Independent equity research
Is BridgeBio Pharma (BBIO) a Buy, Hold or Sell?
BridgeBio Pharma — our independent, AI-built valuation and rating, in brief.
HOLD
Fair value
$70.00
12-mo figure
To fair value
+3%
By · report dated 2026-09-03 · fair value derived independently of the market price.
The thesis, in brief
Attruby's stabiliser-first win is real, but at USD 75 the market already pays for management's >65% infigratinib peak share and a consensus-implied 65% 2030 EBITDA margin; we get USD 70, and the call breaks if 2027 group revenue clears USD 1.9bn with opex held under USD 1.5bn
How we value it
We value BridgeBio Pharma using Risk-adjusted asset NPV rolled into a 2027-35 group FCF DCF, WACC 10.0%, g 2.0%. The fair value (a 12-month figure under the method then in force) is set from that intrinsic estimate first, then compared to the market to read the upside or downside — never anchored to the current price.
What the full report covers
- Business & moat + industry cycle
- Earnings quality & normalized EPS
- Returns on capital (ROIC vs WACC)
- Balance-sheet safety
- Two independent valuations (DCF + multiples)
- Bear / base / bull fair values
- Earnings-call analysis
- Insider activity & positioning
- Technicals (RSI / ADX)
- A falsifiable thesis
Read the full BridgeBio Pharma report
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