TD Cowen analyst Stacy Ku has maintained their bullish stance on BCRX stock, giving a Buy rating today.
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Stacy Ku has given his Buy rating due to a combination of factors tied mainly to the durable Orladeyo franchise and the company’s attractive valuation. Orladeyo continues to show strong underlying demand with double‑digit year‑over‑year growth, stable prescriber additions, and management reaffirming 2026 revenue guidance of $625–645 million, supported by anticipated pediatric use once a manageable manufacturing issue is resolved.
Ku further highlights that BioCryst trades at a notable discount at roughly 2x projected 2027 revenue despite intellectual property protection into 2039 and the potential for both Orladeyo and navenibart to each reach roughly $1 billion in peak HAE sales. Physician feedback indicates Orladeyo should remain the leading oral prophylactic option with strong five‑year patient retention, while navenibart is poised to become a preferred injectable, supporting a long runway of growth and justifying the reiterated $30 price target.
Ku covers the Healthcare sector, focusing on stocks such as Supernus Pharmaceuticals, Aurinia Pharmaceuticals, and Protara Therapeutics. According to TipRanks, Ku has an average return of 13.8% and a 56.12% success rate on recommended stocks.
In another report released today, Needham also maintained a Buy rating on the stock with a $16.00 price target.