Earnings summaries and quarterly performance for BridgeBio Pharma.
Executive leadership at BridgeBio Pharma.
Board of directors at BridgeBio Pharma.
Ali Satvat
Director
Andrea Ellis
Director
Andrew Lo
Director
Charles Homcy
Lead Director
Douglas Dachille
Director
Eric Aguiar
Director
Frank McCormick
Director
Fred Hassan
Lead Independent Director
Hannah Valantine
Director
James Momtazee
Director
Jennifer Cook
Director
Randal Scott
Director
Ronald Daniels
Director
Research analysts who have asked questions during BridgeBio Pharma earnings calls.
Anupam Rama
JPMorgan Chase & Co.
4 questions for BBIO
Biren Amin
Piper Sandler Companies
4 questions for BBIO
Cory Kasimov
Evercore ISI
4 questions for BBIO
Paul Choi
Goldman Sachs
4 questions for BBIO
Salim Syed
Mizuho Securities
4 questions for BBIO
Tyler Van Buren
TD Cowen
4 questions for BBIO
Andrew Tsai
Jefferies
3 questions for BBIO
Jason Zemansky
Bank of America
3 questions for BBIO
Danielle Brill
Truist Securities
2 questions for BBIO
Greg Harrison
RBC Capital Markets
2 questions for BBIO
Josh Schimmer
Cantor Fitzgerald
2 questions for BBIO
Mani Foroohar
Leerink Partners
2 questions for BBIO
Ryan Mcelroy
Leerink Partners
2 questions for BBIO
Trevor Allred
Oppenheimer & Co. Inc.
2 questions for BBIO
Eliana Merle
UBS
1 question for BBIO
Thomas Trimarchi
Raymond James
1 question for BBIO
Recent press releases and 8-K filings for BBIO.
- BridgeBio Pharma priced an offering of $550 million aggregate principal amount of 0.75% convertible senior notes due 2033.
- This offering is part of the company's strategy to lower interest expense, reduce dilution, and significantly extend debt maturity.
- The notes bear an interest rate of 0.75% and have an initial conversion price representing a 45% premium over the last reported stock price on January 15, 2026.
- The net proceeds will be used to repurchase, settle future conversion obligations in respect of, or repay at maturity a portion of the company’s 2.50% convertible senior notes due 2027 and for general corporate purposes.
- BridgeBio also intends to use approximately $82.5 million of cash on hand to repurchase approximately 1.1 million shares of its common stock.
- BridgeBio Pharma intends to offer $550 million aggregate principal amount of convertible senior notes due 2033 in a private offering, with an option for initial purchasers to purchase up to an additional $82.5 million.
- The net proceeds from this offering are intended to repurchase, settle, or repay a portion of the company's 2.50% convertible senior notes due 2027 and for general corporate purposes.
- Concurrently with the pricing of the new notes, BridgeBio plans to use up to $82.5 million of cash on hand to repurchase shares of its common stock from certain purchasers of the notes.
- The new notes will mature on February 1, 2033, bear interest semi-annually, and will be senior unsecured obligations.
- BridgeBio announced preliminary unaudited net product revenue for Attruby of $146.0 million for Q4 2025 and $362.4 million for Full Year 2025.
- As of December 31, 2025, the company had approximately $587.5 million in cash, cash equivalents, and marketable securities.
- Attruby achieved 6,629 unique patient prescriptions from 1,632 prescribers as of December 31, 2025.
- BridgeBio intends to submit New Drug Applications (NDAs) in the first half of 2026 for BBP-418 (LGMD2I/R9) and encaleret (ADH1).
- Topline results for the PROPEL 3 Phase 3 study of infigratinib for achondroplasia are expected by the end of Q1 2026.
- BridgeBio Pharma announced plans to file an NDA for its LGMD2i treatment mid-year, following observed statistically significant improvements in ambulation and breathing in clinical data.
- BridgeBio Pharma also reported positive Phase III results for encaleret in ADH1, demonstrating a 76% responder rate and normalization of calcium levels, with efforts underway to identify 3,000-5,000 potential patients.
- Xenon Pharmaceuticals is anticipating the readout of its X-TOLE2 Phase III study for azetukalner in focal onset seizures in March of this year, having previously shown over 90% reduction in seizure burden and nearly 40% of patients achieving 12 months of seizure freedom in open-label extension data.
- Xenon Pharmaceuticals provided an update on its early-stage pipeline, with its lead Nav1.7 molecule, XEN1701, in a Phase I trial for pain, showing exposures predicted to mimic human genetics, and a proof of concept study expected before the end of 2026.
- BridgeBio reported $146 million in Attruby net product revenue for Q4 2025, with 6,629 unique U.S. patient prescriptions and an estimated >25% new-to-brand prescription share as of December 31, 2025.
- The company concluded 2025 with $587.5 million in cash, cash equivalents, and marketable securities, noting a decline in cash burn in Q4 2025 compared to Q3 2025.
- Key pipeline advancements include a new antibody depleter program for ATTR-CM, anticipated NDA filings for encaleret and BBP-418 in 1H 2026 with potential FDA approvals and launches in 1H 2027, and positive Phase 2a data for PORT-77 in Erythropoietic Protoporphyria (EPP).
- BridgeBio preannounced Q4 revenue of $146 million, representing 35% growth over the last quarter, with total first-year launch revenue reaching $362 million. The Attruby franchise is projected to exceed $1 billion in revenue in 2026.
- BridgeBio anticipates Phase 3 data readout for achondroplasia in Q1 2026 and reported positive Phase 2A results for its EPP program (Port77), demonstrating a 75% reduction in PP9 levels in plasma.
- Xenon Pharmaceuticals expects its first Phase 3 clinical data readout for azetukalner in focal onset seizures (X-TOLE 2) in March 2026 , following Phase 2b data that showed a 52.8% reduction in seizures.
- Xenon also projects Phase 3 data for azetukalner in major depressive disorder (X-NOVA 2) in the first half of 2027 and plans a proof-of-concept study for its early-stage Nav1.7 program (XEN1701) before the end of 2026.
- BridgeBio Pharma (BBIO) expects top-line results for its pivotal Phase 3 PROPEL 3 study of oral infigratinib for achondroplasia in Q1 2026.
- The Phase 2 PROPEL 2 study demonstrated a 2.5 cm/year increase in annualized height velocity at 12 and 18 months (p=0.0015) and statistically significant improvement in body proportions at 18 months (p=0.001), with the drug being well tolerated.
- Infigratinib has received Breakthrough Therapy Designation from the FDA and is positioned as the first oral treatment option for achondroplasia, addressing a global market opportunity of over $5 billion.
- Market research indicates a projected over 50% market share in a three-way market, with oral administration being the strongest driver for switching from current injectable therapies.
- Safety expectations for the Phase 3 readout include no symptomatic hypotension or injection site reactions and a hyperphosphatemia rate of less than 10%.
- BridgeBio Pharma's infigratinib program is positioned as a potentially best-in-class oral treatment for achondroplasia, designed to target FGFR3 overactivation.
- The global market opportunity for achondroplasia is estimated at $5 billion, with market research indicating infigratinib could capture over 50% of the treated market share, primarily driven by its favorable oral administration and mechanism of action.
- Topline results for the PROPEL 3 study are expected in Q1 2026, with regulatory interactions planned for 2026, supported by its FDA Breakthrough Designation.
- Enrollment for the Phase 2 portion of the ACCEL 2/3 study in hypochondroplasia is complete, with proof-of-concept results anticipated in 2H 2026.
- BridgeBio Pharma's PROPEL 3 phase three clinical trial for infigratinib in achondroplasia has achieved last participant last visit, with top-line results expected by the end of the first quarter.
- Infigratinib is positioned as a potential best-in-class oral treatment option for achondroplasia, targeting a global market opportunity of over $5 billion for more than 55,000 individuals with open growth plates.
- Physician surveys indicate a strong preference for an oral FGFR3 inhibitor, with 94% of respondents citing oral administration as a compelling reason to switch from current therapies.
- The PROPEL 3 trial is a double-blind placebo-controlled study evaluating infigratinib in children aged three to 18 years, with a separate study ongoing for infants and toddlers (birth to three years of age).
- BridgeBio Pharma's Infigratinib program for achondroplasia has achieved last participant last visit for its Phase 3 PROPEL 3 clinical trial, with top-line results expected by the end of Q1.
- Infigratinib is an oral, first-in-class FGFR123 tyrosine kinase inhibitor that targets the precise source of achondroplasia, offering a significant advantage over injectable treatments by avoiding issues like injection site reactions and psychosocial burden.
- Results from the Phase 2 PROPEL 2 study demonstrated robust increases in annualized height velocity (2.5 cm/year) and statistically significant improvement in body proportionality, with the drug being well tolerated and no safety concerns identified.
- Market research indicates a strong physician and patient preference for an oral treatment, with 94% of surveyed healthcare professionals citing the ability to avoid injections as a compelling reason to switch from current therapies.
- The global market opportunity for achondroplasia in individuals with open growth plates is estimated at over $5 billion, with only about 10% of these individuals currently on a treatment option, highlighting the significant unmet need for an oral therapeutic.
Quarterly earnings call transcripts for BridgeBio Pharma.
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