💪 BridgeBio (BBIO): New phase 3 success and my biggest biotech win so far
I’ve been investing in BridgeBio since it hit its all-time low, when sentiment around the stock was near zero and few believed in the turnaround story. Fast forward to today, and it has become the second largest position in my portfolio. After two major phase 3 wins. Honestly, I’ve probably gained more from $BBIO (Bridgebio Pharma Inc) than from $NVDA (NVIDIA Corporation), and that says a lot about the power (and volatility) of biotech investing.
The company just reported strong positive Phase 3 results for its treatment BBP-418 targeting Limb-Girdle Muscular Dystrophy, a rare genetic disease with no approved therapies.
Here are the key takeaways:
🔹 The trial met all primary and secondary endpoints.
🔹 Significant increase in glycosylated alpha-dystroglycan (key disease biomarker).
🔹 82% reduction in muscle-damage markers (serum creatine kinase).
🔹 Clear functional and pulmonary improvements in patients.
🔹 Well tolerated with no major safety issues.
🔹 BridgeBio plans to file an NDA with the FDA in H1 2026.
This is exactly the kind of catalyst I was waiting for and it further validates BridgeBio's platform for rare diseases.
As a long-term medtech investor, I see BBIO as one of the best examples of how deep science + patience can outperform even the most hyped tech names. The risk was high, but so was the conviction.
Looking forward for to seeing $BBIO join the club of big pharma in the near future.... Show More
A great example of how courage and long-term vision can truly make a difference.... Show More
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Mon Jan 19 2026 02:02:29 GMT+0000 (Coordinated Universal Time)
