BridgeBio Oncology Therapeutics, Inc.

AI-generated fair value estimate for this company.

Method: rNPV (risk-adjusted NPV) sum-of-the-parts: $344.1M net cash/marketable securities (as of 6/30/26) plus risk-adjusted pipeline value of ~$197M - lead asset BBO-8520 (KRASG12C inhibitor, Phase 1 NSCLC): $600M peak-sales estimate, 15% probability of success, 4x-peak-sales NPV multiple, discounted 8 years at 12% (~$145M rNPV); BBO-11818 (pan-KRAS inhibitor, Phase 1): $400M peak sales, 8% probability of success, same discounting (~$52M rNPV); 80.17M shares outstanding.

Reasoning: BBOT is a clinical-stage, pre-revenue RAS-pathway oncology biotech spun out of BridgeBio, so a cash-plus-risk-adjusted-pipeline (rNPV) approach is standard practice for valuing Phase 1 oncology assets rather than a cash-flow DCF, which is inapplicable pre-revenue.