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BridgeBio Pharma Reports Q3 2026 Financial Results with $353.2M in Revenue and Updates on Key Catalysts
BridgeBio Pharma, Inc.
$BBIO8-KCIK: 0001743881
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Filing Summary
BridgeBio Pharma, Inc. ($BBIO) filed an 8-K reporting Q3 2026 total revenues of $353.2M (up from $120.7M in Q3 2025), primarily led by $253.2M in U.S. Attruby net product revenue and a $75.0M sales milestone from Bayer. Cash and investments stood at $1.5B, with three upcoming PDUFA dates within the next seven months.
Comprehensive Analysis
BridgeBio Pharma, Inc. (BBIO) Q3 2026 Financial & Operational Highlights
Key Financial Results
- Total Revenues: Reached $353.2 million for Q3 2026, compared to $120.7 million in Q3 2025 (a 193% year-over-year increase).
- Net Product Revenue: $253.3 million ($253.2 million from U.S. Attruby, up ~$31 million sequentially and ~$145 million year-over-year).
- License & Services Revenue: $79.3 million, driven by a one-time $75.0 million sales milestone under the Bayer License Agreement.
- Royalty Revenue: $20.5 million, primarily from net product sales of BEYONTTRA in the EU and Japan.
- Loss from Operations: Narrowed to $11.6 million for the quarter.
- Balance Sheet Strength: Cash, cash equivalents, and marketable securities totaled $1.5 billion as of September 30, 2026 (up from $587.5 million as of December 31, 2025).
Pipeline & Upcoming Regulatory Catalysts
- BBP-418 (LGMD2I/R9): PDUFA action date set for November 27, 2026 with Priority Review; EMA MAA planned for 1H 2028.
- Oral Infigratinib (Achondroplasia): PDUFA action date set for February 4, 2027 with Priority Review; MAA under review with the EMA.
- Encaleret (ADH1): PDUFA action date set for May 8, 2027 with Priority Review; MAA under review with the EMA. First participant dosed in Phase 3 RECLAIM-HP for chronic hypoparathyroidism.
- BBP-717 (ATTR-CM Depleter): Development candidate nominated; IND submission anticipated in 2027.
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