Monitor the BBP-418 PDUFA date on November 27, 2026, which could be the first approved therapy for LGMD2I/R9. The three upcoming PDUFA dates within seven months represent significant catalysts. Real-world data differentiating acoramidis from tafamidis supports continued Attruby market share gains.
Price Chart
Executive Summary
BridgeBio reported Q3 2026 total revenues of $353.2M, well above consensus of $295.8M, driven by $253.2M in U.S. Attruby net product revenue and a $75M Bayer milestone. Net loss per share was -$0.42, beating the consensus estimate of -$0.56. The company highlighted three upcoming PDUFA dates within seven months and maintained a strong cash position of $1.5B.
Key Financial Metrics
Key Facts
- Total revenues of $353.2M vs consensus $295.8M
- U.S. Attruby net product revenue of $253.2M, up ~$145M YoY and ~$31M sequentially
- Net loss per share of -$0.42 vs consensus -$0.56 (beat)
- Cash, cash equivalents and marketable securities of $1.5B as of September 30, 2026
- Three PDUFA dates within next seven months: BBP-418 (Nov 27, 2026), infigratinib (Feb 4, 2027), encaleret (May 8, 2027)
- Loss from operations was $11.6M, significantly improved from $145.2M loss in Q3 2025
- Real-world evidence showed acoramidis outperforming tafamidis on survival and hospitalizations
Financial Impact
Revenue beat of $57.4M vs consensus; EPS beat of $0.14 vs consensus; cash position of $1.5B fully funds three upcoming launches
Risk Factors
- Regulatory risk: any of the three PDUFA decisions could result in non-approval or delayed approval
- Commercial execution risk for three concurrent launches
- Competitive pressure from tafamidis in ATTR-CM market
- Ongoing net losses and operating cash burn of $312.6M in first nine months of 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-3391801 |
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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