Want to see BBIO full AI Analyst Report?
Revenue by Segment
Highlights how much revenue each business segment generates, providing insight into which areas are driving growth and which may need strategic adjustments.BridgeBio’s revenue mix shifted in 2025 from lumpy license-and-services receipts to recurring net-product sales driven by Atruby’s rapid commercial ramp; this materially de-risks near-term top-line but concentrates current revenue in one product, leaving near-term volatility from one-time license spikes. Management’s reported QoQ acceleration, rising prescriber reach and guidance that burn will stabilize then fall as Atruby and upcoming launches (Encalarec, BBP-418) ramp makes the company more likely to hit cash-generative targets—execution on those late-2026/2027 launches and IP/legal risks remain the key execution risks.
Date | License and Services | Net Product | Royalty |
|---|---|---|---|
Mar 31, 2026 | $4.42M | $180.60M | $9.50M |
Dec 31, 2025 | $2.88M | $146.02M | $5.28M |
Sep 30, 2025 | $8.31M | $108.11M | $4.28M |
Jun 30, 2025 | $37.44M | $71.50M | $1.62M |
Mar 31, 2025 | $79.89M | $36.74M | $0.00 |
Dec 31, 2024 | $5.88M | $0.00 | $0.00 |
Sep 30, 2024 | $2.73M | $0.00 | $0.00 |
Jun 30, 2024 | $2.17M | $0.00 | $0.00 |
Mar 31, 2024 | $211.12M | $0.00 | $0.00 |
Dec 31, 2023 | $1.75M | $0.00 | $0.00 |