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BridgeBio Oncology Therapeutics

BBOT Lead: Phase 1 5 Biotech Distilled articles ↓ 28 filings & releases ↓ Cash $54.1M (Jun 30, 2026) ↓ 5 verdicts ↓ 6 timing quotes ↓
Oncology Small Molecule

Market cap $164M 80.2M shares (10-Q, Aug 6, 2026) × $2.04 close Nov 6, 2026

Most recent annual filing: 2026-03-15

Catalyst timeline

3 trackedQuarter catalyst calendar →
  1. BBO-10203 readout2H 2026BBO-10203 readout, 2H 2026, major
  2. BBOT pipeline BBO-11818 Ph1 readout2H 2026BBOT pipeline BBO-11818 Ph1 readout, 2H 2026, major
  3. BBO-11818 Ph1 interim2H 2026BBO-11818 Ph1 interim, 2H 2026, material

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (6 active programs)

Discontinued (2)

Capital (as filed)

Cash
$54.1M cash and cash equivalents · Jun 30, 2026 (10-Q)
Short-term investments
$172M Jun 30, 2026
Long-term investments
$118M Jun 30, 2026
Operating cash flow
−$44.4M quarter Mar 31, 2026 → Jun 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$344M cash, runway into 2028 per the update of Sep 8, 2026 — the company's own words as read there, not the filed figure

Offering documents (4)

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (5)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (5 calls)

Every verdict Biotech Distilled has published on BridgeBio Oncology Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-04-20 Watch BridgeBio Oncology (BBOT) - Scientific Deep Dive for BBO-8520, BBO-11818, and BBO-10203 Elegant ON/OFF KRAS inhibition and RAS:PI3Kα breaker chemistry with a pristine balance sheet, but micro-cohort data warrants waiting for Phase 1b/2 expansion readouts in late 2026 before committing capital.
  2. 2026-04-27 Watch UPDATE: BridgeBio Oncology (BBOT) - The CSO Takes the Wheel, the FDA Hands Out a Hall Pass Fast Track designation for BBO-11818, BridgeBio founder taking executive control, and supportive AACR preclinical data modestly strengthen the thesis, but the clinical n remains too small to change the stance.
  3. 2026-08-12 Watch UPDATE: BridgeBio Oncology (BBOT) - The Internal Combo Leaves the Lab Internal KRAS+PI3Kα combinations are now dosing in patients and execution is on track, but the clinical dataset is unchanged and burn is accelerating, keeping the watch stance intact ahead of 2H 2026 readouts.
  4. 2026-09-02 Watch UPDATE: BridgeBio Oncology (BBOT) - The ATM Arrives Ninety Days Early A $200M ATM facility filed 90 days before binary readouts adds a dilution overhang without changing the science, keeping the watch stance but making the asymmetry slightly less clean for prospective buyers.
  5. 2026-09-08 Speculative buy speculative UPDATE: BridgeBio Oncology (BBOT) - The n Finally Moved BBO-8520 monotherapy ORR held at 63% as the cohort tripled to 41 patients with 100% DCR and no grade 3 liver elevations, materially de-risking the efficacy-erosion failure mode, though the commercial ceiling narrowed to 2L+ salvage and confirmatory data slipped to mid-2027 with a live $200M ATM in the gap.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (6 quotes from 2 filings)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (28)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from May 12, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

6 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)