NASDAQ$BBIO

Bridgebio Pharma Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

BridgeBio reported financial results for the first quarter ended March 31, 2021, and provided a business update.

BridgeBio reported first quarter results, highlighted by the FDA approval of NULIBRY, proof-of-concept data for encaleret in ADH1, a strategic collaboration with Helsinn Group for infigratinib, the completion of the Eidos Therapeutics acquisition, and nearly $750 million raised through convertible senior notes. The company ended the quarter with $1,001.3 million in cash, cash equivalents and marketable securities.

  • Received FDA approval for NULIBRY™ for injection for MoCD Type A.
  • Reported proof-of-concept data of encaleret in Autosomal Dominant Hypocalcemia Type 1 (ADH1).
  • Launched strategic collaboration with Helsinn Group to co-develop and commercialize infigratinib in oncology.
  • Completed acquisition of Eidos Therapeutics, Inc.

Headline financials

Total Revenue

$462K

No prior period
EPS (adj)

-$1.18

Previous: -$0.78-51.3%
Capital Expenditures

-$1.96M

No prior period
Free Cash Flow

-$173M

No prior period
Net Income

-$171M

Previous: -$104M-64.4%
Operating Income

-$168M

Previous: -$102M-63.4%
Gross Profit

$462K

No prior period
Cash & Equivalents

$471M

Previous: $928M-49.2%
Total Assets

$1.09B

No prior period

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$462K

Q1 2021
Beat estimate in 3 of 16 quarters(19%)
ActualEstimate

Revenue by segment

Bridgebio · $100K total across 1 segment · Q2 2023

  • License and Services Revenue
    $100K

Forward guidance

BridgeBio anticipates major milestones in 2021 or early 2022 for its four core value drivers, including Acoramidis, Encaleret, Low-dose infigratinib and BBP-631.

Tailwinds

  • Topline results from Part A of the ATTRibute-CM trial of acoramidis are expected in late 2021 or early 2022.
  • Initial data from the ongoing Phase 2 dose ranging study of low-dose infigratinib are expected by the end of 2021.
  • Initial data from ongoing Phase 1/2 study of BBP-631 for CAH are anticipated in late 2021 or early 2022.
  • BridgeBio is eligible to receive future milestone payments under its strategic collaboration with the Helsinn Group.
  • Current cash, cash equivalents and marketable securities are expected to support planned operations into 2023.

Headwinds

  • The Phase 3 clinical trial of topical patidegib gel in patients with Gorlin Syndrome failed to meet primary and secondary endpoints.
  • The Phase 2 study in high-frequency basal cell carcinoma is being halted.
  • LEO Pharma terminated its option to acquire PellePharm.
  • Clinical enrollment and trial commencement activities experienced some delays due to COVID-19.
  • The longer-term impact of COVID-19 on operating expenses is currently unknown.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

+1.5%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+4.3%

Avg return

30 days after

48%

13 / 27 earnings

Positive

+40.9%

Q2 2022

Best reaction

-21.9%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.0%-3.2%-0.7%
Q4 2025-2.8%-4.1%+2.0%
Q3 2025-4.9%-7.9%+8.1%
Q1 2025+5.3%+4.9%-6.0%
Q4 2024+1.4%-5.3%-4.2%
Q3 2024-5.1%-9.2%+5.9%
Q2 2024+0.9%-4.2%+7.3%
Q1 2024+3.0%+2.8%+3.6%
Q4 2023-0.5%+4.6%-13.4%
Q3 2023+8.2%+10.3%+16.1%
Q2 2023-2.3%+0.8%-4.4%
Q1 2023-5.0%-4.4%-1.0%
Q4 2022-4.7%-6.6%+21.8%
Q3 2022-1.1%-7.0%-4.8%
Q2 2022+40.9%+39.7%+26.7%
Q1 2022-21.9%-29.5%-15.9%
Q4 2021+7.6%+13.9%+41.1%
Q3 2021+6.8%+2.0%-22.8%
Q2 2021+2.4%-1.1%-2.3%
Q1 2021-9.3%-7.2%+9.5%
Q4 2020+4.9%-1.8%-9.8%
Q3 2020-1.6%+0.3%+30.4%
Q2 2020+1.4%+0.2%+16.2%
Q1 2020-6.8%+6.1%-12.7%
Q4 2019+2.2%-9.3%-21.3%
Q3 2019+22.1%+26.2%+49.0%
Q2 2019+0.0%+4.8%-3.2%
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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