BridgeBio Oncology Therapeutics, Inc.(BBOT)Stock Analysis
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This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
BBOT Stock Analysis & AI Quality Score
AI stock analysis and institutional research for BridgeBio Oncology Therapeutics, Inc. (BBOT), a Healthcare sector company. BBOT is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), BridgeBio Oncology Therapeutics, Inc. reports net income of $-42.1M, free cash flow of $-35.9M. Top institutional holders of BBOT by reported 13-F value include Cormorant Asset Management,, DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C), Omega Fund Management,, based on the most recent SEC filings. BBOT trades on the Nasdaq exchange and files with the SEC under CIK 1869105. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BBOT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BridgeBio Oncology Therapeutics, Inc. directly from SEC EDGAR.
Net Income
Q1 2026
$-42.1M
Free Cash Flow
Q1 2026
$-35.9M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Net Income
Operating Income
Total Assets
| Metric | FY 2023 | FY 2022 |
|---|---|---|
| Net Income | $-41.7K | — |
| Operating Income | $-41.7K | — |
| Total Assets | $332.9K | — |
AI Insight: BBOT Financial Trends
BridgeBio Oncology shifted to positive equity in Q3 2025 but has since eroded $75M of that equity base across two consecutive quarters.
• Equity turned sharply positive at $447M in Q3 2025 after six consecutive quarters of negative equity, a structural inflection.
• Equity has declined sequentially from $447M in Q3 2025 to $411M in Q4 2025 to $372M in Q1 2026 — three-quarter erosion trend.
• Operating cash outflows accelerated: -$71M in Q3 2025, -$42M in Q4 2025, -$36M in Q1 2026 — sustained cash burn with no revenue.
• No revenue recorded across all eight quarters; the company remains entirely pre-commercial with operating losses in every period.
⚠ Equity runway at current burn pace (~$37M/quarter) implies meaningful dilution or financing risk within 3–4 quarters.
⚠ Q4 2024 and Q3 2025 both showed outsized net loss spikes (-$80M, -$96M) — monitor for recurring non-cash or one-time charges.
⚠ Total debt data absent across all periods; any debt issuance to fund operations would materially change the leverage picture.
AI Insight: BBOT Ratio Trends
BBOT remains deeply unprofitable with ROE, ROA, and ROIC all negative across every quarter where data exists, reflecting a pre-revenue or early-stage burden.
• ROA swung from +4.7% in Q2 2024 to -78.9% in Q3 2025, signaling a sharp deterioration in asset efficiency mid-2025.
• After the severe Q3 2025 trough (ROE -85.7%, ROIC -88.5%), Q4 2025 showed partial recovery to ROE -37.8% and ROIC -42.2%.
• Q1 2026 ROE worsened again to -45.2% and ROIC to -49.6% versus Q4 2025, suggesting no sustained improvement trend.
⚠ TTM ROIC of -50.9% confirms persistent capital destruction; monitor for any revenue inflection that could reverse this trajectory.
⚠ OpMargin and NPM remain entirely unreported across all quarters — absence limits full profitability assessment.
⚠ The Q2 2025 ROA spike to +45.6% amid otherwise negative quarters warrants scrutiny as a potential one-off item.
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Available Research
13F Pro tracks comprehensive data for BridgeBio Oncology Therapeutics, Inc. including:
Top Institutional Holders of BBOT
Cormorant Asset Management, LP
$160.0M17,878,594 shDEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)
$43.7M4,885,446 shOmega Fund Management, LLC
$29.4M3,289,661 shAlphabet Inc.
$25.3M2,823,126 shEcoR1 Capital, LLC
$25.3M2,823,126 shWELLINGTON MANAGEMENT GROUP LLP
$25.2M2,818,348 shEnavate Sciences GP, LLC
$23.5M2,626,946 shCITADEL ADVISORS LLC
$22.6M2,528,762 shNovo Holdings A/S
$19.6M2,185,923 shBlackRock, Inc.
$18.7M2,088,297 sh
| Fund | Value | Shares |
|---|---|---|
| Cormorant Asset Management, LP | $160.0M | 17,878,594 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | $43.7M | 4,885,446 |
| Omega Fund Management, LLC | $29.4M | 3,289,661 |
| Alphabet Inc. | $25.3M | 2,823,126 |
| EcoR1 Capital, LLC | $25.3M | 2,823,126 |
| WELLINGTON MANAGEMENT GROUP LLP | $25.2M | 2,818,348 |
| Enavate Sciences GP, LLC | $23.5M | 2,626,946 |
| CITADEL ADVISORS LLC | $22.6M | 2,528,762 |
| Novo Holdings A/S | $19.6M | 2,185,923 |
| BlackRock, Inc. | $18.7M | 2,088,297 |
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Is BBOT a good stock to buy?
13F Pro's AI-powered analysis of BridgeBio Oncology Therapeutics, Inc. (BBOT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BBOT are available on the BBOT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BBOT?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BBOT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BridgeBio Oncology Therapeutics, Inc.'s investment landscape.