker claims +120% on the trade; RBC downgrade with PT cut to $19 and the SueWallSt investigation are the counter-signals.

At 49% of its 52-week range going into Nov 9 earnings, the setup is a mid-range coil on bidirectional signals. The opakalim P2/3 focal-epilepsy data in 2H26 is the next real catalyst plus BHV-1530 ESMO data — any positive readout plus clean cash is the trigger; a Phase 2/3 miss or safety signal is the catastrophic invalidation.

Agrees with X sentimentThe split read captures the real tension — SK Bio deal and BHV-1530 data on one side, RBC downgrade and SueWallSt investigation on the other. Both are grounded.

What to watch: Nov 9 Q3 earnings plus opakalim P2/3 readout and ESMO BHV-1530 data — cash runway, pipeline progression, RBC-related commentary, and FY27 guide. Positive opakalim data is the trigger; miss or safety signal is the invalidation.

On the calendar: 2026-11-09 — Q3 earnings

event ahead 30dclinical catalysts

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — mRNA oncology platform remains the structural driver.

What this means for $BHVN

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

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%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
Q2 2026Aug 10, 2026$-0.91$-0.76-19.6%
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%
Next earningsMon, Nov 9·consensus EPS $-0.61

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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$107.7M$97.0M – $118.4M-$2.54-$2.64 – -$2.389
FY27$46.5M$28.1M – $65.0M-$2.48-$3.13 – -$1.8010
FY28$92.2M$89.1M – $95.4M-$2.15-$2.47 – -$1.6714
FY29$259.2M$233.5M – $284.9M-$1.08-$1.22 – -$0.948
FY30$659.8M$594.5M – $725.1M$0.79$0.69 – $0.8912

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.0.9×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.30%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.-21.2%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.-10.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 128.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.β3.205-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.

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.

+ 8 other (8 awards) 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
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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-KMaterial agreementOct 158-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
8-KMaterial agreementAug 268-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Biohaven Ltd. (BHVN, New Haven CT, incorporated in British Virgin Islands), a clinical-stage pharmaceutical company focused on neurological and psychiatric disorders, filed a current report on August 26, 2026 disclosing entry into a material definitive agreement (Item 1.01) alongside a Reg FD disclosure (Item 7.01) and exhibits (Item 9.01). A new material agreement for a clinical-stage pharma company typically signals a licensing deal, research collaboration, manufacturing partnership, or financing arrangement. The specific agreement terms, counterparty, and financial consideration are in attached exhibits. The combination with a Reg FD disclosure suggests this was a publicly announced transaction.

3New insider — initial holdingsAug 143
AI summary

John Yetimoglu filed Form 3 as a newly appointed director of Biohaven Ltd., with an event date of August 6, 2026. He beneficially owns 6,250,000 common shares of Biohaven indirectly through Infinitum Cayman Master, Ltd., where he serves as Chief Investment Officer. The 6.25 million share position held by Infinitum represents a significant institutional ownership stake in Biohaven, making this a notable initial director disclosure beyond routine Form 3 filings.

8-KOfficer or director changeAug 78-K — Item 5.02: Officer or director change
AI summary

Biohaven Ltd. appointed John Yetimoglu as a director effective August 6, 2026, with his term expiring at the 2027 Annual Meeting of Shareholders. He was simultaneously named to the Nominating and Governance Committee. Per the non-employee director compensation policy, Yetimoglu received options with a grant date fair value of $713,875, vesting 25% at grant and 25% on each of the following three anniversaries, plus a $57,000 annual retainer. This is a routine board appointment with standard compensation terms.

3New insider — initial holdingsJul 173
AI summary

Warren Karl Volles, Chief Legal Officer of Biohaven Ltd, filed a Form 3 initial ownership statement upon becoming a Section 16 reporting person, disclosing beneficial ownership of 248,212 direct shares plus stock options in BHVN. Standard initial Section 16(a) disclosure required within 10 days of becoming an insider.

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.

+ 11 other (3 13Gs · 2 routine 8-Ks · 2 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

Biohaven Expands Asian Licensing Footprint Through Strategic Ono Agreementbenzinga.com·9d agoBiohaven Enters Strategic Licensing Agreement with Ono Pharma for Extracellular IgG Degraders in Japan and Select Asian Regions, Lead Candidate BHV-1300 in Phase 3 for Graves' Diseasegurufocus.com·9d agoBiohaven Enters Strategic Licensing Agreement with Ono Pharma for Extracellular IgG Degraders in Japan and Select Asian Regions, Lead Candidate BHV-1300 in Phase 3 for Graves' Diseaseprnewswire.com·9d agoBiohaven's Clinical Data on BHV-1530, a Novel FGFR3-Directed ADC With a Proprietary Topoisomerase I (TopoIx) Payload, Selected for Oral Presentation at the EORTC-NCI-AACR Symposium 2026gurufocus.com·19d agoBiohaven's Clinical Data on BHV-1530, a Novel FGFR3-Directed ADC With a Proprietary Topoisomerase I (TopoIx) Payload, Selected for Oral Presentation at the EORTC-NCI-AACR Symposium 2026prnewswire.com·19d ago

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Voices on X · last 7 days

No standout posts about $BHVN on X in the last 7 days.

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