Monitor upcoming FDA decisions and PDUFA dates for BBP-418, encaleret, and infigratinib as key catalysts; the $500M buyback provides downside support but watch cash burn rate. EPS miss suggests higher-than-expected operating expenses may pressure near-term sentiment.
Price Chart
Executive Summary
BridgeBio reported Q1 2026 revenue of $194.5M (beat $178.6M consensus) driven by $180.6M in Attruby sales, but EPS of -$0.84 missed the -$0.62 consensus. The company announced a $500M buyback and highlighted strong pipeline progress with upcoming NDAs. Mixed results as strong commercial execution is offset by higher costs and EPS miss.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $194.5M, +66.8% YoY, beat $178.6M consensus
- Attruby U.S. net product revenue $180.6M vs $36.7M YoY
- GAAP EPS -$0.84 vs consensus -$0.62 (miss of -35.5%)
- Cash, cash equivalents and marketable securities $940.2M, up from $587.5M at Dec 2025
- Board authorized $500M share repurchase program
- Three NDAs planned: BBP-418 submitted, encaleret in 1H 2026, infigratinib in Q3 2026
Financial Impact
Revenue beat by $15.9M (8.9%), EPS miss by $0.22 (35.5%)
Risk Factors
- Regulatory delays or rejections for pipeline candidates
- Competition from Pfizer's tafamidis (Vyndamax)
- High operating cash burn of $197M in Q1 2026
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3290504 |
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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