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BioCryst Pharmaceuticals (BCRX) has been drawing attention after a mixed run in its shares, with a one-month return of about a 12% decline and a three-month return of about a 6% decline.
See our latest analysis for BioCryst Pharmaceuticals.
At a share price of $6.79, BioCryst Pharmaceuticals has experienced short term share price pressure, with a 30 day share price return of 11.82% and a year to date share price return of 9.47%. In contrast, the 1 year total shareholder return of 11.13% and 3 year total shareholder return of 35.82% indicate weaker longer term results. This suggests that recent upticks may reflect shifting views on its rare disease pipeline and risk profile rather than a sustained trend.
If you are looking beyond a single biotech name, this could be a useful moment to scan other healthcare stocks that fit your own risk and return preferences.
So with BioCryst trading at $6.79, annual revenue of about $599.8 million and a recent net loss of $8.8 million, is the current price a discount on its rare disease pipeline, or is the market already factoring in expectations for its future performance?
With BioCryst Pharmaceuticals last closing at $6.79 versus a narrative fair value of $20.50, the current pricing sits well below that framework.
Operational leverage from a scalable commercial platform, coupled with the potential to become a consolidator of rare disease assets amid increased M&A activity in biotech, enhances BioCryst’s ability to boost operating margins and accelerate earnings growth as new products are integrated.
Curious what kind of revenue ramp, margin shift, and future earnings multiple need to line up to support this valuation gap? The full narrative lays out a detailed set of forecasts, including how one core therapy and a handful of earlier stage programs are modeled to carry that higher fair value.
Result: Fair Value of $20.50 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, you still need to weigh real pressure points, such as BioCryst’s heavy reliance on ORLADEYO and the early stage risk around its next wave of pipeline assets.
Find out about the key risks to this BioCryst Pharmaceuticals narrative.
If you look at the numbers and come to a different conclusion, or simply prefer doing your own work, you can build a custom view in just a few minutes, starting with 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.
If you stop at one stock, you risk missing other potential opportunities. Take a few minutes to scan wider and see what else fits your goals.
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.
Companies discussed in this article include BCRX.
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