BioCryst Pharmaceuticals, Inc. (BCRX) Morgan Stanley 24th Annual Global Healthcare Conference September 15, 2026 9:15 AM EDT
Company Participants
Charles Gayer – CEO, President & Director
Conference Call Participants
Jason Russell – Morgan Stanley
Presentation
Jason Russell
Morgan Stanley
Okay. Good morning, everyone. I’m Jason Russell from the Morgan Stanley banking team. It’s a pleasure to welcome Charlie Gayer here from BioCryst, he is a “newly appointed CEO of BioCryst.” I think you took the job on January 1 of this year. We’re excited to have BioCryst here. It’s obviously very topical given some of the recent news, and I think we’ll get into that. So Charlie, thanks for being here.
Charles Gayer
CEO, President & Director
Thanks, Jason.
Question-and-Answer Session
Jason Russell
Morgan Stanley
Maybe just to set the stage for a minute. So as I mentioned, you started as the CEO a long time with BioCryst, started as CEO at the beginning of this year. Kind of feels like BioCryst is entering a new chapter. Obviously, ORLADEYO, which is the underpinning of the business, is a scaled commercial franchise, generating operating profit. You took the step to bring in another asset with navenibart just a bit ago, which adds a second modality in HAE.
We’ll get to — you have another data point coming towards the end of this year with BCX17725. And you also just took moves on your own perspective on how you’re going to drive the pipeline forward from here. So maybe with all of that set the stage, let’s think about your vision. How is the vision for BioCryst potentially evolved? And is that the result of kind of the maturity of the business or other things on your mind? Maybe just set the stage for us so to start.
Charles Gayer
CEO, President & Director
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