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Sep 30, 2024

Bridgebio Q3 2024 Earnings Report

BridgeBio reported its Q3 2024 financial results and provided a business update.

Key Takeaways

BridgeBio Pharma reported its Q3 2024 financial results, highlighting progress in its late-stage pipeline, including the NDA filing for acoramidis and advancements in other clinical trials. The company ended the quarter with $406 million in cash, cash equivalents, and short-term restricted cash.

Acoramidis NDA was filed with the U.S. FDA with a PDUFA action date of November 29, 2024.

CALIBRATE, the Phase 3 clinical trial of encaleret in ADH1, completed screening.

FORTIFY, the Phase 3 clinical trial for LGMD2I/R9, completed enrollment.

The FDA granted Breakthrough Therapy Designation to oral infigratinib for achondroplasia

Total Revenue
$2.73M
Previous year: $4.09M
-33.2%
EPS
-$0.86
Previous year: -$1.08
-20.4%
Gross Profit
$2.13M
Previous year: $3.49M
-38.9%
Cash and Equivalents
$266M
Previous year: $522M
-49.0%
Free Cash Flow
-$181M
Previous year: -$146M
+24.1%
Total Assets
$665M
Previous year: $655M
+1.5%

Bridgebio

Bridgebio

Forward Guidance

BridgeBio is preparing to launch acoramidis in the U.S. upon FDA approval at the end of 2024 and anticipates Phase 3 study readouts in 2025.

Positive Outlook

  • Acoramidis NDA was filed with the U.S. FDA with a PDUFA action date of November 29, 2024
  • BridgeBio anticipates receiving a $500 million milestone payment upon FDA approval of acoramidis.
  • BridgeBio anticipates receiving $105 million in aggregate regulatory milestone payments upon approval of acoramidis in European and Japanese territories.
  • The company anticipates completing enrollment of the CALIBRATE study in 2024.
  • Enrollment completion for PROPEL 3 study expected in 2024.

Challenges Ahead

  • Initial and ongoing data from the Company’s preclinical studies and clinical trials not being indicative of final data
  • The potential size of the target patient populations the Company’s product candidates are designed to treat not being as large as anticipated
  • Future regulatory filings, approvals and/or sales
  • The FDA or such other regulatory agencies not agreeing with the Company’s regulatory approval strategies
  • The continuing success of the Company’s collaborations