BridgeBio Pharma (BBIO)
Develops and commercializes genetically targeted medicines through a decentralized portfolio model.
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Develops medicines for genetic diseases through asset-focused teams backed by shared clinical, regulatory, and commercial infrastructure. U.S. sales of Attruby for transthyretin amyloid cardiomyopathy provide most revenue, while BBP-418, encaleret, and oral infigratinib form the late-stage regulatory pipeline.
Develops and commercializes medicines for genetically defined diseases through a decentralized portfolio model. Attruby, an acoramidis treatment for transthyretin amyloid cardiomyopathy, is sold directly in the United States; the same medicine is marketed as Beyonttra abroad, largely through partners including Bayer in Europe and Alexion in Japan. Late-stage work centers on BBP-418 for limb-girdle muscular dystrophy, encaleret for autosomal dominant hypocalcemia, and oral infigratinib for achondroplasia, all under U.S. regulatory review.
Pairs asset-focused scientific teams with shared clinical, regulatory, finance, and commercial infrastructure, allowing several programs to advance in parallel. Commercial revenue currently comes primarily from U.S. Attruby sales. The business remains substantially dependent on acoramidis, relies on partners outside the United States and third parties for all manufacturing, and requires regulatory approval and payer coverage for each pipeline medicine.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | Mizuho Securities | Target | Target: $96 | Target: $110 |
| Aug 12, 2026 | Truist Financial | Target | Target: $102 | Target: $107 |
| Aug 12, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $104 | Target: $106 |
| Aug 11, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: — | Target: $110 |
| Aug 11, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $98 | Target: $97 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $720.2M · Total debt $2.49B · Total assets $1.22B · Shareholders' equity −$2.52B
- Revenue
- $222.4M
- Operating income
- −$107.1M
- Net income
- −$152.2M
No dividends on record.
| Institutions | 99.93% | 195.36M shares | |
|---|---|---|---|
| 513 holders · as of Jun 30, 2026 | |||
| Insiders | 1.68% | 3.29M shares | |
| 17 holders · as of Sep 21, 2026 | |||
| Strategic holders | 6.74% | 13.18M shares | |
| 1 holder · as of May 15, 2026 | |||
| Adds to | 108.35% | ||
195.49M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 108.35%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Jupiter Topco LLCInstitution | 7.22% | 14.11M | as of Jun 30, 2026 |
Kohlberg Kravis Roberts & Co. L.P.Institution | 6.78% | 13.26M | as of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 6.74% | 13.18M | filed May 15, 2026 |
Farallon Capital Management LLCInstitution | 5.50% | 10.74M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 5.26% | 10.29M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Neil Kumar | director, officer: Chief Executive Officer | −10,000 | $69.08 |
| Aug 19, 2026 | Neil Kumar | director, officer: Chief Executive Officer | −10,000 | $84.03 |
| Aug 18, 2026 | Neil Kumar | director, officer: Chief Executive Officer | −34,980 | $82.53 |
| Jul 30, 2026 | Maricel Apuli | officer: Chief Accounting Officer | −2,000 | $80.06 |
| Jul 9, 2026 | Jennifer E. Cook | director | −148,589 | $88.54 |
- Pfizer
ATTR-CM incumbent; tafamidis (Vyndamax) holds 75% of ATTR-CM prescriptions.
- Alnylam Pharmaceuticals
FDA-approved ATTR-CM RNAi silencer (Amvuttra) growing fast on mortality data.
- BioMarin
Approved achondroplasia incumbent (Voxzogo) facing infigratinib oral challenge.
- Ionis Pharmaceuticals
ASO TTR silencer; Wainua approved for ATTR-PN, ATTR-CM Phase 3 data H2 2026.
- Intellia Therapeutics
One-time CRISPR ATTR gene editor (nex-z) in Phase 3; hold lifted March 2026.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BridgeBio Pharma | $69.06 | +3.72% | $13.04B | — | — | 18.8 | +120.4% |
| Pfizer | $27.92 | +0.64% | $158.10B | 36.7 | 10.0 | 2.5 | +2.6% |
| Alnylam Pharmaceuticals | $253.85 | +3.90% | $32.69B | 41.3 | 30.1 | 6.8 | +66.9% |
| BioMarin | $63.93 | −0.20% | $12.38B | 164.3 | 10.4 | 3.6 | +20.0% |
| Ionis Pharmaceuticals | $45.91 | +2.25% | $7.46B | — | — | 8.5 | −40.7% |
| Intellia Therapeutics | $12.79 | +4.65% | $1.71B | — | — | 28.7 | −46.2% |
| Median | 41.3 | 10.4 | 6.8 | +2.6% |