BioCryst Pharmaceuticals, Inc. (BCRX) Q3 2024 Earnings Call Transcript Summary
BioCryst Pharmaceuticals, Inc. (BCRX) Q3 2024 Earnings Call Transcript Summary
Projected annual revenue for 2024 is updated to $430 million to $435 million, notably from ORLADEYO sales.The following is a summary of the BioCryst Pharmaceuticals, Inc. (BCRX) Q3 2024 Earnings Call Transcript:
以下是biocryst製藥公司（BCRX）2024年第三季度業績會議呼叫的摘要:
Financial Performance:
金融業績：
BioCryst Pharmaceuticals reported quarterly revenue of $117.1 million, with ORLADEYO contributing $116.3 million. This represents a 36% growth year-over-year.
Operating profit for the quarter was $24.9 million, excluding non-cash stock compensation. With stock compensation included, the operating profit was $7.7 million.
Projected annual revenue for 2024 is updated to $430 million to $435 million, notably from ORLADEYO sales.
Cash at the end of the quarter stood at $351.7 million, with a positive net cash flow of over $13 million for the quarter due to strong revenue growth and disciplined capital allocation.
biocryst製藥報告了11710萬美元的季度營業收入，ORLADEYO貢獻了11630萬美元。這代表了36%的年度增長。
本季度的營業利潤爲2490萬美元，不包括非現金股票補償。包括股票補償後，營業利潤爲770萬美元。
2024年預計的年度營收更新爲43000萬至43500萬美元，主要來自ORLADEYO銷售。
本季末現金爲35170萬美元，由於營業收入增長強勁和資本分配紀律，本季現金淨流入超過1300萬美元。
Business Progress:
業務進展：
Continued growth and market penetration of ORLADEYO, with 67 new US prescribers added this quarter, maintaining strong demand.
Advancement of BCX17725 for Netherton syndrome into clinical trials represents a significant move towards addressing this unmet medical need.
Launching new programs and entering clinical stages for other therapeutic areas like diabetic macular edema (DME) in 2025.
Progress towards regulatory submissions for ORLADEYO as the first oral prophylaxis for children with HAE targeted for 2025.
ORLADEYO持續增長和市場滲透，本季新增67位美國處方者，保持強勁需求。
biocryst製藥推進BCX17725用於尼特爾頓綜合徵的臨床試驗，是朝着解決這一未滿足的醫學需求邁出的重要一步。
在2025年推出新項目並進入糖尿病黃斑水腫（DME）等其他治療領域的臨床階段。
2025年針對兒童進行第一種口服預防治療HAE的ORLADEYO的監管申請進展。
Opportunities:
機會：
Approaching regulatory submissions for ORLADEYO to treat children with HAE, expanding its market potential.
Entry of ORLADEYO into new patient demographics and increased usage spurred by its efficacy and convenience could drive continued revenue growth.
The extensive body of evidence being gathered could further solidify ORLADEYO's market position despite upcoming new entries in the HAE therapeutic area.
即將針對HAE患兒提交ORLADEYO的監管申請，擴大其市場潛力。
ORLADEYO進入新患者群體，並由其效力和便利性推動的增加使用可能推動持續的營業收入增長。
正在收集的廣泛證據庫可能進一步鞏固ORLADEYO在HAE治療領域的市場地位，儘管該領域即將迎來新的參與者。
Risks:
風險：
Introduction of new prophylactic therapies by competitors could affect market share, although ORLADEYO's unique oral delivery remains a strong differentiator.
The process of transitioning Medicare patients to paid ORLADEYO therapy remains complex, influenced by policy changes such as the IRA, potentially impacting revenue consistency.
競爭對手推出新的預防性療法可能影響市場份額，儘管ORLADEYO獨特的口服給藥方式仍然是強大的差異化因素。
將Medicare患者轉爲付費ORLADEYO療法的過程仍然複雜，受到IRA等政策變化的影響，可能影響營業收入的穩定性。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
