BridgeBio Pharma, Inc.

Report azionario NasdaqGS:BBIO

Capitalizzazione di mercato: US$12.9b

BridgeBio Pharma Gestione

Criteri Gestione verificati 4/4

BridgeBio Pharma Il CEO è Neil Kumar, nominato in Apr2015, e ha un mandato di 11.08 anni. la retribuzione annua totale è $ 14.94M, composta da 7% di stipendio e 93% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.67% delle azioni della società, per un valore di $ 345.09M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5 anni e 6.3 anni.

Informazioni chiave

Neil Kumar

Amministratore delegato

US$14.9m

Compenso totale

Percentuale dello stipendio del CEO6.99%
Mandato del CEO11.1yrs
Proprietà del CEO2.7%
Durata media del management5yrs
Durata media del Consiglio di amministrazione6.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 01

BBIO: Attruby Launch And Achondroplasia Data Will Support Post 2026 Upside

Analysts have inched their average price target for BridgeBio higher, with fair value estimates moving from about $100.61 to $100.89 as they factor in updated views on Attruby traction, achondroplasia data, and the potential impact of recent settlement headlines with large pharma peers. Analyst Commentary Street research on BridgeBio has been active, with price targets and fair value estimates moving as analysts update their views on Attruby uptake, achondroplasia data, and the implications of recent settlement headlines with large pharmaceutical peers.
Seeking Alpha Apr 29

BridgeBio: Attruby's Early Dominance Makes The Bull Case Hard To Ignore

Summary BridgeBio remains a compelling Buy, driven by Attruby’s strong U.S. launch and favorable competitive dynamics following Pfizer’s patent settlements. Attruby’s peak annual sales are conservatively modeled at $2.2B, with sensitivity up to $4B, underpinned by a protected branded market through mid-2031. BBIO’s late-stage pipeline—infigratinib, encaleret, and BBP-418—offers potential for additional blockbusters, supporting long-term value beyond Attruby. While opex, debt, and execution risks are notable, Attruby’s cash generation is expected to enable deleveraging and sustain R&D momentum within two to three years. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 17

BBIO: Attruby Momentum And Late Stage Pipeline Will Support Post 2026 Confidence

Analysts have nudged their fair value target for BridgeBio Pharma higher, from $100.05 to $100.61, citing stronger assumptions around Attruby traction, a wider late stage pipeline, and updated P/E expectations reflected in recent price target hikes across several firms. Analyst Commentary Street research around BridgeBio has been active, with several firms updating models after Q4 Attruby data, infigratinib readouts and fresh coverage initiations.
Aggiornamento della narrazione Apr 03

BBIO: ATTR-CM Franchise And Achondroplasia Program Are Expected To Reprice Shares

Analysts slightly raised their average price target on BridgeBio Pharma to $132.57 per share, citing updated models that factor in recent Attruby sales trends, positive infigratinib achondroplasia data, and the company’s progress toward becoming a multi-product commercial business. Analyst Commentary Bullish analysts have been steadily lifting their price targets on BridgeBio Pharma in recent months, reflecting updated views on valuation that incorporate Attruby sales, late stage pipeline progress, and the company’s push toward a broader commercial footprint.
Aggiornamento della narrazione Mar 20

BBIO: Late-Stage Genetic Programs And ATTR-CM Franchise Are Expected To Reprice Shares

The updated analyst price target for BridgeBio Pharma moves to $132.57, reflecting analysts' focus on stronger fair value assumptions, a slightly lower discount rate, and higher projected profit margins supported by recent research pointing to Attruby's momentum and late stage pipeline progress. Analyst Commentary Recent Street research points to a cluster of bullish analysts revisiting their models on BridgeBio Pharma, with several lifting fair value estimates and highlighting execution around Attruby and the late stage pipeline.
Aggiornamento della narrazione Mar 05

BBIO: Late Stage Genetic Pipeline Progress Will Support Confidence Beyond 2026

The analyst fair value estimate for BridgeBio Pharma has increased from $89.79 to $100.05, reflecting a series of upward revisions to Street price targets as analysts factor in stronger Attruby sales trends and progress across the broader late-stage pipeline. Analyst Commentary Recent research updates cluster around two main themes for BridgeBio Pharma: valuation support from Attruby, and expectations for the broader late stage pipeline.
Nuova narrazione Feb 22

BridgeBio Pharma (BBIO) From Biotech Blueprint to Commercial Powerhouse

BridgeBio Pharma (BBIO) has successfully transitioned into a commercial-stage juggernaut, with shares trading at $68.14 as of February 22, 2026. The company is currently riding the momentum of its primary growth engine, Attruby (acoramidis) , which reported preliminary 2025 revenues of $362.4 million.
Aggiornamento della narrazione Feb 19

BBIO: Phase 3 Achondroplasia Data And Broad Pipeline Will Shape Next Phase

The analyst price target for BridgeBio Pharma has been reset from $41 to $80, with analysts citing recent price target increases across the Street and positive Phase 3 PROPEL 3 achondroplasia data as key supports for the higher fair value view. Analyst Commentary Recent Street research has pointed to higher price targets for BridgeBio Pharma following the Phase 3 PROPEL 3 readout and updated views on the company’s late stage pipeline.
Aggiornamento della narrazione Feb 05

BBIO: Late-Stage Genetic Programs Are Expected To Support Bullish Repricing

Analysts have lifted their price targets on BridgeBio Pharma, supporting a higher implied fair value of about $128 per share as they factor in updated models, a strengthened view of the company’s late stage pipeline and expectations for its genetic disease portfolio. Analyst Commentary Bullish analysts are leaning into a higher fair value framework for BridgeBio, updating models around the genetic disease portfolio and later stage programs.
Aggiornamento della narrazione Jan 22

BBIO: Late Stage Genetic Pipeline Progress Will Support Confidence Into 2026

Analysts have lifted their fair value estimate for BridgeBio Pharma to about $89.79 from roughly $84.65, citing higher modeled revenue growth and profit margins, along with updated expectations for the late stage pipeline and therapies such as Attruby, encaleret and BBP-418. Analyst Commentary Recent research updates highlight a generally constructive stance on BridgeBio Pharma, with multiple firms revising price targets and pointing to the late stage pipeline and commercial traction of key assets as central to their views.
Aggiornamento della narrazione Jan 07

BBIO: Late-Stage Genetic Programs Are Expected To Drive Bullish Repricing

Analysts have trimmed their fair value estimate for BridgeBio Pharma slightly to about $108.70 per share from $109.61. This reflects updated views on higher projected revenue growth, a wider profit margin profile, and a lower assumed future P/E multiple informed by recent positive readouts and pipeline driven price target increases across the Street.
Aggiornamento della narrazione Dec 24

BBIO: Late-Stage Pipeline Progress Will Drive Bullish Repricing Ahead

BridgeBio Pharma's analyst price target has been raised meaningfully, with fair value estimates climbing from approximately $88 to $110 as analysts factor in stronger visibility on late stage programs like Attruby, infigratinib, encaleret, and BBP-418. These programs collectively de risk the pipeline and support higher long term profitability.
Aggiornamento della narrazione Dec 10

BBIO: Late Stage Pipeline Progress Will Drive Confidence Into 2026 And Beyond

Analysts nudged their average price target for BridgeBio Pharma up by about $1 to roughly $84.65 per share, citing stronger than expected Attruby revenue traction, rising conviction in BBP-418 and encaleret Phase 3 success, and greater visibility on multiple late stage catalysts into 2026. Analyst Commentary Bullish analysts are largely aligned on a constructive outlook for BridgeBio, emphasizing upside to current revenue forecasts, increasing confidence in late stage programs, and a clearer path to market for several key assets.
Aggiornamento della narrazione Nov 26

BBIO: Positive Regulatory Momentum Will Drive Confidence Ahead Of 2026 Approvals

BridgeBio Pharma's analyst price target has been raised slightly, increasing from $83.11 to $83.65. Analysts cite positive clinical updates, higher probability of regulatory approvals, and stronger than expected revenue performance as key drivers for the upward revision.
Aggiornamento della narrazione Nov 10

BBIO: Positive Late-Stage Data Will Drive Confidence Ahead Of 2026 Regulatory Decisions

BridgeBio Pharma's analyst price target has been raised significantly, from approximately $66 to over $83. Analysts cite stronger-than-expected revenue, promising pipeline data, and increased confidence in future product approvals as key drivers for the upward revision.
Aggiornamento della narrazione Oct 27

Pipeline Opportunities And Clinical Catalysts Will Drive Long-Term Biotech Expansion

BridgeBio Pharma's analyst price target has been revised upward, with the average fair value increasing modestly from $66.32 to $66.47. Analysts highlight strong early commercial momentum, underappreciated pipeline opportunities, and rising revenue estimates for key assets.
Aggiornamento della narrazione Oct 13

Precision Medicine And Pipeline Advancements Will Expand Biotech Horizons

Analysts have raised their price targets on BridgeBio Pharma by as much as $10 to $82 per share. They cite better-than-expected drug uptake, upcoming clinical milestones, and upgraded sales projections as justification for their increased optimism.
Aggiornamento della narrazione Sep 29

Precision Medicine And Pipeline Advancements Will Expand Biotech Horizons

BridgeBio Pharma’s consensus price target was revised upward, driven by stronger-than-expected commercial uptake of Acoramidis (Attruby), upwardly revised peak sales estimates for key assets, and de-risked late-stage pipeline catalysts, resulting in a new price target of $66.32 from $65.10. Analyst Commentary Bullish analysts cite strong commercial momentum and better-than-expected uptake of Acoramidis (Attruby), particularly in transthyretin amyloid cardiomyopathy (ATTR-CM), as driving upward revisions to price targets.
Aggiornamento della narrazione Sep 14

Precision Medicine And Pipeline Advancements Will Expand Biotech Horizons

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.
Aggiornamento della narrazione Aug 30

Precision Medicine And Pipeline Advancements Will Expand Biotech Horizons

Analysts raised BridgeBio Pharma's price target from $62.43 to $63.10, citing stronger-than-expected uptake of Acoramidis (Attruby), major upcoming Phase 3 catalysts, and increased confidence in pipeline diversification and commercial momentum. Analyst Commentary Bullish analysts highlight stronger-than-expected commercial uptake for Acoramidis (Attruby), surpassing initial projections.
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Nuova narrazione Aug 10

Precision Medicine And Pipeline Advancements Will Expand Biotech Horizons

Strong growth in a key drug and diversified late-stage pipeline position BridgeBio for sustained revenue momentum, market leadership, and improved profit margins.
Articolo di analisi Aug 09

BridgeBio Pharma, Inc. (NASDAQ:BBIO) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

NasdaqGS:BBIO 1 Year Share Price vs Fair Value Explore BridgeBio Pharma's Fair Values from the Community and select...
Seeking Alpha Apr 22

BridgeBio: Early Signs Point To Blockbuster Revenues

Summary BridgeBio Pharma's Attruby shows strong potential in treating ATTR-CM, with a 42% reduction in mortality, competitive pricing, and convenient pill form. Early commercial launch success, high conversion rates, and channel checks suggest significant market share and revenue growth, potentially doubling current analyst estimates. BBIO's robust pipeline, favorable policy shifts, and milestone payments position it for substantial future growth, with a potential $300 price target. Despite some risks, BBIO's growth prospects and upcoming catalysts make it a Strong Buy, with analysts likely to re-rate the stock higher. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Neil Kumar rispetto agli utili di BridgeBio Pharma?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$722m

Dec 31 2025US$15mUS$1m

-US$725m

Sep 30 2025n/an/a

-US$797m

Jun 30 2025n/an/a

-US$776m

Mar 31 2025n/an/a

-US$668m

Dec 31 2024US$16mUS$988k

-US$536m

Sep 30 2024n/an/a

-US$439m

Jun 30 2024n/an/a

-US$454m

Mar 31 2024n/an/a

-US$538m

Dec 31 2023US$12mUS$742k

-US$643m

Sep 30 2023n/an/a

-US$613m

Jun 30 2023n/an/a

-US$573m

Mar 31 2023n/an/a

-US$425m

Dec 31 2022US$7mUS$1m

-US$481m

Sep 30 2022n/an/a

-US$491m

Jun 30 2022n/an/a

-US$509m

Mar 31 2022n/an/a

-US$596m

Dec 31 2021US$26mUS$725k

-US$563m

Sep 30 2021n/an/a

-US$535m

Jun 30 2021n/an/a

-US$495m

Mar 31 2021n/an/a

-US$520m

Dec 31 2020US$10mUS$550k

-US$449m

Sep 30 2020n/an/a

-US$402m

Jun 30 2020n/an/a

-US$346m

Mar 31 2020n/an/a

-US$291m

Dec 31 2019US$26mUS$503k

-US$261m

Compensazione vs Mercato: La retribuzione totale di Neil ($USD 14.94M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.80M ).

Compensazione vs guadagni: La retribuzione di Neil è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Neil Kumar (46 yo)

11.1yrs
Mandato
US$14,944,585
Compensazione

Dr. Neil Kumar, Ph D., is Executive Chairman of BridgeBio Oncology Therapeutics, Inc. from April 20, 2026. He serves as an Independent Director at Maze Therapeutics, Inc. since March 27, 2026.He has been...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Neil Kumar
Co-Founder11.1yrsUS$14.94m2.67%
$ 345.1m
Thomas Trimarchi
CFO & President1.8yrsUS$5.83m0.20%
$ 26.1m
Charles Homcy
Co-Founderno dataUS$1.12m0.46%
$ 60.1m
Frank McCormick
Co-Founderno dataUS$1.10m0.39%
$ 49.9m
Maricel Apuli
Chief Accounting Officer3.3yrsNessun dato0.053%
$ 6.9m
Uma Sinha
Chief Scientific Officer10.1yrsUS$2.75mNessun dato
Richard Scheller
Chairman of Research & Development7.3yrsUS$2.01mNessun dato
Eli Wallace
Chief Scientific Officer of Oncology6.4yrsNessun datoNessun dato
Eric David
Chief Executive Officer of Gene Therapyno dataNessun datoNessun dato
Matthew Outten
Chief Commercial Officer5yrsNessun datoNessun dato
Adora Ndu
Chief Regulatory Affairs Officer4.3yrsNessun datoNessun dato
Jonathan Fox
President & Chief Medical Officer of Cardiovascular and Renal Diseases4.2yrsNessun datoNessun dato
5.0yrs
Durata media
55.5yo
Età media

Gestione esperta: Il team dirigenziale di BBIO è esperto e expertise (durata media dell'incarico 5 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Neil Kumar
Co-Founder11.1yrsUS$14.94m2.67%
$ 345.1m
Charles Homcy
Co-Founder7.5yrsUS$1.12m0.46%
$ 60.1m
Frank McCormick
Co-Founder2.6yrsUS$1.10m0.39%
$ 49.9m
Fred Hassan
Lead Independent Director4.8yrsUS$599.95k0.0098%
$ 1.3m
Ronald Daniels
Independent Director6.3yrsUS$599.95k0.0053%
$ 686.4k
Eric Aguiar
Independent Director7.2yrsUS$599.95k0%
$ 0
Randal Scott
Independent Director5.9yrsUS$599.95k0.0046%
$ 594.6k
Ali Satvat
Independent Director10.2yrsUS$599.95k0.081%
$ 10.5m
James Momtazee
Director10.2yrsUS$599.95k0.045%
$ 5.8m
Jennifer Cook
Director6.4yrsUS$599.95k0.0037%
$ 471.8k
Wen-Chaun Lo
Independent Director5.9yrsUS$649.95k0.030%
$ 3.8m
Andrea Ellis
Independent Director4.8yrsUS$599.95k0.0061%
$ 792.4k
6.3yrs
Durata media
63.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BBIO sono considerati esperti (durata media dell'incarico 6.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 05:51
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

BridgeBio Pharma, Inc. è coperta da 37 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Eliana MerleBarclays
William PickeringBernstein
Jason ZemanskyBofA Global Research