BridgeBio Oncology Therapeutics
Develops small-molecule therapies for RAS- and PI3K-driven malignancies.
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Profile
Develops small-molecule therapies for RAS- and PI3K-driven malignancies. The clinical-stage precision-oncology business separated from BridgeBio before its Nasdaq de-SPAC listing.
Develops small-molecule therapies for RAS- and PI3K-driven malignancies. The clinical-stage business grew from TheRas, established by BridgeBio Pharma in 2016, and began significant operations independently after separating from BridgeBio.
Trades on Nasdaq as the public successor to Helix Acquisition Corp. II, following a 2025 de-SPAC transaction. Its operating focus remains precision oncology, with development centered on novel small molecules for RAS and PI3K malignancies. Pedro J. Beltran serves as president and chief executive officer, with Neil Kumar as executive chairman. Progress depends on advancing the clinical-stage pipeline for those molecular targets.
Company facts
Key statistics
Year to date −29.0% · Average volume (30d) 267.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 8, 2026 | UBS | Downgrade | Overweight | ||
| May 11, 2026 | Canaccord Genuity | Target | $23 | ||
| Feb 10, 2026 | Stifel Nicolaus | Target | $23 | ||
| Jan 9, 2026 | Raymond James | Target | $24 | ||
| Jan 8, 2026 | Morgan Stanley | Target | $20 | $18 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026Q2 FY26 | −$0.57 | −$0.71 | −24.8% | — | — | — | +2.39% |
| Jun 4, 2026Q1 FY26 | −$0.51 | −$0.53 | −2.8% | — | — | — | −5.10% |
| May 12, 2026Q1 FY26 | −$0.51 | −$0.53 | −2.8% | — | — | — | −0.62% |
| Mar 5, 2026Q4 FY25 | −$0.63 | −$0.48 | +24.2% | — | — | — | +5.36% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | $0 | $0 | $0 | $0 | −$186.0K | $0 | |
| Operating income | −$23.1M | −$30.1M | −$49.2M | −$43.4M | −$46.2M | −$60.2M | |
| Net income | −$22.1M | −$28.4M | −$44.8M | −$38.8M | −$42.1M | −$56.5M | |
| Diluted EPS | −$0.94 | −$1.21 | −$1.90 | −$1.25 | −$1.35 | −$705.20 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY24 $0 · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $225.7M · Total debt $2.5M · Total assets $376.7M · Shareholders' equity $323.1M
Dividends
No dividends on record.
Ownership
Shares outstanding 80.11M · Float 453.0K · 0.6% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Cormorant Asset Management, LP | 17.88M | 22.32% | 13F | May 15, 2026 |
| BridgeBio Pharma LLC · 10 percent owner | 13.88M | 17.32% | Form 4 | Oct 16, 2025 |
| Bihua Chen | 7.39M | 31.59% | 13D | Mar 4, 2025 |
| Deerfield Management Company, L.P. (Series C) | 4.89M | 6.10% | 13F | May 15, 2026 |
| BC Global Opportunities IX LP | 4.37M | 5.50% | 13G | Sep 3, 2025 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Revolution Medicines
Broad RAS(ON) portfolio across KRAS G12C, G12V, and pan-RAS tumors
- Amgen
Approved KRAS G12C therapy in lung and colorectal cancer
- Bristol-Myers Squibb
Approved KRAS G12C therapy in lung and colorectal cancer
- Eli Lilly
Second-generation KRAS G12C inhibitor in NSCLC and CRC studies
- Novartis (ADR)
Approved PI3Kα therapy for PIK3CA-mutant HR+/HER2- breast cancer
- AstraZeneca (ADR)
Approved AKT therapy for biomarker-altered HR-positive breast cancer
- Relay Therapeutics
Phase 3 mutant-selective PI3Kα therapy for HR+/HER2- breast cancer
- Celcuity
PI3K/mTOR therapy for HR+/HER2- advanced breast cancer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BridgeBio Oncology Therapeutics | $8.91 | +2.18% | $700.1M | — | — | — | — |
| Revolution Medicines | $208.55 | +0.23% | $44.19B | — | — | — | — |
| Amgen | $430.27 | −0.49% | $233.38B | 26.9 | 18.4 | 6.1 | +9.7% |
| Bristol-Myers Squibb | $66.60 | +0.05% | $136.00B | 14.7 | 10.5 | 2.8 | +5.7% |
| Eli Lilly | $1,173.00 | −0.08% | $1.10T | 39.4 | 28.7 | 13.9 | +47.7% |
| Novartis (ADR) | $153.81 | 0.00% | $292.35B | 23.2 | 16.4 | 5.3 | +0.9% |
| AstraZeneca (ADR) | $161.79 | −0.55% | $252.33B | 24.4 | 15.2 | 4.1 | +6.4% |
| Relay Therapeutics | $19.10 | +1.82% | $4.11B | — | — | 397.4 | −48.3% |
| Celcuity | $90.10 | +1.81% | $4.31B | — | — | — | — |
| Median | 24.4 | 16.4 | 5.7 | +6.1% |