Biocryst Pharmaceuticals (BCRX)
NASDAQ:BCRX
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Earnings Data
Report Date
Aug 10, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.13Last Year’s EPS
0.02Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial execution and progressing late-stage and early-stage pipeline programs, with double-digit revenue and operating profit growth on a non-GAAP basis, meaningful licensing and financing activity that bolsters liquidity, and positive clinical momentum for navenibart and BCX17725. Key negatives include a manufacturing delay for the pediatric pellet fulfillment (timing uncertain), a large GAAP in-process R&D charge of $698M from the Astria acquisition, increased R&D spend and financing/dilution to fund the deal, and ongoing competitive entrants in the HAE market. Management maintained 2026 guidance and emphasized confidence in ORLADEYO demand and pipeline execution.Company Guidance
Strong ORLADEYO Quarterly Revenue
ORLADEYO net revenue of $148.3 million for Q1 2026, in line with expectations; ORLADEYO revenue increased ~21% year-over-year (ex-European divestiture impact). Monthly new patient prescriptions tracked slightly ahead of 2025 averages and prescriber additions remain consistent (~60 new prescribers/month range).
Overall Revenue and Profit Growth (Non-GAAP)
Non-GAAP total revenue grew approximately 17% year-over-year in Q1 2026. Non-GAAP operating profit was $54 million, up ~25% year-over-year, demonstrating strong top-line conversion to bottom-line results.
Maintained Full-Year Guidance
Company maintained full-year 2026 ORLADEYO revenue guidance of $625 million to $645 million and non-GAAP OpEx guidance of $450 million to $470 million despite near-term operational issues.
Navenibart Phase 3 Progress and Compelling Efficacy Data
Pivotal ALPHA-ORBIT Phase 3 enrollment will complete by end of June at ~145 patients (largest pivotal HAE prophylaxis trial). Prior ALPHA-SOLAR open-label data showed mean attack reductions of 92% (3-month) and 90% (6-month), and mean attack rate reduced to ~0.16 per month.
European License for Navenibart Strengthens Balance Sheet
License with Neopharmed Gentili provides $70 million upfront, up to $275 million in regulatory/commercial milestones, plus tiered royalties (18%–30%), and contributes to pro forma liquidity improvement.
Pipeline Advancement: BCX17725 (Netherton) Dosing Started
BCX17725 (KLK5 inhibitor) has begun dosing in Part 4 of Phase 1 (up to 12 patients, 3 months dosing); company expects proof-of-concept data by year-end 2026 in a high-need rare disease with an estimated U.S. population of 3,000+ patients.
Corporate and Financial Strength / BD Execution
Astria Therapeutics acquisition integration is running ahead of expectations; the company closed a $400 million senior credit facility to fund remaining acquisition cash; liquidity of ~$261 million cash and investments at quarter-end and pro forma liquidity of ~$331 million including license proceeds.
Commercial Efficiency and Stable Cost Structure
Non-GAAP sales and marketing expense of $37 million in Q1 (down slightly year-over-year), indicating a steady-state commercial structure sized to support ORLADEYO growth and future launches such as navenibart.
BCRX Earnings History
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 |
|---|---|---|---|
May 06, 2026 | $9.03 | $8.83 | -2.21% |
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% |
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 Aug 10, 2026, TBA (Confirmed).
What is Biocryst Pharmaceuticals (BCRX) earnings time?
Biocryst Pharmaceuticals (BCRX) earnings time is at Aug 10, 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 (Q2) is 0.13.
