NASDAQ$BCRX

BioCryst Pharmaceuticals Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

BioCryst reported strong Q3 2024 results with significant revenue growth, pipeline advancement, and operating profitability.

BioCryst Pharmaceuticals reported a successful third quarter in 2024, marked by a 35.1% increase in total revenues to $117.1 million. The company saw significant growth in ORLADEYO net revenue, reaching $116.3 million, and achieved GAAP operating profit of $7.7 million. The company has adjusted its full-year 2024 ORLADEYO revenue guidance to $430-$435 million and introduced total product revenue guidance of $443-$448 million.

  • ORLADEYO net revenue reached $116.3 million, a 35.7% increase year-over-year.
  • Full-year 2024 ORLADEYO revenue guidance adjusted to $430-$435 million.
  • Full-year 2024 total product revenue guidance introduced at $443-$448 million, including RAPIVAB revenue.
  • GAAP operating profit was $7.7 million, with non-GAAP operating profit at $24.9 million.

Headline financials

Total Revenue

$117M

Previous: $86.7M+35.0%
EPS

-$0.07

Previous: -$0.19+63.2%
R&D Expenses

$41.2M

No prior period
SG&A Expenses

$65.1M

No prior period
Interest Expense

$24.8M

No prior period
Capital Expenditures

-$59K

No prior period
Free Cash Flow

-$14M

Previous: -$36.1M+61.2%
Net Income

-$14M

Previous: -$36.1M+61.2%
Operating Income

$7.69M

Previous: -$11.9M+164.5%
Gross Profit

$114M

Previous: $85.6M+33.0%
Cash & Equivalents

$96.8M

Previous: $151M-35.8%
Total Assets

$491M

Previous: $523M-6.1%
R&D Expense

$41.1M

Previous: $46.9M-12.4%
Stock-Based Comp

$17.2M

Previous: $12.3M+40.5%

Revenue & EPS history

BioCryst · Revenue · Quarterly

$117M

Q3 2024+35%vs Q3 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

BioCryst has adjusted its outlook for full year 2024 global net ORLADEYO revenue to be between $430 million and $435 million and introducing full-year 2024 total revenue guidance of between $443 and $448 million.The company is revising its guidance for operating expenses, and now expects full year 2024 operating expenses to be between $380 million and $390 million.

Tailwinds

  • Full year ORLADEYO revenue guidance adjusted to $430-$435 million.
  • Full year total revenue guidance of $443-$448 million.
  • Confident that it will achieve a full-year operating profit in 2024 (not including non-cash stock compensation)
  • Approaching quarterly positive earnings per share (EPS) and positive cash flow in the second half of 2025 (not including non-cash stock compensation)
  • Profitable on an EPS basis, with positive cash flow, for full year 2026.

Headwinds

  • Full year 2024 operating expenses expected to be between $380 million and $390 million.
  • Increase is driven primarily by increased COGS related to new RAPIVAB sales
  • Increased variable costs, including incentive compensation and distribution costs related to the continued strong revenue performance for ORLADEYO
  • Increased expenses that are seasonally booked in Q4 related to our support for the HAE community, including charitable donations.
  • This operating expense outlook does not reflect non-cash stock compensation expense, or one-time expenses related to the previously announced workforce reduction implemented in the first quarter of 2024.

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 Q3 2024

Historical avgQ3 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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