The company is approaching three binary PDUFA catalysts over the next seven months, with BBP-418 for LGMD2IR9 just 29 days away. Attruby's accelerating commercial trajectory and the $1.5B cash runway de-risk the launch execution. Watch for the BBP-418 PDUFA on Nov 27, 2026, and any advisory committee developments for infigratinib (Feb 4, 2027) and encaleret (May 8, 2027).
Price Chart
Executive Summary
BridgeBio reported Q3 2026 total revenues of $353.2M, up 193% YoY from $120.7M, driven by $253.2M in U.S. Attruby net product revenue (up $145M YoY) and a $75M BEYONTTRA sales milestone from Bayer. Net loss attributable to common stockholders narrowed to $83.0M ($0.42 per share) from $182.7M ($0.95 per share) a year ago. The company ended the quarter with $1.5B in cash, fully funding three upcoming PDUFA dates (BBP-418 Nov 27, 2026; infigratinib Feb 4, 2027; encaleret May 8, 2027).
Key Financial Metrics
Key Facts
- Q3 2026 total revenues $353.2M vs $120.7M YoY, a 193% increase
- U.S. Attruby net product revenue $253.2M, up ~$31M sequentially and $145M YoY
- Loss from operations narrowed to $11.6M from $145.2M YoY
- Net loss attributable to common stockholders $83.0M ($0.42 per share) vs $182.7M ($0.95) YoY
- Cash, cash equivalents and marketable securities $1.5B as of Sep 30, 2026, up from $587.5M at Dec 31, 2025
- Three PDUFA dates within next 7 months: BBP-418 (Nov 27, 2026), infigratinib (Feb 4, 2027), encaleret (May 8, 2027)
- License and services revenue included $75.0M BEYONTTRA sales milestone from Bayer
- Attruby real-world evidence showed 18% lower risk of death/hospitalization vs tafamidis in Epic COSMOS analysis
- First participant dosed in ASCEND-ATTR Phase 3b/4 study and RECLAIM-HP Phase 3 study for encaleret in chronic hypoparathyroidism
- BBP-717 (Depleter) nominated as development candidate for ATTR-CM
Financial Impact
Revenue beat consensus by $57.4M (19.4%); EPS beat consensus by $0.14 (25.0%); operating loss narrowed by $133.6M YoY; cash position increased by $951.4M from year-end 2025
Risk Factors
- Regulatory risk: BBP-418, infigratinib, and encaleret PDUFA decisions are binary events with potential for Complete Response Letters
- Commercial execution risk: three concurrent launches in rare diseases require significant sales and marketing investment
- Competitive pressure from tafamidis (Pfizer) in ATTR-CM and potential competitors in achondroplasia and LGMD
- Operating expenses continue to grow (SG&A up 46% YoY, R&D up 27% YoY) as the company scales for multiple launches
- Preferred stock dividends and accretion ($26.3M in Q3) reduce net income available to common shareholders
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001743881-26-000033 |
| Document: bbio-20261029.htm | 0001743881-26-000033 |
| Document: 0001743881-26-000033-index-headers.html | 0001743881-26-000033 |
| Document: 0001743881-26-000033-index.html | 0001743881-26-000033 |
| Document: 0001743881-26-000033.txt | 0001743881-26-000033 |
| 8-K Data (Synthetic) | 0001743881-26-000033 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 8-K | No price | awaiting T+20 | awaiting T+20 | No price |
Oct 29, 2026 3d ago | Press Release | $71.08 | awaiting T+20 | awaiting T+20 | $74.95 (+5.44%) |
Oct 27, 2026 5d ago | SC 13G | $70.82 | awaiting T+20 | awaiting T+20 | $74.95 (+5.83%) |
Oct 22, 2026 10d ago | Press Release | $68.12 | awaiting T+20 | awaiting T+20 | $74.95 (+10.03%) |
Oct 13, 2026 19d ago | 8-K | $63.30 | awaiting T+20 | awaiting T+20 | $74.95 (+18.40%) |
Oct 6, 2026 26d ago | Press Release | $66.96 | awaiting T+20 | awaiting T+20 | $74.95 (+11.93%) |
Oct 5, 2026 27d ago | Press Release | $66.96 | awaiting T+20 | awaiting T+20 | $74.95 (+11.93%) |
Oct 5, 2026 27d ago | Press Release | $66.14 | awaiting T+20 | awaiting T+20 | $74.95 (+13.32%) |
Sep 18, 2026 6w ago | Press Release | $66.58 $67.94 | ▲ +2.04% | ▲ +2.95% | $74.95 (+12.57%) |
Aug 31, 2026 8w ago | 8-K | $76.59 $65.97 | ▼ −13.87% | ▼ −13.68% | $74.95 (−2.14%) |
US Market Status
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