Sign In
Buy BBIO
Bridgebio Pharma Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | -$0.679 |
| EPS actual | -$0.84 |
| EPS Surprise | -23.75% |
| Revenue estimate | 178.066M |
| Revenue actual | 194.515M |
| Revenue Surprise | 9.24% |
| Release date | Feb 24, 2026 |
| EPS estimate | -$0.713 |
| EPS actual | -$1.00 |
| EPS Surprise | -40.17% |
| Revenue estimate | 146.836M |
| Revenue actual | 154.178M |
| Revenue Surprise | 5.00% |
| Release date | Oct 29, 2025 |
| EPS estimate | -$0.88 |
| EPS actual | -$0.95 |
| EPS Surprise | -7.95% |
| Revenue estimate | 148.152M |
| Revenue actual | 120.7M |
| Revenue Surprise | -18.53% |
| 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% |
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 | 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% |
| Release date | Feb 24, 2026 |
| Price on release | $68.31 |
| EPS estimate | -$0.713 |
| EPS actual | -$1.00 |
| EPS surprise | -40.17% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $73.93 |
| Feb 19, 2026 | $70.72 |
| Feb 20, 2026 | $68.14 |
| Feb 23, 2026 | $67.91 |
| Feb 24, 2026 | $68.31 |
| Feb 25, 2026 | $66.54 |
| Feb 26, 2026 | $67.61 |
| Feb 27, 2026 | $66.48 |
| Mar 02, 2026 | $65.50 |
| 4 days before | -7.60% |
| 4 days after | -4.11% |
| On release day | -2.59% |
| Change in period | -11.40% |
| Release date | May 07, 2026 |
| Price on release | $67.45 |
| EPS estimate | -$0.679 |
| EPS actual | -$0.84 |
| EPS surprise | -23.75% |
| Date | Price |
|---|---|
| May 01, 2026 | $68.56 |
| May 04, 2026 | $68.99 |
| May 05, 2026 | $68.78 |
| May 06, 2026 | $68.09 |
| May 07, 2026 | $67.45 |
| May 08, 2026 | $67.39 |
| May 11, 2026 | $64.68 |
| May 12, 2026 | $65.95 |
| May 13, 2026 | $68.61 |
| 4 days before | -1.62% |
| 4 days after | 1.72% |
| On release day | -0.0890% |
| Change in period | 0.0729% |
Bridgebio Pharma Earnings Call Transcript Summary of Q1 2026
BridgeBio reported a strong Q1 2026 driven by Attruby (acoramidis) momentum: U.S. net product revenue for Attruby was $180.6M (24% quarter-over-quarter, 392% year-over-year), positioning the brand as a blockbuster in 2026. Management highlighted increasing first-line share, accelerating new patient starts in the ATTR-CM category, and emerging real-world evidence (including reduced diuretic intensification and lower acute kidney injury) supporting clinical differentiation versus tafamidis. The company is emphasizing serum TTR increases as a mechanistic link to improved outcomes and continues publishing and presenting supportive data.
BridgeBio is preparing for three near-term launches (LGMD2I/R9, ADH1, and achondroplasia/infigratinib), with rapid NDA submission cadence, commercial teams being onboarded, targeted patient identification efforts (ICD-10 analytics, family tracing, genetic testing programs), and launch infrastructure leveraging the Attruby commercial organization. Management expects strong early uptake potential in these rare-disease niches given identified patient pools and physician/caregiver enthusiasm.
Financially, total Q1 revenues were $194.5M (up from $116.6M YoY) driven primarily by Attruby sales. Operating loss was $106M for the quarter, with increased SG&A and R&D reflecting launch investments; management reports a multi-quarter trend of narrowing losses and expects to approach P&L breakeven by late 2026/2027 and sustainable cash flow positivity thereafter. The balance sheet is strong with $940.2M in cash, equivalents and marketable securities.
Strategic capital deployment: the Board authorized a $500M share repurchase program to capture perceived disconnect between intrinsic value and trading price while preserving runway for launches and development. Management frames buybacks as opportunistic and additive to continuing investment in launches and R&D.
