How Investors Are Reacting To BridgeBio Pharma (BBIO) Phase 2 Data and Upcoming Pipeline Milestones

• BridgeBio Pharma recently announced new Phase 2 clinical findings for encaleret in post-surgical hypoparathyroidism and detailed several upcoming presentations on acoramidis in ATTR-CM at the Heart Failure Society of America Annual Scientific Meeting 2025.
• These updates highlight key data on the effectiveness and safety of two major pipeline candidates and underscore the company’s ongoing investment in research that could shape treatment for rare cardiovascular and endocrine diseases.
• We’ll explore how BridgeBio Pharma’s pipeline milestones, particularly for encaleret in post-surgical hypoparathyroidism, may impact its investment outlook.

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BridgeBio Pharma Investment Narrative Recap

BridgeBio Pharma’s investment case centers on faith in its ability to expand beyond its reliance on Attruby through successful clinical execution and regulatory approvals for new therapies. The latest clinical data and broad set of scientific presentations for Acoramidis and encaleret offer incremental support to pipeline durability but do not fundamentally change the dominant short-term catalyst: continued uptake, differentiation, and reimbursement for Attruby in ATTR-CM. The biggest risk, pipeline and cash flow concentration, remains unchanged in light of these recent announcements.

Among the recent news, the upcoming HFSA presentations on Acoramidis in ATTR-CM are especially relevant. The late-breaking analysis of cardiovascular outcomes and additional mortality and hospitalization data provides important evidence that could influence physician adoption, payer coverage, and ultimately, the trajectory of the company’s near-term revenue growth.

However, in contrast, investors should also be aware that heavy dependence on a single product…

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

BridgeBio Pharma is projected to reach $1.7 billion in revenue and $297.7 million in earnings by 2028. This outlook assumes annual revenue growth of 92.3% and an earnings increase of $1,074.1 million from current earnings of $-776.4 million.

Uncover how BridgeBio Pharma’s forecasts yield a $65.10 fair value, a 30% upside to its current price.

Exploring Other Perspectives

Eight private investor fair value estimates from the Simply Wall St Community range from US$14.28 to an upper level of US$306.21 per share. While some see sizable upside as pipeline data reaches new milestones, Attruby’s dominant share of current revenue means opinions on market share and future competition can result in wide valuation differences.

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

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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.

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