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BCBCRX

BioCryst Pharmaceuticals, Inc.

$BCRX·$2.4B·Biotechnology·Healthcare
$9.70-1.2%YTD+15.3%1Y+17.0%
Mentions · last 7 days
2026-08-22: 1 posts2026-08-23: 5 posts48-10%
Price updated 12h ago·X counts updated 8d ago
BCBCRX
$BCRXBioCryst Pharmaceuticals, Inc.
$9.70-1.22%48 posts-10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BCRX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

BioCryst — profitable now on ORLADEYO for HAE, Q2 EPS beat 94%, Japan pediatric approval Aug 25, and CNBC says company wants to buy more rare-disease drugs.

BioCryst Pharmaceuticals is a commercial-stage biotech whose ORLADEYO (berotralstat) is a once-daily oral prophylactic for hereditary angioedema (HAE) — a rare inherited disorder causing severe swelling episodes. The equity has crossed into profitability and is pivoting to acquisitive growth.

  • Q2 2026 EPS $0.30 beat $0.15 consensus by 94.6% on revenue $218M (beat $183M by 19%) — the last four surprises are +94%, -5,067%, +1,500%, -14%, a wild pattern that reflects the discontinuation of internal discovery (the -5,067% miss was a one-time restructuring charge) rather than operating volatility.
  • The Aug 28 CNBC piece is the specific strategic pivot: 'BioCryst is profitable. Now it wants to buy more rare disease drugs' — that's a management-signaled M&A appetite from a cash-generating rare-disease franchise, and Zacks flags Wall Street analyst consensus target implying 108% upside.
  • The Aug 25 news is a concrete near-term catalyst: ORLADEYO approved for pediatric HAE patients in Japan — that's a specific label expansion into a defined patient population with a national reimbursement pathway.
  • Fundamentals reflect the transition: P/E -4.4 trailing (loss year), P/S 2.0, FCF yield 16.6%, ROE 124% (small equity base after restructuring, so ROE is mechanically inflated); analyst FY26 EPS -$2.53, FY27 +$0.63, FY28 +$0.74 — the Street models steady-state profitability from FY27 onward.
  • Q4 2025 revenue $407M (+209% YoY) was the pivotal print; Q1 2026 was $156M, Q2 $218M — underlying ORLADEYO demand is climbing after the lumpy one-time contribution.

What extends the run is a specific rare-disease acquisition announcement plus the Nov 2 print topping $0.10 EPS — both ratify the CNBC 'acquire more rare-disease drugs' pivot. What breaks it is an ORLADEYO competitive setback (an oral competitor gaining traction) or a value-destructive M&A price paid, either of which reopens the story-vs-execution question.

Agrees with X sentimentThe mixed X take — bears calling discontinued internal discovery and Alabama research closure 'effectively outsourcing pipeline creation' with skepticism about 'Chinese distillation,' bulls citing Shkreli-backed buyout speculation with $18-24 upside range and BO chatter — captures the real skepticism-versus-M&A-optionality split; the CNBC 'wants to buy' pivot supports the bulls.

What to watch: A specific rare-disease acquisition announcement plus Nov 2 EPS above $0.10 extends the run; an ORLADEYO competitive setback or a value-destructive M&A price paid reopens the story-vs-execution question.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment6 posts analyzed · as of 2026-07-06

BioCryst is discontinuing internal discovery and closing the Alabama research facility to sharpen focus on external innovation — bears frame that as effectively outsourcing pipeline creation and skepticism about relying on 'Chinese distillation.' Bulls counter that Shkreli-backed buyout speculation puts a $18–$24 upside range around a possible 3x return, with the stock also appearing on Battleville-related BO chatter.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $BCRX

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+48.9%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 $0.10

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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$669.4M$642.7M – $708.6M-$2.53-$2.69 – -$2.367
FY27$734.9M$694.6M – $777.1M$0.63$0.42 – $0.807
FY28$845.9M$703.5M – $938.6M$0.74$0.26 – $1.377
FY29$987.4M$917.4M – $1.1B$1.00$0.90 – $1.103
FY30$1.2B$1.1B – $1.3B$1.52$1.38 – $1.686

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.0.9×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.71%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.-0.1%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.+14.0%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 today1.3% 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$596KSellMar 20Theresa HeggieDirector49.9K sh$505KSellMar 16Alane P BarnesChief Legal Officer150.0K sh$1.4M
+ 18 other (15 awards · 3 exempts) 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.

3New insider — initial holdingsApr 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for BCRX on 2026-04-07, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 11 other (5 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.

Is BioCryst Pharmaceuticals (BCRX) Stock Outpacing Its Medical Peers This Year?zacks.com·22h agoBioCryst Pharmaceuticals: Owning Both Sides Of The HAE Preference Curveseekingalpha.com·4d agoWall Street Analysts Think BioCryst (BCRX) Could Surge 108.21%: Read This Before Placing a Betzacks.com·4d agoBioCryst is profitable. Now it wants to buy more rare disease drugscnbc.com·4d agoADAR1 Capital Management LLC Takes $1.33 Million Position in BioCryst Pharmaceuticals, Inc. $BCRXdefenseworld.net·6d ago

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