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Posted by
Two Blokes June 4, 2025 -
Filed in
Stock
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12 views
BridgeBio's Attruby launch crushed expectations, with Q1 revenue triple analyst estimates, driven by higher-than-expected conversion rates and minimal free trial usage. Competitive threats from Amvuttra appear overstated, as Attruby script declines were minor and BridgeBio management remains confident in market positioning and pricing. My updated model projects 2025 revenues of $728 million, far above consensus, and sees potential for nearly $1 billion in 2026 from existing patients alone.
