How Record ORLADEYO Growth and a Profitable Quarter Will Impact BioCryst Pharmaceuticals (BCRX) Investors

• BioCryst Pharmaceuticals announced in early August 2025 that its second quarter revenue grew to US$163.35 million, with a net income of US$5.09 million compared to a net loss a year earlier, alongside a strong performance from its core ORLADEYO product.
• This marks the company’s best quarter for ORLADEYO since its approval, driven by record new patient prescriptions, increased paid shipments, and significant progress in debt reduction and pipeline development.
• We’ll consider how record-breaking ORLADEYO growth and a return to profitability affect the company’s long-term investment outlook.

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BioCryst Pharmaceuticals Investment Narrative Recap

For shareholders, the central investment idea in BioCryst Pharmaceuticals right now is belief in ORLADEYO's durability and the company’s ability to profitably expand its rare disease pipeline. The latest earnings report highlights significant revenue gain and a return to profitability, but continued heavy reliance on one drug means the main catalyst, and key risk, remain tied to the trajectory of ORLADEYO’s performance. The favorable quarter does not materially diminish the potential vulnerability if competitive or payer dynamics shift unexpectedly.

The company’s maintained full-year guidance, projecting US$580 million to US$600 million in global net ORLADEYO revenue, directly ties into short-term optimism and frames the near-term catalyst around sustained prescription and payment conversion strength. This clarity on revenue outlook, alongside the pipeline update for pediatric indications and broader international approvals, reinforces why patient conversion rates and payer dynamics remain front and center for investors.

Yet, in contrast to the upbeat results, investors should be aware of how changes in healthcare policy or payer relationships could...

Read the full narrative on BioCryst Pharmaceuticals (it's free!)

BioCryst Pharmaceuticals' outlook anticipates $751.0 million in revenue and $195.2 million in earnings by 2028. This implies a 14.3% annual revenue growth rate and a $248.7 million increase in earnings from the current level of -$53.5 million.

Uncover how BioCryst Pharmaceuticals' forecasts yield a $16.90 fair value, a 97% upside to its current price.

Exploring Other Perspectives

Four Simply Wall St Community fair value estimates for BioCryst Pharmaceuticals stretch from just US$3.53 to US$50.55 per share. While many see upside in strong revenue growth from ORLADEYO, diverging views show how much opinions can differ, inviting you to review multiple outlooks before deciding if this aligns with your own expectations.

Explore 4 other fair value estimates on BioCryst Pharmaceuticals - why the stock might be worth less than half the current price!

Build Your Own BioCryst Pharmaceuticals Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your BioCryst Pharmaceuticals research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free BioCryst Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate BioCryst Pharmaceuticals' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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