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
NeutralBridgeBio posted strong Attruby revenue growth ($222.4M in Q2 2026, up 211% YoY) and raised 2026 revenue guidance to $1.01B (+42% growth), but statutory losses per share deteriorated significantly to $0.78 in Q2 (vs. expected $0.25) and full-year loss expectations worsened to $2.75 despite revenue upside. Three pipeline candidates advancing toward approval and CEO claims clinical performance drives prescribing, but a notable May 2026 downgrade and payer headwinds around future generic competition create medium-term uncertainty.
Red flags
- •Q2 2026 losses per share substantially worse than expected ($0.78 actual vs. consensus expectations materially lower), reversing prior guidance confidence
- •Full-year 2026 loss-per-share guidance worsened to $2.75 despite revenue beat, signaling margin compression and escalating operating losses
- •Analyst downgrade (Raymond James, May 2026) citing growing payer-related risks and questioned long-term upside; Vyndamax loss of exclusivity expected in 2031 poses material competitive risk to Attruby franchise
- •KKR secondary offering (August 2026) of 5M shares with no company proceeds suggests insider confidence concerns; dilution to existing shareholders
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| 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% | -4.4% vs SPY -3.4% 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.