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BioCryst Pharmaceuticals, Inc.NasdaqGS:BCRX 株式レポート

時価総額 US$2.2b
株価
US$8.74
US$21.4
59.2% 割安 内在価値ディスカウント
1Y-13.2%
7D-9.0%
ポートフォリオ価値
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BioCryst Pharmaceuticals, Inc.

NasdaqGS:BCRX 株式レポート

時価総額:US$2.2b

BioCryst Pharmaceuticals(BCRX)株式概要

バイオテクノロジー企業であるバイオクリスト・ファーマシューティカルズ社は、遺伝性血管性浮腫(HAE)やその他の希少疾患の治療薬の開発・商業化を進めている。 詳細

BCRX ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長3/6
過去の実績0/6
財務の健全性2/6
配当金0/6

BCRX Community Fair Values

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BioCryst Pharmaceuticals, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要BioCryst Pharmaceuticals
過去の株価
現在の株価US$8.74
52週高値US$11.31
52週安値US$6.00
ベータ0.57
1ヶ月の変化-4.90%
3ヶ月変化16.84%
1年変化-13.21%
3年間の変化6.33%
5年間の変化-35.78%
IPOからの変化34.46%

最新ニュース

ナラティブの更新 May 16

BCRX: Astria Integration And Licensing Deal Will Support Hereditary Angioedema Expansion

Analysts have nudged their average price target on BioCryst higher by low single digits in recent weeks, citing reiterated long-term revenue goals following the Astria Therapeutics acquisition, ongoing confidence in Orladeyo and navenibart sales potential, and steadier expectations for future profitability and P/E levels. Analyst Commentary Recent research has leaned constructive on BioCryst, with several bullish analysts adjusting their price targets upward and reaffirming confidence in the company’s long term revenue framework following the Astria Therapeutics acquisition.
ナラティブの更新 May 01

BCRX: Astria Deal And FY26 Goals Will Support Rare Disease Upside

Analysts have inched their average price target on BioCryst Pharmaceuticals higher by $0.10 to $21.40, reflecting research that points to steady commercial execution, reiterated long term revenue goals following the Astria Therapeutics acquisition, and continued interest in the BCX17725 program as well as Orladeyo and navenibart sales potential. Analyst Commentary Recent research highlights a mix of enthusiasm and caution around BioCryst, with price targets edging higher and coverage resuming as analysts digest the Astria Therapeutics acquisition, updated guidance, and the company’s rare disease portfolio.

Recent updates

ナラティブの更新 May 16

BCRX: Astria Integration And Licensing Deal Will Support Hereditary Angioedema Expansion

Analysts have nudged their average price target on BioCryst higher by low single digits in recent weeks, citing reiterated long-term revenue goals following the Astria Therapeutics acquisition, ongoing confidence in Orladeyo and navenibart sales potential, and steadier expectations for future profitability and P/E levels. Analyst Commentary Recent research has leaned constructive on BioCryst, with several bullish analysts adjusting their price targets upward and reaffirming confidence in the company’s long term revenue framework following the Astria Therapeutics acquisition.
ナラティブの更新 May 01

BCRX: Astria Deal And FY26 Goals Will Support Rare Disease Upside

Analysts have inched their average price target on BioCryst Pharmaceuticals higher by $0.10 to $21.40, reflecting research that points to steady commercial execution, reiterated long term revenue goals following the Astria Therapeutics acquisition, and continued interest in the BCX17725 program as well as Orladeyo and navenibart sales potential. Analyst Commentary Recent research highlights a mix of enthusiasm and caution around BioCryst, with price targets edging higher and coverage resuming as analysts digest the Astria Therapeutics acquisition, updated guidance, and the company’s rare disease portfolio.
ナラティブの更新 Apr 17

BCRX: Astria Integration And 2031 Debt Structure Will Support Hereditary Angioedema Expansion

Narrative Update Analysts have nudged their price targets on BioCryst Pharmaceuticals higher by $1. This reflects continued confidence in management's reiterated FY26 guidance, the integration of the Astria Therapeutics acquisition, and the longer term potential they see in Orladeyo and navenibart.
ナラティブの更新 Apr 03

BCRX: Astria Acquisition And FY26 Guidance Will Support Long-Term Revenue Potential

Analysts lifted their price target on BioCryst Pharmaceuticals to $22 from $21, citing steady forward guidance, reaffirmed peak revenue goals following the Astria Therapeutics acquisition, and confidence in Orladeyo and the BCX17725 program as key factors supporting the updated outlook. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as supported by reiterated FY26 guidance and peak revenue goals, which they view as evidence that management is confident in the current growth plan.
ナラティブの更新 Mar 20

BCRX: Astria Acquisition And FY26 Outlook Will Support Long Term Upside

Analysts lifted their price targets on BioCryst to a range of $17 to $22, citing steady FY26 guidance, reaffirmed peak revenue goals, and confidence in the Astria Therapeutics acquisition and BCX17725 data timeline as key supports for the higher valuations. Analyst Commentary Recent Street research on BioCryst highlights a mix of optimism around the Astria Therapeutics acquisition, reaffirmed FY26 guidance, and the commercial trajectory of Orladeyo, alongside growing interest in the BCX17725 program as a potential long term driver.
Seeking Alpha Mar 17

BioCryst: The Buyout Rumor Is Noise, The Franchise Is Real

Summary BioCryst Pharmaceuticals remains a cash-generative orphan drug player, with ORLADEYO as its mature but still growing lead asset. Despite recent buyout rumors, I view a takeout as speculative and maintain a 'Hold' rating until more definitive catalysts emerge. ORLADEYO's future growth is challenged by new high-efficacy HAE treatments, while navenibart's Phase 3 data (expected 2027) could redefine BCRX's outlook. Financially, BCRX preserved liquidity post-Astria acquisition, guiding FY26 revenues of $625M–$645M and outpacing non-GAAP opex. Read the full article on Seeking Alpha
ナラティブの更新 Mar 05

BCRX: Astria Acquisition And FY26 Outlook Will Support Long-Term HAE Leadership

Analysts have raised their blended price target on BioCryst Pharmaceuticals to about $21.30 from $20.50, citing reaffirmed FY26 guidance, reiterated peak revenue goals after the Astria Therapeutics acquisition, and continued confidence in the commercial ramp and the BCX17725 data timeline. Analyst Commentary Bullish Takeaways Bullish analysts see the higher blended price targets, up to about $22, as reflecting confidence in execution on the FY26 guidance and the longer term revenue framework.
ナラティブの更新 Feb 19

BCRX: Astria Acquisition Will Drive Hereditary Angioedema Franchise Expansion

Analysts have reaffirmed their $32.00 fair value estimate for BioCryst Pharmaceuticals and supported a $17.00 price target, citing expectations for Orladeyo to potentially reach $900m in sales by 2029 and for navenibart to approach $1b in risk adjusted sales following the Astria Therapeutics acquisition. Analyst Commentary Bullish analysts view the reaffirmed US$32.00 fair value estimate and the US$17.00 price target as grounded in a clearer revenue roadmap, with both Orladeyo and navenibart framed as key building blocks of the story rather than optional upside.
ナラティブの更新 Feb 05

BCRX: Pediatric Approval And 2031 Financing Will Strengthen Long Term Outlook

Narrative Update Overview Analysts have raised their price target on BioCryst Pharmaceuticals from US$11.00 to US$13.00, reflecting updated assumptions on revenue, profit margins, discount rate and future P/E multiples in their valuation work. What's in the News Entered a new loan agreement with Blackstone Alternative Credit Advisors LP and Blackstone Life Sciences Advisors L.L.C. for term loans with gross proceeds of US$400 million, issued in multiple tranches and maturing on January 23, 2031, with quarterly interest-only payments and principal due at maturity (company announcement).
ナラティブの更新 Jan 22

BCRX: Pediatric Expansion And 2025 Profitability Outlook Will Support Long-Term HAE Leadership

Narrative Update Overview Analysts now see fair value for BioCryst Pharmaceuticals at US$20.50 per share, a US$0.10 adjustment that reflects updated assumptions on revenue growth, profit margins, discount rate, and future P/E levels. What's in the News BioCryst issued full year 2026 earnings guidance, with total revenue expected in a range of US$635 million to US$660 million (company guidance).
ナラティブの更新 Jan 08

BCRX: Astria Acquisition Will Extend HAE Leadership With Long Acting Injectable Through 2042

Narrative Update: BioCryst Pharmaceuticals The updated analyst price target for BioCryst Pharmaceuticals has moved modestly higher to about $20.60 from $20.40, with analysts pointing to the planned $700m acquisition of Astria Therapeutics, expected SG&A synergies, and the potential of HAE candidate navenibart to support BioCryst's hereditary angioedema franchise as key reasons for their revised view. Analyst Commentary Street research around BioCryst's planned US$700m acquisition of Astria Therapeutics clusters around the same core themes, but with different levels of enthusiasm about execution risk, competitive pressure, and valuation.
ナラティブの更新 Dec 24

BCRX: Astria Acquisition Will Extend Hereditary Angioedema Leadership Through Navenibart

We raise our BioCryst Pharmaceuticals fair value estimate to $32.00 from $28.15, as analysts highlight the accretive $700M Astria Therapeutics acquisition and its potential to extend the company’s hereditary angioedema leadership with long acting navenibart through the next decade. Analyst Commentary Analysts with a positive view on the stock are broadly endorsing BioCryst's acquisition of Astria Therapeutics, describing it as a value-accretive move that enhances the company’s hereditary angioedema portfolio and extends its potential growth runway into the 2030s and beyond.
ナラティブの更新 Dec 10

BCRX: Astria Acquisition Will Extend HAE Leadership With Long-Acting Injectable Through 2042

Analysts have lifted their average price targets on BioCryst Pharmaceuticals by a mid-teens dollar amount into the mid to high $20s per share range, citing the proposed $700M acquisition of Astria Therapeutics as a strategically sound, earnings-accretive move that extends the company’s hereditary angioedema leadership and reduces long-term growth risk. Analyst Commentary Street research following the Astria Therapeutics deal skews constructive, with most price target revisions reflecting higher confidence in BioCryst’s long term growth profile and durability in hereditary angioedema, even as investors weigh near term dilution and competitive risks.
ナラティブの更新 Nov 26

BCRX: Acquisition Will Extend HAE Franchise With New Long-Acting Candidate Through 2042

BioCryst Pharmaceuticals’ fair value estimate has increased from $19.73 to $20.40 per share. Analysts cite the company’s acquisition of Astria Therapeutics and improved long-term growth prospects following recent price target raises by multiple firms.
ナラティブの更新 Nov 12

BCRX: Acquisition Will Drive Earnings Upside With New HAE Candidate Through 2042

BioCryst Pharmaceuticals' fair value estimate has been adjusted downward by approximately $0.55 per share, as analysts incorporate the strategic rationale and expected synergies following the announced acquisition of Astria Therapeutics. Analyst Commentary Market observers have provided a range of insights following BioCryst Pharmaceuticals' acquisition of Astria Therapeutics.
分析記事 Nov 06

Earnings Beat: BioCryst Pharmaceuticals, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Last week saw the newest third-quarter earnings release from BioCryst Pharmaceuticals, Inc. ( NASDAQ:BCRX ), an...
ナラティブの更新 Oct 29

Acquisition Of Leading HAE Therapy Candidate Will Drive Future Market Expansion

Analysts have raised their price target for BioCryst Pharmaceuticals from $18.50 to approximately $20.27 per share. This change reflects optimism about the company's acquisition of Astria Therapeutics and its anticipated impact on future growth and market position.
ナラティブの更新 Oct 14

Expanding Rare Disease Pipeline Will Open New Markets

Analysts have raised their fair value estimate for BioCryst Pharmaceuticals to $18.50 from $16.73. They cited the anticipated long-term benefits and strategic alignment from the recent Astria Therapeutics acquisition, despite some near-term uncertainties.
分析記事 Aug 07

BioCryst Pharmaceuticals, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

A week ago, BioCryst Pharmaceuticals, Inc. ( NASDAQ:BCRX ) came out with a strong set of quarterly numbers that could...
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新しいナラティブ May 09

ORLADEYO Pipeline Will Deliver New Therapeutic Opportunities

ORLADEYO's revenue growth, patient conversion, and reduced royalty payments enhance profitability, cash flow, and financial stability for BioCryst Pharmaceuticals.
Seeking Alpha Feb 25

BioCryst: Upgrading On Strong 2024 Orladeyo Sales, But I Remain Skeptical

Summary I initially rated BioCryst a "Sell" in November 2023, but am now upgrading to "Hold" as the company has outperformed my expectations, despite competitive pressures. Orladeyo, BioCryst's main revenue source, saw impressive growth in 2024, but faces significant competition and may not reach management's $1bn annual revenue target in my view. Q4 2024 earnings showed a notable improvement with a reduced GAAP operating loss and a positive non-GAAP operating profit, but guidance for ~22% growth led to a sell-off. Despite promising near-term growth and potential label expansions, long-term risks and reliance on Orladeyo remain concerns, making the stock fairly valued at this time in my view. Read the full article on Seeking Alpha
分析記事 Feb 15

BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX) Shares Fly 25% But Investors Aren't Buying For Growth

The BioCryst Pharmaceuticals, Inc. ( NASDAQ:BCRX ) share price has done very well over the last month, posting an...
Seeking Alpha Dec 09

BioCryst Pharmaceuticals: Seasoned Blockbuster Makes It A Buy

Summary BioCryst remains a "Buy" due to ORLADEYO's proven success, potential growth, and management's confidence despite significant competition and a one-dimensional revenue stream. Q3 2024 showed mixed results with a modest revenue beat and slight earnings miss, leading to a 13% stock drop on higher volume. ORLADEYO's revenue guidance is strong, with expectations of reaching $1 billion annually by 2029, driven by its convenience and efficacy. BioCryst's financial health is solid with positive cash flow in Q3, a strong cash position, and no immediate need for additional capital. Read the full article on Seeking Alpha
Seeking Alpha Sep 29

BioCryst's Orladeyo Outperforms, But Competition Remains A Threat (Rating Upgrade)

Summary BioCryst's Q2 earnings exceeded expectations, with Orladeyo revenues driving a 34% YoY growth, signaling a faster path to profitability. Despite fierce competition, Orladeyo's market performance and international expansion bolster confidence in its potential to reach $1 billion in annual revenue. BioCryst's financial health is solid, with a current ratio above 2 and a cash runway of approximately 2.5 years, aiming for positive cash flow by late 2025. Upgrading BioCryst to a "hold" rating due to improved financials and Orladeyo's growth, but caution remains due to competition and potential R&D setbacks. Read the full article on Seeking Alpha

株主還元

BCRXUS BiotechsUS 市場
7D-9.0%-3.0%-0.3%
1Y-13.2%32.9%26.7%

業界別リターン: BCRX過去 1 年間で28.1 % の収益を上げたUS Biotechs業界を下回りました。

リターン対市場: BCRXは、過去 1 年間で23.3 % のリターンを上げたUS市場を下回りました。

価格変動

Is BCRX's price volatile compared to industry and market?
BCRX volatility
BCRX Average Weekly Movement7.7%
Biotechs Industry Average Movement10.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

安定した株価: BCRX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BCRXの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1986435Charlie Gayerwww.biocryst.com

バイオテクノロジー企業であるバイオクリスト・ファーマシューティカルズ社は、遺伝性血管性浮腫(HAE)およびその他の希少疾患の治療薬の開発・商業化を進めている。同社は、合併症のない急性および季節性インフルエンザ治療用のノイラミニダーゼ阻害剤であるペラミビル注射液を「RAPIVAB」、「RAPIACTA」、「PERAMIFLU」の名称で、またHAE治療用の経口セリンプロテアーゼ阻害剤である「ORLADEYO」を販売している。また、フェーズ1段階にあるネザートン症候群のタンパク質治療薬BCX17725、フェーズ1段階にある糖尿病黄斑浮腫の眼球血漿カリクレイン阻害薬Avoralstat、フェーズ3段階にあるHAEのモノクローナル抗体血漿カリクレイン阻害薬Navenibartも開発中である;BCX17725:臨床第1相試験中のネザートン症候群治療用KLK5阻害剤、STAR-0310:臨床第1a相試験中のアトピー性皮膚炎治療用モノクローナル抗体OX40アンタゴニスト。同社は、鳥居薬品株式会社、塩野義製薬株式会社、ミドリ十字株式会社、国立アレルギー・感染症研究所、バイオメディカル先端研究開発機構、米国保健社会福祉省、アラバマ大学バーミンガム校、イェシバ大学アルバート・アインシュタイン医科大学、株式会社インダストリアル・リサーチと共同研究および導入関係にある。バイオクリスト・ファーマシューティカルズ社は1986年に設立され、ノースカロライナ州ダーラムに本社を置いている。

BioCryst Pharmaceuticals, Inc. 基礎のまとめ

BioCryst Pharmaceuticals の収益と売上を時価総額と比較するとどうか。
BCRX 基礎統計学
時価総額US$2.23b
収益(TTM)-US$457.98m
売上高(TTM)US$885.72m
2.5x
P/Sレシオ
-4.9x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BCRX 損益計算書(TTM)
収益US$885.72m
売上原価US$207.02m
売上総利益US$678.70m
その他の費用US$1.14b
収益-US$457.98m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)-1.80
グロス・マージン76.63%
純利益率-51.71%
有利子負債/自己資本比率-152.2%

BCRX の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 03:43
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

BioCryst Pharmaceuticals, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27

アナリスト機関
Tazeen AhmadBofA Global Research
Dae Gon HaBTIG
Steven SeedhouseCantor Fitzgerald & Co.