ORLADEYO quarterly prescription trends and patient enrollment numbers (TRx data from Symphony Health)
Clinical trial readouts for pipeline assets, particularly BCX9930 (oral Factor D inhibitor) in complement-mediated diseases
Regulatory approvals in new geographies (Japan, additional EU markets) or label expansions
Cash runway updates and path to sustained profitability without additional dilution
low - Rare disease treatments are medically necessary and reimbursed by insurers/government payers regardless of economic conditions. HAE patients require prophylactic therapy to prevent life-threatening attacks, creating non-discretionary demand. However, healthcare budget pressures during recessions can slow payer approvals and increase prior authorization hurdles.
Rising rates negatively impact valuation multiples for pre-profitable biotechs as future cash flows are discounted more heavily. BioCryst carries minimal debt (negative D/E ratio suggests equity financing), so direct financing costs are not material. However, higher rates reduce appetite for speculative growth stocks and increase competition for capital, potentially limiting future financing flexibility if additional capital is needed before reaching sustained profitability.
Competitive threat from oral Factor XIIa inhibitors (KalVista's sebetralstat) that could offer superior efficacy or safety profiles in HAE, eroding ORLADEYO's market share
Pricing pressure from payers and potential inclusion in IRA drug price negotiations if revenue exceeds thresholds, though orphan drug exemptions may apply
Clinical trial execution risk for pipeline assets (BCX9930, galidesivir) with binary outcomes that could eliminate future growth drivers
growth - Attracts speculative biotech investors focused on rare disease commercial execution and pipeline optionality. The 36% revenue growth and path to profitability appeal to growth-at-reasonable-price (GARP) investors, while negative cash flow and binary clinical risks deter value and income investors. Momentum traders respond to clinical catalysts and prescription data releases.
Trend
+8.9% vs SMA 50 · +14.9% vs SMA 200
Momentum
Volume distribution is neutral or leaning toward distribution. No compelling squeeze setup based on current money flow data.
Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.
ANALYST ESTIMATES
Analyst consensus estimates · Actuals replace estimates as reported
| Year | Revenue Est. | Rev Gth | EPS Est. | EPS Gth | Range | Analysts |
|---|---|---|---|---|---|---|
FY2025 | $619.5M $617.8M–$621.3M | — | $0.14 | — | ±50% | High6 |
FY2026(current) | $671.0M $645.6M–$696.5M | ▲ +8.3% | -$2.68 | — | ±31% | High6 |
FY2027 | $727.2M $686.5M–$768.0M | ▲ +8.4% | $0.31 | — | ±50% | High6 |
INSTITUTIONAL OWNERSHIP
BCRX News
About
biocryst pharmaceuticals, a biotechnology company, designs, optimizes and develops novel small-molecule drugs that block key enzymes involved in infectious and rare diseases. founded in 1986, biocryst has more than 50 employees and is experiencing continued growth. the company’s headquarters are located in research triangle park, north carolina and its discovery center of excellence is in birmingham, alabama. with expertise in drug discovery, clinical development, regulatory affairs and product commercialization, we continue to advance our clinical programs and to generate new compounds from our own discovery engine. we are proud of our culture of engagement and accountability that rewards people for innovative thinking and achievement of key objectives. the commitment of biocryst remains unchanged. we continue to be passionate about developing and marketing novel therapeutics for patients with rare and serious diseases.
| Symbol | Price | Day % | Mkt Cap↓ | P/E | Rev Grw | Margin | ELO |
|---|---|---|---|---|---|---|---|
BCRX◀ | $9.02 | -5.75% | $1.9B | — | — | 3016.1% | 1500 |
| $66.13 | -5.07% | $13.0B | — | +12626.1% | -14525.8% | 1500 | |
| $94.92 | -3.79% | $12.6B | — | +3288.2% | -4239.0% | 1500 | |
| $523.69 | -3.00% | $12.1B | — | +43205.3% | -3008.0% | 1500 | |
| $227.72 | -1.96% | $11.7B | — | +6554.5% | -2868.8% | 1500 | |
| $57.90 | -0.86% | $11.2B | 50.3 | +1459.3% | 147.7% | 1500 | |
| $76.67 | -3.79% | $10.8B | — | +2325815.3% | -19.7% | 1500 | |
| Sector avg | — | -3.46% | — | 50.3 | +398824.8% | -3071.1% | 1500 |