BridgeBio Oncology Therapeutics, Inc Stock Price, News & Analysis

BridgeBio Oncology Therapeutics (Nasdaq: BBOT) reported Q3 2025 results and corporate updates on Nov 12, 2025. The company closed a SPAC business combination in August and began trading as BBOT. As of Sept 30, 2025, BBOT held $468.3 million in cash, cash equivalents and marketable securities, which it expects will fund operations into 2028. BBOT advanced three internally discovered Phase 1 programs (BBO-8520, BBO-10203, BBO-11818) and expects initial clinical data readouts across the portfolio in 2026. BBO-8520 has FDA Fast Track designation for previously treated KRAS G12C metastatic NSCLC. Q3 operating metrics included R&D expenses of $35.1M, G&A expenses of $14.1M, and a net loss of $44.8M.

BridgeBio Oncology Therapeutics (Nasdaq: BBOT) announced that its leadership team will present at the Jefferies Global Healthcare Conference on Monday, November 17, 2025 at 2:30 p.m. GMT. A live webcast will be available on the company’s Events page at https://investors.bbotx.com/news-events/events. A replay of the webcast will be accessible for at least 90 days after the event.

BridgeBio Oncology Therapeutics (Nasdaq: BBOT) announced two poster presentations at the San Antonio Breast Cancer Symposium (SABCS), Dec 9-12, 2025, in San Antonio, Texas. Both posters feature BBO-10203, described as a first-in-class, orally bioavailable, selective breaker of the RAS:PI3Kα interaction.

Details: a Late-Breaking Pre-clinical poster (Abstract 3568, Presentation PS2-12-06) on Dec 10, 5:00–6:30 p.m. CT by Kerstin Sinkevicius, PhD, reports tumor growth inhibition alone and combined with fulvestrant or ribociclib without inducing hyperglycemia. A Trials-in-Progress poster (Abstract 203, Presentation PS5-07-06) on Dec 12, 12:30–2:00 p.m. CT by Andreas Varkaris, MD, PhD, outlines the phase 1a/1b BREAKER-101 study of BBO-10203 in advanced solid tumors.

BridgeBio Oncology Therapeutics (Nasdaq: BBOT) reported preclinical data showing BBO-10203 selectively breaks the RAS:PI3Kα interaction, covalently binding PI3Kα at cysteine 242 and inhibiting RAS-driven PI3Kα-AKT signaling without inducing hyperglycemia or hyperinsulinemia in glucose tolerance testing.

In vivo studies showed oral bioavailability, complete target engagement at low nanomolar levels, robust monotherapy anti-tumor activity across KRAS-mutant CDX, PDX and GEM models, and deep tumor regressions when combined with BBOT’s KRAS inhibitors BBO-8520 and BBO-11818 at well-tolerated doses. Phase 1 BREAKER-101 is enrolling; initial Phase 1 clinical data expected in H1 2026.

BridgeBio Oncology Therapeutics (Nasdaq: BBOT) presented preclinical data on BBO-11818 at the 2025 AACR‑NCI‑EORTC conference showing potent pan‑KRAS activity in KRASG12D and KRASG12V models.

Key findings: single‑digit nanomolar EC50s for ERK inhibition and proliferation in KRAS mutant cell lines; >1000‑fold lower potency versus NRAS, HRAS, and BRAF‑mutant lines; oral bioavailability and favorable PK with dose‑dependent pERK inhibition in vivo; tumor regressions in multiple CDX models; combination benefits with BBO‑10203, cetuximab, and anti‑PD‑1 including complete regressions in a KRASG12D syngeneic model. Phase 1 KONQUER‑101 is ongoing with initial clinical data expected in H2 2026.

BridgeBio Oncology Therapeutics (Nasdaq: BBOT) announced two poster presentations at the 2025 AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics, Oct 22–26, 2025 in Boston.

Two abstracts: BBO-11818, an oral non-covalent pan-KRAS(ON)/(OFF) inhibitor showing robust anti-tumor activity in KRAS-mutant preclinical models, will be presented in Poster Session A on Oct 23, 12:30–4:00 PM ET by Carlos Stahlhut, PhD. BBO-10203, a first-in-class oral breaker of the RAS:PI3Kα interaction that inhibited tumor growth without inducing hyperglycemia in KRAS mutant models, will be presented in Poster Session C on Oct 25, 12:30–4:00 PM ET by Kerstin Sinkevicius, PhD. Abstracts are available on the AACR website.

BridgeBio Oncology Therapeutics (Nasdaq: BBOT), a clinical-stage biopharmaceutical company specializing in RAS-pathway malignancies, has announced its participation in two major healthcare investor conferences in September 2025.

The company will participate in the Cantor Global Healthcare Conference on September 4 at 8:35 a.m. ET and the Morgan Stanley Global Healthcare Conference on September 8 at 7:45 a.m. ET. Both events will include fireside chats and investor meetings in New York. Webcasts and replays will be accessible through BBOT's investor relations website for 90 days after the events.

BridgeBio Oncology Therapeutics (NASDAQ:BBOT) has successfully completed its business combination with Helix Acquisition Corp. II, debuting as a public company on August 11, 2025. The transaction includes a $261 million PIPE investment and approximately $120 million from Helix's trust, resulting in total gross proceeds of $382 million.

The company, focused on RAS-pathway malignancies, will have approximately $490 million in total cash post-transaction. BBOT's pipeline includes three clinical-stage candidates: BBO-8520 for KRASG12C mutant lung cancer, BBO-10203 for various cancer types including breast and colorectal cancer, and BBO-11818 for KRAS mutant solid tumors.

The SPAC merger achieved a notably low redemption rate of 39%, the second-lowest for a biotech de-SPAC since 2022, demonstrating strong investor confidence. Trading will commence on Nasdaq under ticker "BBOT" on August 12, 2025.

[ "Raised substantial capital with $382 million in gross proceeds from SPAC merger and PIPE", "Achieved second-lowest redemption rate (39%) for biotech de-SPAC since 2022, indicating strong investor confidence", "Strong cash position of $490 million post-transaction", "Backing from premier institutional investors including Cormorant, Deerfield, Wellington Management", "Three clinical-stage drug candidates targeting major cancer pathways" ]