BBOT
BridgeBio Oncology Therapeutics Inc.Healthcare·Biotechnology
$8.97
$719M market cap
Revenue
$0.0M
Free Cash Flow
$-78.3M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--
BridgeBio Oncology Therapeutics is a clinical-stage biopharmaceutical company developing next-generation small molecule therapeutics targeting RAS and PI3Kα malignancies, which are prevalent oncogenes in human tumors. Initially formed as a subsidiary of BridgeBio Pharma, it focuses on precision oncology with a pipeline that includes BBO-8520, BBO-10203, and BBO-11818 programs targeting KRAS and PI3K pathways. The company recently went public through a business combination with Helix Acquisition
2-Year Price History
$8.55-16.7%
Quarterly Financials & Projections
Quarterly Waterfall ($ M)
| Period | Rev | EBITDA | OpIn | NI | OCF | FCF | CapEx | Cash | Debt | Shares | ROIC | IntCov | EV/EBITDA | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Act | 2026-Q1 | 0.0 | -46.0 | -46.2 | -42.1 | -35.9 | -35.9 | -0.0 | 252.3 | 2.6 | 80.0 | -193.7% | -- | -- |
| Act | 2025-Q4 | 0.0 | -43.2 | -43.4 | -38.8 | -42.2 | -42.3 | -0.1 | 425.5 | 2.8 | 31.1 | -127.3% | -- | -- |
Valuation & Metrics
Market Stats
Price$8.97
Market Cap$719M
Enterprise Value$469M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-10.9%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD
TTM Financial Snapshot
Revenue$0.0M
Net Income$-80.9M
Free Cash Flow$-78.3M
Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-160.5%
WC Change % Rev0.0%
Interest Coverage--
Forward Outlook & Risk
Short Interest
Short % of Float--
Short Shares3.3M
Days to Cover6.1
Change (vs Prior)+2.6%
Need at least 2 settlement dates for chart
Employees
Headcount62
Revenue / Employee$0
Gross Profit / Employee$-3,000
Cash Runway
38.7months
WATCH
Institutional Ownership
Headline & net flow
NEUTRAL
Net flow · —still filing
No float data — flow unavailable.
Ownership composition
Active
65.1%(-18.6% YoY)
60 filers
hedge / family / endowment
Retail funds
—
Fidelity, Schwab, 401(k)
Passive
4.6%(-0.9% YoY)
7 filers
Vanguard, iShares, SPDR
Market makers
0.0%(+0.0% YoY)
0 filers
Citadel, Susquehanna
Insiders
—
Form 4 — latest per insider
ActiveRetail fundsPassiveMarket makersRetail direct
Top holders
| Fund | $ value | Cost basis | Δ QoQ | Δ YoY | α life | Fund AUM |
|---|---|---|---|---|---|---|
| Cormorant Asset Management, LLC | $160M | $11.58 | +$0 | +$160M | -1.7% | $1.95B |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | $43.7M | $11.58 | +$0 | +$43.7M | -0.8% | $7.18B |
| Omega Fund Management, LLC | $29.4M | $11.58 | +$0 | +$29.4M | -8.7% | $163M |
| EcoR1 Capital, LLC | $25.3M | $11.58 | +$0 | +$25.3M | -4.8% | $2.34B |
| Alphabet Inc. | $25.3M | $11.58 | +$0 | +$25.3M | +0.2% | $4.02B |
| WELLINGTON MANAGEMENT GROUP LLP | $25.2M | $11.58 | −$793K | +$25.2M | -0.3% | $533.98B |
| Enavate Sciences GP, LLC | $23.5M | $11.58 | +$0 | +$23.5M | +10.9% | $352M |
| CITADEL ADVISORS LLC | $22.6M | $11.58 | −$14K | +$22.6M | -0.4% | $138.22B |
| Novo Holdings A/S | $19.6M | $11.31 | +$2.0M | +$19.6M | -3.2% | $1.23B |
| BlackRock, Inc.Passive | $18.7M | $11.59 | +$31K | +$18.7M | -0.2% | $5.69T |
| Laurion Capital Management LP | $17.2M | $11.16 | +$4.1M | +$17.2M | +2.9% | $1.01B |
| ARMISTICE CAPITAL, LLC | $11.9M | $11.35 | +$2.9M | +$11.9M | -11.2% | $3.03B |
| Aisling Capital Management LP | $9.1M | $10.41 | +$4.1M | +$9.1M | +5.2% | $476M |
| Paradigm Biocapital Advisors LP | $7.8M | $11.74 | −$12.5M | +$7.8M | +2.0% | $4.69B |
| Octagon Capital Advisors LP | $6.4M | $11.58 | −$2.9M | +$6.4M | +1.0% | $904M |
| ROYCE & ASSOCIATES LP | $5.7M | $8.95 | +$5.7M | +$5.7M | -0.9% | $10.09B |
| GEODE CAPITAL MANAGEMENT, LLCPassive | $5.2M | $11.53 | +$154K | +$5.2M | +2.3% | $1.61T |
| VANGUARD CAPITAL MANAGEMENT LLCPassive | $4.8M | $8.95 | +$4.8M | +$4.8M | — | $4.04T |
| EVENTIDE ASSET MANAGEMENT, LLC | $4.7M | $11.58 | −$4.8M | +$4.7M | -1.6% | $5.96B |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.9M | $11.58 | −$3.3M | +$3.9M | -0.2% | $864.93B |
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.
Trading behavior
Smart-money alpha (lifetime, %/qtr)BEARISH
Holders
-1.47%
avg per quarter
Holders (ex-self)
-1.19%
excl. this stock
Buyers (this Q)
-0.25%
31 buyers · $0.03B in
Sellers (this Q)
+0.35%
11 sellers · $0.08B out
alpha coverage: 99% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-4.7%
how holders react when this stock falls
On quiet Qs
+0.6%
−10% to +10% baseline
On rallies (+10%+)
-7.0%
how they react when this stock rises
Holders' portfolio flow this Q
-0.8%
outflows — trims may be forced
Sellers' portfolio flow this Q
+2.5%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-4.7%
Holder mid (any stock)
-5.6%
Holder rally (any stock)
-7.0%
Biggest decreases this quarter
Paradigm Biocapital Advisors LP−$12.5Mα+2.0ADAGE CAPITAL PARTNERS GP, L.L.C.−$8.9Mα-0.1EVENTIDE ASSET MANAGEMENT, LLC−$4.8Mα-1.6PRICE T ROWE ASSOCIATES INC /MD/−$3.3Mα-0.2Octagon Capital Advisors LP−$2.9Mα+1.0ADAR1 Capital Management, LLCexited−$2.8MSTEMPOINT CAPITAL LPexited−$1.1MWELLINGTON MANAGEMENT GROUP LLP−$793Kα-0.3BIT Capital GmbHexited−$313KPoint72 Asset Management, L.P.exited−$295K
New buyers this quarter
Top-5 holders · 55.2%
Cormorant Asset Management, LLC--
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)--
Omega Fund Management, LLC--
EcoR1 Capital, LLC--
Alphabet Inc.--
Top Holders Over Time
5-year share-count history (top 10 holders by peak, incl. exited) + price
hover the chart for per-quarter detailprice (right axis)
Cormorant Asset Management, LLC17.9MDEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)4.9MOmega Fund Management, LLC3.3MWELLINGTON MANAGEMENT GROUP LLP2.8MEcoR1 Capital, LLC2.8MAlphabet Inc.2.8MEnavate Sciences GP, LLC2.6MCITADEL ADVISORS LLC2.5MParadigm Biocapital Advisors LP868KNovo Holdings A/S2.2MLaurion Capital Management LP1.9M
Related Stocks
Investors who own this also own
Stocks held by the same active managers as this one, ranked by score — how much more often these appear together than random chance (1× = baseline). Excludes index ETFs and market makers; minimum 3 shared holders.
| Ticker | Name | Co-holders | Score |
|---|---|---|---|
| BBIO | BridgeBio Pharma, Inc. | 3 | 95.58× |
Analyst Coverage
Analyst Coverage
Price Targets
Last Quarter (1 analysts)$23.0015640.0%
Last Year (9 analysts)$22.6715270.0%
Current Price$8.97
Analyst Ratings
3
Buy: 3Consensus: Buy
Corporate
Order Flow (FINRA, ~3w lag)
13.6%retail+4.2pp
31.4%dark-6.7pp
week of 2026-04-13
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.
Filing Risk Analysis
Filing Risk Scores
BRIDGEBIO ONCOLOGY THERAPEUTICS, INC.: A Parent-Controlled de-SPAC Burn Machine with Aggressive Related-Party Transfers
Overall Risk
7/10
Fraud
4/10
Dilution
9/10
Insolvency
5/10
Earnings Overstated
4/10
Hidden Liabilities
6/10
Legal
3/10
Audit Warnings
2/10
Hidden Upside
4/10
Contextually Acceptable
5/10