BridgeBio Pharma (BBIO) stands at a pivotal juncture. Its lead product Attruby has shown strong market traction.
Q4 revenue hit $146 million, driving 355% growth over the last twelve months to ~$580 million.
Analysts see Attruby exceeding $2 billion in peak annual sales. The pipeline includes encaleret, infigratinib, and BBP-418 for rare diseases.
Pfizer's patent withdrawal in Europe caused a stock dip, but some analysts see it as an entry point.
Generic tafamidis poses a risk, though Attruby is a stronger stabilizer. Profitability of $600 million+ is projected by 2028.
