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BridgeBio Pharma Inc (BBIO)
NASDAQ:BBIO

BridgeBio Pharma (BBIO) AI Stock Analysis

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BridgeBio Pharma

(NASDAQ:BBIO)

Rating:60Neutral
Price Target:
$44.00
▲(2.73%Upside)
BridgeBio Pharma benefits from strong technical momentum and positive earnings call with successful product launches and pipeline progress. However, financial performance and valuation concerns due to unprofitability and high leverage weigh heavily on the overall score.
Positive Factors
Earnings
BBIO shares are up year-to-date largely due to Attruby’s strong uptake, indicating investor confidence in the company's growth potential.
Financing
BBIO announced a financing agreement to partially monetize Beyonttra royalties, providing $300 million upfront.
Negative Factors
Forecast Uncertainty
There is more uncertainty for BBP-418 due to its unique mechanism, which complicates near-term forecasts despite potential upside.
Product Launch
Shares are down approximately 3% as exposure to Beyonttra launch is reduced by this deal.

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 makes money primarily through the development and commercialization of its pharmaceutical products. The company's revenue model is heavily reliant on advancing its drug candidates through clinical trials and obtaining regulatory approvals for them to be marketed. BridgeBio also enters into collaborations and strategic partnerships with other pharmaceutical companies and research institutions, which can involve milestone payments, licensing fees, and royalties. Additionally, the company may receive funding from investors to support its research and development activities and further expand its drug pipeline. These collaborations and partnerships are crucial as they provide both financial resources and expertise to accelerate the development and potential commercialization of its therapeutic candidates.

BridgeBio Pharma Earnings Call Summary

Earnings Call Date:Apr 29, 2025
(Q1-2025)
|
% Change Since: 17.60%|
Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment Positive
The earnings call was largely positive with the successful launch of Attruby driving significant revenue and the strong progress of the pipeline. While there were increased SG&A expenses due to the commercial rollout, the overall impact was minimal compared to the positive developments.
Q1-2025 Updates
Positive Updates
Successful Attruby Launch
Attruby generated $36.7 million in revenue in its first quarter, with 2,072 unique patients receiving a prescription and 756 unique healthcare providers writing at least one prescription. The product demonstrated a 42% relative risk reduction in cardiovascular hospitalization and mortality at 30 months, including a 50% reduction in cardiovascular hospitalization.
Pipeline Progress
BridgeBio's pipeline includes three Phase 3 readouts expected in the next year, with trials in limb-girdle muscular dystrophy 2I, achondroplasia, and ADH1 on track. Additionally, the hypochondroplasia trial enrolled its first patient quickly, and positive POC data for encaleret in hypoparathyroidism was announced.
Financial Performance
Total revenues for Q1 2025 were $116.6 million, exceeding expectations. The company's NPV increased by 9% due to various factors, including better-than-anticipated revenue from Attruby and a successful convertible offering.
Strong Market Positioning
Attruby is positioned as the most cost-effective therapy in the ATTR-CM market, being 10% less expensive than tafamidis and 50% less expensive than vutrisiran. It also offers a free trial program for all patients and lifetime free drug for trial participants.
Negative Updates
Increased SG&A Expenses
SG&A expenses for Q1 2025 were $106.4 million, up from $65.8 million in the same period last year, due to the commercial rollout of Attruby, including field team deployment, payer engagement, and patient support infrastructure.
Impact of Tariffs
While tariffs had a negligible effect on overall NPV, they were mentioned as a factor affecting the company's financials, albeit insignificantly.
Company Guidance
During the Q1 2025 earnings call, BridgeBio provided guidance on several key metrics. The company reported $36.7 million in revenue from the launch of Attruby, emphasizing its clinical efficacy and cost-effectiveness. Attruby demonstrated a 42% relative risk reduction in cardiovascular hospitalization and mortality at 30 months, including a 50% reduction in cardiovascular hospitalization. BridgeBio's net present value (NPV) increased by 9% due to higher-than-expected revenue and early enrollment in trials, despite minor NPV drags from tariffs. The company is preparing for three Phase 3 readouts in the next year, expecting these developments to significantly impact their pipeline. BridgeBio maintains a focus on maximizing quality-adjusted life years for patients, striving for programs that are first-in-class or best-in-class, and ensuring each program is NPV positive.

BridgeBio Pharma Financial Statement Overview

Summary
BridgeBio Pharma shows strong revenue growth but faces significant challenges in profitability and financial stability. The company operates with high leverage and negative equity, posing financial risks despite slight improvements in free cash flow.
Income Statement
35
Negative
BridgeBio Pharma shows significant revenue growth in the TTM, but remains unprofitable with negative EBIT and EBITDA margins. The gross profit margin is relatively strong at 91.8%, yet the net profit margin is negative, indicating a struggle to convert revenue into profit.
Balance Sheet
20
Very Negative
The balance sheet reveals a negative stockholders' equity, suggesting high financial leverage and potential insolvency risk. The debt-to-equity ratio is not meaningful due to negative equity, and the equity ratio is also negative, indicating liabilities exceed assets.
Cash Flow
40
Negative
Operating cash flow is negative, but with a slight improvement in free cash flow in the TTM. The ratios of cash flows to net income are not favorable, reflecting ongoing cash burn issues.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue127.42M221.90M9.30M77.65M69.72M8.25M
Gross Profit123.53M218.02M6.86M74.21M66.60M5.16M
EBITDA-551.92M-436.83M-565.47M-397.44M-533.83M-465.75M
Net Income-667.97M-535.76M-643.20M-493.96M-639.30M-483.93M
Balance Sheet
Total Assets881.64M919.34M546.38M623.04M1.01B703.59M
Cash, Cash Equivalents and Short-Term Investments540.60M681.10M434.88M428.27M787.51M607.09M
Total Debt10.12M1.73B1.74B1.72B1.73B495.79M
Total Liabilities2.52B2.38B1.89B1.87B1.88B595.70M
Stockholders Equity-1.64B-1.46B-1.35B-1.25B-870.41M57.91M
Cash Flow
Free Cash Flow-507.84M-521.66M-529.03M-425.81M-546.18M-407.23M
Operating Cash Flow-500.42M-520.73M-527.72M-419.49M-497.93M-399.71M
Investing Cash Flow36.43M60.78M54.03M453.15M-200.83M-52.99M
Financing Cash Flow529.24M748.46M451.54M-13.13M736.45M447.19M

BridgeBio Pharma Technical Analysis

Technical Analysis Sentiment
Positive
Last Price42.83
Price Trends
50DMA
37.55
Positive
100DMA
35.63
Positive
200DMA
31.63
Positive
Market Momentum
MACD
2.02
Negative
RSI
62.71
Neutral
STOCH
54.71
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 42.83 is above the 20-day moving average (MA) of 41.27, above the 50-day MA of 37.55, and above the 200-day MA of 31.63, indicating a bullish trend. The MACD of 2.02 indicates Negative momentum. The RSI at 62.71 is Neutral, neither overbought nor oversold. The STOCH value of 54.71 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 (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
64
Neutral
$5.76B148.7319.70%33.54%-6.13%
60
Neutral
$8.12B35.68%-41.71%-9.37%
56
Neutral
$6.61B-20.00%112.46%54.33%
55
Neutral
€4.87B18.24-49.50%1.94%13.92%-4.82%
53
Neutral
$1.79B19.61-23.61%59.15%-1881.09%
52
Neutral
$6.93B-36.68%-100.00%5.49%
50
Neutral
$8.29B-47.71%99.19%48.43%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BBIO
BridgeBio Pharma
43.99
18.23
70.77%
SRPT
Sarepta Therapeutics
18.24
-133.49
-87.98%
TGTX
TG Therapeutics
36.72
17.71
93.16%
BPMC
Blueprint Medicines
128.35
16.65
14.91%
RVMD
Revolution Medicines
37.87
0.34
0.91%
LEGN
Legend Biotech
35.64
-10.66
-23.02%

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: Jun 24, 2025