BridgeBio Oncology Therapeutics, Inc.
BBOT evidence brief
What we can confirm
- Market Cap:
- $451.8M
What it means
What to watch
Prepared research question
What matters most for BBOT—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · BBOT
BridgeBio Oncology Therapeutics (BBOT) is a publicly traded biotechnology company focused on developing next-generation, orally bioavailable small-molecule inhibitors targeting RAS and PI3Kα pathways for KRAS-mutant cancers, with three clinical-stage programs and a cash runway expected to fund operations into 2028 [sec · filed 2026-09-01] [news · published 2026-08-11].
Key risk: No approved products
Market Cap
$451.8M
Cash Runway
—
Lead Asset
—
Next Catalyst
—
Financial data as of Jun 30, 2026.
Tracking 10 clinical trials for BridgeBio Oncology Therapeutics, Inc..
BridgeBio Oncology Therapeutics (BBOT) is a publicly traded biotechnology company focused on developing next-generation, orally bioavailable small-molecule inhibitors targeting RAS and PI3Kα pathways for KRAS-mutant cancers, with three clinical-stage programs and a cash runway expected to fund operations into 2028 [sec · filed 2026-09-01] [news · published 2026-08-11].
- Cash & equivalents of $54.1M as of 2026-06-30 [sec].
- Net loss of -$56.5M for the period ending 2026-06-30 [sec].
- Shareholders' equity of $323.1M as of 2026-06-30 [sec].
- Pipeline includes three orally bioavailable small molecule inhibitors: BBO-8520, BBO-10203, and BBO-11818 [sec · filed 2026-09-01].
- Cash runway expected to fund operations into 2028 [news · published 2026-08-11].
What works
- Three clinical-stage programs (BBO-8520, BBO-10203, BBO-11818) are advancing with updated data expected in the second half of 2026 [sec · filed 2026-09-01].
- BBO-11818 received U.S. FDA Fast Track designation for advanced KRAS-mutant pancreatic ductal adenocarcinoma [sec · filed 2026-09-01].
- Cash runway is expected to fund operations into 2028, providing a multi-year operational buffer [news · published 2026-08-11].
What to weigh
- Net loss of -$56.5M as of 2026-06-30 indicates ongoing operating losses [sec].
- All three pipeline candidates are in Phase 1 trials, with no approved products or later-stage data yet [sec · filed 2026-09-01].
- The company is narrowing its strategic focus to specific combinations (e.g., BBO-8520 with checkpoint inhibitor in 2L+ NSCLC), which may limit broader market optionality [news · published 2026-09-12].
From the filings
Quoted directly from source documents.
BBO-11818 Fast Track designation
“OT was granted U.S. FDA Fast Track designation for BBO-11818 for the treatment of adult patients with advanced KRAS-mutant PDAC.”
SEC filings · September 1, 2026
Cash runway into 2028
“Cash runway expected to fund operations into 2028”
News · August 11, 2026
Risks & what to watch (3)›
Key risks
- No approved products — All pipeline candidates are in Phase 1; no regulatory approvals or late-stage data exist [sec · filed 2026-09-01].
- Operating losses — Net loss of -$56.5M as of 2026-06-30, with no revenue from product sales [sec].
- Narrow strategic focus — Prioritizing BBO-8520 in 2L+ NSCLC combinations may limit pipeline breadth [news · published 2026-09-12].
What to watch
- Updated Phase 1 clinical data for BBO-8520, BBO-10203, and BBO-11818 expected in the second half of 2026 [sec · filed 2026-09-01].
- Progress of BBO-11818 combination cohorts, including with cetuximab and BBO-10203 [news · published 2026-08-11].
- Cash burn rate and whether the $54.1M cash position (as of 2026-06-30) supports operations into 2028 as projected [sec] [news · published 2026-08-11].
Sources: Catalysts · News · SEC filings · Generated October 9, 2026 · How we verify sources →
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Evidence & data
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
67
Total value held
$510.0M
| Holder | Shares | Value |
|---|---|---|
| cormorant asset management, lp | 17,878,594 | $160.0M |
| deerfield management company, l.p. | 4,885,446 | $43.7M |
| omega fund management, llc | 3,289,661 | $29.4M |
| alphabet inc. | 2,823,126 | $25.3M |
| ecor1 capital, llc | 2,823,126 | $25.3M |
| wellington management group llp | 2,818,348 | $25.2M |
| enavate sciences gp, llc | 2,626,946 | $23.5M |
| citadel advisors llc | 2,528,762 | $22.6M |
| novo holdings a/s | 2,185,923 | $19.6M |
| blackrock, inc. | 2,088,297 | $18.7M |
Showing top 10 of 67 institutional holders of BridgeBio Oncology Therapeutics, Inc.. Open the full 13F history after sign-in.
Short Interest
as of May 20, 2026- % of float
- 11.7%
- Days to cover
- 7.0
- Shares short
- 3,320,560
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
BBOT short interestGovernance
Frequently asked questions
What is the AI investment thesis for BridgeBio Oncology Therapeutics, Inc.?
BridgeBio Oncology Therapeutics (BBOT) is a publicly traded biotechnology company focused on developing next-generation, orally bioavailable small-molecule inhibitors targeting RAS and PI3Kα pathways for KRAS-mutant cancers, with three clinical-stage programs and a cash runway expected to fund operations into 2028 [sec · filed 2026-09-01] [news · published 2026-08-11].
Who is the CEO of BridgeBio Oncology Therapeutics, Inc.?
Dr. Pedro J. Beltran M.D., Ph.D. is the chief executive officer of BridgeBio Oncology Therapeutics, Inc. (BBOT).
Where is BridgeBio Oncology Therapeutics, Inc. headquartered?
BridgeBio Oncology Therapeutics, Inc. (BBOT) is headquartered in South San Francisco, CA, United States.
What therapeutic areas does BridgeBio Oncology Therapeutics, Inc. focus on?
BridgeBio Oncology Therapeutics, Inc. develops therapies across Oncology, Neurology, Cardiovascular, Nephrology, Gastroenterology, Endocrinology.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.