Recent discussions on X about BridgeBio Pharma (BBIO) have centered around the company's announcement of a $300 million royalty financing deal for its drug acoramidis, known as BEYONTTRA in Europe. Many users have highlighted this as a significant move to bolster the company’s financial position ahead of key launches and late-stage programs, sparking conversations about the potential impact on future growth. The news has drawn attention to the company’s strategic efforts to fund its pipeline, with some expressing curiosity about how this will play out in the competitive biotech landscape.
Additionally, posts on X have noted analyst updates, including a raised price target from a major financial institution, signaling confidence in BridgeBio’s trajectory. There’s a palpable sense of intrigue around upcoming events like an investor webinar on limb-girdle muscular dystrophy, with users speculating on what new data or insights might emerge. These discussions reflect a broader interest in how BridgeBio is positioning itself amidst evolving market dynamics.
Note: This discussion summary was generated from an AI condensation of post data.
BridgeBio Pharma Insider Trading Activity
BridgeBio Pharma insiders have traded $BBIO stock on the open market 37 times in the past 6 months. Of those trades, 0 have been purchases and 37 have been sales.
Here’s a breakdown of recent trading of $BBIO stock by insiders over the last 6 months:
- GENETIC DISORDER L.P. KKR has made 0 purchases and 2 sales selling 12,000,000 shares for an estimated $402,960,000.
- GLOBAL INVESTORS LP VIKING has made 0 purchases and 2 sales selling 6,565,616 shares for an estimated $260,989,998.
- NEIL KUMAR (Chief Executive Officer) has made 0 purchases and 18 sales selling 1,037,699 shares for an estimated $37,556,804.
- FRANK MCCORMICK sold 100,000 shares for an estimated $4,422,800
- ANDREW LO sold 100,000 shares for an estimated $3,849,900
- BRIAN C STEPHENSON (CFO and Treasurer) has made 0 purchases and 4 sales selling 80,648 shares for an estimated $2,899,849.
- ANDREA ELLIS has made 0 purchases and 2 sales selling 40,000 shares for an estimated $1,371,500.
- HANNAH VALANTINE has made 0 purchases and 6 sales selling 21,874 shares for an estimated $798,506.
- MARICEL APULI (Chief Accounting Officer) sold 1,026 shares for an estimated $39,509
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
BridgeBio Pharma Hedge Fund Activity
We have seen 182 institutional investors add shares of BridgeBio Pharma stock to their portfolio, and 108 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KOHLBERG KRAVIS ROBERTS & CO. L.P. removed 6,000,000 shares (-23.8%) from their portfolio in Q1 2025, for an estimated $207,420,000
- VIKING GLOBAL INVESTORS LP removed 3,065,616 shares (-12.2%) from their portfolio in Q1 2025, for an estimated $105,978,345
- JANUS HENDERSON GROUP PLC added 2,263,866 shares (+46.1%) to their portfolio in Q1 2025, for an estimated $78,261,847
- DEEP TRACK CAPITAL, LP added 1,980,838 shares (+241.8%) to their portfolio in Q1 2025, for an estimated $68,477,569
- CITADEL ADVISORS LLC added 1,675,672 shares (+133.5%) to their portfolio in Q1 2025, for an estimated $57,927,981
- FARALLON CAPITAL MANAGEMENT LLC added 1,536,000 shares (+36.6%) to their portfolio in Q1 2025, for an estimated $53,099,520
- DRIEHAUS CAPITAL MANAGEMENT LLC added 1,500,558 shares (+inf%) to their portfolio in Q1 2025, for an estimated $51,874,290
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BridgeBio Pharma Analyst Ratings
Wall Street analysts have issued reports on $BBIO in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wolfe Research issued a "Outperform" rating on 06/17/2025
- UBS issued a "Buy" rating on 04/30/2025
To track analyst ratings and price targets for BridgeBio Pharma, check out Quiver Quantitative's $BBIO forecast page.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
