Quality Investor

BioCryst Pharmaceuticals, Inc.

Rank #3Hypergrowth

BCRX · Nasdaq · Healthcare

BioCryst Pharmaceuticals, Inc. (BCRX) — Rank #3 by gross profitability (GP/assets 1.53) · ROE -58.1% · Piotroski F-Score 8 / 9.

As-of 2026-09-15 · CIK 0000882796 · all metrics point-in-time as of the filing date.

About

BioCryst Pharmaceuticals, Inc., a biotechnology company, developing and commercializing medicines for hereditary angioedema (HAE) and other rare diseases.

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The company markets peramivir injection, an intravenous neuraminidase inhibitor for the treatment of acute uncomplicated and seasonal influenza under the RAPIVAB, RAPIACTA, and PERAMIFLU names; and ORLADEYO, an oral serine protease inhibitor to treat HAE. It is also developing BCX17725, a protein therapeutic for netherton syndrome which is in phase 1; Avoralstat, an ocular plasma kallikrein inhibitor for diabetic macular edema that is in Phase 1; Navenibart, a monoclonal antibody plasma kallikrein inhibitor for HAE which is in Phase 3; BCX17725, an investigational protein therapeutic KLK5 inhibitor for the treatment of netherton syndrome that is in phase 1 clinical trial; STAR-0310, a monoclonal antibody OX40 antagonist for the treatment of atopic dermatitis which is in Phase 1a trial. The company has collaborations and in-license relationships with the Torii Pharmaceutical Co., Ltd., Shionogi & Co., Ltd., and Green Cross Corporation; National Institute of Allergy and Infectious Diseases; Biomedical Advanced Research and Development Authority; the U.S. Department of Health and Human Services; and Albert Einstein College of Medicine of Yeshiva University and Industrial Research, Ltd. BioCryst Pharmaceuticals, Inc.

was founded in 1986 and is headquartered in Durham, North Carolina.

Industry
Drug Manufacturers - Specialty & Generic
Sector
Healthcare
State
DE
Filer Category
Large accelerated filer
Fiscal Year End
December 31

Price History

BCRX-48.1% · -12.3% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/S is the primary valuation lens — earnings are reinvested, not available for P/E.

Market Cap

$2.07B

P/E (annual)

6.7

P/S (annual)

2.4

P/B

P/OCF (annual)

6.0

Shareholder Yield

-196.6%

Employees

435

Industry

Drug Manufacturers - Specialty & Generic

Exchange

Nasdaq

Signal Flags

2 green2 yellow
Revenue growth acceleratingGrowth rate increasing year over year
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 1-quarter streak
Dilution above 2%Annual share count increase exceeds 2%. May be acceptable for high-growth companies funding talent via stock compensation
Disclosure regressionA previously-disclosed line item is no longer reported — worth checking the filing for why

Quality Profile

Profitability

1/1 pass
GP / assets
1.53
Return on equity
-58.1%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
Current ratio
2.32×
Net cash
-$42.83M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
9.7%

Growth

1/2 pass
Revenue growth
3219.7%
Piotroski F-Score
8 / 9
Share dilution
196.6%

Terry Smith quality gate

Passes 4/5 Terry Smith thresholds

1 of 5 threshold not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

-11.7%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Dilution drag: 196.6% — per-share value needs a total required return of 184.9% once share-count change is priced in.

vs. own 6-year median revenue growth: -13.0%

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

-14.7%

r = 10% (base)

-11.7%

r = 12%

-9.0%

Net debt / market cap: 2.4%

Base FCF: $344.9M3Y mean FCF: -$39.5M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / S

Price / revenue per share

18.8xFair
0.9xmed 9.4x54.4x

P / B

Price / book value per share

5.6xFair
0.9xmed 4.8x257.3x

P / GP

Price / gross profit per share

19.7xExpensive
0.9xmed 16.9x54.4x

Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

1.53

Primary signal (Novy-Marx).

100th pctl of 34 SIC 28 peers

Return on equity

-58.1%

Gross margin

97.8%

97th pctl of 34 SIC 28 peers

Revenue growth (YoY)

3219.7%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2014201520162017
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

Current ratio

2.32×

52nd pctl of 34 SIC 28 peers

Quick ratio

2.22×

Net cash

-$42.83M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$344.90M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

0.31

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

9.7%

Stock-based comp intensity.

Piotroski F-Score

F-Score

8 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20122017
Hypergrowth
Decline
Startup