STOCK TITAN

BridgeBio Oncology Therapeutics Stock Price, News & Analysis

BBOT NASDAQ

Company Description

BridgeBio Oncology Therapeutics, Inc. (NASDAQ: BBOT) is a clinical-stage biopharmaceutical company in the biotechnology and healthcare sector. According to the company’s disclosures, BBOT is focused on RAS-pathway malignancies and is advancing a next-generation pipeline of novel small molecule therapeutics targeting RAS and PI3Kα malignancies. The company states that its goal is to improve outcomes for patients with cancers driven by what it describes as the two most prevalent oncogenes in human tumors, RAS and PI3Kα.

Core focus and therapeutic strategy

BBOT describes itself as a clinical-stage organization, meaning its product candidates are being evaluated in human clinical trials. Its programs are centered on cancers driven by alterations in the RAS pathway and PI3Kα signaling. Across its communications, BBOT highlights a precision oncology approach that targets specific oncogenic drivers and signaling interactions within tumor cells using orally bioavailable small molecules.

The company has outlined three main product candidates in its pipeline:

  • BBO-8520 – described as a direct inhibitor targeting both the ON and OFF states of KRASG12C. It is being evaluated in the ONKORAS-101 Phase 1a/1b trial (NCT06343402) in patients with KRASG12C mutant non-small cell lung cancer (NSCLC), both as monotherapy and in combination with pembrolizumab. Company communications report early clinical data, including objective responses and a safety profile characterized as generally tolerable in the settings described.
  • BBO-11818 – described as a panKRAS inhibitor targeting mutant KRAS in both the ON and OFF states. It is being evaluated in the KONQUER-101 Phase 1 trial (NCT06917079) in patients with locally advanced or metastatic KRAS mutant solid tumors. The company has reported early monotherapy data, including tumor reductions and a partial response in a pancreatic ductal adenocarcinoma patient in the dose-escalation setting.
  • BBO-10203 – described by BBOT as a first-in-class, orally bioavailable RAS:PI3Kα breaker. It is designed to inhibit the physical interaction between RAS and PI3Kα, thereby inhibiting RAS-driven PI3Kα-AKT signaling in tumors. BBOT emphasizes that this mechanism is intended to disrupt oncogenic signaling while avoiding the hyperglycemia associated with PI3Kα kinase inhibition. BBO-10203 is being evaluated in the BREAKER-101 Phase 1 trial (NCT06625775) in patients with HER2+ breast cancer, HR+/HER2- breast cancer, KRAS mutant colorectal cancer (CRC), and KRAS mutant NSCLC.

Clinical development programs

BBOT’s clinical programs, as described in its news releases, are early-stage and focus on safety, tolerability, pharmacokinetics, and preliminary antitumor activity:

  • ONKORAS-101 (BBO-8520): An open-label, multi-center Phase 1a/1b study in KRASG12C mutant NSCLC. The company reports objective response rates, progression-free survival data, and observations of a safety profile it characterizes as generally manageable, including in combination with pembrolizumab at specified dose ranges.
  • KONQUER-101 (BBO-11818): A Phase 1 trial in heavily pretreated patients with KRAS mutant solid tumors. BBOT has reported early monotherapy activity across dose levels, including tumor reductions and a confirmed partial response in pancreatic ductal adenocarcinoma, along with dose-escalation and exposure data.
  • BREAKER-101 (BBO-10203): A multicenter, open-label Phase 1a/1b study evaluating BBO-10203 as monotherapy and in combination with agents such as trastuzumab, fulvestrant with or without ribociclib, and FOLFOX plus bevacizumab in patients with HER2+ breast cancer, HR+/HER2- breast cancer, KRAS mutant CRC, and KRAS mutant NSCLC. Company disclosures describe dose-escalation, selection of a recommended dose, and early observations of safety and target engagement.

Mechanistic focus: RAS and PI3Kα

Across multiple communications, BBOT emphasizes that its product candidates are designed to address cancers driven by RAS and PI3Kα. The company highlights:

  • Direct inhibition of KRASG12C in both ON and OFF states with BBO-8520.
  • PanKRAS targeting of mutant KRAS (including G12D and G12V) in both ON and OFF states with BBO-11818.
  • Breaking the protein-protein interaction between RAS and PI3Kα with BBO-10203, which BBOT describes as a protein-protein interaction inhibitor rather than a kinase inhibitor, with the stated aim of inhibiting RAS-driven PI3Kα-AKT signaling while avoiding hyperglycemia.

BBOT communications also describe preclinical data in which these compounds showed anti-tumor activity in various KRAS mutant models, including cell-derived xenograft, patient-derived xenograft, and genetically engineered mouse models. The company reports that combinations of BBO-10203 with BBO-8520 or BBO-11818 have demonstrated deep tumor regressions and have been well tolerated in the preclinical settings described.

Oncology indications and tumor types

Based on the company’s descriptions of its clinical trials and preclinical work, BBOT is focusing on tumor types where RAS and PI3Kα alterations are relevant. These include:

  • Non-small cell lung cancer (NSCLC), particularly KRASG12C mutant NSCLC, in which BBO-8520 is being evaluated as monotherapy and in combination with pembrolizumab.
  • Pancreatic ductal adenocarcinoma (PDAC), where BBO-11818 has shown a reported partial response in a pretreated patient in early clinical data.
  • Colorectal cancer (CRC), including KRAS mutant CRC, where BBO-10203 is being studied in combination with standard-of-care regimens.
  • Breast cancer, including HER2+ and HR+/HER2- subtypes, where BBO-10203 is being evaluated in combination with agents such as trastuzumab, fulvestrant, and ribociclib.

Corporate and capital markets context

BBOT is listed on the Nasdaq Global Market under the ticker symbol BBOT. In its third quarter 2025 update, the company reported that it debuted as a publicly traded company focused on tumors driven by RAS and PI3Kα and that it closed a business combination with Helix Acquisition Corp. II, a special purpose acquisition company. Following this transaction, BBOT began trading under the BBOT symbol on Nasdaq.

The company has also reported inducement grants made under its 2025 Inducement Plan, approved by its board of directors and compensation committee in connection with hiring employees, in accordance with Nasdaq Listing Rule 5635(c)(4). These disclosures indicate the use of equity-based compensation, including non-qualified stock options, as part of its employment arrangements.

Location and sector classification

In its SEC filings and press releases, BridgeBio Oncology Therapeutics, Inc. identifies itself as being based in South San Francisco, California. It operates within the biotechnology industry in the broader healthcare sector. As a clinical-stage biopharmaceutical company, its activities are centered on research, development, and early clinical evaluation of oncology drug candidates rather than on commercial product sales.

Research, conferences, and scientific communication

BBOT regularly presents data at scientific and medical conferences, as reflected in its announcements regarding meetings such as the San Antonio Breast Cancer Symposium (SABCS) and the AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics. The company has also announced participation in investor-focused healthcare conferences and major industry events, including the J.P. Morgan Healthcare Conference and conferences hosted by investment banks.

Through these venues, BBOT has shared preclinical and early clinical findings on BBO-8520, BBO-11818, and BBO-10203, including mechanistic data, safety observations, and antitumor activity in the settings described. These communications form part of the company’s stated effort to advance and explain its precision oncology pipeline targeting RAS and PI3Kα malignancies.

Summary

According to its public statements and regulatory filings, BridgeBio Oncology Therapeutics, Inc. is a Nasdaq-listed, South San Francisco–based clinical-stage biopharmaceutical company focused on the development of orally bioavailable small molecule therapeutics targeting RAS and PI3Kα-driven cancers. Its pipeline centers on three main product candidates—BBO-8520, BBO-11818, and BBO-10203—each designed to address specific aspects of RAS and PI3Kα signaling in oncology, with ongoing Phase 1 trials and reported preclinical and early clinical data in tumor types such as NSCLC, pancreatic cancer, colorectal cancer, and breast cancer.

Stock Performance

$—
0.00%
0.00
Last updated:
+4.46%
Performance 1 year
$802.3M

Financial Highlights

$7.6M
Net Income (TTM)
-$764K
Operating Cash Flow
Revenue (TTM)

Upcoming Events

MAR
10
March 10, 2026 Marketing

Leerink investor presentation

Presentation at Leerink healthcare conference; live webcast on BBOT Events page; replay available for at least 90 days
JUL
01
July 1, 2026 - December 31, 2026 Clinical

Initial clinical data release

Expected initial clinical data release for Phase 1 KONQUER-101 trial
JUL
01
July 1, 2026 - December 31, 2026 Clinical

Combination expansion data expected

Additional combination and expansion trial data for BBO-8520, BBO-11818, BBO-10203 expected in H2 2026
DEC
01
December 1, 2026 Financial

25% option vesting

25% of 129,090 options vest; exercise price $13.19; employee start Dec 2025
DEC
01
December 1, 2026 - November 30, 2029 Financial

Monthly option vesting period

Remaining 75% vests in 36 equal monthly installments; exercise price $13.19
DEC
10
December 10, 2026 Corporate

25% options vest

25% of 53,060 options vest from 2025-12-10 grant; $12.88 exercise; subject to continued service
DEC
10
December 10, 2026 - December 10, 2029 Corporate

Remaining options vesting period

Remaining 39,795 options vest monthly over 36 months from 1-yr cliff; $12.88 exercise; subject to service
FEB
10
February 10, 2027 Financial

25% option vesting

65,350 options granted 2026-02-10; 25% vests at first anniversary (2027-02-10).
FEB
10
February 10, 2030 Financial

Final option vesting

Remaining 75% vests monthly over 36 months; full vest completes on 2030-02-10.

Short Interest History

Last 12 Months
Loading short interest data...

Short interest in BridgeBio Oncology Therapeutics (BBOT) currently stands at 2.2 million shares, down 1.1% from the previous reporting period, representing 3.7% of the float. Over the past 12 months, short interest has increased by 4870.5%. This relatively low short interest suggests limited bearish sentiment. The 8.7 days to cover indicates moderate liquidity for short covering.

Days to Cover History

Last 12 Months
Loading days to cover data...

Days to cover for BridgeBio Oncology Therapeutics (BBOT) currently stands at 8.7 days, up 98.2% from the previous period. This moderate days-to-cover ratio suggests reasonable liquidity for short covering, requiring about a week of average trading volume. The days to cover has increased 766% over the past year, indicating either rising short interest or declining trading volume. The ratio has shown significant volatility over the period, ranging from 1.0 to 11.0 days.

Frequently Asked Questions

What is the current stock price of BridgeBio Oncology Therapeutics (BBOT)?

The current stock price of BridgeBio Oncology Therapeutics (BBOT) is $10.05 as of March 2, 2026.

What is the market cap of BridgeBio Oncology Therapeutics (BBOT)?

The market cap of BridgeBio Oncology Therapeutics (BBOT) is approximately 802.3M. Learn more about what market capitalization means .

What is the net income of BridgeBio Oncology Therapeutics (BBOT)?

The trailing twelve months (TTM) net income of BridgeBio Oncology Therapeutics (BBOT) is $7.6M.

What is the operating cash flow of BridgeBio Oncology Therapeutics (BBOT)?

The operating cash flow of BridgeBio Oncology Therapeutics (BBOT) is -$764K. Learn about cash flow.

What is the current ratio of BridgeBio Oncology Therapeutics (BBOT)?

The current ratio of BridgeBio Oncology Therapeutics (BBOT) is 8.10, indicating the company's ability to pay short-term obligations. Learn about liquidity ratios.

What is the operating income of BridgeBio Oncology Therapeutics (BBOT)?

The operating income of BridgeBio Oncology Therapeutics (BBOT) is -$584K. Learn about operating income.

What does BridgeBio Oncology Therapeutics, Inc. (BBOT) do?

BridgeBio Oncology Therapeutics, Inc. is a clinical-stage biopharmaceutical company that describes its focus as developing novel, orally bioavailable small molecule therapeutics targeting RAS and PI3Kα malignancies. The company states that its goal is to improve outcomes for patients with cancers driven by these oncogenic pathways.

Which cancer pathways does BBOT focus on?

BBOT focuses on RAS-pathway malignancies and PI3Kα-driven cancers. Its product candidates are designed to inhibit mutant KRAS directly or to disrupt the interaction between RAS and PI3Kα, with the stated aim of inhibiting RAS-driven PI3Kα-AKT signaling in tumors.

What are BBOT’s main clinical-stage product candidates?

According to the company, BBOT’s main clinical-stage product candidates are BBO-8520, a direct inhibitor targeting both the ON and OFF states of KRASG12C; BBO-11818, a panKRAS inhibitor targeting mutant KRAS in both ON and OFF states; and BBO-10203, an orally bioavailable small molecule described as a RAS:PI3Kα breaker that inhibits the physical interaction between RAS and PI3Kα.

In which cancer types are BBOT’s therapies being studied?

BBOT reports that its therapies are being studied in several tumor types, including KRASG12C mutant non-small cell lung cancer, KRAS mutant solid tumors, pancreatic ductal adenocarcinoma, HER2+ breast cancer, HR+/HER2- breast cancer, KRAS mutant colorectal cancer, and KRAS mutant non-small cell lung cancer.

What is BBO-8520 and how is it being evaluated?

BBO-8520 is described by BBOT as an orally bioavailable small molecule that directly inhibits KRASG12C in both the ON and OFF states. It is being evaluated in the ONKORAS-101 Phase 1a/1b trial (NCT06343402) in patients with KRASG12C mutant non-small cell lung cancer, both as monotherapy and in combination with pembrolizumab, with reported early data on safety and antitumor activity.

What is BBO-11818 and what data has BBOT reported?

BBO-11818 is described as a panKRAS inhibitor targeting mutant KRAS in both the ON and OFF states, with strong affinity against KRAS G12D and KRAS G12V mutants. In the KONQUER-101 Phase 1 trial (NCT06917079), BBOT has reported early monotherapy activity, including tumor reductions and a confirmed partial response in a patient with pancreatic ductal adenocarcinoma, along with dose-escalation and exposure data.

How does BBO-10203 work according to BBOT?

BBOT describes BBO-10203 as a first-in-class, orally bioavailable small molecule that breaks the protein-protein interaction between RAS and PI3Kα. By binding covalently to the RAS-binding domain of PI3Kα, it is designed to prevent RAS-mediated activation of PI3Kα and inhibit RAS-driven PI3Kα-AKT signaling in tumors. The company highlights preclinical data indicating anti-tumor activity and an absence of hyperglycemia in the models described.

On which stock exchange does BBOT trade and under what symbol?

BridgeBio Oncology Therapeutics, Inc. trades on the Nasdaq Global Market under the ticker symbol BBOT. The company reported that it began trading under this symbol following the closing of a business combination with Helix Acquisition Corp. II.

Where is BridgeBio Oncology Therapeutics, Inc. based?

In its SEC filings and press releases, BridgeBio Oncology Therapeutics, Inc. identifies its principal executive offices as being located in South San Francisco, California.

What stage of development is BBOT in?

BBOT describes itself as a clinical-stage biopharmaceutical company. Its lead programs—BBO-8520, BBO-11818, and BBO-10203—are being evaluated in Phase 1 clinical trials focused on safety, tolerability, pharmacokinetics, and preliminary antitumor activity in the indications outlined by the company.