BioCryst Pharmaceuticals (BCRX)
Commercializes oral ORLADEYO and develops injectable navenibart for hereditary angioedema.
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Commercializes ORLADEYO for hereditary angioedema and RAPIVAB for influenza, while developing navenibart and BCX17725 for rare diseases. Revenue is concentrated in ORLADEYO, with direct U.S. commercialization and partner-led overseas markets.
Commercializes ORLADEYO, a once-daily oral plasma kallikrein inhibitor that prevents hereditary angioedema attacks, and RAPIVAB, an intravenous influenza treatment. ORLADEYO generates nearly all product revenue and is sold directly in the United States, with overseas markets served through licensing and distribution partners.
Develops navenibart, a long-acting injectable plasma kallikrein inhibitor in late-stage testing for hereditary angioedema, and BCX17725, an early-stage KLK5 inhibitor for Netherton syndrome. The Astria Therapeutics acquisition added navenibart and expanded the franchise beyond oral small molecules.
Uses a rare-disease commercial platform while shifting pipeline sourcing toward external innovation after deciding to close its internal discovery operation. Revenue remains concentrated in ORLADEYO, and investigational programs depend on clinical results and regulatory approvals.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | RBC Capital | Downgrade | Target: $14 | Target: $11 |
| Jul 7, 2026 | RBC Capital | Reiterate | Rating: —Target: $15 | Target: $14 |
| Jun 30, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $21 | Target: $29 |
| Jun 30, 2026 | Jefferies | Reiterate | Rating: —Target: $15 | Target: $17 |
| Nov 5, 2025 | JMP Securities | Target | Target: — | Target: $25 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $352.6M · Total debt $409.9M · Total assets $557.9M · Shareholders' equity −$454.3M
- Revenue
- $218.3M
- Operating income
- $98.5M
- Net income
- $78.4M
No dividends on record.
| Institutions | ≈ 103.55% | 264.60M shares | |
|---|---|---|---|
| 335 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 6.96% | 17.78M shares | |
| 18 holders · as of Sep 2, 2026 | |||
| Adds to | 110.51% | ||
255.54M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 110.51%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.35% | 23.89M | as of Jun 30, 2026 |
Ra Capital Management, L.P.Institution | 6.19% | 15.83M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.94% | 15.19M | as of Jun 30, 2026 |
Deerfield Management Company, L.P. (Series C)Institution | 5.91% | 15.10M | as of Jun 30, 2026 |
Deerfield Mgmt, L.P.Insider | 5.61% | 14.34M | filed Feb 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 18, 2026 | Amy E. McKee | director | −11,180 | $8.97 |
| May 13, 2026 | Alane P. Barnes | officer: Chief Legal Officer | −62,500 | $9.54 |
| Mar 20, 2026 | Theresa Heggie | director | −49,933 | $10.11 |
| Mar 16, 2026 | Alane P. Barnes | officer: Chief Legal Officer | −150,000 | $9.15 |
| Dec 22, 2025 | Alane P. Barnes | officer: Chief Legal Officer | −21,773 | $7.65 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BioCryst Pharmaceuticals | $8.88 | +1.38% | $2.23B | — | 16.9 | 2.4 | +33.6% |
| Takeda (ADR) | $18.92 | +0.13% | $60.11B | 52.5 | 59.7 | 2.0 | +4.2% |
| Ionis Pharmaceuticals | $44.79 | −0.25% | $7.46B | — | — | 8.5 | −40.7% |
| Intellia Therapeutics | $12.44 | +1.80% | $1.71B | — | — | 28.7 | −46.2% |
| Pharvaris | $35.58 | −1.23% | $2.52B | — | — | — | — |
| Median | 52.5 | 59.7 | 8.5 | −40.7% |