BridgeBio Pharma: Genetic Disease Specialist Is Thriving - I'm Upgrading To Buy

BridgeBio Pharma, Inc. has surged 130% since last year, now trading at a $14.4bn market cap, driven by optimism around its pipeline and ATTR-CM drug Attruby. Attruby posted $362m in 2025 sales but faces stiff competition from Pfizer and Alnylam, with future generic threats and no 2026 revenue guidance provided. BBIO reported a 2025 net loss of $725m on $502m revenue, highlighting ongoing high R&D and SG&A spending as it invests in pipeline expansion.