Bridgebio Pharma (BBIO)
NASDAQ:BBIO
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.59Last Year’s EPS
-0.95Same Quarter Last Year
Strong Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum (notably Atruvio revenue growth: $180.6M, +24% QoQ, +392% YoY), robust cash runway ($940.2M) and clear pipeline progress with active launch preparations (LGMD2I NDA, ADH1 patient ID, positive PROPEL‑3 for achondroplasia). Management emphasized clinical differentiation backed by real‑world evidence and favorable long‑term economics, while acknowledging short‑term expense pressures (operating expenses +$72.1M) and an operating loss of $106M that should narrow later in the year. Competitive risks, diagnostic supply issues, and the prior‑year milestone timing created some near‑term revenue volatility, but overall the company presented multiple tangible positives that outweigh the listed challenges.Company Guidance
Atruvio Net Product Revenue Surge
Atruvio U.S. net product revenue of $180.6 million in Q1 2026, representing 24% quarter‑over‑quarter growth and 392% year‑over‑year growth; company describes brand as becoming a 2026 blockbuster with growing frontline share and >6,100 total new patient starts in the category this quarter.
Strong Total Revenue and Royalty Growth
Total revenues of $194.5 million vs. $116.6 million in Q1 2025 (+$77.9M); royalty revenue increased to $9.5 million (up $9.3M), driven by acoramidis sales in Europe and Japan.
Real‑World Evidence & Clinical Differentiation
Independent RWE demonstrated acoramidis outcome improvements vs tafamidis (including a reported 43% reduction in diuretic intensification in a medRxiv study); Phase III open‑label extension showed sustained benefit at month 54 with a 45% reduction in all‑cause mortality and 49% reduction in cardiovascular mortality (both p<0.0001 vs placebo).
Robust Cash Position and Capital Actions
Cash, cash equivalents and marketable securities of $940.2 million (vs $587.5M at prior year‑end); Board authorized a $500 million share repurchase program to capture intrinsic value and concentrate ownership.
Pipeline Momentum and Launch Readiness
Three near‑term commercial opportunities (LGMD2I, ADH1/encaleret, achondroplasia/infigratinib) with active launch preparation: LGMD2I NDA submitted ~155 days after top‑line; ADH1 claims analytics identified nearly 2,000 U.S. patients; achondroplasia PROPEL‑3 positive with early commercial research showing >40% unaided awareness among prescribers.
Infigratinib Clinical & Commercial Strength
PROPEL results: infigratinib showed a 2.1 cm annualized height velocity change (largest across Phase III programs) and the only statistically significant improvement in body proportionality in 3–8 year olds; company cites market research projecting >65% potential market share and expects oral option to expand market several‑fold over time.
Operational Execution and Efficiency Trend
Loss from operations of $106 million in Q1, but management reports operating loss has narrowed by >50% over the last five quarters (improvement trend post‑Atruvio launch) and expects transition toward P&L breakeven and sustainable cash flow positivity later in the year.
Commercial Infrastructure and Patient ID Initiatives
Investments in commercial and medical leadership, patient identification (ICD‑10 analytics, genetic testing, family tracing), and field reimbursement capabilities to support day‑one launches and ongoing growth across multiple rare disease franchises.
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 |
|---|---|---|---|
May 07, 2026 | $67.45 | $67.39 | -0.09% |
Feb 24, 2026 | $68.31 | $66.54 | -2.59% |
Oct 29, 2025 | $66.62 | $63.37 | -4.88% |
Aug 05, 2025 | $49.21 | $44.81 | -8.94% |
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 (BBIO) report earnings?
Bridgebio Pharma (BBIO) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Bridgebio Pharma (BBIO) earnings time?
Bridgebio Pharma (BBIO) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is BBIO EPS forecast?
BBIO EPS forecast for the fiscal quarter 2026 (Q2) is -0.59.