Jason Zemanski

Jason Zemanski asked about the key assumptions behind Infigratinib's projected $2 billion opportunities in achondroplasia and hypochondroplasia, specifically whether these numbers reflect capturing share from competitors or growing the overall market, and the confidence in these figures.

Answer

Neil Kumar, CEO and Founder, BridgeBio Pharma, explained that their estimates begin with the treatable patient population, aiming to both capture market share and expand the market. He emphasized that current suboptimal therapies do not fully address the substantial unmet needs, particularly those not met by once-daily injectables. Kumar noted that the unmet need is well-described, and patient identification is not a challenge, giving confidence in the market potential.

Jason Zemanski asked about the key assumptions behind Infogratinib's projected $2 billion opportunities in achondroplasia and hypochondroplasia, considering the competitive landscape, and whether this growth is driven by capturing market share or expanding the overall market.

Answer

Neil Kumar, CEO and Founder, BridgeBio Pharma, explained that estimates begin with the treatable patient population. For an already launched product, the goal is both to capture share and grow the market. He highlighted that substantial unmet needs are not addressed by once-daily injectables, citing patient and physician feedback. He believes it's inaccurate to define the market size based on suboptimal therapies and that the unmet need is well-described with identifiable patients, requiring an appealing therapeutic offering.