BCRX

BioCryst Pharmaceuticals, Inc. ( BCRX ) Q3 2026 Earnings Call November 4, 2026 8:30 AM EST Company Participants Nick Wilder - Manager of Investor Relations Charles Gayer - CEO, President & Director Babar Ghias - CFO & Head of Corporate Development Sandeep Menon - Chief Research & Development Officer Conference Call Participants Gavin Clark-Gartner - Evercore ISI Institutional Equities, Research Division Laura Chico - Wedbush Securities Inc., Research Division Steven Seedhouse - Cantor Fitzgerald & Co., Research Division Stacy Ku - TD Cowen, Research Division Jeremiah Lorentz - BofA Securities, Research Division Maurice Raycroft - Jefferies LLC, Research Division John Todaro - Needham & Company, LLC, Research Division Catherine Okoukoni - Citizens JMP Securities, LLC, Research Division Brian Abrahams - RBC Capital Markets, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the BioCryst Third Quarter 2026 Earnings Call.

BioCryst Pharmaceuticals delivered Q3 2026 results ahead of expectations, maintaining 2026 guidance and highlighting Orladeyo's ongoing growth in a competitive HAE market. BCRX's valuation appears modest at ~3.5x forward P/S and ~11x forward P/E (excluding IPR&D), but future upside depends on pipeline execution, especially navenibart. Management pivots to external innovation, targeting >$1bn revenues by 2030 with Orladeyo, navenibart, and BCX17725, while royalty burdens are set to ease after 2029.

BioCryst Pharmaceuticals NASDAQ: BCRX reported third-quarter results marked by growth in ORLADEYO revenue, higher profitability and progress across its hereditary angioedema, or HAE, portfolio, while maintaining its full-year ORLADEYO revenue outlook following a specialty-pharmacy transition.

BioCryst Pharmaceuticals (BCRX) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.06 per share a year ago.

— Total net revenue of $180.3 million and ORLADEYO ® net revenue of $174.8 million — — Operating profit of $53.3 million and Non-GAAP operating profit of $86.5 million — — Maintained Full Year 2026 ORLADEYO revenue guidance of $625 to $645 million and increased total revenue guidance to $715 million to $730 million — — Improved Non-GAAP operating expense guidance to $415 to $425 million — — Received FDA approval for ORLADEYO 150 mg oral pellets for patients aged 12 and older — RESEARCH TRIANGLE PARK, N.C., Nov. 04, 2026 (GLOBE NEWSWIRE) -- BioCryst Pharmaceuticals, Inc. (Nasdaq:BCRX) today reported financial results for the quarter ended September 30, 2026, and provided a business update.

The consensus price target hints at a 137.9% upside potential for BioCryst (BCRX). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

RESEARCH TRIANGLE PARK, N.C., Oct. 21, 2026 (GLOBE NEWSWIRE) -- BioCryst Pharmaceuticals, Inc. (Nasdaq: BCRX) today announced that the company will report its third quarter 2026 financial results on Wednesday, November 4, 2026.

—Expands BioCryst portfolio of targeted oral prophylactic therapy options to meet patients' individual needs and preferences—

—Supports BioCryst's evolution toward a more disciplined R&D model centered on external innovation— RESEARCH TRIANGLE PARK, N.C., Oct. 05, 2026 (GLOBE NEWSWIRE) -- BioCryst Pharmaceuticals, Inc. (Nasdaq: BCRX) today announced the formation of a Scientific Advisory Board (SAB) comprising seven accomplished scientific and industry leaders with deep expertise across rare disease research and drug development.

After its most recent pullback, biopharmaceutical stock BioCryst Pharmaceuticals Inc (NASDAQ:BCRX) bounced off the $8 level and has now reclaimed the 320-day moving average -- both of which have been key lines of pressure and support.