BridgeBio Pharma (BBIO) Earnings Call Presentation

Pipeline and Approvals - Attruby (acoramidis) is now FDA approved in the US for Transthyretin Amyloidosis (ATTR-CM)[8, 40, 42] - Beyonttra (acoramidis) is approved in the EU, Japan, and UK[11, 32] - Three Phase 3 trials are fully enrolled: BBP-418 for Limb-Girdle Muscular Dystrophy 2I/R9 (112 patients), encaleret for Autosomal Dominant Hypocalcemia Type 1 (71 patients), and infigratinib for Achondroplasia (114 participants)[12] Attruby (acoramidis) Clinical and Commercial Performance - Attruby demonstrated a 42% reduction in the composite of all-cause mortality and recurrent cardiovascular-related hospitalization events at Month 30[44] - Attruby showed a 50% reduction in the cumulative frequency of cardiovascular-related hospitalization events at Month 30[44] - In Q1 2025, Attruby generated $36.7 million in total U S revenue[51] - Attruby has achieved 77% Medicare lives in equal formulary position to tafamidis[51] Market and Financial Outlook - The global annual ATTR market is projected to reach $15-$20 billion at its peak[30, 66] - BridgeBio envisions a vision for 2030 with >$8 billion in revenue[35] - The company estimates the market opportunity for Infigratinib in Achondroplasia and Hypochondroplasia to be $2B+ each[30] - The company estimates the market opportunity for BBP-418 in Limb-Girdle Muscular Dystrophy Type 2I/R9 (LGMD2I/R9) to be $1B+[30, 146] - The company estimates the market opportunity for Encaleret in Autosomal Dominant Hypocalcemia Type 1 (ADH1) to be $1B+[30, 121]