BioCryst: Hold Steady As Orladeyo Builds, But Competition Heats Up

Summary

• BioCryst Pharmaceuticals stock rose 9% since September, driven by strong Orladeyo sales and raised revenue guidance for 2025 to $535-$550 million.
• Orladeyo's convenience over injectable therapies is solidifying its market presence, with pediatric expansion and exclusivity until 2035 boosting growth prospects.
• Potential competition from Pharvaris' deucrictibant, but Orladeyo's market entrenchment and differentiation mitigate immediate threats.
• Financially, BioCryst aims for positive EPS and cash flow by 2H 2025, despite ongoing legal challenges and reliance on Orladeyo's performance.

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BioCryst Pharmaceuticals Overview

BioCryst Pharmaceuticals (NASDAQ:BCRX) stock is up 9% since my last evaluation in September. Back then, the company was still projecting $1 billion in peak annual revenue for its oral, prophylactic hereditary angioedema (

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