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BBBBIO

BridgeBio Pharma, Inc.

$BBIO·$13B·Biotechnology·Healthcare
$66.39-1.1%YTD-17.3%1Y+20.6%
Price updated 7h ago·X counts updated 5d ago
BBBBIO
$BBIOBridgeBio Pharma, Inc.
$66.39-1.10%177 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BBIO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

177X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BBIO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 56% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-16

BridgeBio is drawing a clean-fundamentals crowd after the Phase 3 PROPEL 3 update showed infigratinib stabilizing sleep apnea and cutting otitis media rates 38-47% in children under 8, on top of the growth benefit already published in NEJM. Bulls anchor to an NDA submitted for a mid-2027 US launch and a $10B potential across four drugs, and management is teasing a step up in ATTRUBY market share. The one bear voice claims the pipeline is thin behind the current assets.

Read what X is saying about $BBIO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BBIO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

BridgeBio Pharma — Attruby nearing blockbuster, PROPEL 3 positive, four global launches by 2027.

BridgeBio Pharma is a biotech focused on genetic-disease treatments — Attruby (TTR-cardiomyopathy, nearing blockbuster), infigratinib (achondroplasia), plus a pipeline of orphan-disease assets. The stock is down 13% YTD, consolidating below the 50-day MA on 1.42x normal volume.

  • The P&L is accelerating: revenue grew 66.8% YoY to $194.5M last quarter at a -54% operating margin and 94% gross margin — tiny-but-fast-growing revenue, with the Attruby launch driving the trajectory.
  • The specific clinical and commercial catalysts are tangible: Phase 3 PROPEL 3 showed infigratinib stabilizing sleep apnea and cutting otitis media rates 38-47% in children under 8; NDA submitted for mid-2027 US launch; $10B TAM across four drugs.
  • Insider CEO Kumar's $691K sale at $69.08 is a modest trim; the ATTRibute-CM step-up commentary is the specific commercial anchor bulls lean on.

Stalled holds until Oct 28 earnings confirm Attruby launch trajectory and infigratinib NDA regulatory progress. A soft Attruby launch print, or any specific PROPEL 3 safety signal, is what tips this toward breaking-down; a FY27 revenue guide above $900M plus specific infigratinib FDA-review timing is what breaks the stalled tape higher.

Agrees with X sentimentX bulls on PROPEL 3 showing infigratinib stabilizing sleep apnea and cutting otitis media rates 38-47%, NDA submitted for mid-2027 US launch, $10B TAM across four drugs, and ATTRibute-CM step-up framing have the specific catalyst elements right — this is a legitimate catalyst-driven biotech story.

What to watch: Oct 28 earnings — Attruby launch metrics (prescriptions, revenue), infigratinib NDA regulatory progress, PROPEL 3 safety readouts, FY27 revenue guide. A soft Attruby print or infigratinib safety signal is what breaks the stalled tape lower.

On the calendar: 2026-10-28 — Q3 FY26 earnings

Read the AI verdict on $BBIO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops medicines for rare genetic diseases; lead product acoramidis targets transthyretin amyloidosis cardiomyopathy (ATTR-CM).

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $BBIO.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $BBIO

Neutral — Develops medicines for rare genetic diseases; lead product acoramidis targets transthyretin amyloidosis cardiomyopathy (ATTR-CM).

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-18.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-57.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-98.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
22.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
36.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
93.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.78$-0.58-35.5%
Q1 2026May 7, 2026$-0.84$-0.68-23.8%
Q4 2025Feb 24, 2026$-1.00$-0.71-40.2%
Q3 2025Oct 29, 2025$-0.95$-0.88-8.0%
Next earningsWed, Oct 28·consensus EPS $-0.57

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$194.5M+66.8%94.6%-54.5%$-0.84$-197.3M
Q4 FY25$154.2M+2521.2%90.0%-120%$-1.00$-61.0M
Q3 FY25$120.7M+4318.0%94.6%-120%$-0.96$-110.0M
Q2 FY25$110.6M+4999.9%96.7%-121%$-0.95$-85.8M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.0B$946.7M – $1.1B-$2.79-$3.53 – -$1.9715
FY27$1.7B$1.5B – $1.9B$0.07-$0.29 – $0.3714
FY28$2.6B$2.3B – $3.6B$3.89$0.60 – $7.8115
FY29$3.7B$3.3B – $4.4B$7.73$6.65 – $9.6210
FY30$4.7B$4.2B – $5.6B$10.35$8.91 – $12.897

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.34%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-9.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 167.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.975-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 17Neil KumarCEO10.0K sh$691KSellAug 19Neil KumarCEO10.0K sh$840KSellAug 18Neil KumarCEO35.0K sh$2.9MSellJul 30Maricel ApuliChief Accounting Officer2.0K sh$160KSellJul 9Andrea EllisDirector17.2K sh$1.4MSellJul 9Jennifer E. CookDirector148.6K sh$13.2MSellJun 24Jennifer E. CookDirector37.2K sh$2.6MSellJun 23Hannah ValantineDirector2.2K sh$151KSellJun 23Jennifer E. CookDirector2.2K sh$151KSellJun 22Hannah ValantineDirector2.8K sh$191K
1–10 of 19
+ 27 other (12 awards · 8 exempts · 7 inkinds) in window

See when $BBIO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 17SC 13D/A
AI summary

KKR Genetic Disorder L.P. filed SC 13D Amendment No. 7 for BridgeBio Pharma following its secondary offering in which KKR sold 5,000,000 shares at $78.00/share. Post-sale, KKR Genetic Disorder L.P. holds 8,260,971 shares (4.2% of BridgeBio); the broader KKR group in aggregate holds approximately 9,232,739 shares (4.7%). This amendment was triggered August 13, 2026. KKR remains a significant holder of BridgeBio even after the secondary sale, with its stake declining from above 5% to ~4.7%.

8-KMaterial agreementAug 178-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

BridgeBio Pharma and KKR Genetic Disorder L.P. (the sole selling stockholder) entered an underwriting agreement on August 13, 2026 for a secondary offering of 5,000,000 shares of BridgeBio common stock at $78.00 per share, implying approximately $390 million in gross proceeds entirely to KKR. BridgeBio receives no proceeds and issued no new shares, so there is no dilution to existing shareholders. The offering was made under BridgeBio's existing Form S-3ASR shelf registration. This is a clean institutional exit by KKR — non-dilutive, but signals continued monetization of KKR's position in BridgeBio.

S-3ASRAuto-shelf registrationJul 24S-3ASR
AI summary

Delaware (BBIO) filed an automatic shelf registration (S-3ASR), available to well-known seasoned issuers. The filing registers securities for future offerings without a fixed dollar limit, giving the company flexible capital-markets access. Actual dilution depends on whether and when the company draws on the shelf; no specific offering is announced by this filing alone. This is a routine capital-markets housekeeping step for a large-cap registrant.

SC 13D/AActivist amendmentJul 10SC 13D/A
AI summary

Viking Global Investors LP filed Amendment No. 12 to its Schedule 13D on BridgeBio Pharma, Inc., reporting beneficial ownership of 9,792,219 shares (~4.9951%, rounded to 5%) of BridgeBio common stock as of July 9, 2026, based on 196,036,786 shares outstanding. The stake is held with shared voting and dispositive power across multiple Viking entities. This is an ongoing update to a previously established position rather than a new entry; Viking's continued large presence signals sustained institutional interest in the biotech.

8-KMaterial agreementJul 28-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 3.03 · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
AI summary

BridgeBio Pharma raised $933.9M by issuing 933,900 shares of Series A Cumulative Convertible Participating Preferred Stock at $1,000/share to Sixth Street (Chinotto Investments) and HCR (HCRx Investments HoldCo) on July 1, 2026. Transformative $934M capital raise strengthening BridgeBio's balance sheet with meaningful potential dilution upon preferred conversion.

8-KOfficer or director changeJun 268-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

BridgeBio Pharma (BBIO) held its 2026 Annual Meeting on June 22, 2026, at which Board member Dr. Randal W. Scott resigned upon completion of his Class I term with no policy disagreement. Stockholders elected three Class I directors — James Momtazee (156.8M votes for), Frank McCormick (153.0M votes for), and Hannah Valantine (129.1M votes for) — out of 175.7M shares present, to serve through the 2029 annual meeting; executive compensation was also approved on a non-binding advisory basis. Notably, Dr. Valantine received approximately 74% support versus ~90%+ for Momtazee and McCormick, suggesting institutional proxy advisor concerns. This is a routine annual meeting governance filing with no immediate financial impact.

8-KAgreement terminatedMay 88-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated
AI summary

BridgeBio Pharma Inc. (BBIO) filed an 8-K disclosing both entry into a material definitive agreement (Item 1.01) and termination of a material definitive agreement (Item 1.02). This paired disclosure suggests the company simultaneously unwound an existing arrangement and established a new one, potentially restructuring a partnership, licensing deal, or collaboration. The transitions may reflect strategic repositioning of the clinical-stage biotech's pipeline or financial obligations. Full terms of both the terminated and new agreements are filed as exhibits.

S-3ASRAuto-shelf registrationMay 8S-3ASR
AI summary

BridgeBio Pharma Inc. (BBIO) filed an S-3ASR automatic shelf registration statement, available to well-known seasoned issuers to register securities for future capital raises without SEC review delays. This shelf allows the clinical-stage biotech to offer and sell equity, debt, or other securities on short notice when market conditions are favorable. The registration does not indicate an immediate offering but provides financial flexibility. Specific terms of any future offering will be disclosed in accompanying prospectus supplements.

+ 17 other (5 routine 8-Ks · 4 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BridgeBio Pharma Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·21h agoRep. Gilbert Ray Cisneros, Jr. Acquires Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)defenseworld.net·3d agoBridgeBio: Maintaining 'Strong Buy' Additional Encaleret Data ADH1 And Three Expected FDA Reviewsseekingalpha.com·4d agoAcoramidis Associated with Significantly Improved Clinical Outcomes Versus Tafamidis in ATTR-CM in an Independent, Real-World Study of U.S. Electronic Health Recordsglobenewswire.com·6d agoFDA Grants Priority Review to BridgeBio's Dwarfism Drug Filingzacks.com·10d ago

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