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BridgeBio Pharma, Inc.
NASDAQ: BBIO Healthcare Pharma 🔎 Screen
🏹 Trader: 🚀 Stage 2 + Near High 📈 Stage 2 🎯 Near 52W High | BRS 72 Forming View all →
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$15.6B
Market Cap
P/E
PEG
-74.1%
ROCE
41.5%
ROE
-0.89
D/E
-104.3%
OPM
-10.8%
% from 52W High
85
α RS
🔍 BBIO is showing a high-conviction setup because it matches 5 of 37 tracked screener presets, RS Rating is 85, and an ECS of 57.1 last quarter. Net: Broad signal stack, not a recommendation. ? Conviction RS Rating ECS
Sources
Conviction 5/37 · RS Rating 85 · ECS 57.1
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🌏 Global Investor Returns
Currency-adjusted total returns for BBIO including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
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By Category
📊 Sector Averages
About

BridgeBio Pharma, Inc., a biopharmaceutical company, discovers, develops, and delivers medicines for patients with genetic diseases.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding BBIO
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Manager Shares Value % of Fund Period
Andreas Halvorsen Viking Global Investors 11.84M $879.4M 2.46% Mar 2026
Jim Simons Renaissance Technologies LLC 365.8K $27.2M 0.04% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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📊 MIXED BridgeBio posts $180.6M Attruby sales, $500M buyback, three launches ahead
Revenue & Profitability
Total revenues for Q1 2026 were $194.5 million (up from $116.6 million year-over-year), driven by a $143.9 million increase in Attruby net product revenue to $180.6 million. Operating loss was $106 million, narrowing by more than 50% over the last five quarters. Cash, equivalents, and marketable securities totaled $940.2 million.
Outlook
Management expects the ATTR-CM market to continue growing, with over 6,100 new patient starts in Q1 2026, driven by better diagnostic algorithms and physician education. They believe Attruby will grow even past 2032 due to Part D channel dynamics and clinical differentiation. The company forecasts P&L breakeven and sustainable cash flow positivity from later this year into 2027.
Growth Drivers
Key growth drivers include Attruby's frontline market share gains (now second brand by volume) and real-world evidence publications, which are increasing new patient starts. Upcoming launches in LGMD2I (first therapy in that disease), ADH1 (oral, mechanism-targeted), and achondroplasia (oral best-in-class profile) represent significant new revenue streams. The company is also initiating a Phase III trial in chronic hypoparathyroidism for encaleret.
Balance Sheet & CapEx
Not discussed in this earnings call.
Margins
Operating loss narrowed by more than 50% over the last five quarters due to OpEx discipline and Attruby growth. Management expects the loss from operations to flatten over the next two quarters as launch readiness investments ramp, then transition to P&L breakeven and sustainable cash flow positivity.
Key Risks
Risks include a potential shortage of technetium-99m (PYP) for diagnosing ATTR-CM, which could slow market growth. Reauthorization dynamics for Part D drugs were noted but did not affect Attruby due to structural advantages. The stock is trading significantly below intrinsic value, prompting the buyback, but valuation gap remains a concern. Management also flagged potential competitive pressure from CARDIO-TRANSFORM trial results.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-10
Q2 saw robust revenue growth, led by Attruby's clinical differentiation and expanding first-line share. Three late-stage programs advanced to regulatory review, and a $1B equity raise strengthened the balance sheet to support multiple upcoming launches.
Q1 2026 Q1 2026 2026-05-07
Q1 2026 delivered robust revenue growth, led by Attruby's blockbuster trajectory and expanding market share. Three major launches are on track, supported by strong clinical data and commercial readiness. A $500M share buyback was authorized, reflecting confidence in long-term value.
Q4 2025 Q4 2025 2026-02-24
Strong Q4 and full-year revenue growth driven by Attruby's commercial momentum and positive late-stage pipeline results. Cash burn is stabilizing, with expectations for cash generation by 2028 and robust capital to support upcoming global launches.
Q3 2025 Q3 2025 2025-10-29
Q3 2025 saw strong revenue growth driven by Attruby and positive phase III results for BBP-418 and Encalirate, both exceeding clinical expectations. The company maintains a robust cash position and is preparing for multiple product launches, with continued market expansion and pipeline momentum.
Q2 2025 Q2 2025 2025-08-05
Q2 2025 saw total revenues surge to $110.6 million, led by Attruby's $71.5 million net product revenue and rapid market adoption, especially among treatment-naive patients. The company maintains a strong cash position and anticipates key late-stage trial readouts in the coming months.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Information Sources:
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