BridgeBio Pharma Inc (NASDAQ:BBIO) Shares Drop 11% After Q2 2025 Earnings Miss Despite Revenue Beat

BridgeBio Pharma Inc (NASDAQ:BBIO) Reports Mixed Q2 2025 Results as Market Reacts Negatively

BridgeBio Pharma Inc released its second-quarter 2025 financial results, delivering a mixed performance relative to analyst expectations. While revenue exceeded forecasts, the company’s earnings per share (EPS) fell short, contributing to a sharp after-hours decline in its stock price.

Key Financial Highlights

• Revenue: Reported at $110.57 million, surpassing analyst estimates of $92.94 million by approximately 19%.
• EPS: Posted a loss of $0.95 per share, worse than the estimated loss of $0.85.
• Market Reaction: Shares dropped more than 11% in after-hours trading, reflecting investor disappointment over the wider-than-expected loss despite stronger sales.

Business Updates from the Press Release

The company highlighted strong commercial progress, particularly in its key drug launches:

• As of August 1, 2025, 3,751 unique patient prescriptions had been written by 1,074 unique prescribers, indicating accelerating adoption in treatment-naïve patients.
• The press release emphasized month-over-month growth in prescriptions, suggesting momentum in commercialization efforts.

Analyst Estimates vs. Outlook

BridgeBio did not provide explicit forward guidance in its press release, leaving investors to rely on analyst projections:

• Full-Year 2025 Revenue Estimate: $457.84 million
• Q3 2025 Revenue Estimate: $96.6 million
• Q3 2025 EPS Estimate: -$0.75

Given the lack of company-provided forecasts, the market’s reaction appears primarily driven by the EPS miss, overshadowing the revenue beat. The after-hours sell-off suggests concerns over profitability, even as sales growth remains robust.

Stock Performance Context

Before the earnings release, BridgeBio’s stock had shown modest gains:

• Last Month: +9.77%
• Last Two Weeks: +4.03%
• Last Week: +3.29%

The sharp post-earnings decline indicates that investors were expecting better cost control or a narrower loss, particularly given the revenue outperformance.

Conclusion

While BridgeBio’s revenue growth demonstrates strong commercial execution, the wider loss raises questions about the company’s path to profitability. The market’s reaction underscores the sensitivity of biotech investors to earnings misses, even in the face of solid top-line results.

For a deeper dive into BridgeBio’s earnings and analyst estimates, visit the earnings page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.