BridgeBio Oncology Therapeutics (BBOT) Leerink Global Healthcare Conference 2026 summary

Company overview and strategy

• Focused on next-generation RAS therapeutics, targeting high therapeutic index and optimized coverage of RAS and PI3K alpha pathways.

• Three main clinical programs: BBO-8520 (KRAS G12C inhibitor), BBO-11818 (pan-KRAS inhibitor), and BBO-10203 (RAS PI3K breaker), all with readouts expected in the second half of 2026.

• Strong cash position of $425 million as of December 2025, expected to fund operations into 2028.

BBO-8520 (KRAS G12C inhibitor)

• Demonstrated 65% ORR in monotherapy, 68% six-month PFS, and 83% of eligible patients remained on therapy at six months.

• Differentiated on/off mechanism blocks effector binding in both on and off states, aiming to overcome resistance and toxicity seen with current G12C inhibitors.

• Combination with pembrolizumab at full active dose shows low liver toxicity, with only one Grade 3 event attributed to co-medication.

• Next updates will focus on durability and additional combination data in the second half of the year.

BBO-11818 (pan-KRAS inhibitor)

• First pan-KRAS inhibitor to show a partial response, with a pancreatic cancer patient achieving 56% tumor reduction.

• Designed to inhibit all major KRAS mutations (G12D, G12V, G12C) while avoiding toxicities associated with broader pan-RAS inhibition.

• Safety profile shows no dose-limiting toxicities up to 800 mg BID; further dose escalation and combination data expected in the second half.

• Main combinations include pairing with the breaker and with standard therapies in multiple tumor types.