tiprankstipranks
Trending News
More News >
Biocryst Pharmaceuticals (BCRX)
NASDAQ:BCRX
US Market

BioCryst (BCRX) Earnings Dates, Call Summary & Reports

Compare
2,658 Followers

Earnings Data

Report Date
Apr 30, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.05
Last Year’s EPS
0
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 26, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum, record profitability, solid balance sheet and financing, successful pediatric approval, and highly encouraging clinical data for Navenibart and BCX17725. Management emphasized disciplined capital allocation, profitability, and scalable commercialization. Near-term headwinds include a seasonal Q1 reauthorization impact, rising 2026 R&D spend to support late-stage activities, uncertainty in pediatric uptake timing, and exposure of Navenibart regulatory timing to enrollment and data milestones. Overall, the positives — strong growth, record non-GAAP operating profit (+198% YoY), robust clinical efficacy (Navenibart mean attack reductions ~90%+, median 97%), and solid liquidity — outweigh the manageable near-term challenges.
Company Guidance
BioCryst guided full‑year 2026 ORLADEYO revenues of $625–$645 million (midpoint ≈13% growth vs. 2025 ex‑Europe; 2025 ORLADEYO revenue was $601.8M, +38% YoY and +43% ex‑Europe), and non‑GAAP operating expense of $450–$470 million (including Astria), while expecting 2026 R&D to increase as navenibart Phase III and BLA‑enabling CMC work complete. The company finished 2025 with $337.5M cash and investments and a $400M Blackstone financing facility, reported 2025 non‑GAAP operating profit of $214M (up 198% YoY), cited 2025 base U.S. business costs of ~$380M and sales & marketing spend of $144M (with ~4x ROI on S&M vs. ORLADEYO net sales), and said the U.S. now represents >90% of sales after the European divestiture. Management stated that reaching $1B peak revenue by 2029 requires roughly +150 net patients/year over the next four years, expects a modest Q1 revenue dip for reauthorizations before a Q2 rebound, has taken a 9% list price increase in January (netting ~4.5%), includes the Dec‑2025 pediatric (ages 2 to <12) pellet approval in 2026 guidance (as a small contribution), and remains on track to enroll ~145 patients in the navenibart pivotal trial by mid‑2026 with a BLA filing targeted by end‑2027 and potential approval in late‑2028.
Record ORLADEYO Full-Year Revenue
Full-year ORLADEYO revenue of $601.8M, up 38% year-over-year and up 43% when excluding the European business sold in October 2025.
Strong Overall Revenue and Profitability
Non-GAAP total revenue increased 45% year-over-year in 2025; non-GAAP ORLADEYO revenues rose by approximately $169M (about 43% YoY). Non-GAAP operating profit jumped to $214M, a 198% increase YoY and the highest in company history.
Robust Balance Sheet and Financing Optionality
Ended 2025 with $337.5M in cash and investments and secured a $400M financing facility with Blackstone Life Sciences to support growth and optionality.
Pediatric Approval for ORLADEYO Pellets
FDA approved ORLADEYO pellets for children aged 2 to <12 in December 2025; pediatric launch included in 2026 guidance (expected to be a small contribution in 2026 but with substantial long-term upside).
Navenibart Clinical Efficacy and Development Progress
Phase II ALPHA-SOLAR data showed mean attack rate reductions of 92% (every 3 months) and 90% (every 6 months); mean attack rate decreased from 2.23/month to 0.16/month (fewer than two attacks per year). Median attack rate reduction was 97%. Pivotal Phase III enrollment (145 patients) is recruiting well and expected to complete around mid-2026.
Clear Regulatory & Development Timeline for Navenibart
Company plans a BLA submission by end of 2027 (driven by the need for 12 months of safety data) with a pathway to approval by late 2028, assuming trial timelines are met.
BCX17725 Early-Stage Results and Patient Study Initiation
Healthy volunteer Phase I (single/multiple ascending doses) completed with BCX17725 safe and well-tolerated; observed epidermal distribution and linear exposure; half-life ~12–19 days. Patient cohorts (Part 4 up to 12 patients) prioritized to generate data by year-end 2026.
Commercial Execution and Patient Persistence
Real-world persistence strong: pivotal trial showed just over 50% of starters stayed on ORLADEYO for 2 years with a 91% reduction from baseline; real-world 60% persistence at 12 months and nearly 50% of U.S. patients who tried ORLADEYO over the past 5 years remain on therapy. Sales & marketing generated ~4x return on ORLADEYO net sales.
Conservative, Disciplined Financial Guidance
2026 ORLADEYO revenue guidance of $625M–$645M (midpoint ≈13% growth vs. 2025 adjusted for Europe); 2026 non-GAAP OpEx guidance $450M–$470M that includes Astria expenses, with management emphasizing R&D discipline and focus on capital allocation.

BioCryst (BCRX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

BCRX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 30, 2026
2026 (Q1)
0.05 / -
0
Feb 26, 2026
2025 (Q4)
0.05 / 1.12
-0.13961.54% (+1.25)
Nov 03, 2025
2025 (Q3)
0.04 / 0.06
-0.07185.71% (+0.13)
Aug 04, 2025
2025 (Q2)
<0.01 / 0.02
-0.06133.33% (+0.08)
May 05, 2025
2025 (Q1)
-0.07 / 0.00
-0.17
Feb 24, 2025
2024 (Q4)
-0.05 / -0.13
-0.3158.06% (+0.18)
Nov 04, 2024
2024 (Q3)
-0.07 / -0.07
-0.1963.16% (+0.12)
Aug 05, 2024
2024 (Q2)
-0.17 / -0.06
-0.485.00% (+0.34)
May 06, 2024
2024 (Q1)
-0.21 / -0.17
-0.2839.29% (+0.11)
Feb 26, 2024
2023 (Q4)
-0.25 / -0.31
-0.3818.42% (+0.07)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

BCRX Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 26, 2026
$7.55$7.90+4.64%
Nov 03, 2025
$7.32$6.86-6.28%
Aug 04, 2025
$7.95$8.73+9.81%
May 05, 2025
$8.93$11.03+23.52%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Biocryst Pharmaceuticals (BCRX) report earnings?
Biocryst Pharmaceuticals (BCRX) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
    What is Biocryst Pharmaceuticals (BCRX) earnings time?
    Biocryst Pharmaceuticals (BCRX) earnings time is at Apr 30, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is BCRX EPS forecast?
          BCRX EPS forecast for the fiscal quarter 2026 (Q1) is 0.05.

            BioCryst (BCRX) Earnings News

            BioCryst Dives after Mixed Earnings
            Premium
            Market News
            BioCryst Dives after Mixed Earnings
            3y ago