BridgeBio Pharma, Inc. (BBIO)
Sous-évaluéFondamental
35
Prix
$65.94
Capitalisation boursière
$12.86B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
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
Generated on 18 septembre 2026 with claude-haiku-4-5 — shared with all users
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.
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.
BioMarin's Voxzogo (vosoritide) is the established treatment for children with achondroplasia, the market BridgeBio's oral infigratinib is built to enter.
Ascendis is bringing a weekly CNP therapy (navepegritide) to the same achondroplasia patients and prescribing paediatric endocrinologists that infigratinib addresses.
Ionis, with AstraZeneca, sells Wainua (eplontersen) in transthyretin amyloidosis and has pushed it toward the cardiomyopathy setting, competing for the same ATTR patient population.
Bilan & Liquidités
Chiffre d'affaires
$713M
12 derniers mois (au 30/06/2026)
Résultat net
$-702M
12 derniers mois (au 30/06/2026)
Flux de trésorerie libre
$-447M
Capitaux propres totaux
$-2.09B
Passif total
$3.01B
Ratio de liquidité général
1.23
Couverture des intérêts
10.04
Dette/EBITDA
-
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$109.10
Prix actuel
$65.94
Marge de sécurité
+39.6%
Fourchette de juste valeur
$103.64 - $114.55
Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
-
ROE
35.1%
Ratio P/B
-
P/FCF
-
Marge brute
94.4%
ROIC
-120.4%
Radar de rentabilité
Création de valeur (avantage concurrentiel)
ROIC
-120.4%
WACC
8.5%
ROIC − WACC
-128.8 pp
Le ROIC est inférieur au coût du capital — l'entreprise détruit de la valeur pour chaque dollar investi.
Critères d'analyse fondamentale
Réussi (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%
Échoué (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
Indisponible (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)
Score F de Piotroski
Préoccupations financières sérieuses
Qualité des bénéfices
Qualité faible : examiner la comptabilité
Dilution du capital
Émission de nouvelles actions, diluant la participation
Participations institutionnelles
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Dr. Neil Kumar Ph.D. | Co-Founder, CEO & Director | 46 |
| Dr. Thomas Trimarchi Ph.D. | CFO & President | 40 |
| Dr. Charles J. Homcy M.D. | Co-Founder, Chairman of Pharmaceuticals & Lead Director | 77 |
| Dr. Frank P. McCormick Ph.D. | Co-Founder, Chairman of Oncology & Director | 75 |
| Ms. Maricel M. Apuli | Chief Accounting Officer | 48 |
| Dr. Uma Sinha Ph.D. | Chief Scientific Officer | 67 |
| Dr. Richard H. Scheller Ph.D. | Chairman of Research & Development | 72 |
| Mr. Eli M. Wallace Ph.D. | Chief Scientific Officer of Oncology | 58 |
| Dr. Eric Michael David J.D., M.D., Ph.D. | Chief Executive Officer of Gene Therapy | 53 |
| Mr. Matthew Outten CPC, MBA | Chief Commercial Officer | 51 |
Risque d'audit
5
Risque du conseil
9
Risque de rémunération
5
Risque droits des actionnaires
8
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Documents
- Voir le document
Rapport annuel (10-K)
Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.
Déposé le 2026-02-24
- Voir le document
Rapport trimestriel (10-Q)
Une mise à jour de la performance financière des trois derniers mois.
Déposé le 2026-08-10
- Voir le document
Rapport d'événement important (8-K)
Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.
Déposé le 2026-08-31
via SEC EDGAR
Historique des résultats
via SEC EDGAR
Latest News
Recent headlines for BBIO, sourced from Markets Gazette.
- 7/1/2026POSITIVESixth 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.
- 2/25/2026NEUTRALBridgeBio (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