Recent discussions on X about BioXcel Therapeutics (BTAI) have been ignited by the company's announcement that its SERENITY At-Home Phase 3 safety trial met its primary endpoint, supporting a potential label expansion for its IGALMI treatment. Many users on the platform have expressed excitement over the stock's significant after-hours surge, with some noting increases of up to 19% following the news. The anticipation of a supplemental New Drug Application submission in Q1 2026 has further fueled conversations about the company's future prospects.
Posts on X also highlight the broader implications of the trial results, with several pointing to the potential revenue growth tied to at-home treatment for agitation in bipolar disorders and schizophrenia. While optimism dominates, there are scattered mentions of the stock's volatility, with a few cautioning about the risks despite the positive clinical developments. The buzz around BTAI underscores a pivotal moment for the biotech firm as investors await further updates.
Note: This discussion summary was generated from an AI condensation of post data.
BioXcel Therapeutics Hedge Fund Activity
We have seen 1 institutional investors add shares of BioXcel Therapeutics stock to their portfolio, and 48 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ARMISTICE CAPITAL, LLC removed 4,315,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $8,759,450
- UBS GROUP AG removed 1,276,893 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $2,592,092
- VANGUARD GROUP INC removed 1,187,466 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $2,410,555
- BLACKROCK, INC. removed 380,608 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $772,634
- GEODE CAPITAL MANAGEMENT, LLC removed 311,965 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $633,288
- WELLS FARGO & COMPANY/MN removed 199,010 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $403,990
- MILLENNIUM MANAGEMENT LLC removed 104,972 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $213,093
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BioXcel Therapeutics Analyst Ratings
Wall Street analysts have issued reports on $BTAI in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 08/19/2025
- LUCID CAPITAL MARKETS issued a "Buy" rating on 07/15/2025
- Rodman & Renshaw issued a "Buy" rating on 03/19/2025
To track analyst ratings and price targets for BioXcel Therapeutics, check out Quiver Quantitative's $BTAI forecast page.
BioXcel Therapeutics Price Targets
Multiple analysts have issued price targets for $BTAI recently. We have seen 3 analysts offer price targets for $BTAI in the last 6 months, with a median target of $65.0.
Here are some recent targets:
- Raghuram Selvaraju from HC Wainwright & Co. set a target price of $10.0 on 08/19/2025
- Elemer Piros from LUCID CAPITAL MARKETS set a target price of $66.0 on 07/15/2025
- Elemer Piros from Rodman & Renshaw set a target price of $65.0 on 03/19/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
