Overview

* BioCryst Q2 2025 ORLADEYO net revenue rises 45% y-o-y to $156.8 mln

* Operating profit jumps 239% y-o-y to $29.8 mln, non-GAAP profit up 160%

* Co makes $50 mln debt paydown, plans to retire remaining term debt with proceeds of sale of European business of skin disease drug ORLADEYO

Outlook

* BioCryst maintains 2025 ORLADEYO revenue guidance at $580 mln to $600 mln

* Company expects 2025 non-GAAP operating expenses of $440 mln to $450 mln

* BioCryst anticipates positive cash flow and net income for full year 2025

* Company plans to update expense guidance post-European business sale

Result Drivers

* ORLADEYO REVENUE GROWTH - Driven by record new patient prescriptions and increased prescriber base

* REAL-WORLD DATA IMPACT - Reinforced ORLADEYO's value, particularly for HAE patients with normal C1 inhibitor

* U.S. MARKET CONTRIBUTION - U.S. sales accounted for 89.5% of global ORLADEYO revenues

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 $163.35

Product mln

Sales

Q2 EPS $0.02

Q2 Net $5.08

Income mln

Q2 $133.57

Operatin mln

g

Expenses

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the biotechnology & medical research peer group is "buy"

* Wall Street's median 12-month price target for BioCryst Pharmaceuticals Inc ( BCRX ) is $15.00, about 47% above its August 1 closing price of $7.95

* The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 1,497 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)