Update shared on14 Sep 2025
Fair value Increased 2.02%BridgeBio Pharma’s consensus price target has been raised to $65.10, driven by increasing analyst confidence in its pipeline progress—particularly for ADH1 and BBP-418, ongoing strong sales momentum for Attruby in ATTR-CM, and multiple upcoming catalysts—reflecting a notably improved valuation outlook.
Analyst Commentary
- Bullish analysts are confident in Phase 3 data readouts for pipeline assets, particularly autosomal dominant hypocalcemia type 1 (ADH1) and limb-girdle muscular dystrophy type 2I/R9 (BBP-418), viewing them as underappreciated and meaningful opportunities likely to expand BridgeBio’s addressable market.
- Continued commercial momentum and uptake for Attruby (in ATTR-CM) consistently exceed initial expectations, driving upward revisions as sales performance and early demand metrics remain strong.
- Multiple pipeline catalysts are expected over the next 12–18 months, including clinical milestones and potential product launches in new indications, fostering analyst conviction in further share price appreciation.
- Doctor channel checks and competitive differentiation, particularly versus Pfizer’s tafamidis, suggest potential for Attruby as a blockbuster (> $4B sales) if real-world efficacy proves superior.
- Bullish analysts have increased peak and near-term sales projections and highlighted BridgeBio’s diversification beyond a single-asset story via high visibility on several late-stage pipeline programs.
What's in the News
- Encaleret demonstrated PTH-independent normalization of blood and urine calcium in post-surgical hypoparathyroidism in Phase 2, prompting plans for a registrational clinical study in chronic hypoparathyroidism in 2026.
- Preclinical data showed low-dose infigratinib improved bone growth in hypochondroplasia mouse models and enhanced skull development in models of Crouzon/Pfeiffer syndrome, highlighting potential across skeletal conditions.
- New ATTRibute-CM open-label extension data on acoramidis will be presented at the European Society of Cardiology Congress, including evidence of reduced cardiovascular mortality and improved cardiac biomarkers in ATTR-CM patients.
- BridgeBio Pharma was dropped from several Russell indexes, including the Russell 2000 Value, 2500 Value, 3000 Value, 3000E Value, and Small Cap Comp Value.
- Stockholders approved an amendment to BridgeBio’s Certificate of Incorporation limiting officer liability as permitted under Delaware law.
Valuation Changes
Summary of Valuation Changes for BridgeBio Pharma
- The Consensus Analyst Price Target has risen slightly from $63.81 to $65.10.
- The Future P/E for BridgeBio Pharma has risen from 51.64x to 56.60x.
- The Net Profit Margin for BridgeBio Pharma has fallen from 17.76% to 16.72%.
Disclaimer
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