NASDAQ$BCRX

BioCryst Pharmaceuticals Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported financial results for Q4 2023 and full year ended December 31, 2023.

BioCryst reported Q4 2023 total revenues of $93.4 million, driven by ORLADEYO net revenue of $90.9 million. The company's net loss for the quarter was $61.7 million, or $0.31 per share. They anticipate operating profit in 2024 and approaching positive EPS and cash flow in the second half of 2025.

  • ORLADEYO net revenue reached $90.9 million in Q4 2023 and $326.0 million for FY 2023, representing 30% year-over-year growth.
  • Total revenues for Q4 2023 were $93.4 million, compared to $79.5 million in Q4 2022.
  • R&D expenses for Q4 2023 decreased to $70.1 million from $73.2 million in Q4 2022.
  • Net loss for Q4 2023 was $61.7 million, or $0.31 per share, compared to a net loss of $71.5 million, or $0.38 per share, for Q4 2022.

Headline financials

Total Revenue

$93.4M

Previous: $79.5M+17.4%
EPS (adj)

-$0.28

Previous: -$0.38+26.3%
R&D Expenses

$70.1M

Previous: $73.2M-4.2%
SG&A Expenses

$64.4M

Previous: $50.2M+28.3%
Interest Expense

$24.6M

Previous: $26.5M-7.2%
Net Income

-$61.7M

Previous: -$71.5M+13.7%
Operating Income

-$61.7M

Previous: -$43.9M-40.5%
Gross Profit

$91.3M

Previous: $77M+18.5%
R&D Expense

$70.1M

No prior period
Stock-Based Comp

$16.5M

Previous: $15.3M+7.9%

Revenue & EPS history

BioCryst · Revenue · Quarterly

$93.4M

Q4 2023+17.4%vs Q4 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The company expects full year 2024 global net ORLADEYO revenue to be between $380 million and $400 million and expects to achieve a full-year operating profit in 2024.

Tailwinds

  • Full year 2024 global net ORLADEYO revenue expected to be between $380 million and $400 million.
  • Company expects full year 2024 operating expenses to be between $365 million and $375 million.
  • R&D expenses in 2024 will be reduced by between $20 million and $30 million versus 2023.
  • Company expects to achieve a full-year operating profit in 2024.
  • Company expects to be approaching quarterly positive earnings per share (EPS) and positive cash flow in the second half of 2025.

Headwinds

  • The general pattern of revenue throughout 2024 is expected to be similar to past years, with the seasonal impact of prescription reauthorizations and the potential impact of the Inflation Reduction Act in the first quarter driving a quarter-over-quarter revenue decline in the first quarter.
  • SG&A expenses are expected to increase by $20 million in 2024.
  • 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.
  • 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 Q4 2023

Historical avgQ4 2023

-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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