BridgeBio Oncology Therapeutics, Inc. (BBOT) Fair Value & Analysis

Healthcare · US · Market cap $726M · ISIN US1079241022

Below-average quality, and trading another 123% above our fair value.

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

• The price sits above even our optimistic bull case ($5.14). The favourable scenario is already priced in.
• Weak quality (28/100) and above fair value at the same time, the margin of safety is missing on both counts.
• The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
• A fairly wide model range ($2.72 to $5.14) leaves room in how you read the outcome.

Price vs Fair Value (13 months)

White line = price, green steps = our fair value per fiscal year. As of Aug 16, 2026.

How to read this chart

13‑month range $7.12 – $13.73 · fair‑value band $2.72 – $5.14 · the $9.18 price screens above the $4.11 fair value. As of Aug 16, 2026.

Full chart & analysis →

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Analysis

BridgeBio Oncology Therapeutics, Inc. (BBOT) currently trades at $9.18, while our model-based Fair Value estimate is $4.11, implying the stock looks roughly 55.2% overvalued today. The Quality Score stands at 28/100 (below-average quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

It earns a return on equity of -62.2%. The balance sheet holds a net cash position of $371M. Fundamentals as of Aug 16, 2026

Our scenario range runs from $2.72 (bear case) to $5.14 (bull case); at $9.18, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 38% below its 52-week high and 31% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -59% fair-value upside, at -55%, BBOT screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Key figures & financial health

Quality Score breakdown

About the company

BridgeBio Oncology Therapeutics, Inc., a clinical-stage biotechnology company, engages in the development of small-molecule therapeutics for the treatment of renin-angiotensin system and phosphoinositide 3-kinase malignancies in the United States.

Full company description

BridgeBio Oncology Therapeutics, Inc., a clinical-stage biotechnology company, engages in the development of small-molecule therapeutics for the treatment of renin-angiotensin system and phosphoinositide 3-kinase malignancies in the United States. The company develops BBO-8520, an orally bioavailable small molecule direct inhibitor, which is in Phase I clinical trial for the treatment of patients with KRASG12C mutant non-small cell lung cancer; and BBO-11818, an orally bioavailable small molecule pan-KRAS inhibitor, which is in Phase I clinical trial for the treatment of patients with KRAS G12D and KRAS G12V cell-derived xenograft models. It is also involved in the development of BBO-10203, an orally bioavailable small molecule, which is in Phase I clinical trial for the treatment of patients with HER2+ breast cancer, HR+/HER2- breast cancer, KRAS mutant colorectal cancer, and KRAS mutant non-small cell lung cancer; and precision oncology assets for patients with tumors. The company was incorporated in 2016 is headquartered in South San Francisco, California.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

BridgeBio Oncology Therapeutics, Inc. reported revenue of $0 in FY2025 versus $0 in FY2023. Reported net income was −$134M in FY2025.

BBOT screens 55% overvalued. Compare with Vertex Pharmaceuticals Incorporated →

Peer Group

Biotechnology · 637 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Biotechnology median · lower = cheaper

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.