Bridgebio Pharma, Inc. (BBIO)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · BBIO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -9.7% |
| Our one-year growth estimate | diamond | 62.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 72.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 116 industry peers · Company calendar date is not available
BBIO — government funding
Dated 2026-08-31
Other Events. On August 31, 2026, BridgeBio Pharma, Inc. (the “Company”) issued a press release titled, “BridgeBio Announces Agreement with U.S. Government to Improve Affordability and Access to Critical Medicines for Americans.” A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The Company expects its pricing commitment for its future medicines under its agreement with the U.S. government to exclude medicines a…
Why it matters: Attruby is BridgeBio's main product revenue source. Q3 sales rose about $31 million from Q2.
Supportive ifA later quarter reports U.S. Attruby sales above $253.2 million, with treatment-naive starts and share of starts still rising.
Worry ifA later quarter reports U.S. Attruby sales at or below $253.2 million, or fewer treatment-naive starts.
Why it matters: Encaleret could be the first therapy for ADH1. The company reports more than 600 confirmed patients.
Watch forThe FDA approves encaleret for ADH1 by its May 8, 2027 PDUFA date.
Also watch forThe FDA rejects the filing, asks for more data, or does not act by May 8, 2027.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$121 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $404 loss on $10,000 · 4.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,980 loss on $10,000 · 29.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.