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BridgeBio Pharma Inc (BBIO)
NASDAQ:BBIO
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BridgeBio Pharma (BBIO) AI Stock Analysis

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BBIO

BridgeBio Pharma

(NASDAQ:BBIO)

Rating:58Neutral
Price Target:
$51.00
▼(-1.60% Downside)
BridgeBio Pharma's overall stock score is driven by strong technical indicators and positive earnings call highlights, which are offset by financial instability and valuation concerns. The company's robust revenue growth and successful product launch are significant strengths, but profitability challenges and competitive pressures remain key risks.
Positive Factors
Financial Outlook
With cash on hand, growing top-line, and flattening or declining expenses, the company is well-positioned financially.
Market Performance
ATTRUBY™ (acoramidis) sales in the U.S. continue to beat expectations, showing strong market performance.
Pipeline Readouts
BridgeBio is added to the Positive Catalyst Watch List ahead of key pivotal readouts for the pipeline.
Negative Factors
Market Competition
The ATTR-CM market is large enough to support multiple modality winners, with Attruby expected to become the market share leader in the coming years.

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

BridgeBio Pharma Business Overview & Revenue Model

Company DescriptionBridgeBio Pharma (BBIO) is a biotechnology company focused on developing innovative therapeutics for genetic diseases and cancers. The company operates primarily in the pharmaceutical sector, leveraging advanced genetic insights to identify and develop targeted therapies. BridgeBio specializes in creating treatments that address the underlying genetic causes of diseases, with a robust pipeline of product candidates across various stages of clinical development.
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: |
Next Earnings Date:Oct 30, 2025
Earnings Call Sentiment Positive
The earnings call indicated a strong performance in the launch and growth of Attruby, with significant advancements in the pipeline and financial growth. However, increased operating costs and competitive pressures were noted as challenges.
Q2-2025 Updates
Positive Updates
Strong Launch of Attruby
Attruby achieved $71.5 million in U.S. net sales, showing 100% growth from Q1. The total unique patient prescriptions reached 3,751 with 1,074 unique prescribers.
Pipeline Progress
BridgeBio is preparing for three Phase III readouts in ADH1, LGMD2I, and achondroplasia, each representing significant market opportunities.
Financial Growth
Total Q2 revenues were $110.6 million, a significant increase from $2.2 million in the previous year, primarily driven by Attruby's sales.
Positive Clinical Data for Attruby
Attruby showed a 59% hazard reduction in time to first event CVH or ACM in the variant population with a p-value of 0.011, and a 43% reduction in risk of CVH associated with cardiac arrhythmia.
Strong Cash Position
BridgeBio ended Q2 with $756.9 million in cash, cash equivalents, and marketable securities, providing financial flexibility.
Negative Updates
Increased Operating Costs
Total operating costs and expenses for Q2 2025 were $244.8 million, a $67.1 million increase from the previous year, driven by a $69.6 million increase in SG&A expenses.
Pressure from Competitors
There is competition pressure for Attruby from knockdown agents and Pfizer, especially in the switch category, impacting market dynamics.
Company Guidance
During BridgeBio Pharma's Second Quarter 2025 Earnings Call, the company highlighted several key metrics reflecting the strong performance and growth potential of their product, Attruby. They reported a significant increase in unique patient prescriptions, reaching 3,751, and noted 1,074 unique prescribers. Weekly script growth exceeded 30%, surpassing internal projections. The company's revenue for Q2 showed a remarkable 100% growth, with global sales reaching $78 million and U.S. net sales at $71.5 million. Attruby's success in the market is driven by its clinical efficacy, highlighted by a 59% hazard reduction in time to first event in a specific patient subpopulation, and strong prescriber and patient adoption. The company continues to focus on expanding their late-stage pipeline with three key Phase III trials, positioning themselves for further growth in the coming months. Additionally, they have maintained a strong cash position of $756.9 million, reinforcing their financial flexibility to pursue strategic initiatives.

BridgeBio Pharma Financial Statement Overview

Summary
BridgeBio Pharma shows 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.
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-481.18M-562.54M-448.72M
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 Price51.83
Price Trends
50DMA
47.29
Positive
100DMA
41.83
Positive
200DMA
36.58
Positive
Market Momentum
MACD
1.29
Negative
RSI
59.52
Neutral
STOCH
73.13
Neutral
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 51.83 is above the 20-day moving average (MA) of 49.63, above the 50-day MA of 47.29, and above the 200-day MA of 36.58, indicating a bullish trend. The MACD of 1.29 indicates Negative momentum. The RSI at 59.52 is Neutral, neither overbought nor oversold. The STOCH value of 73.13 is Neutral, 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 (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
64
Neutral
$4.72B84.7426.63%30.96%-38.30%
58
Neutral
$9.56B35.68%7.62%-55.29%
52
Neutral
$7.39B-46.61%-100.00%-23.49%
51
Neutral
$7.91B-0.36-41.71%2.23%23.45%-1.86%
51
Neutral
$6.32B-29.70%75.01%-13.20%
50
Neutral
99.19%48.43%
46
Neutral
$1.77B19.61-4.76%64.89%-221.56%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BBIO
BridgeBio Pharma
51.83
20.53
65.59%
SRPT
Sarepta Therapeutics
18.46
-115.31
-86.20%
TGTX
TG Therapeutics
31.89
10.43
48.60%
BPMC
Blueprint Medicines
129.46
38.05
41.63%
RVMD
Revolution Medicines
38.95
-4.29
-9.92%
LEGN
Legend Biotech
34.99
-19.06
-35.26%

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.

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.

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 19, 2025