•
Jun 30, 2022

Bridgebio Q2 2022 Earnings Report

Reported financial results and business update for the second quarter of 2022.

Key Takeaways

BridgeBio Pharma reported positive proof-of-concept data in three key programs and five additional early-to-mid-stage pipeline programs. They entered an exclusive license agreement with Bristol Myers Squibb for BBP-398 and announced the sale of a Priority Review Voucher. The company ended the quarter with $688.6 million in cash, cash equivalents and marketable securities.

Reported positive interim Phase 2 data for infigratinib in achondroplasia.

Reported positive Phase 2 data for encaleret in autosomal dominant hypocalcemia type 1 (ADH1).

Entered into exclusive license agreement with Bristol Myers Squibb for BBP-398, a potentially best-in-class SHP2 inhibitor, in oncology.

Ended quarter with $688.6 million in cash, cash equivalents and marketable securities, providing financial runway into 2024.

Total Revenue
$73.7M
Previous year: $54M
+36.5%
EPS
-$0.81
Previous year: -$0.66
+22.7%
Gross Profit
$73M
Previous year: $53.9M
+35.5%
Cash and Equivalents
$689M
Previous year: $898M
-23.4%
Free Cash Flow
-$32.9M
Previous year: -$94M
-65.0%
Total Assets
$862M
Previous year: $1.08B
-20.3%

Bridgebio

Bridgebio

Forward Guidance

BridgeBio expects operating expenses and cash burn to continue to decline meaningfully in the third and fourth quarters as restructuring charges decline and anticipated additional business development activity allows further decrease from this baseline.

Positive Outlook

  • Positive interim Phase 2 data for infigratinib in achondroplasia
  • Positive Phase 2 data for encaleret in ADH1
  • Selected a next-generation KRAS G12C dual inhibitor development candidate
  • Positive data for five early-to-mid-stage genetic disease programs in pipeline
  • Received positive opinion from CHMP for NULIBRY

Challenges Ahead

  • Restructuring, impairment and related charges
  • Net loss attributable to common stockholders of BridgeBio
  • COVID-19 pandemic impact on clinical enrollment and trial commencement activities
  • Potential delays in regulatory review
  • Manufacturing and supply chain interruptions