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Bridgebio Pharma Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | -$0.88 |
| EPS actual | -$0.95 |
| EPS Surprise | -7.95% |
| Revenue estimate | 148.899M |
| Revenue actual | 120.7M |
| Revenue Surprise | -18.94% |
| Release date | Aug 05, 2025 |
| EPS estimate | -$0.83 |
| EPS actual | -$0.95 |
| EPS Surprise | -14.46% |
| Revenue estimate | 108.126M |
| Revenue actual | 110.565M |
| Revenue Surprise | 2.26% |
| Release date | Apr 29, 2025 |
| EPS estimate | -$1.00 |
| EPS actual | -$0.88 |
| EPS Surprise | 12.00% |
| Revenue estimate | 68.415M |
| Revenue actual | 116.633M |
| Revenue Surprise | 70.48% |
| Release date | Feb 20, 2025 |
| EPS estimate | -$1.09 |
| EPS actual | -$1.31 |
| EPS Surprise | -20.18% |
| Revenue estimate | 4.039M |
| Revenue actual | 5.882M |
| Revenue Surprise | 45.62% |
Last 4 Quarters for Bridgebio Pharma
Below you can see how BBIO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 20, 2025 |
| Price on release | $36.81 |
| EPS estimate | -$1.09 |
| EPS actual | -$1.31 |
| EPS surprise | -20.18% |
| Date | Price |
|---|---|
| Feb 13, 2025 | $31.56 |
| Feb 14, 2025 | $34.90 |
| Feb 18, 2025 | $35.49 |
| Feb 19, 2025 | $36.29 |
| Feb 20, 2025 | $36.81 |
| Feb 21, 2025 | $36.85 |
| Feb 24, 2025 | $36.25 |
| Feb 25, 2025 | $34.35 |
| Feb 26, 2025 | $33.45 |
| 4 days before | 16.63% |
| 4 days after | -9.13% |
| On release day | 0.122% |
| Change in period | 5.99% |
| Release date | Apr 29, 2025 |
| Price on release | $36.42 |
| EPS estimate | -$1.00 |
| EPS actual | -$0.88 |
| EPS surprise | 12.00% |
| Date | Price |
|---|---|
| Apr 23, 2025 | $35.23 |
| Apr 24, 2025 | $35.96 |
| Apr 25, 2025 | $36.31 |
| Apr 28, 2025 | $35.89 |
| Apr 29, 2025 | $36.42 |
| Apr 30, 2025 | $38.36 |
| May 01, 2025 | $38.40 |
| May 02, 2025 | $38.57 |
| May 05, 2025 | $38.22 |
| 4 days before | 3.38% |
| 4 days after | 4.94% |
| On release day | 5.33% |
| Change in period | 8.49% |
| Release date | Aug 05, 2025 |
| Price on release | $49.21 |
| EPS estimate | -$0.83 |
| EPS actual | -$0.95 |
| EPS surprise | -14.46% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $45.62 |
| Jul 31, 2025 | $47.27 |
| Aug 01, 2025 | $47.37 |
| Aug 04, 2025 | $47.75 |
| Aug 05, 2025 | $49.21 |
| Aug 06, 2025 | $44.81 |
| Aug 07, 2025 | $45.95 |
| Aug 08, 2025 | $46.58 |
| Aug 11, 2025 | $48.24 |
| 4 days before | 7.87% |
| 4 days after | -1.97% |
| On release day | -8.94% |
| Change in period | 5.74% |
| Release date | Oct 29, 2025 |
| Price on release | $66.62 |
| EPS estimate | -$0.88 |
| EPS actual | -$0.95 |
| EPS surprise | -7.95% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $53.81 |
| Oct 24, 2025 | $54.26 |
| Oct 27, 2025 | $63.56 |
| Oct 28, 2025 | $64.50 |
| Oct 29, 2025 | $66.62 |
| Oct 30, 2025 | $63.37 |
| Oct 31, 2025 | $62.64 |
| Nov 03, 2025 | $61.98 |
| Nov 04, 2025 | $61.37 |
| 4 days before | 23.81% |
| 4 days after | -7.88% |
| On release day | -4.88% |
| Change in period | 14.05% |
Bridgebio Pharma Earnings Call Transcript Summary of Q3 2025
Key points for investors:
- Commercial traction: Attruby continues to gain momentum in its first year. Q3 net product sales were $108.1M, driven by 5,259 unique patient prescriptions written by 1,355 unique HCPs. Management reiterates a multi-year goal of achieving ~30–35% market share by volume and reports growing new-prescriber (NBRx) share into the 20s. Attruby benefits from a lower price point versus injectables and a differentiated near-complete stabilizer profile.
- Clinical pipeline wins: BridgeBio announced two positive Phase III readouts this week. BBP-418 (LGMD2I/R9) met primary and secondary endpoints, produced an ~80% increase in glycosylated alpha-dystroglycan with improvements in ambulatory and pulmonary function and a favorable safety profile. Encaleret (ADH1) CALIBRATE Phase III showed profound normalization of serum/urine calcium and PTH in a majority of patients and generally favorable tolerability; management plans a rapid path to launch and to study chronic hypoparathyroidism. Infigratinib (achondroplasia) readout expected early 2026 and is positioned as an oral, potentially best-in-class option.
- Commercial preparedness and strategy: The Attruby launch experience is being leveraged to prepare for multiple upcoming potential launches (encaleret, BBP-418, infigratinib). Management is expanding global commercialization infrastructure and commercial hires, emphasizing disease education, access programs, and RWE to support differentiation.
- Financials: Total revenue for Q3 2025 was $120.7M (Attruby product revenue $108.1M; royalties and license/services comprised the remainder). Total operating expenses rose to $259.3M (SG&A driven). Cash, cash equivalents and marketable securities were $645.9M at quarter end, which management says provides significant runway to support the company’s transition to a multi-product late-stage company.
- Risks / considerations: Management reiterated usual forward-looking risks (payers, competition, potential generic dynamics for competitors, need to convert diagnosed patients to therapy). Key near-term catalysts include regulatory and launch execution for encaleret and BBP-418 and the infigratinib readout in early 2026. Investors should watch payer positioning, real-world evidence releases (including AHA presentations), and early commercial uptake trends for upcoming launches.
