BridgeBio Pharma Inc Dossier
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SectorHealth Care IndustryBiotechnology Beta (adjusted)0.99 Intrinsic Value Insufficient data for a value estimateNot enough reliable inputs to publish a fair value for this company yet. Market Price $66.91Price as of 1 Oct 2026 Data confidenceNot applicable Market Cap $13.1B Enterprise Value $12.4B Shares Outstanding 196.5M diluted Next Earnings Date27 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary BridgeBio has strong operating and regulatory momentum: U.S. Attruby net product revenue rose from $180.6 million in Q1 2026 to $222.4 million in Q2 2026, while all three planned NDAs—BBP-418, encaleret and oral infigratinib—have been submitted. BBP-418 and encaleret received Priority Review, and Attruby's clinical and real-world evidence continues to support differentiation. The counterweight is concentrated execution risk around Attruby growth and three prospective launches, including the binary BBP-418 action on November 27, 2026. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$80.00 Mean target$108.43 High · most bullish analyst$157.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 2 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $80.0023% Attruby revenue stalls at or below the Q2 2026 level, comparative evidence fails to translate into durable prescribing advantages, or one or more late-stage programs encounters a non-approval, material review delay or weaker-than-expected launch. Such outcomes would undermine the expected transition to a broader multi-product commercial portfolio. Base CaseCentral scenario $108.4358% Matches the consensus meanAttruby maintains commercial momentum, although sequential growth may moderate, and BridgeBio executes substantially in line with its disclosed regulatory calendar. BBP-418 reaches an FDA decision in November 2026, while encaleret advances toward its May 2027 action date and FDA establishes the remaining infigratinib review timetable. Bull CaseUpside scenario $157.0019% Attruby sustains sequential U.S. growth and benefits from expanding evidence of differentiated cardiovascular and kidney outcomes; BBP-418 is approved by its November 27, 2026 action date and launches successfully; and encaleret and oral infigratinib continue through review without material delays. This would broaden BridgeBio beyond one principal commercial growth driver. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
Key Investment Risks
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |