NASDAQ$BCRX

BioCryst Pharmaceuticals Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

BioCryst's Q2 2024 earnings were reported, featuring a 34% year-over-year growth in ORLADEYO net revenue, reaching $108.3 million, and increased full-year ORLADEYO revenue guidance to $420-$435 million.

BioCryst announced a successful second quarter in 2024, marked by a 34% increase in ORLADEYO net revenue to $108.3 million and a revised full-year revenue guidance of $420-$435 million. The company reported a GAAP operating profit of $8.8 million and a non-GAAP operating profit of $21.9 million. They are also advancing their pipeline programs and moving closer to profitability.

  • ORLADEYO net revenue grew 34% year-over-year to $108.3 million.
  • Full-year 2024 ORLADEYO revenue guidance increased to $420-$435 million.
  • The company generated a GAAP operating profit of $8.8 million in the second quarter.
  • Non-GAAP operating profit was $21.9 million for the second quarter.

Headline financials

Total Revenue

$109M

Previous: $82.5M+32.5%
EPS

-$0.06

Previous: -$0.24+75.0%
R&D Expenses

$37.6M

No prior period
SG&A Expenses

$61.2M

No prior period
Interest Expense

$24.7M

No prior period
Free Cash Flow

-$12.7M

Previous: -$75.3M+83.2%
Net Income

-$12.7M

Previous: -$75.3M+83.2%
Operating Income

$8.76M

Previous: -$20.7M+142.3%
Gross Profit

$108M

Previous: $81.6M+31.9%
Cash & Equivalents

$78.4M

Previous: $146M-46.4%
Total Assets

$472M

Previous: $530M-10.8%
R&D Expense

$37.6M

No prior period
Stock-Based Comp

$13.2M

Previous: $12.8M+2.6%

Revenue & EPS history

BioCryst · Revenue · Quarterly

$109M

Q2 2024+32.5%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

BioCryst has raised its outlook for full year 2024 global net ORLADEYO revenue to be between $420 million and $435 million. The company expects full year 2024 operating expenses to be between $365 million and $375 million. They are confident that they will achieve a full-year operating profit in 2024 (not including non-cash stock compensation), be approaching quarterly positive EPS and positive cash flow in the second half of 2025 (not including non-cash stock compensation) and be profitable on an EPS basis, with positive cash flow, for full year 2026.

Tailwinds

  • Full year 2024 global net ORLADEYO revenue is expected to be between $420 million and $435 million.
  • Company anticipates achieving a full-year operating profit in 2024 (not including non-cash stock compensation).
  • Company is approaching quarterly positive EPS and positive cash flow in the second half of 2025 (not including non-cash stock compensation).
  • Company expects to be profitable on an EPS basis, with positive cash flow, for full year 2026.
  • Company does not intend to draw the additional $150 million of debt available from Pharmakon.

Headwinds

  • Full year 2024 operating expenses are expected to be between $365 million and $375 million.
  • Operating expense outlook does not reflect non-cash stock compensation expense.
  • Operating expense outlook does not reflect one-time expenses related to the previously announced workforce reduction implemented in the first quarter of 2024.
  • Timing for achieving profitability and positive cash flow may not meet management’s expectations.
  • Actual financial results may not be consistent with expectations, including that revenue, operating expenses and cash usage may not be within management’s expected ranges.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.3%

Avg return

Earnings day

+3.1%

Avg return

5 days after

+5.6%

Avg return

30 days after

41%

26 / 64 earnings

Positive

+26.0%

Q2 2022

Best reaction

-38.0%

Q3 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.2%-5.0%-7.0%
Q4 2025+4.8%+15.1%+23.6%
Q3 2025-5.4%-3.1%+7.2%
Q1 2025+23.7%+11.6%+23.6%
Q4 2024-10.0%-6.5%-15.3%
Q3 2024-16.3%-7.7%-13.0%
Q2 2024+12.1%+8.7%+17.9%
Q1 2024+18.2%+19.6%+52.6%
Q4 2023+2.8%-1.6%-9.8%
Q3 2023+5.4%+5.9%+7.3%
Q2 2023+9.4%+1.0%+4.7%
Q1 2023+14.9%+15.2%+13.3%
Q4 2022-4.2%-10.8%-20.4%
Q3 2022-10.0%-6.8%-2.9%
Q2 2022+26.0%+29.6%+26.2%
Q1 2022-10.7%-15.5%+2.7%
Q4 2021-6.0%-6.4%-9.9%
Q3 2021-23.3%-19.3%-24.4%
Q2 2021+8.3%-6.5%-3.7%
Q1 2021+22.8%+13.7%+52.5%
Q4 2020-8.7%-0.6%-12.4%
Q3 2020-4.4%-4.4%+42.9%
Q2 2020-5.7%-5.9%-13.1%
Q1 2020-0.8%+40.3%+5.6%
Q4 2019+17.1%-19.9%-44.4%
Q3 2019+1.5%-5.9%+31.5%
Q2 2019-2.1%-0.4%+10.6%
Q1 2019+1.7%-1.0%-54.0%
Q4 2018-3.0%-7.5%+0.2%
Q3 2018+0.8%-2.9%+12.9%
Q2 2018+9.2%+24.8%+31.1%
Q1 2018-4.1%-1.1%+10.4%
Q4 2017-1.6%-0.4%-5.5%
Q3 2017-3.1%-0.6%-5.8%
Q2 2017-12.0%-11.2%-2.7%
Q1 2017-12.4%-13.4%-14.7%
Q4 2016+13.7%+39.9%+54.6%
Q3 2016+19.4%+36.6%+40.9%
Q2 2016+2.7%+22.8%+4.2%
Q1 2016-5.3%
Q4 2015-12.0%
Q3 2015-7.6%
Q2 2015-14.1%
Q1 2015+9.2%
Q4 2014-0.1%
Q3 2014+8.1%
Q2 2014-1.4%
Q1 2014+4.6%
Q4 2013-6.0%
Q3 2013+13.2%
Q2 2013-9.1%
Q1 2013-2.7%
Q4 2012-1.6%
Q3 2012-38.0%
Q2 2012-1.2%
Q1 2012-0.5%
Q4 2011+0.2%
Q3 2011-2.0%
Q2 2011-18.0%
Q1 2011+3.0%
Q4 2010-2.6%
Q3 2010-3.2%
Q2 2010-5.1%
Q1 2010+2.1%

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