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BridgeBio Pharma, Inc.NasdaqGS:BBIO 주식 보고서

시가총액 US$13.3b
주가
US$67.39
US$100.89
33.2% 저평가 내재 할인율
1Y93.5%
7D-5.1%
포트폴리오 가치
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BridgeBio Pharma, Inc.

NasdaqGS:BBIO 주식 리포트

시가총액: US$13.3b

BridgeBio Pharma (BBIO) 주식 개요

바이오 제약 회사인 브리지바이오 파마는 유전 질환 환자를 위한 의약품을 발굴, 개발, 공급하는 기업입니다. 자세히 보기

BBIO 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장5/6
과거 실적0/6
재무 건전성1/6
배당0/6

BBIO Community Fair Values

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BridgeBio Pharma, Inc. 경쟁사

가격 이력 및 성과

BridgeBio Pharma 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$67.45
52주 최고가US$84.94
52주 최저가US$31.77
베타1.02
1개월 변동-6.23%
3개월 변동-0.88%
1년 변동93.54%
3년 변동373.00%
5년 변동32.99%
IPO 이후 변동144.83%

최근 뉴스 및 업데이트

내러티브 업데이트 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

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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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새 내러티브 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.
분석 기사 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
Seeking Alpha Feb 07

BridgeBio: Post Attruby Approval, Shares Don't Look Such Good Value - Rating Downgrade

Summary BridgeBio's lead drug Attruby's approved for ATTR-CM last November has driven a 40% stock increase; however, competition and market dynamics may limit its near-term revenue potential. Despite Attruby's promising market entry, BridgeBio's $6.34bn market cap seems high given my expected 2025 revenues of <$500m and the potential need for additional funding. Upcoming pipeline catalysts are limited, making 2025 a critical year for Attruby's market performance against Pfizer's Vyndaqel and Alnylam's Amvuttra. BridgeBio could be an acquisition target, but current financial challenges and competition suggest a "Hold" rating until clearer revenue impacts are seen. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

BridgeBio Pharma Is A Buy On Dips After Attruby's FDA Approval

Summary Attruby’s recent approval positions BBIO as a direct competitor to PFE’s Vyndaqel in ATTR-CM. Attruby has a 42% reduction of heart failure risk with 90% TTR stabilization. So I think it could have a superior profile in some cases relative to Vyndaqel. BBIO is now also set to receive $500 million in milestone payments related to Attruby’s approval, and I expect they’ll get an additional $105 million from EU and Japan approvals. ATTR-CM is projected to grow rapidly. BBIO believes it can capture 30-40% of that $15-$20 billion future TAM. So I reiterate my “buy on dips” rating for BBIO, as I anticipate 2025 will be a pivotal year for the stock. Read the full article on Seeking Alpha

주주 수익률

BBIOUS BiotechsUS 시장
7D-5.1%1.2%2.1%
1Y93.5%41.9%30.6%

수익률 대 산업: BBIO은 지난 1년 동안 41.9%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: BBIO은 지난 1년 동안 30.6%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is BBIO's price volatile compared to industry and market?
BBIO volatility
BBIO Average Weekly Movement6.8%
Biotechs Industry Average Movement10.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: BBIO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: BBIO의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2015837Neil Kumarbridgebio.com

바이오 제약 회사인 브리지바이오 파마는 유전 질환 환자를 위한 의약품을 발굴, 개발, 공급하는 회사입니다. 이 회사는 야생형 또는 트랜스티레틴 매개 아밀로이드증(ATTR-CM)의 심근병증 치료를 위한 차세대 경구용 저분자 완전에 가까운 TTR 안정제인 아트루비를 제공합니다; 몰리브덴 보조인자 결핍증 치료를 위한 합성 사이클릭 피라놉테린 모노포스페이트 정맥 제제인 '뉼리브리(NULIBRY)' 브랜드명 포스데놉테린(Fosdenopterin); 3상 임상 단계에 있거나 연골형성증 및 저연골증 소아 치료를 위한 저용량 인피그라티닙 경구용 FGFR1-3 선택적 티로신 키나제 억제제인 '아디플라시'(인피플라티닙)도 개발 중입니다. 또한 상염색체 우성 저칼슘혈증 1형(ADH1) 및 만성 부갑상선 기능 저하증(CHP) 치료를 위한 임상 3상 연구 중인 경구용 저분자 음성 칼슘감지 수용체 조절제 엔칼레렛도 개발 중입니다; LGMD2I 치료를 위한 임상 3상 연구 중인 연구용 경구 투여 저분자 치료제인 BBP-418, 카나반병 치료를 위한 연구용 아데노 연관 바이러스(AAV) 유전자 치료제인 BBP-812.

BridgeBio Pharma, Inc. 기초 지표 요약

BridgeBio Pharma의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
BBIO 기초 통계
시가총액US$13.33b
순이익 (TTM)-US$724.93m
매출 (TTM)US$502.08m
26.3x
주가매출비율(P/S)
-18.2x
주가수익비율(P/E)

BBIO는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
BBIO 손익계산서 (TTM)
매출US$502.08m
매출원가US$20.96m
총이익US$481.11m
기타 비용US$1.21b
순이익-US$724.93m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

해당 없음

주당순이익(EPS)-3.70
총이익률95.82%
순이익률-144.39%
부채/자본 비율-89.2%

BBIO의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 21:24
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

BridgeBio Pharma, Inc.는 37명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Eliana MerleBarclays
William PickeringBernstein
Jason ZemanskyBofA Global Research