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    The Bull Case For BioCryst (BCRX) Could Change Following FDA Approval Of Pediatric ORLADEYO Pellets

    Simply Wall St·12/17/2025 00:38:33
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    • BioCryst Pharmaceuticals has received FDA approval for an oral pellet formulation of once-daily ORLADEYO (berotralstat) to prevent hereditary angioedema attacks in children aged 2 to under 12, making it the first targeted oral prophylactic option for this younger pediatric group.
    • This child-friendly formulation, backed by the APeX-P trial showing sustained reductions in monthly attack rates and a consistent safety profile, meaningfully broadens ORLADEYO’s reach in hereditary angioedema care.
    • Next, we’ll examine how opening ORLADEYO to younger pediatric patients could reshape BioCryst’s rare disease growth narrative and portfolio balance.

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    BioCryst Pharmaceuticals Investment Narrative Recap

    To own BioCryst, you need to believe ORLADEYO can remain a core HAE franchise while the pipeline and business development add new rare disease revenue streams over time. The new pediatric oral pellet approval deepens ORLADEYO’s HAE footprint, but does not change the central near term catalyst, which is continued execution on ORLADEYO growth, or the key risk, which is the company’s heavy dependence on this single product.

    The most directly connected development is BioCryst’s planned acquisition of Astria Therapeutics, which would bring in navenibart, another HAE asset. Together with the pediatric pellet approval, this move further concentrates BioCryst around HAE, potentially sharpening the upside from ORLADEYO’s expansion while also tightening the business around a single disease area.

    However, investors should also weigh how this increased HAE focus interacts with the existing concentration risk if...

    Read the full narrative on BioCryst Pharmaceuticals (it's free!)

    BioCryst Pharmaceuticals' narrative projects $777.6 million revenue and $212.3 million earnings by 2028. This requires 11.7% yearly revenue growth and a $248 million earnings increase from -$35.7 million today.

    Uncover how BioCryst Pharmaceuticals' forecasts yield a $20.40 fair value, a 173% upside to its current price.

    Exploring Other Perspectives

    BCRX 1-Year Stock Price Chart
    BCRX 1-Year Stock Price Chart

    Five fair value estimates from the Simply Wall St Community span roughly US$3.53 to US$58.98 per share, showing very different views of upside. You should weigh those against ORLADEYO’s central role in BioCryst’s story and how any setback to this single product could affect the entire business.

    Explore 5 other fair value estimates on BioCryst Pharmaceuticals - why the stock might be worth less than half the current price!

    Build Your Own BioCryst Pharmaceuticals Narrative

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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.