- BridgeBio has been on my radar for over a year now, but the conditions never aligned to start a position.
- The recent sell-off in the SMID caps has provided an opportunity to buy at a tolerable valuation for the company's prospects.
- I believe the company's "decentralized" R&D strategy provides diversity and improves the cost-benefit.
- After performing some due diligence, I am very bullish on BBIO as the company moves deeper into commercialization and we approach some potent catalysts that improve the company’s long-term outlook.
- I provide a brief background on the company and its pipeline efforts. In addition, I discuss the company’s valuation and how it will determine when I click the buy button.
For further details see:
BridgeBio Pharma: Timing A Buy In 2022