BioCryst Pharmaceuticals, Inc. — Cyborg Score 7/10

Strong
Biotechnology - Rare Disease Therapeutics

Strategic Profile

BioCryst delivered full-year ORLADEYO revenue of $601.8 million, representing 38% year-over-year growth, with aggressive expansion in the hereditary angioedema market bolstered by the recent acquisition of Astria Therapeutics and FDA approval of ORLADEYO pellets for young children. The company is positioning itself to own the entire prophylactic treatment decision framework for HAE patients by offering daily oral capsules for adults, oral pellets for children, and the long-acting Navenibart injectable for severe cases.

Cyborg Score Rationale

BioCryst delivered strong 2025 results with ORLADEYO sales reaching $601 million and real operating profits achieved. For every dollar invested in sales and marketing, the company generated an approximate 4x return on ORLADEYO's net sales. However, financial strength is rated as poor, primarily due to high leverage and low interest coverage.

Top Insights

  • ORLADEYO net revenue reached $601 million for full year 2025, up 37% year-over-year and above prior guidance, with 2026 revenue projected $625M-$645M
  • BioCryst completed its acquisition of Astria Therapeutics on January 23, 2026, bolstering the company's position as a leader in HAE and boosting long-term growth trajectory
  • FDA approved ORLADEYO oral pellets for prophylactic treatment of HAE in patients aged 2 to under 12 years, making it the first and only targeted oral prophylactic therapy for HAE patients aged 2 and older
  • Institutional ownership stands at 91.41%, reflecting strong interest from large investors

Named Competitors

  • Lanadelumab (Takhzyro) — Plasma kallikrein inhibitor for HAE
  • Danicopan (Fabhalta) — Factor D inhibitor for rare complement-mediated diseases
  • C1-inhibitor (Berinert) — Traditional HAE therapy

Recent Developments

  • (February 2026) Evercore ISI resumed coverage with Buy rating and $17.00 price target
  • (January 2026) Completed acquisition of Astria Therapeutics for ~$700 million, adding Navenibart to HAE portfolio
  • (December 2025) FDA approved ORLADEYO oral pellets for pediatric HAE patients ages 2-11

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