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BBBBIO

BridgeBio Pharma, Inc.

$BBIO·$17B·Biotechnology·Healthcare
$81.69+1.7%YTD+4.9%1Y+70.5%
Mentions · last 7 days
2026-07-09: 284 posts2026-07-10: 164 posts2026-07-11: 32 posts2026-07-12: 50 posts2026-07-13: 48 posts2026-07-14: 15 posts2026-07-15: 13 posts607+1%
Price updated 6m ago·X counts updated 2d ago
BBBBIO
$BBIOBridgeBio Pharma, Inc.
$81.69+1.72%607 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BBIO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

AstraZeneca's Wainua ATTR-CM Phase 3 miss removed the biggest competitor — Attruby's runway is clear.

BridgeBio Pharma is the ATTR-CM (Attruby) rare-disease specialist whose 2026 tape has been +8% YTD and +76% t12m. The setup is decisively hot-momentum + accelerating with a fresh AstraZeneca competitor-failure catalyst.

  • The core business is genuinely accelerating: Q1 2026 revenue grew 67% YoY to $195M, gross margin at 94% (specific royalty-and-license-fee structure), operating margin -54% (still investing) — the Attruby launch is what's driving the acceleration, and it's genuinely working.
  • The AstraZeneca Wainua Phase 3 miss is the specific decisive catalyst: AstraZeneca's Wainua ATTR-CM Phase 3 miss removed a major competitor, BBIO jumped 15-16% intraday to $17.50+ market-cap territory, and Attruby now has a clear runway in the ATTR-CM market projected at up to $20B.
  • The technical + fundamental confluence is real: community celebrates Cisneros April buy ahead of FDA approval, and traders describe BBIO going from 'very undervalued to fully valued' — real institutional accumulation with 15 insider events in the quarter and specific ATTR-CM market share expected.

The August 4 Q2 earnings are the near-term arbiter — Q2 Attruby revenue trajectory, market-share commentary, and any specific FY26 revenue-guide movement extend the setup toward $110. An Attruby launch miss or market-share concern stalls the tape below $70.

Agrees with X sentimentX is emphatically bullish after AstraZeneca's Wainua ATTR-CM Phase 3 miss removed a major competitor. BBIO jumped 15-16% intraday to $17.50+ market cap territory, with Attruby now having a clear runway in the ATTR-CM market projected at up to $20B. Community celebrates Cisneros April buy ahead of FDA approval, and traders describe BBIO going 'from very undervalued to fully valued.' Mechanics validate: Q1 revenue +67% YoY at 94% gross margin, and the ATTR-CM market opening up is real.

What to watch: The August 4 Q2 earnings. Watch Q2 Attruby revenue trajectory, market-share commentary, and FY26 revenue-guide movement. Attruby launch miss or market-share concern stalls the tape sub-$70; steady Attruby ramp + market-share affirmation extends toward $110.

On the calendar: 2026-08-04 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment24 posts analyzed · as of 2026-07-15

BridgeBio chatter is emphatically bullish after AstraZeneca's Wainua ATTR-CM Phase 3 miss removed a major competitor. BBIO jumped 15-16% intraday to $17.50+ market cap territory, with Attruby now having a clear runway in the ATTR-CM market projected at up to $20B. Community celebrates Cisneros April buy ahead of FDA approval, and traders describe BBIO going from 'very undervalued to fully valued in a single day.' $288k of 120C 01/15/2027 whale buying. BBIO features as one of the biggest 52-week high breakouts (+15%). Some longs are trimming near $90 to lock gains while retaining core positions. Little bear content.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $BBIO

Partial — Develops medicines for rare genetic diseases; lead product acoramidis targets transthyretin amyloidosis cardiomyopathy (ATTR-CM); this segment overlaps with the GLP-1 pipeline bifurcation and ADA oral formulation competition but is not the dominant revenue driver.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+44.5%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
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%
Q2 2025Aug 5, 2025$-0.95$-0.83-14.5%
Next earningsTue, Aug 4·consensus EPS $-0.64

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$966.6M$936.9M – $1.0B-$2.22-$3.11 – -$1.4516
FY27$1.6B$1.4B – $1.8B$0.53-$5.35 – $8.7215
FY28$2.5B$2.4B – $2.5B$3.76-$0.02 – $7.0016
FY29$3.6B$3.1B – $4.0B$7.63$6.44 – $8.9415
FY30$4.5B$3.9B – $5.1B$10.20$8.61 – $11.9515

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.0.8×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.74%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.+13.6%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.+15.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 169.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β0.955-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

SellJul 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$191KSellJun 15Jennifer E. CookDirector90.2K sh$6.0MSellJun 5Neil KumarCEO20.0K sh$1.4MSellJun 4Neil KumarCEO23.6K sh$1.6MSellMay 21Neil KumarCEO26.1K sh$1.8M
1–10 of 19
+ 26 other (15 awards · 7 exempts · 4 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
Free, forever. No credit card.

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 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.

SC 13D/AActivist amendmentApr 2SC 13D/A
AI summary

BridgeBio Pharma Inc. (BBIO) received an amended Schedule 13D/A (Amendment No. 11) from Viking Global Investors, the hedge fund, on or around March 31, updating its significant ownership position. This eleventh amendment reflects Viking Global's active management of its BridgeBio stake. As an engaged institutional investor filing under 13D, Viking may have indicated intentions beyond passive holding. Current aggregate share counts, voting power, and any updated purpose are disclosed.

SC 13D/AActivist amendmentFeb 17SC 13D/A
8-KMaterial agreementJan 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
+ 16 other (5 13Gs · 4 routine 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

The Phase 3 Failure That Sent Biotech Winners and Losers in Opposite Directionsmarketbeat.com·4d agoBridgeBio: "Strong Buy" Attruby Differentiation And Several NDA Submissions In Playseekingalpha.com·5d agoBridgeBio Pharma Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·7d agoHow a Rival's Clinical Setback Sent BBIO Stock to a 52-Week Highzacks.com·7d agoBridgeBio Pharma (BBIO) Moves 15.1% Higher: Will This Strength Last?zacks.com·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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