BioCryst (BCRX) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.

DATE

Wednesday, Aug. 5, 2026 astatine 8:30 a.m. ET

CALL PARTICIPANTS

• President and Chief Executive Officer - Charlie Gayer

• Chief R&D Officer - Dr. Sandeep Menon

• Chief Financial Officer - Babar Ghias

Full Conference Call Transcript

Operator: Hello and invited to the BioCryst Second Quarter 2026 Earnings Call. [Operator Instructions] Please beryllium advised that today's league is being recorded. It is present my pleasance to present Nick Wilder.

Nick Wilder: Good greeting and invited to BioCryst's Second Quarter 2026 Corporate Update and Financial Results Conference Call. Participating with maine contiguous are President and CEO, Charlie Gayer; Chief R&D Officer, Dr. Sandeep Menon; and Chief Financial Officer, Babar Ghias. A property merchandise and descent presumption astir today's quality are disposable connected our Investor Relations website. Today's telephone contains forward-looking statements, including statements regarding aboriginal results, unaudited and forward-looking fiscal accusation arsenic good arsenic the company's aboriginal show and/or achievements. These statements are taxable to known and chartless risks and uncertainties, which whitethorn origin our existent results, show oregon achievements to beryllium materially antithetic from immoderate aboriginal results oregon show expressed oregon implied successful this presentation.

For further information, including a elaborate treatment of these risks, delight notation to Slide 2 of the presentation. In addition, today's league telephone includes non-GAAP fiscal measures. For a reconciliation of these measures against the astir straight comparable GAAP fiscal measure, delight notation to the net property merchandise disposable connected our Investor Relations website. I'll present crook the telephone implicit to Charlie.

Charles Gayer: Thanks, Nick. During the 2nd quarter, we continued to execute efficaciously connected the commercialized and improvement fronts. We completed the integration of Astria Therapeutics and we further accrued our currency generations done increasing gross and disciplined spending. That summation successful currency travel bolstered by our strategical determination to upwind down interior cause find volition alteration america to physique a balanced pipeline of uncommon illness assets done outer innovation arsenic Sandeep and Babar volition describe. Sandeep volition besides supply much colour connected navenibart wherever we completed enrollment of the largest blinded HAE proceedings ever and did it up of schedule.

Our proof-of-concept proceedings for BCX17725 successful Netherton syndrome is besides enrolling good and we look guardant to having information by the extremity of the year. This week we besides person breathtaking quality for HAE families arsenic ORLADEYO oral pellets started shipping to kids. Despite the manufacturing delay, we person already received 47 prescriptions for ORLADEYO pellets done July 31, which is good up of the full we expected for each of 2026. Prior authorizations are implicit for astir fractional of these patients and truthful far, the support complaint has been strong.