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BridgeBio Pharma, Inc. (BBIO)

Infravalorada
HealthcareBiotechnologyUnited States

Fundamental

35

Precio

$65.94

Capitalización Bursátil

$12.86B

Parte 1 · Cuánto vale la empresa

Resumen

BridgeBio Pharma, Inc., a biopharmaceutical company, discovers, develops, and delivers medicines for patients with genetic diseases. The company offers Attruby, a next-generation oral small molecule near-complete TTR stabilizer for the treatment of cardiomyopathy of wild-type or transthyretin-mediated amyloidosis (ATTR-CM); Fosdenopterin, an intravenous formulation of synthetic cyclic pyranopterin monophosphate for the treatment of molybdenum cofactor deficiency under the NULIBRY brand name; and low-dose infigratinib, an oral FGFR1-3 selective tyrosine kinase inhibitor, which is in Phase 3 clinical stage or the treatment of children with achondroplasia and hypochondroplasia. It also develops Encaleret, an oral small molecule, negative allosteric modulator of the calcium sensing receptor, which is in phase 3 clinical study for the treatment of Autosomal Dominant Hypocalcemia Type 1(ADH1) and Chronic Hypoparathyroidism (CHP); BBP-418, an investigational, orally administered, and small molecule therapy that is in phase 3 clinical study for the treatment of LGMD2I; and BBP-812, an investigational adeno-associated virus (AAV) gene therapy for Canavan disease. In addition, the company engages in developing products for mendelian, oncology, and gene therapy diseases. It has license and collaboration agreements with the Bayer Consumer Care AG, Alexion Pharma International Operations Limited Company, Leland Stanford Junior University, and Novartis International Pharmaceutical Ltd. BridgeBio Pharma, Inc. was founded in 2015 and is headquartered in Palo Alto, California.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

P/E: 37.5Score: 72Market cap: $163.69B

Pfizer's tafamidis (Vyndaqel/Vyndamax) is the incumbent oral TTR stabiliser for ATTR cardiomyopathy and is the direct alternative prescribed to the same cardiology patients BridgeBio targets with Attruby.

P/E: 107.1Score: 61Market cap: $33.40B

Alnylam's Amvuttra (vutrisiran) is approved for the same ATTR-CM indication and competes for the same newly diagnosed and switching patients, using RNA interference instead of stabilisation.

P/E: 153.8Score: 61Market cap: $11.88B

BioMarin's Voxzogo (vosoritide) is the established treatment for children with achondroplasia, the market BridgeBio's oral infigratinib is built to enter.

P/E: 17.8Score: 62Market cap: $14.99B

Ascendis is bringing a weekly CNP therapy (navepegritide) to the same achondroplasia patients and prescribing paediatric endocrinologists that infigratinib addresses.

P/E: —Score: 36Market cap: $7.42B

Ionis, with AstraZeneca, sells Wainua (eplontersen) in transthyretin amyloidosis and has pushed it toward the cardiomyopathy setting, competing for the same ATTR patient population.

Balance y Liquidez

Ingresos

$713M

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$-702M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$-447M

Patrimonio Neto Total

$-2.09B

Pasivo Total

$3.01B

Ratio de Liquidez

1.23

Cobertura de Intereses

10.04

Deuda/EBITDA

-

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalInfravalorado

Valor Justo

$109.10

Precio Actual

$65.94

Margen de Seguridad

+39.6%

Rango de Valor Justo

$103.64 - $114.55

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$109.10
Flujo de caja descontado (DCF):Datos insuficientes para calcularlo
Múltiplo sobre beneficios (P/E):Datos insuficientes para calcularlo
Fórmula de crecimiento de Graham:Datos insuficientes para calcularlo
Valor de la capacidad de generar beneficios (EPV):Datos insuficientes para calcularlo
P/B justificado:Datos insuficientes para calcularlo
Descuento de dividendos (Gordon):Datos insuficientes para calcularlo
P/FFO, fondos de operaciones:Datos insuficientes para calcularlo
Beneficios de mitad de ciclo:Datos insuficientes para calcularlo
Múltiplo sobre ingresos:$14.35
Consenso de Analistas:Compra Fuerte (26B / 3H / 0S)
Última Sorpresa de Resultados:-31.07%

Métricas de Valoración

Ratio P/E

-

ROE

35.1%

Ratio P/B

-

P/FCF

-

Margen Bruto

94.4%

ROIC

-120.4%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

-120.4%

WACC

8.5%

ROIC − WACC

-128.8 pp

El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.

Criterios de Análisis Fundamental

Superado (8)

  • Price CAGR 9.39%
  • Gross Margin 94.4%
  • Current Ratio
  • Interest Coverage
  • Low reliance on intangibles
  • Revenue Growth 5Y 127.4%
  • Analyst Consensus 90% Buy
  • Net Margin Trend -98.5% vs -332.9%

Fallido (10)

  • EPS shows upward trend
  • ROIC -120.4%
  • Operating Margin -69.8%
  • Positive Free Cash Flow
  • Return on Tangible Assets
  • DCF valuation (Unknown)
  • ROE -206.7%
  • Earnings Surprise avg -22.3%
  • Share Dilution 2.8%
  • Piotroski F-Score 2/9

No disponible (9)

  • P/FCF NaN
  • P/B Ratio NaN
  • Dividend Payout NaN%
  • Debt/Equity ratio
  • CapEx intensity
  • Debt/EBITDA
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-Score

2/9

Preocupaciones financieras graves

score
criteria

Calidad de los Beneficios

-

Baja calidad: investigue la contabilidad

Dilución de Acciones

2.8%

Emitiendo nuevas acciones, diluyendo la participación

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Dr. Neil Kumar Ph.D.Co-Founder, CEO & Director46
Dr. Thomas Trimarchi Ph.D.CFO & President40
Dr. Charles J. Homcy M.D.Co-Founder, Chairman of Pharmaceuticals & Lead Director77
Dr. Frank P. McCormick Ph.D.Co-Founder, Chairman of Oncology & Director75
Ms. Maricel M. ApuliChief Accounting Officer48
Dr. Uma Sinha Ph.D.Chief Scientific Officer67
Dr. Richard H. Scheller Ph.D.Chairman of Research & Development72
Mr. Eli M. Wallace Ph.D.Chief Scientific Officer of Oncology58
Dr. Eric Michael David J.D., M.D., Ph.D.Chief Executive Officer of Gene Therapy53
Mr. Matthew Outten CPC, MBAChief Commercial Officer51

Riesgo de Auditoría

5

Riesgo del Consejo

9

Riesgo de Compensación

5

Riesgo de Derechos del Accionista

8

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-02-24

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-08-10

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-08-31

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for BBIO, sourced from Markets Gazette.

  • 7/1/2026POSITIVE
    Sixth Street, KKR Provide BridgeBio $1 Billion Preferred Equity

    BridgeBio Pharma Inc. has secured $1 billion in preferred equity financing from Sixth Street Partners and KKR & Co. This significant capital injection is expected to bolster BridgeBio's financial position, enabling further investment in its drug development pipeline and research initiatives. The preferred equity structure suggests a favorable deal for BridgeBio, potentially avoiding immediate dilution for common shareholders while providing substantial resources for growth. Investors may view this as a strong vote of confidence in the company's therapeutic programs and future prospects.

  • 2/25/2026NEUTRAL
    BridgeBio (BBIO) Q4 2025 Earnings Call Transcript

    The financial community is keenly awaiting the release of the BridgeBio Pharma (BBIO) Q4 2025 earnings call transcript. While the specific content is not yet available for analysis, the event itself marks a crucial moment for investors looking to assess the biopharmaceutical company's performance and future outlook. Earnings call transcripts typically provide vital details on financial results, product pipeline updates, research and development strategies, and management commentary on market challenges and opportunities. The current lack of concrete data prevents an immediate directional assessment, but investor attention remains high for any potential announcements that could impact the stock.

via Markets Gazette