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BridgeBio Pharma Inc (BBIO)
NASDAQ:BBIO
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.63Last Year’s EPS
-0.88Same Quarter Last Year
Strong Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive outlook driven by robust commercial momentum for Atruby, multiple positive Phase 3 readouts (notably infigratinib in achondroplasia), improving cash runway via convertible notes, and a clear path to becoming cash-generative by 2028. These progress points materially de-risk the pipeline and support substantial future value creation. Near-term headwinds include a sizable SG&A and operating expense ramp as the company builds commercial infrastructure, continued net cash consumption during the scale-up phase, concentrated current revenue in one product, and external IP/legal uncertainty around tafamidis that has contributed to share-price volatility. Overall, the positives (strong revenue growth, multiple successful late-stage readouts, solid balance sheet actions, and clear launch plans) outweigh the lowlights, though execution and legal risks remain.Company Guidance
Strong Atruby commercial performance
Atruby net product revenue of $146,000,000 in Q4 2025 and $362,400,000 for full year 2025; total company revenue of $154,200,000 in Q4 and $502,100,000 for FY2025 (FY2025 revenue up ~$280.2M, ~126% year-over-year). Company reported 35% quarter-over-quarter growth in net product revenue (Q4) and >25% NBRx share as of 12/31/2025. As of Feb 20, 2026, Atruby had 7,804 unique patient prescriptions written by 1,856 unique prescribers, demonstrating accelerating new patient growth and prescriber depth.
Three positive late-stage readouts across pipeline
Company announced positive top-line Phase 3 results for infigratinib in achondroplasia and positive Phase 3 for Encalarec NADH1 (BBP-418) in LGMD2I, plus other late-stage successes, marking three successful late-stage readouts and signaling portfolio maturation and de-risking.
Robust Phase 3 efficacy and clean safety for infigratinib (achondroplasia)
Phase 3 met primary endpoint: change from baseline in average height velocity at week 52 (p < 0.0001) with a mean treatment difference of +2.1 cm/year versus placebo. Key secondary: statistically significant improvement in body proportionality (LS mean difference -0.05, p < 0.05 in children <8 years) and height z-score increase of +0.41 SD (p < 0.0001). Safety: well tolerated with no discontinuations or SAEs related to study drug; three mild/transient hyperphosphatemia events (4% on active) with no dose reductions.
Commercial and launch readiness for additional programs
Company building commercial leadership for LGMD2I and preparing for ADH1 launch activities; identified >1,700 unique patients in claims data for ADH1. Management anticipates launches for Encalorate and BBP-418 in late 2026 or early 2027 and has a roadmap for global launch footprints based on Atruby launch playbook.
Improving cash profile and runway
Ended 2025 with $587,500,000 in cash, cash equivalents, and marketable securities and completed issuance of $632,500,000 aggregate principal amount of 2033 convertible notes in January 2026, providing significant runway. Management expects cash burn to roughly hold steady through 2026 then decline, with the pipeline projected to begin generating cash in late 2027 and become a cash-generating engine by 2028 (company projects >$600,000,000 in profit in 2028 from four post–Phase 3 assets).
Potential non-dilutive value via Priority Review Vouchers (PRVs)
Three programs already have Rare Pediatric Disease designation and could be eligible for PRVs on approval: limb-girdle (LGMD2I), infigratinib (achondroplasia), and Canavan gene therapy—representing potential non-dilutive asset value (PRV market observed around ~$200–$300M each).
Operational efficiency in R&D
Management highlighted the ability to advance programs from preclinical to Phase 3 at under $300,000,000 in many cases and emphasized an R&D engine with higher-than-average probability of technical success, supporting scalable organic growth.
BBIO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BBIO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 29, 2025 | $66.62 | $63.37 | -4.88% |
Aug 05, 2025 | $49.21 | $44.81 | -8.94% |
Apr 29, 2025 | $36.42 | $38.36 | +5.33% |
Feb 20, 2025 | $36.29 | $36.80 | +1.42% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BridgeBio Pharma Inc (BBIO) report earnings?
BridgeBio Pharma Inc (BBIO) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is BridgeBio Pharma Inc (BBIO) earnings time?
BridgeBio Pharma Inc (BBIO) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BBIO EPS forecast?
BBIO EPS forecast for the fiscal quarter 2026 (Q1) is -0.63.