BBOT

$9.23-$0.19 (-2.02%)live

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portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$755.2M

80M shares

52-week range

$7.00 – $14.87

28% from low

Sector

PHARMACEUTICAL PREPARATIONS

Exchange

NASDAQ

Change$-0.42

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$0	—	$-2.29	$-2.80–$-1.77	—	7
2027	$29M	—	$-2.18	$-2.48–$-1.87	—	7
2028	$0	-100.0%	$-2.29	$-2.82–$-1.57	—	9
2029	$28M	—	$-2.13	$-2.13–$-2.13	—	3

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 2 of the last 5 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-11	$-0.56	$-0.71	-24.8%
2026-05-12	$-0.51	$-0.48	+6.2%
2026-03-05	$-0.63	$-0.49	+22.6%
2025-11-12	$-0.38	$-1.03	-169.9%
2025-08-01	$-42.45	$-50.34	-18.6%

DCF fair valuemodel estimate

Intrinsic value

$11.88

Price

$9.23

Implied upside

+29%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
BBOTBridgeBio Oncology Therapeutics Inc.	$9.23	-2.02%	$739M	—
ANABAnaptysBio, Inc.	$56.02	-1.68%	$1.7B	—
KODKodiak Sciences Inc.	$39.98	-7.90%	$2.5B	—
MNMDMind Medicine (MindMed) Inc.	$20.69	+0.44%	$1.6B	—
NRIXNurix Therapeutics, Inc.	$27.19	+2.10%

BridgeBio Oncology Therapeutics, Inc. Common Stock

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.com

Employees: 88
IPO / List date: Aug 12, 2025
HQ: SOUTH SAN FRANCISCO, CA

Held by traders on TradeandTell

No one on the platform currently holds BBOT.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	101,900	$912.0K

Insider activity (SEC Form 4)

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.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded BBOT yet.

$BBOT chatter on StockTwits

Merlintrader Trading Pub@Merlintrader1d
BridgeBio Oncology Therapeutics ($BBOT) Stock Hub 2026 BBOT ended Q2 2026 with $344.1 million in cash, cash equivalents and marketable securities and reaffirmed runway into 2028. https://www.merlintrader.com/bridgebio-oncology-bbot-stock-hub/
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jack p@MondrianCoffeeMug4d
$BBOT Quiet here. So why the 30% increase in SP now since Jul 31 low? Is it just per the Biotech sector, or expected Q2 PR maybe this week or the readouts for all P1 coming in H2 2026? Im thinking it might be too early in H2 for a readout..
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Alpha Research@AlphaResearchHQ6d
JUST UPDATED ITS STOCK PORTFOLIO 📊 (Part 3) More positions from Google’s Q2 portfolio update: 🤖 $PATH — 7,034,337 shares 🧬 $PRME — 16,562,498 shares 🧪 $MAZE — 1,388,583 shares 💊 $RLAY — 1,410,029 shares 🚀 $BBOT — 2,823,126 shares This part of the portfolio shows continued exposure to emerging technology, automation, and biotech innovation. Institutional portfolios are always worth studying because they can reveal where long-term investors are willing to allocate capital. These names may not all move immediately, but understanding the themes behind the investments can provide valuable insight. I’ll continue tracking these companies and watching how the market reacts as these sectors develop. Save this one and revisit it when the market gives us the next signal.
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Dan C@dcrownBullishJul 31
$BBOT hint : In the biotechnology industry, replacing a "founding scientific" CEO with a "clinical execution" CEO right as early data matures is a standard corporate playbook for preparing a company to be …
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Merlintrader Trading Pub@MerlintraderJul 14
$BBOT BridgeBio Oncology $BBOT Stock Hub 2026 - three KRAS shots on goal (BBO-8520/11818/10203), ~$389M cash into 2028, and the binary 2H26 data that decides it. Field validated by $RVMD, humbled by $BMY Krazati. https://www.merlintrader.com/bridgebio-oncology-bbot-stock-hub/
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Swingstocktraders@stockpicker63BullishJul 11
🚀 Weekly Results Are In Our system delivered again this week with strong performance. 🔥 Top Trades (+): $PENG +21% $OFIX +10,1% $BBOT +8.2% $TRAX +8.2% Correction: $IREN +3.7% Consistency. Discipline. Results. 📊 Full breakdown available on the website
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Quantumup@QuantumupJul 10
JPMorgan (a/o 7/8)🏁 $BBOT and said~~We are initiating coverage of BridgeBio Oncology (BBOT) with an Overweight rating and a December 2027 price target of $27. BBIO $RVMD $IMRX ERAS TNGX Here's what else JPMorgan had to say: https://x.com/Quantumup1/status/2075648276741681229?s=20
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Billioner@BillionerOfKingJul 9
$BBOT Current Stock Price: $9.11
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Rob Lewis@IN0V8Jul 8
$BBOT Watch / Opportunity JP Morgan initiates coverage with overweight rating JP Morgan initiates coverage with target price $27
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Top Stock Alerts@topstockalertsJul 2
Pre Market Top Gainers PT2 $SDEV $YRD $BBOT $AVAT $SDOT
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Bag Holder@ihatemyjob77Jun 23
$BBOT Best-in-RAS worst in NASDAQ.
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Quantumup@QuantumupJun 22
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.
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Day La@DeelamJun 9
@MurrayK Same deal with $BBOT. And arguably BBOT is better positioned, with a stronger portfolio and cash till end of next year.
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Day La@DeelamJun 1
$BBOT Low volume, but the price action is insane today. High of 10.60, and now it's selling off. Algos are going wild.
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Quantumup@QuantumupMay 26
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
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