BridgeBio (BBIO) Q2 2026 Earnings Call Transcript

BridgeBio (BBIO) reported strong revenue growth and set several regulatory timelines during its Aug. 10, 2026 earnings call. Total revenue rose to $243.7 million, up from $110.6 million a year earlier, mainly due to higher product revenue from Attruby, which generated $222.4 million—up 23% year over year and more than $35 million sequentially. Royalty revenue totaled $15.4 million, tied largely to BEYONTTRA sales in the European Union and Japan. The company posted a $152.2 million net loss attributable to common stockholders. Cash and marketable securities were $720.2 million as of June 30, 2026, and management noted an additional $1 billion preferred equity financing closed July 1. Key milestones included priority-review FDA actions: BBP-418 with a Nov. 27, 2026 PDUFA target, and Encaleret with a May 8, 2027 target.