BBIO PRESS-RELEASE SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

BBIO ▲ +0.33% at T+20d

NEUTRAL call ✓ call won +0.33% · α vs SPY +0.30% · entry $67.39 → $67.61

Next anchor: T+60d in 8w

Last close $67.37 (close Jun 8) · -0.03% from $67.39 entry

Entry anchored
May 7, 03:59 PM ET
via Databento tick

T+1d

-4.02%

call -4.02% · α -4.25%

$64.68

settled 5w ago

T+5d

+3.37%

call +3.37% · α +1.90%

$69.66

settled 27d ago

T+20d

+0.33%

call +0.33% · α +0.30%

$67.61

settled 5d ago

T+60d

—

call — · α —

—

in 8w

Price Chart

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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

Free Cash Flow

-$197.3M

Actionable Insight

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.

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%)

revenueepscash

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

Exchange

Nasdaq

Sector

Pharmaceutical Preparations

Analyst Consensus

97% bullish (30 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3290504

15 reports for BBIO

T+1T+5T+20T+60

86% Hit rate 6 of 7 directional calls best @ T+60▲ +11.89%Mar 10, 2026

Filters

Reports for BBIO — sortable, filterable
	Type				Now
May 27, 2026 13d ago	Press Release BULLISH ★ 8/10	$66.44 $63.88	▼ −3.85%	▼ −5.06%	$67.37 (+1.40%)
May 26, 2026 14d ago	Insider Cluster BEARISH ★ 5/10	$66.44 $65.48	▲ +1.44%	▲ +1.91%	$67.37 (−1.40%)
May 21, 2026 19d ago	144 NEUTRAL ★ 3/10	$69.12 $65.36	▼ −5.44%	▼ −7.10%	$67.37 (−2.53%)
May 19, 2026 21d ago	Insider Cluster NEUTRAL ★ 3/10	$68.22 $68.45	▲ +0.34%	▼ −1.47%	$67.37 (−1.25%)
May 12, 2026 28d ago	Press Release BULLISH ★ 8/10	$65.95 $65.32	▼ −0.96%	▼ −1.03%	$67.37 (+2.15%)
May 11, 2026 29d ago	Press Release BULLISH ★ 8/10	$64.68 $65.32	▲ +0.99%	▲ +1.07%	$67.37 (+4.16%)
May 8, 2026 4w ago	S-3ASR MIXED ★ 6/10	$67.39 $69.66	▲ +3.37%	▲ +1.90%	$67.37 (−0.03%)
May 7, 2026 4w ago	Press Release MIXED ★ 6/10	$67.39 $69.66	▲ +3.37%	▲ +1.90%	$67.37 (−0.03%)
May 6, 2026 4w ago	Press Release BULLISH ★ 7/10	$68.09 $65.95	▼ −3.14%	▼ −4.27%	$67.37 (−1.06%)
May 5, 2026 5w ago	Press Release NEUTRAL ★ 3/10	$68.78 $65.95	▼ −4.11%	▼ −6.10%	$67.37 (−2.05%)

US Market Status

Market Closed — Opens in 7h 25m

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