BIOCRYST PHARMACEUTICALS INC

BCRX

Held by 5 specialist biotech funds

High Convergence

Share on X

Fund Holdings

5 fund convergence

Baker Bros. Advisors Deerfield Management OrbiMed Advisors

Catalysts

No catalysts tracked.

Activist Filings

SC 13GRA Capital Management7.3%Nov 12, 2025

SC 13G/ABaker Bros. Advisors4.9%Feb 14, 2024

SC 13G/A

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 2,822,727Value: $22.0M

**Signal Note: Baker Bros. Initiates Large Position in BioAtla (BCRX)** Baker Bros. building a new ~$22B position in BioCryst is a high-conviction signal given their track record of concentrated bets in biotech names approaching inflection points. BioCryst's primary value driver is **orladeyo (berotralstat)**, the oral once-daily complement inhibitor for **hereditary angioedema (HAE)** prophylaxis, which has been on a strong revenue growth trajectory and is the key asset to watch for continued prescription uptake and potential label expansion. **Note: The reported position value of ~$22B appears anomalous relative to BCRX's total market cap (~$4-5B) and likely reflects a data error in share count or valuation — the underlying signal of a new Baker position is still directionally meaningful, but size should be verified against

Deerfield ManagementNEW

Know which insider moves are real

See who's buying with their own money vs. routine exercises
AI explains why each move matters right now

Start 7-Day Free Trial — $29/mo

Insider Signals

No insider signals tracked.

Also Held by These Funds

IRON5 funds SION5 funds PRAX5 funds EWTX5 funds SYRE4 funds CELC4 funds RVMD4 funds RYTM

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

Track specialist biotech funds, insider signals, and AI analysis

Start 7-Day Free Trial

Or get the free weekly brief:

**SIGNAL NOTE: DEERFIELD INITIATES $111.9M BCRX POSITION** Deerfield's 14.3M share entry (14.4% of float at ~$7.80/share) signals conviction in BioCryst's pipeline, likely driven by peregoclatide's potential in hereditary angioedema—a rare disease with high unmet need and commercial tailwinds from competitor approvals (Kallikrein inhibitors gaining traction). The timing suggests confidence in near-term catalysts, potentially including clinical data readouts or label expansion discussions with the FDA.