BioCryst Pharmaceuticals 2025 Q3 Earnings Record Net Income of $12.9M, 191.9% Surge from Loss

Generated by AI AgentDaily EarningsReviewed byAInvest News Editorial Team
Wednesday, Nov 5, 2025 12:02 pm ET1min read
Aime RobotAime Summary

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reported $12.9M net income in Q3 2025, reversing a $14.03M loss from 2024 Q3 with a 191.9% turnaround.

- Revenue surged 36.1% to $159.4M, driven by ORLADEYO demand, though $3.6M below estimates, while EPS improved to $0.06 from -$0.07.

- Stock showed mixed post-earnings performance (0.9% daily gain vs 6.63% weekly decline), reflecting investor caution despite guidance upgrades.

- CEO highlighted margin-strengthening European ORLADEYO sale and $13/share

acquisition to expand HAE portfolio.

- Full-year ORLADEYO revenue guidance raised to $590–$600M, with non-GAAP expenses cut to $430–$440M, signaling sustained profitability.

BioCryst Pharmaceuticals reported its fiscal 2025 Q3 earnings on Nov 5, 2025, delivering a historic turnaround with net income of $12.90 million, reversing from a $14.03 million loss in 2024 Q3. The company exceeded expectations with a 36.1% revenue increase to $159.40 million and raised its full-year ORLADEYO revenue guidance to $590–$600 million.

Revenue

BioCryst’s total revenue surged 36.1% to $159.40 million in 2025 Q3, driven by robust performance in its core product line. Product sales, net, accounted for $157.74 million, reflecting strong demand for ORLADEYO, while collaborative and other revenues added $1.66 million. This growth outpaced the previous year’s $117.08 million but fell short of the $163.0 million revenue estimate by $3.6 million.

Earnings/Net Income

The company’s profitability marked a dramatic improvement, with EPS rising to $0.06 in 2025 Q3 from a $0.07 loss in 2024 Q3. Net income reached $12.90 million, a 191.9% positive swing from the prior-year period, setting a new record for the quarter. This turnaround underscores BioCryst’s operational efficiency and strategic cost management.

Post-Earnings Price Action Review

Following the earnings release, BioCryst’s stock price exhibited mixed performance. While the stock edged up 0.90% during the latest trading day, it declined 6.63% over the most recent full trading week and 5.45% month-to-date. This volatility highlights investor caution despite the positive earnings surprise and improved guidance.

CEO Commentary

Jon Stonehouse, CEO, emphasized the transformative impact of the European ORLADEYO business sale, which strengthened margins and eliminated debt, and the proposed acquisition of Astria Therapeutics. He expressed confidence in the team’s ability to drive sustainable growth and innovation in rare disease treatments.

Guidance

BioCryst raised its full-year 2025 global net ORLADEYO revenue guidance to $590–$600 million and lowered non-GAAP operating expense guidance to $430–$440 million. The company remains on track for net income and positive cash flows for 2025, excluding the impact of debt prepayments and asset sales.

Additional News

  1. M&A Activity: BioCryst agreed to acquire Astria Therapeutics for $13 per share, adding navenibart to its HAE portfolio. The deal is expected to close in Q1 2026.

  2. Leadership Changes: Ron Dullinger was appointed as the next Chief Commercial Officer, effective January 1, 2026, following a 19-year tenure by the outgoing CEO.

  3. Insider Transactions: Director Theresa Heggie sold 70,000 shares in August 2025, reducing her stake by 51.72%.

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Enhanced for clarity and compliance with professional financial reporting standards.

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