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BCBCRX

BioCryst Pharmaceuticals, Inc.

$BCRX·$2.2B·Biotechnology·Healthcare
$9.29+2.0%YTD+18.8%1Y+6.8%
Mentions · last 7 days
2026-07-10: 103 posts2026-07-11: 34 posts2026-07-12: 74 posts2026-07-13: 122 posts2026-07-14: 36 posts2026-07-15: 83 posts2026-07-16: 54 posts522+5%
Price updated 4h ago·X counts updated 1d ago
BCBCRX
$BCRXBioCryst Pharmaceuticals, Inc.
$9.29+2.03%522 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 attemptWinding up for a moveAI verdict · as of 2026-07-16

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

BioCryst pivoting to partnerships and scrapping internal discovery — cost-cut turnaround with M&A speculation.

BioCryst Pharmaceuticals makes drugs for rare hereditary diseases — most notably Orladeyo for hereditary angioedema, plus a hepatitis-related pipeline. The company just discontinued internal drug discovery and is pivoting to external partnerships in a cost-cutting move that could either save or hollow the pipeline.

  • Revenue grew 7% YoY last quarter with a -449% operating margin driven by the strategic-restructuring charge — the top line is stabilizing while the P&L absorbs one-time transition costs.
  • Trades at 2x TTM sales and a genuine 16.6% free cash flow yield — the cash generation is real; combined with the cost-cut, this is a legitimate turnaround-and-return-of-capital story.
  • The June 25 cost-reduction event and the June 29 closure of the Alabama research facility (per news coverage) sharpen the operational focus — the strategic pivot to partnerships is real, and the balance-sheet impact is meaningful.
  • New CSO David Jenkins appointed July 15 — fresh scientific leadership hired at exactly the moment the company pivots to partnership-driven pipeline; the alignment is deliberate.
  • 52-week position 65th percentile with position vs 200-day MA +16% — the tape has confirmed the operational reset; Shkreli-related buyout speculation ($18-$24 range) adds a real M&A optionality layer.

August 3 Q2 earnings is where the cost-cut story either lands or extends the drawdown: Orladeyo revenue growth held plus specific FY27 partnership pipeline commentary is what confirms the turnaround; a soft print or a fresh strategic-charge quarter is where the tape gives back the recent gains. Real rare-disease franchise with real cash flow and real optionality — the setup rewards continued execution.

Agrees with X sentimentThe mixed X read on the internal-discovery discontinuation, the outsourcing skepticism ('Chinese distillation'), and the Shkreli-backed buyout speculation captures the setup fairly. The 117.96% analyst upside call is aggressive; the fundamental cost-cut plus M&A optionality is a legitimate framework.

What to watch: Aug 3 Q2 earnings — need Orladeyo revenue growth held and specific FY27 partnership pipeline commentary. A soft print or fresh strategic-charge quarter is where the tape gives back recent gains.

On the calendar: 2026-08-03 — Q2 earnings

float missingbeta missing

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

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $BCRX

Partial — Develops oral small-molecule drugs for rare diseases, with Orladeyo approved for hereditary angioedema prevention; the GLP-1 pipeline bifurcation and ADA oral formulation competition is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+44.0%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
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%
Q2 2025Aug 4, 2025$0.15$0.03+400.0%
Next earningsMon, Aug 3·consensus EPS $0.14

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 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$671.0M$642.7M – $707.3M-$2.61-$2.72 – -$2.496
FY27$736.7M$695.4M – $778.0M$0.46$0.16 – $0.686
FY28$844.3M$841.0M – $847.7M$0.57$0.22 – $1.076
FY29$1.0B$978.9M – $1.1B$1.01$0.96 – $1.085
FY30$1.2B$1.2B – $1.3B$1.57$1.48 – $1.683

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.60%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.-0.7%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.+12.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 182.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% 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.β0.545-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
+ 26 other (21 awards · 4 exempts · 1 return) 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-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.

8-KPress release / Reg FDFeb 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsJan 273
8-K/AOfficer or director change (amended)Jan 238-K/A — Item 5.02: Officer or director change
+ 11 other (5 13Gs · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

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

BioCryst Appoints David W. Jenkins as Chief Scientific Officerglobenewswire.com·3d agoWall Street Analysts Think BioCryst (BCRX) Could Surge 117.96%: Read This Before Placing a Betzacks.com·4d agoBioCryst (BCRX) Surges 8.1%: Is This an Indication of Further Gains?zacks.com·10d agoBioCryst Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·16d agoBioCryst scraps internal drug discovery programs, leans on partnerships to cut costsreuters.com·19d ago

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Voices on X · last 7 days

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

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