BCRX Earnings Prediction
The chart below shows how BCRX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BCRX sees a +2.43% change in stock price 10 days leading up to the earnings, and a +0.19% change 10 days following the report. On the earnings day itself, the stock moves by -0.97%. This data can give you a slight idea of what to expect for the next quarter's release.
BCRX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
131.53M
40.83%
12.34%
Gross Margin
95.34%
-2.96%
-1.95%
Operating Margin
-3.43%
-92.49%
-152.21%
Net Margin
-20.37%
-69.18%
69.89%
EPS
-0.13
-58.06%
85.71%
No Data Available
BCRX Earnings Analysis
BioCryst Pharmaceuticals Inc Corporation (BCRX.O) Earnings Conference Call
Positive
Revenue Growth Achievement: Orladeo revenue grew by 34% year-over-year, reflecting strong execution by the commercial team.
Non-GAAP Operating Profit Surge: The company generated a non-GAAP operating profit of over $60 million, three times larger than planned.
Increased Revenue Guidance: Orladeo revenue guidance for 2025 has been raised to $535 million to $550 million due to strong demand and improved affordability for Medicare patients.
Physician Interest in Orladeo: 97% of surveyed US HAE treaters are considering prescribing Orladeo, indicating strong physician interest and momentum.
Pediatric HAE Treatment Success: The APEX-P trial for pediatric Orladeo showed promising results, with children achieving early and sustained reduction in HAE attack rates.
BCX1775 Clinical Trial Progress: BCX1775 for Netherton syndrome is progressing in clinical trials, with initial data expected this year, aiming to provide a functional cure for patients.
Clinical Advancement in Diabetic Treatment: Avoralstat is set to move into the clinic for diabetic macular edema, addressing a significant unmet need in treatment options.
Future Revenue and Cash Flow: The company expects to achieve positive and sustainable quarterly cash flow and EPS in the second half of 2025, with a long-term goal of reaching $1 billion in global revenue by 2029.
Negative
Earnings Miss Report: BioCryst Pharmaceuticals, Inc. misses on earnings expectations, reporting an EPS of $-0.13 against expectations of $-0.07.
High Operating Expenses: Operating expenses for Q4 were approximately $115 million, which is significant given the revenue of $131.5 million, indicating a high cost structure relative to revenue.
Revenue Growth vs. Funding Uncertainty: Despite a strong revenue growth of 34% for Orladeo, the company still faces uncertainty around future government funding for RAPIVAB, which could impact overall revenue.
Revenue Guidance Update: The company has raised its revenue guidance for Orladeo, but the outcome of ongoing reauthorizations for Medicare patients remains uncertain, which could affect revenue projections.
Operating Expense Increase: The increase in operating expenses is expected due to higher costs associated with COGS, distribution fees, and incentive compensation, which could pressure margins going forward.
BCRX FAQs
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BCRX Earning Call Sentiment
BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX) Q4 2024 Earnings Call Transcript
BCRX.O
0.38%Positive
The earnings call reflects strong financial performance with record high revenue and a significant increase in operating profit. Despite missing EPS expectations, the optimistic guidance for revenue growth and profitability, along with a positive market sentiment towards the company's strategic initiatives, outweighs the concerns. The lack of specific shareholder return plans is mitigated by the company's strong financial position and future growth prospects. Given the market cap, a positive stock price movement is expected over the next two weeks, likely in the 2% to 8% range.
