earnings
confidence high
sentiment positive
materiality 0.60
BBOT Q3 net loss $34.2M; BBO-8520 combo ORR 75% at 500mg in G12C-experienced NSCLC
BridgeBio Oncology Therapeutics, Inc.
- Cash, cash equivalents and marketable securities totaled $315.3M at Sept 30, 2026, expected to fund operations into 2029.
- Q3 net loss $34.2M vs $44.8M a year ago; R&D $29.6M (vs $35.1M) and G&A $7.9M (vs $14.1M, which included a $7.8M BridgeBio Pharma stock charge).
- BBO-8520 plus pembrolizumab in 2L+ KRAS G12C inhibitor-experienced NSCLC: 75% ORR at 500mg QD, 53% across dose levels (N=17); AEs mainly GI, favorable liver profile.
- BBO-8520 monotherapy in G12C inhibitor-naive NSCLC: 63% ORR (26/41), 100% DCR (41/41); 21 of 28 eligible patients remained on treatment beyond six months.
- BBO-11818 plus BBO-10203 and cetuximab combination dosing started in KRAS-mutant CRC and PDAC; monotherapy data updates for both expected in Q4 2026.