Attruby revenue trajectory ($222.4M in Q2 vs $180.6M in Q1) shows accelerating adoption, and three PDUFA dates in the next 9 months create a dense catalyst calendar. The $0.78 EPS miss vs $0.64 consensus is notable but typical for a commercial-stage biotech investing heavily in launches; the key driver is the BBP-418 PDUFA in November 2026.
Price Chart
Executive Summary
BridgeBio reported Q2 2026 revenue of $243.7M, more than doubling YoY, driven by $222.4M in Attruby sales. The company continues to narrow its net loss to $152.2M ($0.78/share), but still meaningfully missed consensus EPS estimates ($0.78 actual vs $0.64 consensus). Key milestones include Priority Review for BBP-418 (PDUFA Nov 27, 2026), encaleret (PDUFA May 8, 2027), and a $1B preferred equity financing completed post-quarter. The strong top-line growth and regulatory progress are offset by persistent operating losses and a net-loss-per-share that missed expectations.
Key Financial Metrics
Key Facts
- Total Q2 2026 revenues were $243.7M, up from $110.6M YoY, with Attruby product revenue of $222.4M
- Net loss per share for Q2 2026 was $0.78, compared to consensus of $0.64
- Cash, cash equivalents and marketable securities totaled $720.2M at June 30, 2026, with an additional $1B closed on July 1, 2026 in preferred equity
- BBP-418 NDA accepted with Priority Review, PDUFA target action date November 27, 2026
- Encaleret for ADH1 received Priority Review, PDUFA target action date May 8, 2027
- NDA submitted for oral infigratinib in achondroplasia, with U.S. launch expected mid-2027
- Real-world evidence published showing acoramidis associated with 37% reduction in composite CV events vs tafamidis at 6 months
Financial Impact
$243.7M in quarterly revenue; revenues doubled YoY, but net loss per share of $0.78 missed Street consensus of $0.64
Risk Factors
- EPS continuing to miss consensus as operating costs scale ahead of revenue growth
- Attruby market share growth may slow as tafamidis (Vyndamax) maintains entrenched position
- Pipeline program failures or FDA rejections at upcoming PDUFA dates
- High debt load ($2.48B in notes + deferred royalty obligations) with ongoing negative operating cash flow
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001743881-26-000026 |
| Document: bbio-20260810.htm | 0001743881-26-000026 |
| Document: 0001743881-26-000026-index-headers.html | 0001743881-26-000026 |
| Document: 0001743881-26-000026-index.html | 0001743881-26-000026 |
| Document: 0001743881-26-000026.txt | 0001743881-26-000026 |
| 8-K Data (Synthetic) | 0001743881-26-000026 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 31, 2026 4w ago | 8-K | $76.59 $65.97 | ▼ −13.87% | ▼ −13.68% | $67.47 (−11.90%) |
Aug 26, 2026 5w ago | Press Release | $79.37 $66.28 | ▼ −16.49% | ▼ −16.72% | $67.47 (−14.99%) |
Aug 22, 2026 5w ago | Institutional Cluster | $81.07 $69.23 | ▼ −14.60% | ▼ −15.92% | $67.47 (−16.77%) |
Aug 17, 2026 6w ago | 8-K | $79.89 $72.38 | ▼ −9.40% | ▼ −7.87% | $67.47 (−15.54%) |
Aug 13, 2026 7w ago | Press Release | $79.86 $72.38 | ▲ +9.37% | ▲ +7.38% | $67.47 (+15.51%) |
Aug 10, 2026 7w ago | 8-K | $84.67 $76.08 | ▼ −10.15% | ▼ −9.09% | $67.47 (−20.31%) |
Aug 10, 2026 7w ago | Press Release | $84.67 $76.08 | ▼ −10.15% | ▼ −9.09% | $67.47 (−20.31%) |
Jul 13, 2026 11w ago | Insider Cluster | $83.08 $84.67 | ▲ +1.91% | ▼ −1.27% | $67.47 (−18.78%) |
Jun 28, 2026 13w ago | Press Release | $72.01 $84.02 | ▲ +16.68% | ▲ +16.96% | $67.47 (−6.30%) |
Jun 24, 2026 14w ago | 144 | $69.69 $82.93 | ▲ +19.00% | ▲ +18.47% | $67.47 (−3.18%) |
US Market Status
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