BridgeBio Pharma（BBIO）株式概要
ブリッジバイオ・ファーマ社はバイオ医薬品会社で、遺伝性疾患患者のための医薬品を発見、開発、提供している。 詳細
BBIO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$25
FV
235.4% 割高 内在価値ディスカウント95
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BridgeBio Pharma, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$83.84 |
| 52週高値 | US$93.42 |
| 52週安値 | US$46.81 |
| ベータ | 0.98 |
| 1ヶ月の変化 | 0.91% |
| 3ヶ月変化 | 20.36% |
| 1年変化 | 66.42% |
| 3年間の変化 | 181.34% |
| 5年間の変化 | 72.40% |
| IPOからの変化 | 204.32% |
最新ニュース
Recent updates
ナラティブ更新 • Jul 25
BBIO: Rare Disease Launch Wave And Priority Reviews Will Drive Post 2026 Upside
BridgeBio Pharma's fair value estimate has been revised slightly higher to $105.26 per share from $102.71, as analysts refresh models around updated price targets and pipeline expectations, particularly for Attruby, acoramidis and BBP-418. Analyst Commentary Recent research updates on BridgeBio Pharma reflect a mix of optimism and caution, with analysts recalibrating price targets as Attruby, acoramidis, BBP-418 and infigratinib progress through launch and regulatory milestones.
新しいナラティブ • Jul 19
Faces a brutal commercial dogfight against Pfizer’s entrenched monopoly and Alnylam’s silencers, compressing its safety margins
The "BridgeBio Commercial Bonanza" is priced for perfection, treating the upcoming Acoramidis launch as an automatic cash cow while ignoring a brutal multi-front commercial dogfight. Here is why the market is mispricing the structural hurdles for BBIO: 1.Seeking Alpha • Jul 12
BridgeBio: "Strong Buy" Attruby Differentiation And Several NDA Submissions In Play
Summary BridgeBio Pharma (BBIO) remains a "Strong Buy," driven by regulatory approvals, robust pipeline progress, and significant commercial momentum for Attruby in ATTR-CM. Company has achieved U.S. and international approvals for acoramidis, with Q1 2026 U.S. net product revenue reaching $180.6 million, and is pursuing further pipeline expansion. Positive phase 3 PROPEL 3 data for oral infigratinib in achondroplasia supports an NDA submission in Q3 2026, targeting a $2.9B global market. Recent $1B preferred equity raise secures BBIO's cash runway for at least 12 months, supporting ongoing NDA submissions and commercialization efforts. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 11
BBIO: Cardiomyopathy Launch And Rare Disease Filings Will Shape Next Phase
The analyst fair value estimate for BridgeBio Pharma has been raised from $76.00 to $80.00, reflecting updated Street price targets around $96 to $104 and analyst views that recent regulatory progress and ongoing launch execution support slightly higher projected growth, margins, and future P/E. Analyst Commentary Recent research on BridgeBio Pharma shows a mix of optimism around its rare disease portfolio and a more cautious stance from some bearish analysts who are focused on execution and valuation risks.
ナラティブ更新 • Jun 22
BBIO: ATTR Cardiomyopathy Rollout And Rare Disease NDA Milestones Will Reprice Shares
BridgeBio Pharma's updated analyst price target framework reflects a modestly higher fair value estimate of about $136, as analysts factor in mixed Street revisions that incorporate recent Q1 model updates, new coverage tied to Attruby and the rare disease pipeline, and differing views on payer risks and the recent regulatory milestones. Analyst Commentary Street commentary on BridgeBio Pharma currently reflects a mix of enthusiasm around Attruby, the rare disease portfolio, and key regulatory updates, offset by caution around payer dynamics and how these factors could influence valuation over time.ナラティブ更新 • Jun 05
BBIO: Priority Review Rare Disease Pipeline Will Drive Post 2026 Upside
Analysts raised their blended fair value estimate for BridgeBio Pharma by about $1.82 to roughly $102.71, citing fresh price targets around $98 to $104, growing confidence in the Attruby launch, the broader rare disease pipeline, and added visibility from BBP-418's FDA Priority Review. Analyst Commentary Street research on BridgeBio Pharma is mixed, with several firms adjusting price targets and ratings around the Attruby launch, pipeline milestones, and regulatory updates such as the Priority Review for BBP-418.ナラティブ更新 • May 20
BBIO: Cardiomyopathy Launch And Late Stage Filings Will Drive Next Phase
BridgeBio Pharma's fair value estimate has been trimmed by $4 to $76 as analysts balance a higher discount rate and more measured revenue growth against ongoing support for Attruby and the broader pipeline, as reflected in recent price target updates across the Street. Analyst Commentary Street research on BridgeBio continues to cluster around Attruby execution, valuation upside tied to pipeline milestones, and the impact of tafamidis settlement dynamics.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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.株主還元
| BBIO | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 2.3% | 4.9% | 0.09% |
| 1Y | 66.4% | 41.3% | 19.0% |
業界別リターン: BBIO過去 1 年間で41.3 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: BBIO過去 1 年間で19 % の収益を上げたUS市場を上回りました。
価格変動
| BBIO volatility | |
|---|---|
| BBIO Average Weekly Movement | 6.3% |
| Biotechs Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: BBIO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BBIOの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2015 | 837 | Neil Kumar | bridgebio.com |
ブリッジバイオ・ファーマ社は、遺伝性疾患患者のための医薬品を発見、開発、提供しているバイオ医薬品企業です。同社は、野生型またはトランスサイレチン介在性アミロイドーシス心筋症（ATTR-CM）の治療薬として、次世代の経口低分子完全型TTR安定化剤に近いアトルビーを提供している；また、NULIBRYのブランド名でモリブデン補酵素欠乏症の治療薬として合成環状ピラノプテリン一リン酸塩の静脈内投与製剤であるホスデノプテリン、小児軟骨無形成症および低軟骨無形成症の治療薬として臨床第3相段階にある経口FGFR1-3選択的チロシンキナーゼ阻害薬である低用量インフィグラチニブを開発している。また、経口低分子カルシウム感知受容体の陰性アロステリックモジュレーターであるEncaleretも開発しており、常染色体優性1型低カルシウム血症（ADH1）および慢性副甲状腺機能低下症（CHP）の治療薬として臨床第3相試験段階にある；LGMD2Iの治療薬として臨床第3相試験を実施中の経口低分子治療薬BBP-418、カナバン病の治療薬として臨床第3相試験を実施中のアデノ随伴ウイルス（AAV）遺伝子治療薬BBP-812。また、メンデル病、がん、遺伝子治療疾患を対象とした製品の開発にも取り組んでいる。バイエル・コンシューマー・ケアAG、アレクシオン・ファーマ・インターナショナル・オペレーションズ・リミテッド・カンパニー、リーランド・スタンフォード・ジュニア大学、ノバルティス・インターナショナル・ファーマシューティカル・リミテッドとライセンス契約および共同研究契約を結んでいる。ブリッジバイオ・ファーマは2015年に設立され、カリフォルニア州パロアルトに本社を置いている。
BridgeBio Pharma, Inc. 基礎のまとめ
| BBIO 基礎統計学 | |
|---|---|
| 時価総額 | US$16.36b |
| 収益（TTM） | -US$691.86m |
| 売上高(TTM) | US$713.07m |
23.0x
P/Sレシオ-23.7x
PER（株価収益率BBIO は割高か？
公正価値と評価分析を参照収益と収入
| BBIO 損益計算書（TTM） | |
|---|---|
| 収益 | US$713.07m |
| 売上原価 | US$39.66m |
| 売上総利益 | US$673.41m |
| その他の費用 | US$1.37b |
| 収益 | -US$691.86m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -3.54 |
| グロス・マージン | 94.44% |
| 純利益率 | -97.03% |
| 有利子負債／自己資本比率 | -98.8% |
BBIO の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/12 22:37 |
| 終値 | 2026/08/12 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
BridgeBio Pharma, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37
| アナリスト | 機関 |
|---|---|
| Eliana Merle | Barclays |
| William Pickering | Bernstein |
| Jason Zemansky | BofA Global Research |