Q1 25 EPS
$-0.88
BEAT +11.78%
Est. $-1.00
Q1 25 Revenue
$116.6M
BEAT +102.06%
Est. $57.7M
vs S&P Since Q1 25
+44.4%
BEATING MARKET
BBIO +76.7% vs S&P +32.2%
Market Reaction
Did BBIO Beat Earnings? Q1 2025 Results
BridgeBio Pharma delivered a clear beat across both top and bottom lines in Q1 2025, posting a loss of $0.88 per share against a consensus estimate of $1.00, an 11.78% positive surprise, while revenue of $116.63 million more than doubled analyst expe… Read more BridgeBio Pharma delivered a clear beat across both top and bottom lines in Q1 2025, posting a loss of $0.88 per share against a consensus estimate of $1.00, an 11.78% positive surprise, while revenue of $116.63 million more than doubled analyst expectations of $57.72 million by 102.06%. The headline revenue figure came in 44.8% below the prior-year period, but that decline was largely mechanical, reflecting the absence of the large upfront license payments from the Bayer and Kyowa Kirin agreements that inflated Q1 2024 results. The more telling signal was the $75 million regulatory milestone tied to the European Commission's approval of BEYONTTRA, combined with $36.74 million in Attruby net product revenue, its first full commercial quarter in the U.S. Looking ahead, BridgeBio expects an additional $105 million in milestone payments in Q2 for further ex-U.S. BEYONTTRA approvals, while key pipeline readouts for encaleret, BBP-418, and infigratinib are scheduled across the second half of 2025.
Key Takeaways
- • First full quarter of Attruby U.S. commercial sales generating $36.7 million in net product revenue
- • $75 million regulatory milestone from European Commission approval of BEYONTTRA under Bayer collaboration
- • 2,072 unique patient prescriptions written by 756 unique healthcare providers since FDA approval
- • SG&A expense increase to support Attruby commercial launch, partially offset by R&D cost reductions from affiliate divestitures
BBIO YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
BBIO Revenue by Segment
With YoY comparisons, source: SEC Filings
“I'm grateful that Attruby has found a place and is continuing to grow in the front line of the ATTR-CM paradigm. This success is due to its stellar clinical efficacy, safety profile, and the access work we have done to ensure patients in need can get our drug. As we continue to demonstrate our commercial capabilities, I'm also pleased to observe our continued distinctive performance in clinical development – this quarter's announcements regarding our hypochondroplasia and hypoparathyroidism programs are good examples of our speed and breadth of capabilities.”
— Neil Kumar, Q1 2025 Earnings Press Release
BBIO Earnings Trends
BBIO vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BBIO EPS Trend
Earnings per share: estimate vs actual
BBIO Revenue Trend
Quarterly revenue: estimate vs actual
BBIO Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $-0.62 | $-0.84 | -36.21% | $194.5M | +8.90% |
| Q4 25 MISS FY | $-0.62 | $-1.00 | -60.44% | $154.2M | +3.42% |
| FY Full Year | $-3.19 | $-3.78 | -18.50% | $502.1M | +0.91% |
| Q3 25 MISS | $-0.78 | $-0.95 | -22.31% | $120.7M | +14.23% |
| Q2 25 MISS | $-0.61 | $-0.95 | -57.02% | $110.6M | +24.54% |
| Q1 25 BEAT | $-1.00 | $-0.88 | +11.78% | $116.6M | +102.06% |