Does Acoramidis' Survival Benefit in V142I Cardiomyopathy Shift the Bull Case for BridgeBio Pharma (BBIO)?

• BridgeBio Pharma recently presented data from the ATTRibute-CM study at the American Heart Association Scientific Sessions and in JAMA Cardiology, revealing that acoramidis significantly reduced all-cause mortality and first cardiovascular hospitalization in patients with variant transthyretin amyloid cardiomyopathy, including those with the high-risk V142I genetic variant.
• This marks the first published evidence of such a substantial clinical benefit in this underserved population, with additional improvements in patients' functional capacity and quality of life.
• Let's examine how these clinical results, particularly the significant reduction in mortality for V142I patients, may influence BridgeBio Pharma's investment outlook.

Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.

BridgeBio Pharma Investment Narrative Recap

To be a shareholder in BridgeBio Pharma, it's important to believe in the company's ability to leverage breakthrough clinical results, like the newly released ATTRibute-CM study data supporting acoramidis in high-risk ATTR-CM patients, to drive rapid adoption and further expand its footprint in rare cardiac conditions. The recent mortality and functional improvement data enhance the credibility of acoramidis as a differentiated therapy, likely strengthening its position as the company's most significant short-term catalyst. However, it does little to offset ongoing pipeline concentration risk, particularly as BridgeBio's prospects are still closely tied to acoramidis’ commercial performance amid intensifying competition and persistent operating losses. Of the recent company announcements, the September 28, 2025, presentation at the HFSA Annual Scientific Meeting is particularly relevant. This reinforced acoramidis’ benefits for reducing cardiovascular outcomes in ATTR-CM, which aligns with the latest high-impact mortality results and further supports its profile as BridgeBio's main near-term revenue driver. In contrast, investors should also be mindful of the persistent risk posed by BridgeBio's dependence on one product for most of its revenue, particularly if...

Read the full narrative on BridgeBio Pharma (it's free!)

BridgeBio Pharma's narrative projects $1.7 billion revenue and $297.7 million earnings by 2028. This requires 92.3% yearly revenue growth and a $1.07 billion earnings increase from -$776.4 million currently.

Uncover how BridgeBio Pharma's forecasts yield a $83.11 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Fair value estimates from the Simply Wall St Community range widely, from US$14.28 to US$334.40 across 8 viewpoints. Despite clinical momentum, many readers continue to debate the impact of product concentration on BridgeBio Pharma’s future, consider exploring several perspectives before forming your view.

Explore 8 other fair value estimates on BridgeBio Pharma - why the stock might be worth less than half the current price!

Build Your Own BridgeBio Pharma Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your BridgeBio Pharma research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free BridgeBio Pharma research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate BridgeBio Pharma's overall financial health at a glance.

Contemplating Other Strategies?

Every day counts. These free picks are already gaining attention. See them before the crowd does:

• We've found 17 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com