Recent discussions on X about BridgeBio Pharma (BBIO) have been notably active, driven by a flurry of analyst endorsements and insider trading activity. Many users are pointing to reiterated 'Buy' ratings from major financial institutions, with price targets suggesting significant upside potential. There’s also a buzz around upcoming clinical trial results, with anticipation building for what new data might reveal about the company’s pipeline.
Additionally, posts on X have highlighted recent insider sales, sparking debate over whether these moves signal caution or are merely routine transactions. Speculation continues around the company’s strategic moves, including potential filings for accelerated approvals in the U.S., keeping the conversation dynamic. The mix of optimism and scrutiny makes for a compelling narrative as investors watch closely for the next developments.
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 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 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 sold 3,500,000 shares for an estimated $154,000,000
- NEIL KUMAR (Chief Executive Officer) has made 0 purchases and 23 sales selling 517,699 shares for an estimated $19,435,103.
- CHARLES J HOMCY has made 0 purchases and 3 sales selling 300,000 shares for an estimated $13,912,442.
- FRANK MCCORMICK sold 100,000 shares for an estimated $4,422,800
- ANDREW LO sold 100,000 shares for an estimated $3,849,900
- ANDREA ELLIS has made 0 purchases and 3 sales selling 57,167 shares for an estimated $2,212,683.
- THOMAS TRIMARCHI (President and CFO) has made 0 purchases and 2 sales selling 17,353 shares for an estimated $871,722.
- HANNAH VALANTINE has made 0 purchases and 6 sales selling 21,874 shares for an estimated $798,506.
- BRIAN C STEPHENSON (CFO and Treasurer) has made 0 purchases and 3 sales selling 12,648 shares for an estimated $432,088.
- MARICEL APULI (Chief Accounting Officer) has made 0 purchases and 2 sales selling 2,026 shares for an estimated $84,949.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
BridgeBio Pharma Hedge Fund Activity
We have seen 221 institutional investors add shares of BridgeBio Pharma stock to their portfolio, and 156 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 (-31.2%) from their portfolio in Q2 2025, for an estimated $259,080,000
- VIKING GLOBAL INVESTORS LP removed 3,500,000 shares (-15.9%) from their portfolio in Q2 2025, for an estimated $151,130,000
- CITADEL ADVISORS LLC removed 2,598,708 shares (-88.7%) from their portfolio in Q2 2025, for an estimated $112,212,211
- FARALLON CAPITAL MANAGEMENT LLC added 2,169,000 shares (+37.8%) to their portfolio in Q2 2025, for an estimated $93,657,420
- JANUS HENDERSON GROUP PLC added 2,105,133 shares (+29.4%) to their portfolio in Q2 2025, for an estimated $90,899,642
- MACQUARIE GROUP LTD added 2,003,713 shares (+2189.3%) to their portfolio in Q2 2025, for an estimated $86,520,327
- D. E. SHAW & CO., INC. added 1,998,104 shares (+2403.0%) to their portfolio in Q2 2025, for an estimated $86,278,130
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 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 07/29/2025
- Jefferies issued a "Buy" rating on 07/14/2025
- Citigroup issued a "Buy" rating on 07/11/2025
- Oppenheimer issued a "Outperform" rating on 07/09/2025
- Wells Fargo issued a "Overweight" rating on 06/30/2025
- B of A Securities issued a "Buy" rating on 06/25/2025
- Wolfe Research issued a "Outperform" rating on 06/17/2025
To track analyst ratings and price targets for BridgeBio Pharma, check out Quiver Quantitative's $BBIO forecast page.
BridgeBio Pharma Price Targets
Multiple analysts have issued price targets for $BBIO recently. We have seen 14 analysts offer price targets for $BBIO in the last 6 months, with a median target of $63.5.
Here are some recent targets:
- Greg Harrison from Scotiabank set a target price of $57.0 on 08/06/2025
- Leland Gershell from Oppenheimer set a target price of $61.0 on 08/06/2025
- Josh Schimmer from Cantor Fitzgerald set a target price of $95.0 on 07/29/2025
- Danielle Brill from Truist Securities set a target price of $66.0 on 07/21/2025
- Andrew Tsai from Jefferies set a target price of $70.0 on 07/14/2025
- Biren Amin from Piper Sandler set a target price of $68.0 on 07/14/2025
- David Lebowitz from Citigroup set a target price of $67.0 on 07/11/2025
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.
