BBOT Stock — BridgeBio Oncology Therapeutics Inc.: Cash, EV, Pipeline

Share price

$4.77

Market cap

$382.4M

Cash

$225.7M

Enterprise value

$156.7M

Balance sheet

Cash	$225.7M
Debt	$0.0M
Net cash	$225.7M
Enterprise value	$156.7M
Basic shares	80.1M shares
Fully diluted shares	90.0M shares
Fully diluted market cap	$429.1M
Cash per share	$2.82

Cash figures as of 2026-06-30. Database snapshot: 2026-09-21.

Price history

Loading BBOT daily closes…

Loading price history…

Upcoming catalysts

Expected	Drug	Phase	Indication	Mgmt guide
Sep 12 - Oct 24	BBO-11818	Phase 1	Non-Small Cell Lung Cancer; NSCLC; PDAC - Pancreatic Ductal Adenocarcinoma	—
Dec 13, 2028 - Jan 24, 2029	BBO-10203	Phase 1	Solid Tumor, Adult; Metastatic Breast Cancer; Advanced Breast Cancer	—
May 13 - Jun 24	BBO-8520	Phase 1	Non-small Cell Lung Cancer; Metastatic Non-Small Cell Lung Cancer; NSCLC	—

Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.

Full readout calendar →

Pipeline assets

BBO-10203

Phase 1 · Active Modality: orally bioavailable small molecule

Target PI3Kα (RAS-binding domain)

Partnerships Leidos / Lawrence Livermore (LLNS): in-licensed compound IP for PI3Kα breaker and KRAS programs (CRADAs + exclusive licenses); economics not disclosed

Indications

HER2+ breast cancer (Phase 1)
HR+/HER2- breast cancer (Phase 1)
KRAS mutant colorectal cancer (Phase 1)
KRAS mutant NSCLC (Phase 1)

Catalysts

— second half of 2026

Status note Lead candidate. BREAKER-101 Phase 1 enrolling; Phase 1a monotherapy dose escalation complete. Internal combination studies with BBO-8520 (opened Apr 2026) and BBO-11818 (opened Jul 2026). Preliminary data disclosed Jan 2026.

BBO-11818

Phase 1 · Active Modality: orally bioavailable small molecule

Target KRAS (pan-KRAS)

Partnerships Leidos / LLNS: in-licensed PanKRAS compound IP; economics not disclosed

Indications

KRAS mutant solid tumors (Phase 1)
Advanced KRAS-mutant pancreatic cancer (PDAC) (Phase 1)

Catalysts

— second half of 2026

Status note Pan-KRAS inhibitor. KONQUER-101 Phase 1 enrolling. FDA Fast Track granted Apr 20, 2026 for advanced KRAS-mutant PDAC. Internal combination study with BBO-10203 opened Jul 2026.

BBO-8520

Phase 1 · Active Modality: orally bioavailable small molecule

Target KRAS G12C

Partnerships Leidos / LLNS: in-licensed KRAS G12C inhibitor compound IP; economics not disclosed

Indications

KRAS G12C mutant NSCLC (Phase 1)

Catalysts

— second half of 2026

Status note KRAS G12C inhibitor. ONKORAS-101 Phase 1a/1b enrolling (monotherapy and + pembrolizumab). FDA Fast Track for previously treated KRAS G12C-mutated metastatic NSCLC. New clinical data announced Jan 7, 2026. Internal combination study with BBO-10203 opened Apr 2026.

Per-asset detail extracted from the 10-Q filed 2026-08-11. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.

Pipeline

Lead drug	BBO-11818
Lead indication	Non-Small Cell Lung Cancer
Lead phase	Phase 1
Active trials	3

Active clinical trials

Trial	Phase	Status	Role	Sponsor	BP	Condition(s)	Mgmt guide
NCT06917079	Phase 1	Recruiting	Sponsor	BBOT	—	Non-Small Cell Lung Cancer; NSCLC; PDAC - Pancreatic Ductal Adenocarcinoma	—
NCT06625775	Phase 1	Recruiting	Sponsor	BBOT	—	Solid Tumor, Adult; Metastatic Breast Cancer; Advanced Breast Cancer	—
NCT06343402	Phase 1	Recruiting	Sponsor	BBOT	—	Non-small Cell Lung Cancer; Metastatic Non-Small Cell Lung Cancer; NSCLC	—

Sponsor-matched active trials from ClinicalTrials.gov (3 as sponsor, 0 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.

View all 3 active trials for TheRas, Inc., d/b/a BBOT (BridgeBio Oncology Therapeutics) on ClinicalTrials.gov

No specialist-fund holders in 13F data for this company.

BBOT — BridgeBio Oncology Therapeutics Inc.

Balance sheet

Price history

Upcoming catalysts

Pipeline assets

Pipeline

Active clinical trials