BioCryst Pharmaceuticals (NASDAQ:BCRX) Issues Earnings Results

BioCryst Pharmaceuticals (NASDAQ:BCRX) posted its quarterly earnings data on Wednesday. The biotechnology company reported $0.14 EPS for the quarter, beating analysts’ consensus estimates of $0.09 by $0.05, Zacks reports. BioCryst Pharmaceuticals had a negative return on equity of 94.24% and a negative net margin of 37.40%. The company had revenue of $180.29 million during the quarter, compared to analysts’ expectations of $165.67 million. During the same quarter in the prior year, the business earned $0.06 earnings per share. BioCryst Pharmaceuticals’s revenue for the quarter was up 13.1% compared to the same quarter last year.

Here are the key takeaways from BioCryst Pharmaceuticals’ conference call:

• ORLADEYO revenue was $174.8 million, up 20% year over year excluding Europe, but included an upper-teens-million-dollar, one-time contribution from CareMed’s inventory build. BioCryst kept its full-year ORLADEYO guidance at $625 million–$645 million, saying future revenue should more closely reflect patient demand.
• BioCryst reported non-GAAP operating profit of $86 million, up 70% year over year, and non-GAAP net income of $71 million, more than doubling. It raised total 2026 revenue guidance to $715 million–$730 million, tightened operating expense guidance to $415 million–$425 million, and expects restructuring actions to generate $30 million–$35 million in annualized savings.
• Management described ORLADEYO prescriptions and net patient additions as strong, with early pediatric demand ahead of expectations and potential to exceed the previously estimated 500-patient opportunity. The company also launched pediatric pellets and plans to offer a newly approved 150 mg pellet formulation for patients 12 and older.
• The navenibart pivotal trial is fully enrolled, with 12-month top-line data expected in the third quarter of 2027; BioCryst is also preparing its BLA and launch plans. The company expects early BCX17725 data in Netherton syndrome by year-end and is evaluating early-stage external opportunities, but said further investment and development decisions will depend on the data and scientific assessment.

BioCryst Pharmaceuticals Stock Down 7.4%

NASDAQ BCRX opened at $7.63 on Friday. The firm has a market cap of $1.95 billion, a price-to-earnings ratio of -5.37 and a beta of 0.55. The business has a 50-day moving average price of $8.51 and a 200-day moving average price of $8.75. BioCryst Pharmaceuticals has a twelve month low of $6.23 and a twelve month high of $11.22.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on BCRX shares. Wedbush dropped their price target on shares of BioCryst Pharmaceuticals from $18.00 to $17.00 and set an “outperform” rating on the stock in a research note on Thursday. JPMorgan Chase & Co. lifted their price target on shares of BioCryst Pharmaceuticals from $12.00 to $13.00 and gave the company a “neutral” rating in a report on Wednesday, September 30th. Needham & Company LLC reiterated a “buy” rating and issued a $16.00 price target on shares of BioCryst Pharmaceuticals in a research report on Tuesday, September 8th. Wall Street Zen upgraded shares of BioCryst Pharmaceuticals from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 24th. Finally, Royal Bank Of Canada cut shares of BioCryst Pharmaceuticals from an “outperform” rating to a “sector perform” rating and reduced their price objective for the stock from $13.00 to $11.00 in a research note on Thursday, September 10th. Six analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, BioCryst Pharmaceuticals currently has a consensus rating of “Moderate Buy” and a consensus target price of $20.38.

BioCryst Pharmaceuticals Company Profile

BioCryst Pharmaceuticals, Inc is a biotechnology company focused on developing and commercializing oral medicines for rare and serious diseases. The company uses structure-based drug design and small-molecule research to develop therapies intended to address conditions with limited treatment options.

BioCryst’s primary commercial product is Orladeyo (berotralstat), an oral medication used to prevent hereditary angioedema attacks in adults and pediatric patients aged 12 and older. The company also maintains a pipeline of investigational therapies for complement-mediated diseases and other rare disorders, including programs designed to inhibit components of the complement system.

Founded in 1986 and headquartered in Durham, North Carolina, BioCryst has historically conducted research and commercial activities in the United States and worked with international partners to make its products available in additional markets.