BBIO
INSIDER SELLBridgeBio Pharma, Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveBridgeBio demonstrated explosive revenue growth through Q2 2026 (120% YoY to $243.7M) driven by Attruby's commercial expansion, bolstered by September real-world data showing 34% lower clinical worsening risk versus competitor tafamidis and advancing pipeline progress (BBP-418 FDA priority review). However, the company maintains substantial net losses ($152.2M in Q2), faces near-term loss-of-exclusivity pressures on its flagship product, and experienced a May analyst downgrade citing competitive/payer headwinds.
Red flags
- •Loss of exclusivity concerns impending on Attruby driving May analyst downgrade to Market Perform
- •Significant operating losses ($152.2M net loss in Q2 2026) despite strong revenue growth, indicating profitability challenges
- •CEO insider selling (September 2026 Form 4: 10,000 shares under preset plan) during period of positive catalysts may signal executive concern about valuation
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Kumar Neil | Chief Executive Officer | SELL | 9K | $69.01 | $0.60M | 2026-09-17 | ↗ |
| Kumar Neil | Chief Executive Officer | SELL | 1K | $69.57 | $0.09M | 2026-09-17 | ↗ |
| Kumar Neil | Chief Executive Officer | SELL | 8K | $83.86 | $0.68M | 2026-08-19 | ↗ |
| Kumar Neil | Chief Executive Officer | SELL | 2K | $84.69 | $0.15M | 2026-08-19 | ↗ |
| Kumar Neil | Chief Executive Officer | SELL | 100 | $85.65 | $0.01M | 2026-08-19 | ↗ |
| Kumar Neil | Chief Executive Officer | SELL | 1K | $83.77 | $0.10M | 2026-08-18 | ↗ |
| Kumar Neil | Chief Executive Officer | SELL | 2K | $81.15 | $0.15M | 2026-08-18 | ↗ |
| Kumar Neil | Chief Executive Officer | SELL | 17K | $82.21 | $1.42M | 2026-08-18 | ↗ |
| Kumar Neil | Chief Executive Officer | SELL | 15K | $82.99 | $1.21M | 2026-08-18 | ↗ |
| Apuli Maricel | Chief Accounting Officer | SELL | 2K | $80.06 | $0.16M | 2026-07-30 | ↗ |
| Ellis Andrea | — | SELL | 17K | $84.00 | $1.44M | 2026-07-09 | ↗ |
| Cook Jennifer E. | — | SELL | 36K | $84.00 | $3.04M | 2026-07-09 | ↗ |
| Cook Jennifer E. | — | SELL | 112K | $90.00 | $10.12M | 2026-07-09 | ↗ |
Fund 13D/13G Filings (3)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Viking Global | SC 13D/A | −2.1M | 5.0% | -25.9% vs SPY -23.0% abs | 2026-07-10 | ↗ |
| Viking Global | SC 13D/A | — | 6.1% | — | 2026-04-02 | ↗ |
| Viking Global | SC 13D/A | — | 6.8% | — | 2026-02-17 | ↗ |
Tracked Funds Holding (2)
| Fund | Manager | Shares Held | Position Value |
|---|---|---|---|
| Viking Global | Andreas Halvorsen | 9.9M | $741M |
| Point72 | Steve Cohen | 1.5M | $114M |
Quarter-end 13F positions for the tracked funds holding this stock.