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What we know about this company
Open this Idea →BridgeBio Pharma, Inc.
View: price may rise
our belief 8/10 · confidence score 71/100
Our longer-term business view, not a prediction for this week.
May rise over the next year. Open for the simple explanation.
Why we are waiting
The latest research review is too old and needs an update.
Next check: Complete a new dated research review.
The idea was last reviewed 10 days ago. The limit is 5 days. Q3 Attruby net product revenue, payer access durability, BBP-418 FDA outcome, and competitive pressure remain open. Then update the item listed below.
BridgeBio is a commercial-stage rare-disease company whose flagship Attruby (acoramidis) for ATTR-CM is in a fast, differentiated first-line ramp: Q2 2026 US net product revenue hit $222.4M, up ~211% year-over-year, driving record total quarterly revenue of $243.7M. The market has been slow to re-rate durability because it fears Pfizer's tafamidis incumbency and Alnylam's Amvuttra, yet the competitive field is clearing — AstraZeneca's Wainua CARDIO-TTRansform Phase 3 in ATTR-CM missed its primary endpoint — and real-world analyses favor acoramidis over tafamidis on cardiovascular outcomes, supporting first-line share capture toward a $2B+ peak. On top of the ramp, BBP-418 met all primary and secondary endpoints in the Phase 3 FORTIFY interim analysis and carries a Nov 27, 2026 PDUFA with no advisory committee planned — a would-be first-ever therapy for any form of limb-girdle muscular dystrophy. A ~$1.7B cash position (post the July 1 preferred financing) funds the pipeline. The mispricing closes as the Attruby run-rate compounds and the second launch lands. This is saved analyst research, not a ready conclusion.
The research view is strong at 8/10, but this Idea is still being checked. It is not a current opportunity until every required fact is complete.
View unchanged Sep 2, 2026 · research strength 8/10 — full saved wording is in the research history
$72.44
last session
Important event in 76 days · Nov 27 · Date not confirmed
BridgeBio makes medicines for rare genetic diseases. Its big seller is Attruby, a once-daily pill for a disease that stiffens the heart. Sales are exploding: $222 million in three months (April–June 2026), more than three times a year earlier, heading toward roughly $900 million a year. The company still loses money — about $107 million last quarter — but the loss is shrinking and it holds about $1.7 billion in cash. Two more first-of-their-kind drugs are close: one for a muscle-wasting disease gets an FDA decision on November 27, 2026, another for a rare calcium disorder in May 2027. The one thing that has to go right: Attruby must keep winning new patients away from Pfizer's older pill — and so far real-world results favor it, while a rival drug just failed its big trial. The one thing that could go wrong: the stock already assumes a lot of success (about $16 billion), so any slowdown in sales or a drug rejection would hurt sharply.
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No company checks yet for BBIO.
The open Idea research history is on the idea page.
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Current active Idea · Record saved Aug 19, 2026 · check date unavailable. The original research wording and date checks stay available inside.
These events and risks belong to TickerYou’s current Idea.
An event can change what investors believe. A risk shows how our research could be wrong.
Watch for a company announcement or filing that confirms or moves this date.
We rated 2 of 2 upcoming events. 0 are both likely and important.
45 of 100 = chance 0.85 × effect 0.6 × date nearness 0.88.
51 of 100 = chance 0.85 × effect 0.6 × date nearness 1.00.
Computed by TickerYou from 1254 completed daily closing sessions supplied by Yahoo Finance, through Sep 10, 2026. The Sep 11, 2026 quote-session candle was excluded because a delayed feed cannot prove it was final. No company fundamentals enter this reading.
Shorter and longer price trends point in different directions, so there is no clear trend.
Price movement can help with timing and can warn when the market disagrees with our Idea. It does not tell us what the business is worth.
Watch whether the close and the 50-session average ($80.73) move to the same side of the 200-session average ($73.98).
Last closing price
$72.50
Sep 10, 2026
Average price over 20 trading days
$78.59
Close is 7.7% below this average
Average price over 50 trading days
$80.73
Close is 10.2% below this average
Average price over 200 trading days
$73.98
Close is 2.0% below this average
Recent price speed
30.0 · balanced
A 14-day speed reading; lower than 30 is low and higher than 70 is high
Is the trend speeding up?
Below signal
Shows whether the shorter trend is pulling ahead of or behind the longer one
The moving averages are simple averages over exactly 20, 50, and 200 daily trading sessions. RSI uses Wilder's 14-session smoothing; a flat series is neutral at 50. MACD uses 12- and 26-session exponential averages with a 9-session signal. A window is never shortened when history is missing. Every comparison uses the final dated daily close—not an intraday quote—so all figures share one observation boundary. A candle dated to an active delayed-quote session is excluded because it may still be changing. These are trend and momentum references, not a Buy/Sell score.
TickerYou has not saved a quarterly report for this company yet. We show nothing instead of guessing.
Computed from SEC filings — never model output. Each quarter is named by the fiscal quarter the company itself reported and the month that quarter ended, through the same resolver the Earnings card beside this one uses; where no release established a fiscal label, the quarter is named by its end alone rather than by a quarter number guessed from the date. EPS is GAAP diluted, as filed, so it can legitimately differ from the adjusted figure in the Earnings card (consensus is quoted adjusted). Y/Y compares the same fiscal quarter a year earlier; a comparison that cannot be made honestly is an em-dash that says why.
Jun 2026: Revenue grew 120.4% year over year.
Comparing the same fiscal quarter a year earlier controls for seasonality. Revenue direction and margin direction together show whether sales are translating into profit, but one quarter is evidence—not a complete thesis.
Watch whether the next comparable quarter confirms both the sales direction and the margin direction.
| (USD) | Jun 2026 | vs last year |
|---|---|---|
| Revenue | $243.68 M | |
| Profit after costs | — | — |
| Profit per share | -0.78 | — |
| Profit margin | — | — |
† derived: the fiscal year minus its three reported quarters — no 10-K reports a Q4 figure directly. For EPS this assumes per-share figures add across the year.
| Quarter | Revenue | Y/Y | Net income | Margin |
|---|---|---|---|---|
| Mar 2026 | $194.51 M | — | — | |
| Dec 2025 | $154.18 M † | — | — |
| Sep 2025 | $120.70 M | — | — |
| Jun 2025 | $110.56 M | — | — |
| Mar 2025 | $116.63 M | — | — |
| Dec 2024 | $5.88 M † | — | — |
| Sep 2024 | $2.73 M | — | — |
| Jun 2024 | $2.17 M | — | — |
Complete SEC 13F filings only. These delayed reports show filed share amounts, not a manager’s full portfolio, intent, or a proven trade.
3 of 14 recent complete filings report ordinary shares. Compared with the prior report: 3 with more shares.
A large, repeated position can support a research story, but these filings arrive late and do not show an investor’s full portfolio or reason for owning the stock.
Look for the same investor to keep a meaningful position across several reports.
No numeric score or recommendation is made from these delayed filings. They are one piece of background evidence, not a buy or sell signal.
14 current complete filings of 16 tracked managers. 2 investors have only an older filing and are left out of this current view. Current holding dates span Mar 31, 2026 to Jun 30, 2026.
BBIO is 0.14% of Bridgewater Associates's disclosed portfolio ($33.38 M). Holdings as of Jun 30, 2026. Reported in 3 consecutive quarters.
BBIO is 0.09% of Renaissance Technologies's disclosed portfolio ($63.82 M). Holdings as of Jun 30, 2026. Reported in 2 consecutive quarters.
BBIO is 0.03% of Citadel Advisors's disclosed portfolio ($280.05 M). Holdings as of Jun 30, 2026. Reported in all 2 quarters we can see.
Market-neutral / multi-strategy: Citadel often reports shares, calls, and puts at the same time. These rows show reported exposure, not a simple bullish or bearish bet.
Citadel Advisors (Ken Griffin) reports a CALL option ($21.28 M). The filing does not prove whether it is a bet or a hedge, so options never count as ordinary shares above.
Citadel Advisors (Ken Griffin) reports a PUT option ($20.94 M). The filing does not prove whether it is a bet or a hedge, so options never count as ordinary shares above.
Left out of the ordinary-share view: 1 row reports a face amount, not a share count.
3 newly or higher reported. Reported amounts only; corporate actions are not normalized.
Reported by 3 of 14 managers with a current filing; at least 0.5% of disclosed 13F value for 0.
Largest reported position: Bridgewater Associates (Ray Dalio) at 0.14% of disclosed 13F value ($33.38 M).
Across 6 quarters of stored filings: 8 newly or higher comparisons, 2 lower or absent, 0 unchanged, across 4 managers. Corporate actions are not normalized.
No numeric score is shown: filing comparisons are not adjusted for splits or other corporate actions, so reported changes cannot be treated as trades.
13Fs can arrive up to 45 days after quarter end. They omit short positions, cash, and securities outside the SEC's 13(f) list. Higher, lower, new, and absent describe filed share amounts, not proven purchases or sales; splits and other corporate actions are not normalized. This is context for a thesis, never a call by itself.
Three checks use SEC filings alone. The net-buyback check combines same-currency SEC cash flows and a compatible single-ticker SEC share-unit receipt with Yahoo Finance · delayed market quote · price session 2026-09-11 · USD. One dated deep-review judgement is marked researched; missing checks are excluded, never treated as zero.
A score requires both core checks — what the share count did and pay in stock versus revenue — plus at least one other established check. Missing core check: pay in stock, vs revenue.
A company can grow while each shareholder owns a smaller slice. Share issuance and stock pay can offset part of the business gain.
Establish the missing core check first; other unestablished checks: room left under the charter.
+2.3% between the 2025-07-29 and 2026-08-03 filing cover pages.
the two figures cover different periods, and a ratio across mismatched periods would be invented
$48.28M repurchased against $0 of new stock sold in the year through 2025-12-31 — +0.3% of market value using 10-Q cover-page count as of 2026-08-03 · sole SEC-listed ticker BBIO and Yahoo Finance · delayed market quote · price session 2026-09-11 · USD.
The deep review’s dated judgement (published Aug 20, 2026; evidence cutoff unavailable): how much of a 1% ownership slice at that review could survive through its horizon.
authorized shares are measured on 2026-06-30 while outstanding shares are measured on 2026-08-03; different dates cannot establish current headroom
review saved Aug 20, 2026 · check date unavailable
Does your slice shrink? In August 2026 the company did a large stock sale — but sold none of its own shares. The seller was KKR, an early backer trimming its stake; that reshuffles owners without printing new shares, so your slice was untouched. About 195 million shares are outstanding. To fund three drug launches it raised $1 billion on July 1 through preferred shares, not common stock — that money sits ahead of you if things go badly, but it avoided watering down regular holders. Like most biotechs it pays staff partly in stock, nudging the count up slowly. With Attruby now selling near $900 million a year, the need to sell new shares is falling fast. I could not confirm the exact insider ownership figure from the latest proxy this pass. Net: recent moves protected your ownership; the preferred layer is what to watch.
A conditional model using SEC filings and a delayed-market quote from Yahoo Finance for the Sep 11, 2026 session. It is not a market forecast or analyst consensus.
The required growth rate cannot be established from compatible current inputs.
A high number means the company must grow quickly to justify today's price. A low number gives the business more room to disappoint.
Watch sales growth and operating profit. If either changes, this required-growth number can change too.
— what the price assumes could not be computed: operating income is negative — a model that assumes today’s margin holds cannot honestly price a pre-profit business.
The last deep review estimated 30–55% yearly growth, but the current Idea is still being checked. We do not compare that older estimate with today's price until every required fact is complete. review saved Aug 20, 2026 · check date unavailable.
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Computed from SEC filings — never model output. Blank means it cannot be computed honestly.
Revenue grew 202.4% versus the comparable filing period, while operating margin was −69.8%.
Revenue shows whether demand is expanding, while operating and free-cash-flow margins show how much of those sales becomes profit and cash. Net cash or debt affects how resilient that result is.
Watch whether operating margin turns positive and whether that improvement reaches cash flow.
Every figure comes from an SEC filing and carries the day it was measured. Nothing here is estimated.
The filed share count increased 2.26% over roughly a year. That is dilution: each existing share represents a smaller percentage ownership slice.
A growing business can still deliver weak per-share progress when the share count grows too. The count says what happened to ownership slices, not why the company issued shares.
Watch the next filing cover page and the cash-flow and stock-compensation disclosures to see whether issuance continues and what caused it.
195.49 M
total shares when last reported · Aug 3, 2026 · 40 days ago
The SEC’s structured data establishes the total share count but carries no count of the shares structurally excluded from ordinary trading. Control and affiliate holdings, restricted stock and locked-up shares are disclosed publicly — in proxy statements, prospectuses and 8-Ks — as prose with no tag to read them from, and have not been researched into a figure this card can pair with the total above.
Share count increased 2.26% — dilution risk: each existing share owns a smaller percentage of the company.
Both counts in full, exactly as each cover page printed them, and both bars measured from zero against the larger — so a small move looks small.
measured Jun 30, 2025, 14 months ago — from the 10-K filed Feb 24, 2026
Market value of shares held by non-affiliates under the SEC filing definition. This is a dollar amount, not a share count. It is never converted into one to fill the line above.
Not researched yet. Release dates, tranche sizes, the shares issued at IPO and the insider breakdown are prose in the prospectus and in 8-Ks, with no XBRL tag to read them from. They appear here once TickerYou research can quote the source clause behind each figure—never estimated in the meantime.