Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>BridgeBio Pharma reported continued commercial progress in the second quarter of 2026, led by strong growth of Attruby, or acoramidis, for transthyretin amyloid cardiomyopathy.</li><li>Net product revenue reached $222.4 million, increasing sequentially by more than $35 million.</li><li>Attruby grew 23%, exceeding overall market growth of 19%.</li></ul>

BridgeBio Pharma reported continued commercial progress in the second quarter of 2026, led by strong growth of Attruby, or acoramidis, for transthyretin amyloid cardiomyopathy.Net product revenue reached $222.4 million, increasing sequentially by more than $35 million.Attruby grew 23%, exceeding overall market growth of 19%.

BridgeBio Pharma’s Attruby Breakout — $222.4 Million Revenue Signals A Bigger Opportunity!

<ul><li>BridgeBio Pharma reported strong commercial performance in the first quarter of 2026, primarily driven by its ATTR-CM franchise, Attruby (acoramidis), which generated $180.6 million in U.S. net product revenue—a 24% increase from the prior quarter and a 392% year-over-year increase.</li><li>This growth is attributed to increased new patient starts, expanded sales efforts, and gains in first-line market share.</li><li>Attruby’s near-complete TTR stabilization profile and emerging real-world evidence (RWE) data supporting its clinical differentiation versus tafamidis underpin the sales momentum.</li></ul>

BridgeBio Pharma reported strong commercial performance in the first quarter of 2026, primarily driven by its ATTR-CM franchise, Attruby (acoramidis), which generated $180.6 million in U.S. net product revenue—a 24% increase from the prior quarter and a 392% year-over-year increase.This growth is attributed to increased new patient starts, expanded sales efforts, and gains in first-line market share.Attruby’s near-complete TTR stabilization profile and emerging real-world evidence (RWE) data supporting its clinical differentiation versus tafamidis underpin the sales momentum.

BridgeBio Pharma’s Attruby Breakthrough — Real-World Data Sharpens The Pfizer Battle!

<ul><li>BridgeBio Pharma delivered strong first-quarter 2026 financial results driven primarily by significant growth in sales of Attruby, its treatment for transthyretin amyloid cardiomyopathy (ATTR-CM).</li><li>Net product revenue for Attruby reached $180.6 million, marking a 24% increase from the prior quarter and a 392% increase year-over-year.</li><li>The company emphasized that growth was fueled by expanding new patient starts, first-line share gains, and effective commercial strategies, including high patient adherence and limited insurance authorization issues aided by favorable Part D coverage.</li></ul>

BridgeBio Pharma delivered strong first-quarter 2026 financial results driven primarily by significant growth in sales of Attruby, its treatment for transthyretin amyloid cardiomyopathy (ATTR-CM).Net product revenue for Attruby reached $180.6 million, marking a 24% increase from the prior quarter and a 392% increase year-over-year.The company emphasized that growth was fueled by expanding new patient starts, first-line share gains, and effective commercial strategies, including high patient adherence and limited insurance authorization issues aided by favorable Part D coverage.

BridgeBio Pharma’s ATTRuby Breakthrough: 392% Growth Signals A Commercial Reset!

<ul><li>BridgeBio Pharma reported a fourth quarter and full year 2025 marked by sustained commercial growth, multiple successful late-stage clinical readouts, and a strategic transition from a cash-consuming to a cash-generating biopharmaceutical company.</li><li>The company’s flagship product, Attruby, demonstrated accelerating net product revenue growth with $146 million reported in Q4, contributing to total revenues of $502.1 million for the full year, significantly up from $221.9 million in 2024.</li><li>Attruby’s growth was driven by expanding prescriber base, higher new patient starts, and strong patient adherence, positioning it as the only near-complete stabilizer on the ATTR cardiomyopathy market.</li></ul>

BridgeBio Pharma reported a fourth quarter and full year 2025 marked by sustained commercial growth, multiple successful late-stage clinical readouts, and a strategic transition from a cash-consuming to a cash-generating biopharmaceutical company.The company’s flagship product, Attruby, demonstrated accelerating net product revenue growth with $146 million reported in Q4, contributing to total revenues of $502.1 million for the full year, significantly up from $221.9 million in 2024.Attruby’s growth was driven by expanding prescriber base, higher new patient starts, and strong patient adherence, positioning it as the only near-complete stabilizer on the ATTR cardiomyopathy market.

BridgeBio Pharma: Inside Its Attruby-Led Growth Strategy And The Next Wave Of High-Value Drug Launches!

<ul><li>BridgeBio Pharma's recent earnings call provided a comprehensive update on its strategic initiatives, financial performance, and research progress, offering a mixed view for potential investors.</li><li>The company continues to advance its diversified pipeline, notably highlighting the strong commercial performance of Attruby, a key therapeutic in their portfolio, and the positive outcomes from its Phase III trials for BBP-418 in limb-girdle muscular dystrophy type 2i and encaleret in autosomal dominant hypocalcemia type 1.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

BridgeBio Pharma's recent earnings call provided a comprehensive update on its strategic initiatives, financial performance, and research progress, offering a mixed view for potential investors.The company continues to advance its diversified pipeline, notably highlighting the strong commercial performance of Attruby, a key therapeutic in their portfolio, and the positive outcomes from its Phase III trials for BBP-418 in limb-girdle muscular dystrophy type 2i and encaleret in autosomal dominant hypocalcemia type 1.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

BridgeBio Pharma’s Global Expansion Shockwave: Why Investors Are Buzzing!

United States

Bridgebio Pharma, Inc. operates as a bio technology company. The Company focuses on development of medicines for genetic diseases. Bridgebio Pharma serves patients worldwide.

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Bridgebio Pharma Inc (BBIO US)

BridgeBio Pharma’s Attruby Breakout — $222.4 Million Revenue Signals A Bigger Opportunity!

BridgeBio Pharma reported continued commercial progress in the second quarter of 2026, led by strong growth of Attruby, or acoramidis, for...

Baptista Research

BridgeBio Pharma’s Attruby Breakthrough — Real-World Data Sharpens The Pfizer Battle!

BridgeBio Pharma reported strong commercial performance in the first quarter of 2026, primarily driven by its ATTR-CM franchise, Attruby...

Baptista Research

BridgeBio Pharma’s ATTRuby Breakthrough: 392% Growth Signals A Commercial Reset!

BridgeBio Pharma delivered strong first-quarter 2026 financial results driven primarily by significant growth in sales of Attruby, its treatment...

Baptista Research

BridgeBio Pharma: Inside Its Attruby-Led Growth Strategy And The Next Wave Of High-Value Drug Launches!

BridgeBio Pharma reported a fourth quarter and full year 2025 marked by sustained commercial growth, multiple successful late-stage clinical...

Baptista Research

BridgeBio Pharma’s Global Expansion Shockwave: Why Investors Are Buzzing!

BridgeBio Pharma's recent earnings call provided a comprehensive update on its strategic initiatives, financial performance, and research...

Baptista Research

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