WEBULL

BioCryst (BCRX) Valuation After FDA Expands ORLADEYO Access for Young Hereditary Angioedema Patients

Simply Wall St · 2d ago

BioCryst Pharmaceuticals (BCRX) just picked up a meaningful catalyst, with the FDA clearing an oral pellet version of Orladeyo for children aged 2 to under 12 with hereditary angioedema, opening a newly addressable niche.

See our latest analysis for BioCryst Pharmaceuticals.

Despite this catalyst, BioCryst’s 1 year total shareholder return of around minus 2 percent and a 3 month share price return of roughly minus 10 percent suggest momentum has been fading, even as management pursues the Astria acquisition and board succession plans.

If this HAE update has you thinking more broadly about healthcare, it could be a good moment to explore other potential opportunities across healthcare stocks.

Yet with the stock still trading at a steep discount to analyst targets despite double digit revenue growth and a path toward profitability, investors now face a key question: is this a mispriced growth story, or is the market already discounting what comes next?

Most Popular Narrative Narrative: 65% Undervalued

With BioCryst closing at $7.13 versus a narrative fair value of $20.40, the disconnect in expectations sets up a striking long term valuation gap.

Significant financial flexibility from the sale of the European business and accelerated debt paydown sets BioCryst up to deploy capital for pipeline advancement, targeted M and A, or in licensing, potentially creating additional future revenue streams and supporting stronger net margins.

Read the complete narrative.

Curious how this capital war chest turns into that lofty valuation? The narrative leans on accelerating revenue, sharply higher margins, and a richer future earnings multiple. Want to see the exact assumptions that power that $20 plus fair value?

Result: Fair Value of $20.40 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this hinges on Orladeyo remaining dominant, as rising HAE competition and early stage pipeline setbacks could quickly undermine those bullish assumptions.

Find out about the key risks to this BioCryst Pharmaceuticals narrative.

Build Your Own BioCryst Pharmaceuticals Narrative

If you see the story differently or want to dig into the numbers yourself, you can build a tailored view in just minutes: Do it your way.

A great starting point for your BioCryst Pharmaceuticals research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.