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Bridgebio Pharma (BBIO)
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BridgeBio Pharma (BBIO) AI Stock Analysis

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BBIO

BridgeBio Pharma

(NASDAQ:BBIO)

Rating:53Neutral
Price Target:
$47.00
▼(-4.26% Downside)
BridgeBio Pharma's overall stock score is primarily influenced by its strong earnings call performance and positive technical analysis indicators. However, significant financial performance challenges, particularly in profitability and financial stability, weigh heavily on the score. The valuation remains a concern due to negative earnings and lack of dividend yield.
Positive Factors
Financial Performance
BridgeBio is well-positioned financially with cash on hand, a growing top-line, and flattening or declining expenses.
Market Leadership
Attruby is expected to become the market share leader in the ATTR-CM market, indicating strong potential for future growth.
Negative Factors
Investor Concerns
Despite strong quarterly growth, BBIO shares dropped over 10% after-hours, reflecting investor concern over the crowded bullish positioning.
Market Competition
Strong new patient demand for Attruby persists despite competition, yet investor concerns over market saturation remain prevalent.

BridgeBio Pharma (BBIO) vs. SPDR S&P 500 ETF (SPY)

BridgeBio Pharma Business Overview & Revenue Model

Company DescriptionBridgeBio Pharma, Inc. engages in the discovery, development, and delivery of various medicines for genetic diseases. The company has a pipeline of 30 development programs that include product candidates ranging from early discovery to late-stage development. Its products in development programs include AG10 and BBP-265, a small molecule stabilizer of transthyretin, or TTR that is in Phase 3 clinical trial for the treatment of TTR amyloidosis-cardiomyopathy, or ATTR-CM; BBP-831, a small molecule selective FGFR1-3 inhibitor, which is Phase 2 clinical trial to treat achondroplasia in pediatric patients; and BBP-631, an AAV5 gene transfer product candidate that is in Phase 2 clinical trial for the treatment of congenital adrenal hyperplasia, or CAH, driven by 21-hydroxylase deficiency, or 21OHD. The company also develops Encaleret, a small molecule antagonist of the calcium sensing receptor, or CaSR, which is in phase 2 proof-of-concept clinical trial for Autosomal Dominant Hypocalcemia Type 1, or ADH1; and BBP-711 for the treatment of hyperoxaluria, as well as patients suffering from recurrent kidney stones. In addition, it engages in developing products for Mendelian, oncology, and gene therapy diseases. BridgeBio Pharma, Inc. has license and collaboration agreements with the Leland Stanford Junior University; and The Regents of the University of California; Leidos Biomedical Research, Inc. The company was founded in 2015 and is headquartered in Palo Alto, California.
How the Company Makes MoneyBridgeBio Pharma generates revenue primarily through the development and commercialization of its therapeutic products. The company earns money through product sales once its therapies receive regulatory approval and are launched in the market. Additionally, BridgeBio may engage in partnerships and collaborations with larger pharmaceutical companies, which can provide upfront payments, milestone payments, and royalties on future sales. These strategic alliances can enhance revenue streams and provide necessary funding for ongoing research and development. Furthermore, BridgeBio may also receive grant funding for specific projects, contributing to its overall earnings.

BridgeBio Pharma Earnings Call Summary

Earnings Call Date:Aug 05, 2025
(Q2-2025)
|
% Change Since: -0.24%|
Next Earnings Date:Oct 30, 2025
Earnings Call Sentiment Positive
The earnings call presents a predominantly positive outlook with a strong performance of Attruby, significant revenue growth, and promising pipeline advancements. However, increased operating expenses and competitive pressures are noted challenges.
Q2-2025 Updates
Positive Updates
Strong Launch of Attruby
Attruby achieved $71.5 million in net product revenue, representing 100% growth over Q1, marking significant progress in the ATTR cardiomyopathy market.
Expansion in ATTR-CM Market
Attruby is capturing significant market share in a rapidly expanding ATTR-CM market, with expectations to reach $15 billion to $20 billion at peak.
Pipeline Advancements
BridgeBio is poised for major advancements with three upcoming Phase III readouts, each representing potential $1 billion+ opportunities.
Positive Financial Performance
Total revenues increased significantly to $110.6 million, driven by the successful launch of Attruby and strategic monetization initiatives.
Improved Access Programs
Attruby's access programs are noted as the most generous in the industry, with nearly 90% of patients paying $0 out-of-pocket.
Negative Updates
Increased Operating Costs
Operating costs and expenses increased by $67.1 million, primarily driven by higher SG&A expenses, reflecting ongoing investments in brand awareness and clinical programs.
Competition in ATTR-CM Market
Facing competition from new entrants and established players, such as Alnylam and Pfizer, which could impact Attruby's market share.
Company Guidance
During the second quarter of fiscal year 2025, BridgeBio Pharma reported robust financial and operational results, particularly highlighting the performance of their product Attruby. Attruby achieved 100% revenue growth compared to the previous quarter, generating $78 million in global sales and $71.5 million in U.S. net sales. The number of unique patient prescriptions for Attruby reached 3,751, with 1,074 unique prescribers, and the company observed over 30% growth in weekly scripts. Attruby's launch was marked by a significant uptick in treatment-naive patients, contributing to an increase in new patient starts to around 120 per week. BridgeBio also announced progress in their late-stage pipeline, anticipating results from three key Phase III trials in ADH1, LGMD2I, and achondroplasia in the coming months. The company ended the quarter with a strong cash position of $756.9 million and expressed confidence in their ability to execute future rare disease launches.

BridgeBio Pharma Financial Statement Overview

Summary
BridgeBio Pharma demonstrates strong revenue growth but faces significant profitability and financial stability challenges. The high gross profit margin indicates efficient cost management, yet operational losses persist. The balance sheet reflects financial instability with negative equity, and while cash flow generation shows improvement, it remains negative overall. The company needs to address its profitability and leverage to enhance financial health.
Income Statement
45
Neutral
BridgeBio Pharma shows a strong revenue growth rate of 54.42% in the TTM, indicating a positive trajectory in sales. However, the company faces significant profitability challenges with a negative net profit margin of -5.24% and EBIT margin of -4.38%, reflecting ongoing operational losses. The gross profit margin remains high at 96.95%, suggesting efficient cost management at the gross level.
Balance Sheet
30
Negative
The balance sheet reveals a concerning financial structure with negative stockholders' equity, resulting in an unusual debt-to-equity ratio of -0.006. The return on equity is positive at 49.21%, but this is due to the negative equity base rather than operational efficiency. The equity ratio is not available due to negative equity, indicating potential financial instability.
Cash Flow
50
Neutral
The cash flow statement shows a positive free cash flow growth rate of 30.23% in the TTM, indicating improved cash generation. However, the operating cash flow to net income ratio is negative, reflecting cash flow challenges. The free cash flow to net income ratio is slightly above 1, suggesting that free cash flow is covering net losses, but overall cash flow remains negative.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue235.81M221.90M9.30M77.65M69.72M8.25M
Gross Profit228.25M218.02M6.86M74.21M66.60M5.16M
EBITDA-643.59M-436.83M-565.47M-397.44M-533.83M-465.75M
Net Income-776.41M-535.76M-643.20M-493.96M-639.30M-483.93M
Balance Sheet
Total Assets1.08B919.34M546.38M623.04M1.01B703.59M
Cash, Cash Equivalents and Short-Term Investments757.34M681.10M434.88M428.27M787.51M607.09M
Total Debt2.68B1.73B1.74B1.72B1.73B495.79M
Total Liabilities2.86B2.38B1.89B1.87B1.88B595.70M
Stockholders Equity-1.79B-1.46B-1.35B-1.25B-870.41M57.91M
Cash Flow
Free Cash Flow-665.87M-521.66M-529.03M-425.81M-546.18M-407.23M
Operating Cash Flow-655.81M-520.73M-527.72M-419.49M-497.93M-399.71M
Investing Cash Flow20.39M60.78M54.03M453.15M-200.83M-52.99M
Financing Cash Flow837.01M748.46M451.54M-13.13M736.45M447.19M

BridgeBio Pharma Technical Analysis

Technical Analysis Sentiment
Positive
Last Price49.09
Price Trends
50DMA
44.24
Positive
100DMA
39.41
Positive
200DMA
34.69
Positive
Market Momentum
MACD
1.24
Negative
RSI
65.97
Neutral
STOCH
89.89
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BBIO, the sentiment is Positive. The current price of 49.09 is above the 20-day moving average (MA) of 46.89, above the 50-day MA of 44.24, and above the 200-day MA of 34.69, indicating a bullish trend. The MACD of 1.24 indicates Negative momentum. The RSI at 65.97 is Neutral, neither overbought nor oversold. The STOCH value of 89.89 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBIO.

BridgeBio Pharma Risk Analysis

BridgeBio Pharma disclosed 103 risk factors in its most recent earnings report. BridgeBio Pharma reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

BridgeBio Pharma Peers Comparison

Overall Rating
UnderperformOutperform
Sector (47)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
62
Neutral
$4.30B74.4826.63%30.96%-38.30%
53
Neutral
$9.38B35.68%7.62%-55.29%
52
Neutral
$6.59B-46.61%-100.00%-23.49%
48
Neutral
$6.67B-29.70%75.01%-13.20%
47
Neutral
C$212.69M-1.55-24.82%3.11%19.75%0.14%
46
Neutral
$1.75B19.61-4.76%64.89%-221.56%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BBIO
BridgeBio Pharma
50.38
26.13
107.75%
SRPT
Sarepta Therapeutics
20.40
-112.68
-84.67%
TGTX
TG Therapeutics
27.87
7.01
33.60%
RVMD
Revolution Medicines
36.07
-6.51
-15.29%
LEGN
Legend Biotech
36.93
-17.75
-32.46%

BridgeBio Pharma Corporate Events

Private Placements and FinancingBusiness Operations and Strategy
BridgeBio Pharma Enters Royalty Purchase Agreement
Neutral
Jul 2, 2025

On June 27, 2025, BridgeBio Pharma, Inc. and its subsidiary Eidos Therapeutics, Inc. entered into a Royalty Interest Purchase and Sale Agreement with Acoramidis Royalty SPV, LP and LSI Financing Fund, LP. Eidos sold certain royalty rights on net sales of products containing acoramidis in the EU to the purchasers for $300 million. This agreement provides BridgeBio with immediate capital while capping the purchasers’ royalty rights and offering security interests in specific assets, potentially impacting the company’s financial strategy and stakeholder interests.

The most recent analyst rating on (BBIO) stock is a Buy with a $48.00 price target. To see the full list of analyst forecasts on BridgeBio Pharma stock, see the BBIO Stock Forecast page.

Executive/Board ChangesShareholder Meetings
BridgeBio Pharma Annual Meeting Approves Key Proposals
Neutral
Jun 23, 2025

BridgeBio Pharma held its Annual Meeting on June 20, 2025, where stockholders voted on several key proposals. These included the election of five Class III directors, approval of executive compensation, ratification of Deloitte & Touche LLP as the independent accounting firm, and amendments to the company’s stock option plan and certificate of incorporation. The meeting also approved the adjournment of the meeting if necessary due to insufficient votes.

The most recent analyst rating on (BBIO) stock is a Buy with a $48.00 price target. To see the full list of analyst forecasts on BridgeBio Pharma stock, see the BBIO Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 12, 2025