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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$592.8M
80M shares
52-week range
$7.00 – $14.87
8% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Borrow rate
1.64%
Moderate
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| 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 |
| Cost of revenue | $0 | $0 | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 | $0 | $0 |
| Gross margin | — | — | — | — | — |
| R&D | $0 | $0 | $56.3M | $73.1M | $121.2M |
| Operating income | −$43.4K | −$3.5K | −$64.8M | −$80.9M | −$145.8M |
| EBITDA | −$43.4K | −$3.5K | −$64.7M | −$80.7M | −$145.2M |
| Net income | −$43.4K | −$3.5K | −$64.7M | −$74.3M | −$134.0M |
| Net margin | — | — | — | — | — |
| EPS (diluted) | -0.00 | -0.00 | -3.16 | 0.46 | -4.30 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $0 | $-2.31 | $-2.83–$-1.79 | 7 |
| 2027 | $29M | $-2.20 | $-2.51–$-1.90 | 6 |
| 2028 | $0 | $-2.26 | $-2.81–$-1.57 | 8 |
| 2029 | $28M | $-2.13 | $-2.13–$-2.13 | 6 |
Forward consensus · source: Financial Modeling Prep
BridgeBio Oncology Therapeutics Inc, is a clinical-stage biotechnology company that aims to transform the lives of patients with cancers driven by RAS and PI3Ka, the two frequently mutated oncogenes. The Company operates in one operating and reportable segment within the United States, developing oncology therapies through various related development projects.
www.bridgebio.comNo one on the platform currently holds BBOT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 101,900 | $912.0K |
No one on the platform has traded BBOT yet.
| $2.1B |
| — |
| OCSOculis Holding AG | $13.09 | +9.08% | $748M | — |
| PHATPhathom Pharmaceuticals, Inc. | $10.87 | +1.40% | $867M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Oppenheimer on $BBOT said: We are assuming coverage of BridgeBio Oncology Therapeutics (BBOT) with an Outperform rating and $22 price target. BBIO $RVMD $IMRX VSTM TGNX SMMT PFE ABBV Oppenheimer added—BBOT is advancing a portfolio of oral small molecules against RAS and PI3Kα oncogenes, led by BBO-8520 (KRAS G12C ON/OFF inhibitor), BBO-11818 (pan-KRAS ON/OFF inhibitor), and BBO-10203 (novel RAS: PI3Kα breaker). We view '8520 as potential best-in-class G12C agent with a 65% ORR and differentiated liver-safety profile in NSCLC; '10203's hyperglycemia-free profile and '11818's first pan-KRAS PR also possess the potential to be differentiated commercial stories in themselves. With $388.9M in cash funding the company into 2028, financing is not the gating risk. We maintain the prior Outperform rating and $22 PT on transfer of coverage.
View on StockTwits ↗@MurrayK Same deal with $BBOT. And arguably BBOT is better positioned, with a stronger portfolio and cash till end of next year.
View on StockTwits ↗$BBOT Low volume, but the price action is insane today. High of 10.60, and now it's selling off. Algos are going wild.
View on StockTwits ↗Mizuho (a/o 5/22) reiterated $IMRX Outperform; $12 and said: New Overall Survival Data for Atebimetinib in 1L PDAC Impress; ASCO Represents a Catalyst $RVMD TNGX ERAS ANL $BBOT Here's what else Mizuho had to say in its note to investors: https://x.com/Quantumup1/status/2059244478003560795?s=20
View on StockTwits ↗Mizuho⬆️the PT on $RVMD to $185 from $!40, reiterated at Outperform, and said that it now models 2035🌐risk-adj'd PDAC revenue of $14B. $IMRX ERAS TGNX ANL VSTM $BBOT Mizuho said in its note: Following last week's unprecedented survival benefit from RASolute 302 of daraxonrasib in 2L pancreatic cancer (PDAC), and now updated data for daraxonrasib (+/- GnP) in 1L PDAC, we raise our PT to $185 from $140 as we take up our PDAC PoS (80% -- >90%) and accelerate the trajectory of adoption in 1L/2L PDAC. While updated 1L PDAC didn't provide PFS/OS curves (immature with medians not reached), 6-month landmark analyses for both regimens compare very favorably to historical GnP (see pages 3 and 4 for data comps). Together with the performance of daraxonrasib in 2L, we see the opportunity in 1L PDAC and the now ongoing RASolute 303 study as extremely well-positioned and supportive of the now $14B we model in risk-adjusted 2035 WW PDAC revenues. Reiterate Outperform.
View on StockTwits ↗After Hours Top Gainers PT2 $HIHO $BBOT $AVEX $YMAT $BQ
View on StockTwits ↗$BBOT receives U.S. FDA Fast Track Designation for BBO-11818, its pan-KRAS inhibitor for advanced KRAS-mutant pancreatic cancer. Phase 1 data expected H2 2026. https://notreload.xyz/xy/fda-fast-track-for-bbot-bbo-11818-in-pancreatic-cancer/
View on StockTwits ↗$BBOT getting a meaningful regulatory catalyst here — FDA Fast Track designation for BBO-11818 in advanced pancreatic ductal adenocarcinoma with KRAS mutations. This isn’t just a headline — it’s validation in one of the toughest oncology spaces. Fast Track status = faster FDA communication + potential acceleration through development and review for a high-unmet-need cancer indication. Why this matters: Pancreatic cancer is heavily KRAS-driven (~majority of cases), but beyond KRASG12C, options for KRASG12D / KRASG12V remain extremely limited. That’s the real gap. BBO-11818 stands out because it’s positioned as a pan-KRAS inhibitor: Targets KRAS broadly (not just one subtype) Selective over HRAS/NRAS Works in both ON and OFF states Early data already showed signals: Confirmed partial response in PDAC Tumor shrinkage observed across dose ranges Activity across multiple tumor types, not just one narrow cohort
View on StockTwits ↗BridgeBio Oncology Therapeutics announced that the U.S. FDA granted Fast Track designation to BBO-11818 for the treatment of adults with advanced pancreatic ductal adenocarcinoma harboring KRAS mutations. Fast Track status is intended to accelerate the development and review of therapies targeting serious conditions with unmet medical needs. The designation follows preliminary data released in January 2026, where BBO-11818 monotherapy showed a confirmed partial response in pancreatic cancer. Antitumor activity was observed across all dose levels and tumor types, with tumor shrinkage at higher doses. KRAS mutations are present in the vast majority of pancreatic cancer cases. While KRASG12C inhibitors have shown clinical efficacy, treatment options for other KRAS mutations, such as KRASG12D and KRASG12V, remain limited. BBO-11818 is designed as a pan-KRAS inhibitor with binding affinity for KRAS, selectivity over HRAS and NRAS, and the ability to inhibit KRAS in both ON and OFF states. $BBOT
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.