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Cautious Outlook for BridgeBio Pharma Amid Competitive Pressures and Market Uncertainties

Analyst Kostas Biliouris of BMO Capital maintained a Hold rating on BridgeBio Pharma (BBIOResearch Report), with a price target of $37.00.

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Kostas Biliouris has given his Hold rating due to a combination of factors that influence BridgeBio Pharma’s current market position. The recent performance of Attruby, a key product, has shown impressive sales figures, significantly surpassing expectations. However, the weekly prescription rate has experienced a slight decline, which could indicate potential challenges in maintaining growth momentum.
Another factor contributing to the Hold rating is the competitive landscape, particularly the launch of Amvuttra in the ATTR-CM market. Amvuttra’s entry could impact Attruby’s uptake rate due to its established prescriber base and its differentiated mechanism of action. Additionally, while there is potential for growth with upcoming products like Infigratinib, uncertainties remain regarding regulatory timelines and market reception. These elements combined suggest a cautious approach, justifying the Hold rating.

Biliouris covers the Healthcare sector, focusing on stocks such as Verve Therapeutics, Alnylam Pharma, and Crispr Therapeutics AG. According to TipRanks, Biliouris has an average return of -19.1% and a 23.08% success rate on recommended stocks.

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