BBIO
BridgeBio Pharma, Inc.75.69
+1.18+1.58%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Atruby second growth wave; R&D reinvestment.
Q&A unpacked Atruby's accelerating growth via a rare second wave of prescribers and rapid patient ID, crediting field teams and near-complete stabilization amid competitor slowdowns. Management detailed capital plans: reinvest future cash into efficient R&D from the Gondola ecosystem for organic growth, shunning big M&A, with buybacks eyed if valuation disconnect persists. Infigratinib's Phase 3 sets efficacy-safety bar higher than FGFR3 rivals or CMPs. Tafamidis IP stays a sideshow; clinical edge insulates Atruby from generics. PRVs loom for three programs. Atruby's launch just hit warp speed. Watch real-world evidence by year-end.
Key Stats
Market Cap
14.59BP/E (TTM)
-Basic EPS (TTM)
-4.21Dividend Yield
0%Recent Filings
10-K
FY2025 results
BridgeBio Pharma posted $362.4 million in U.S. net product revenues from Attruby in FY2025 ended December 31, 2025, its first full year post-approval, plus $105.0 million in Beyonttra license revenue and $11.4 million royalties from Europe and Japan launches. Attruby drove the momentum with 7,804 unique patient prescriptions and 1,856 prescribers by early 2026, capturing over 25% new-to-brand Rx share amid rapid U.S. uptake. Beyonttra hit over 50% NBRx share in Germany within a year. Q4 accelerated with positive Phase 3 readouts for infigratinib, BBP-418, and encaleret, priming 2026 NDAs. Cash burn persists on pipeline. Pipeline delays threaten momentum.
8-K
Q4 revenues soar on Attruby
BridgeBio Pharma reported Q4 2025 revenues of $154.2M, up sharply from $5.9M, driven by $146.0M Attruby net product sales with 7,804 unique prescriptions. Three Phase 3 wins—for BBP-418, encaleret, infigratinib—set 1H 2026 NDAs, launches late 2026/early 2027. Cash at $587.5M; $632.5M notes issued January 2026. Pipeline surges.
8-K
Positive Phase 3 achondroplasia data
BridgeBio's PROPEL 3 Phase 3 trial hit its primary endpoint, boosting annualized height velocity by +2.10 cm/year over placebo at week 52 in achondroplasia kids aged 3-8. It also notched the first statistically significant body proportionality gain versus placebo. Oral infigratinib proved well-tolerated. NDA/MAA filings eyed for H2 2026.
8-K
Issues $632.5M notes due 2033
BridgeBio issued $632.5 million of 0.75% Convertible Senior Notes due 2033 on January 21, 2026, netting $619.3 million to repay portions of its higher-rate 2027 Notes and for general purposes. It spent $82.5 million cash repurchasing 1,081,825 shares at $76.26 each from note buyers. Debt matures later now. Repurchases may lift stock price.
8-K
Attruby hits $146M Q4 revenue
BridgeBio disclosed preliminary unaudited Q4 2025 Attruby net product revenue of $146.0 million, up from prior quarters, with $362.4 million for the full year and $587.5 million in cash as of December 31. Attruby captured 6,629 unique patient prescriptions from 1,632 prescribers. Cash fuels 2026 NDAs for BBP-418 and encaleret. Figures remain subject to audit changes.
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