BioCryst's earnings call highlighted strong financial performance, increased revenue, and strategic leadership transitions, positioning the company for future growth. While there were some challenges with the European business sale and regulatory delays, the overall sentiment remains positive due to the company's robust execution and pipeline advancements.

Company Guidance -

Q3 2025

During the BioCryst Second Quarter 2025 Earnings Conference Call, multiple metrics highlighted the company's robust performance and optimistic outlook. ORLADEYO, their flagship product, achieved its best quarter since approval, with new patient prescriptions up over 10% compared to the first quarter of 2021 and over 15% above Q1 of 2025. ORLADEYO's revenue exceeded expectations, reaching $163.4 million for the quarter, which included a 45% year-over-year growth. The company expects to reach the upper half of its revenue guidance between $580 million and $600 million for the full year, despite anticipated changes in European revenue following the upcoming sale of their European business. The financial results also showed a non-GAAP operating profit of $57 million and a non-GAAP EPS of $0.15, reflecting a strong cash position that enabled significant debt reduction. BioCryst plans to leverage its growing financial strength to advance its pipeline and explore acquisition opportunities in the rare disease sector.

Outstanding Quarter Performance

BioCryst reported its best quarter since ORLADEYO's approval, with significant revenue growth and new patient demand. ORLADEYO's revenue exceeded expectations by over $22 million compared to Q1 and showed a 45% year-over-year growth.

Strong Financial Position

BioCryst achieved a total revenue of $163.4 million, with ORLADEYO contributing $156.8 million. The company generated $45 million in cash in Q2 and paid down $125 million of its term debt, reducing the balance to $199 million. BioCryst is on a path to generate $700 million in cash by 2027.

Successful Leadership Transition

Charlie Gayer has been appointed as the new CEO, and Babar Ghias as the new CFO. The transition is part of a strategic move to leverage BioCryst's commercial engine and financial strength for future growth.

Pipeline Developments

BioCryst's Netherton syndrome and DME pipeline programs remain on track with data expected by year-end. The company is also in a strong position to explore new opportunities in the rare disease space.

BioCryst (BCRX) Earnings, Revenues Date & History

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BCRX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.03 / -	-0.07	―	―	―
Aug 04, 2025	2025 (Q2)	<0.01 / 0.02	-0.06	133.33% (+0.08)
May 05, 2025	2025 (Q1)	-0.08 / 0.00	-0.17	―
Feb 24, 2025	2024 (Q4)	-0.05 / -0.13	-0.31	58.06% (+0.18)
Nov 04, 2024	2024 (Q3)	-0.07 / -0.07	-0.19	63.16% (+0.12)
Aug 05, 2024	2024 (Q2)	-0.17 / -0.06	-0.4	85.00% (+0.34)
May 06, 2024	2024 (Q1)	-0.21 / -0.17	-0.28	39.29% (+0.11)
Feb 26, 2024	2023 (Q4)	-0.25 / -0.31	-0.38	18.42% (+0.07)
Nov 02, 2023	2023 (Q3)	-0.24 / -0.19	-0.23	17.39% (+0.04)
Aug 03, 2023	2023 (Q2)	-0.23 / -0.40	-0.32	-25.00% (-0.08)

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
Aug 04, 2025	$7.95	$8.73	+9.81%
May 05, 2025	$8.93	$11.03	+23.52%
Feb 24, 2025	$9.21	$8.29	-9.99%
Nov 04, 2024	$8.43	$7.35	-12.81%

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.