BridgeBio (BBIO) Q3 2026 Earnings Call Transcript

BridgeBio reported a sharp ramp in revenue for Q3 2026 and emphasized upcoming regulatory milestones. Total revenue was $353.2 million, up from $120.7 million in the third quarter of 2025, driven by U.S. Attruby revenue of $253.3 million—134% year over year and a $31 million sequential increase. Management also booked $75 million as a one-time Bayer milestone related to BEYONTTRA uptake in Europe. The company narrowed its operating loss to $11.6 million from a $145.2 million loss a year earlier, and said cash and marketable securities totaled $1.5 billion as of Sept. 30, 2026. BridgeBio flagged a PDUFA date of Nov. 27, 2026 for BBP-418, with the company noting more than 500 identified U.S. patients. It reiterated guidance for average quarterly operating losses of $90 million–$100 million in fiscal 2026.