BioCryst Pharmaceuticals, Inc. (BCRX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · BCRX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-05.
The screen ranks BCRX against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Financial Outlook for 2026 The company maintained its outlook for full year 2026 global net ORLADEYO revenue of $625 million to $645 million and increased its full year 2026 total revenue outlook, in…
Stated in 3 of 3 supplied quarters. Management reported: “Financial Outlook for 2026 The company maintained its outlook for full year 2026 global net ORLADEYO revenue of $625 million to $645 million and increased its full year 2026 total revenue outlook, including revenue from RAPIVAB ® (peramivir injection) and the licensing of navenibart European rights, to $715 million to $730 million.” “The increase was primarily driven by higher revenues from the licensing of navenibart rights, as well as higher RAPIVAB orders from international partners.”
“Financial Outlook for 2026 The company maintained its outlook for full year 2026 global net ORLADEYO revenue of $625 million to $645 million and increased its full year 2026 total revenue outlook, in…”
“The company raised the full year 2026 total revenue outlook, including RAPIVAB ® (peramivir injection) and revenue from the licensing of navenibart European rights, to $690 million to $715 million.”
“Financial Outlook for 2026 The company maintained its expectation for full year 2026 global net ORLADEYO revenue to be between $625 million and $645 million and for full year 2026 total revenue, incl…”
The company improved its outlook for full year 2026 non-GAAP operating expenses, excluding stock-based compensation, restructuring, and transaction-related costs, to $415 million to $425 million.
Stated in 3 of 3 supplied quarters. Management reported: “The company improved its outlook for full year 2026 non-GAAP operating expenses, excluding stock-based compensation, restructuring, and transaction-related costs, to $415 million to $425 million.” “The decrease was primarily driven by continued progress on the Birmingham site closure.”
The company's Birmingham site closure activities are on track to be substantially complete by year-end.
Stated in 2 of 3 supplied quarters. Management reported: “The company's Birmingham site closure activities are on track to be substantially complete by year-end.” “The company expects the site closure and associated restructuring to result in cash costs of approximately $10 million total and annualized cost savings of approximately $30 million to $35 million once fully realized, not including additional savings from other program-related expenses.”
“The company's Birmingham site closure activities are on track to be substantially complete by year-end.”
The program remains on track to report top-line results at six- and twelve-month endpoints in Q3 2027.
Stated in 3 of 3 supplied quarters. Management reported: “The program remains on track to report top-line results at six- and twelve-month endpoints in Q3 2027.” “The company has enrolled Part 4 of this trial and expects to report initial data in patients with NS by the end of 2026.”
“The program remains on track to report top-line results at six- and twelve-month endpoints in Q3 2027.”
In June, the company improved its outlook for full year 2026 non-GAAP operating expenses, excluding stock-based compensation, restructuring, and transaction-related costs, to $420 million to $440 mil…
Over the trailing year it converted 0.19x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
22 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.
“The company improved its outlook for full year 2026 non-GAAP operating expenses, excluding stock-based compensation, restructuring, and transaction-related costs, to $415 million to $425 million.”
“In June, the company improved its outlook for full year 2026 non-GAAP operating expenses, excluding stock-based compensation, restructuring, and transaction-related costs, to $420 million to $440 mil…”
“The company also maintained its expectation for full year 2026 non-GAAP operating expenses, excluding stock-based compensation, restructuring, and transaction-related costs, to be between $450 millio…”
“As we announced in June, we have rationalized our internal R&D efforts to better align our cost structure with our shift toward external innovation to build our pipeline.”
““Across our pipeline, we completed enrollment in our pivotal navenibart trial and continued to advance BCX17725 toward early clinical data in patients by year-end.”
“Patient enrollment in ALPHA-ORBIT, the ongoing pivotal study of navenibart in hereditary angioedema, is on track to be completed by the end of this June.”