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BCBCRX

BioCryst Pharmaceuticals, Inc.

$BCRX·$2.2B·Biotechnology·Healthcare
$8.13+0.7%YTD+3.2%1Y+18.8%
Price updated just now·X counts updated 3d ago
BCBCRX
$BCRXBioCryst Pharmaceuticals, Inc.
$8.13+0.68%49 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BCRX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

49X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BCRX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 67% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

Posters rotate profits from BCRX ($9.4 exit near their $9.27 average) into PHVS post CHAPTER-3 win, but one adds to BCRX arguing PHVS data isn't enough. Tone is a value-rotation dynamic rather than a strong directional call on BCRX itself.

Read what X is saying about $BCRX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BCRX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

BioCryst is a commercial-stage biotech with Orladeyo growing — the X thread shows value rotation out to PHVS post-CHAPTER-3.

BioCryst Pharmaceuticals commercializes Orladeyo for hereditary angioedema plus a growing pipeline of oral drugs. The business is a late-stage specialty biopharma transitioning toward sustained profitability.

  • The business is close to profitability: Q1 revenue +7.5% YoY at a -43% operating margin — the Orladeyo franchise is scaling, with the long-term setup being commercial breakeven and sustained margin expansion.
  • At PE -4.4 and 2.0x sales the valuation is reasonable for a commercial-stage biotech transitioning to profits — the market is pricing in competitive risk from PHVS and other HAE entrants.
  • 52-week range position is 41% with volume at 127% of average — above-average volume in the mid-range, with the thread showing value-rotation dynamics (profits taken into PHVS post-CHAPTER-3 win) rather than directional conviction.

Nov 2 Q3 is the gate — any continued Orladeyo revenue growth plus visible operating-margin expansion extends the stock. A PHVS competitive update or Orladeyo deceleration and the stock gives back some gain.

What to watch: Nov 2 Q3 — Orladeyo revenue trajectory, operating-margin expansion path, cash runway, and any PHVS competitive commentary. A PHVS launch update is the clear invalidator.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict on $BCRX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops oral small-molecule drugs for rare diseases, with Orladeyo approved for hereditary angioedema prevention.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $BCRX.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $BCRX

Neutral — Develops oral small-molecule drugs for rare diseases, with Orladeyo approved for hereditary angioedema prevention.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+32.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-122%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-43.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
16.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
124%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.30$0.15+94.6%
Q1 2026May 6, 2026$-2.98$0.06-5066.7%
Q4 2025Feb 26, 2026$1.12$0.07+1500.0%
Q3 2025Nov 3, 2025$0.06$0.07-14.3%
Next earningsMon, Nov 2·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$156.4M+7.5%-350%-449%$-2.98$-62.5M
Q4 FY25$406.6M+209.1%97.6%64.0%$1.17$275.2M
Q3 FY25$159.4M+36.1%98.4%18.6%$0.06$39.8M
Q2 FY25$163.4M+49.4%98.3%18.2%$0.02$41.1M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$710.1M$701.1M – $715.2M-$2.29-$2.42 – -$2.137
FY27$744.7M$682.1M – $795.4M$0.58$0.34 – $0.757
FY28$834.0M$668.4M – $956.3M$0.65$0.21 – $1.138
FY29$980.5M$908.1M – $1.0B$0.98$0.89 – $1.066
FY30$1.2B$1.1B – $1.2B$1.45$1.31 – $1.566

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.40%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 214.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.555-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 18Amy E MckeeDirector11.2K sh$100KSellMay 13Alane P BarnesChief Legal Officer62.5K sh$596K
+ 20 other (19 awards · 1 exempt) in window

See when $BCRX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

BCRX reported financial results for second. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from BCRX management.

8-K/ARestructuring / exit costs (amended)Aug 48-K/A — Item 2.05: Restructuring / exit costs
AI summary

BCRX disclosed costs associated with exit or disposal activities. The company expects to incur approximately $6.2 in restructuring charges. The actions include a facility closure. Item 2.05 disclosures allow investors to anticipate near-term earnings impact, while such actions may improve BCRX's long-term cost structure.

8-KRestructuring / exit costsJun 298-K — Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
AI summary

BioCryst Pharmaceuticals disclosed a cost reduction event effective June 25, 2026. The available excerpt consists primarily of XBRL structural header data with no usable narrative describing the specific restructuring actions, headcount reductions, or associated charges. Body unavailable — excerpt is XBRL header only with no readable details on the cost reduction.

8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

BioCryst Pharmaceuticals, Inc. held its 2026 Annual Meeting on June 11, 2026. Shareholders elected Class III directors Theresa M. Heggie (176.9M for), Amy E. McKee M.D. (178.8M for), and Jon P. Stonehouse (173.9M for); ratified Ernst & Young LLP; approved Say-on-Pay; and approved an amendment to the Stock Incentive Plan adding 7,000,000 shares for issuance. The equity plan expansion — adding 7M shares — is the material item, representing real dilution potential for shareholders of the HAE-drug maker.

8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

BCRX reported first quarter ended March 31, 2026, which also refere financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDMay 48-K — Item 7.01: Press release / Reg FD
AI summary

BCRX filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-04. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 10 other (4 13Gs · 2 10-Qs · 2 proxys · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BioCryst Announces Formation of Scientific Advisory Board to Drive Rare Disease Pipeline Innovation and Growthglobenewswire.com·9d agoBioCryst Pharmaceuticals (NASDAQ:BCRX) and BioXcel Therapeutics (NASDAQ:BTAI) Financial Contrastdefenseworld.net·12d agoBiopharma Stock With Layers of Technical Support in Placeschaeffersresearch.com·23d agoBioCryst Eyes $1B Rare-Disease Future Through External Innovationmarketbeat.com·26d ago4 Biotech Stocks to Watch as Potential Takeover Targetszacks.com·26d ago

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Voices on X · last 7 days

No standout posts about $BCRX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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