NASDAQ$BBIO

Bridgebio Pharma Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

BridgeBio reported its Q1 2022 financial results and provided a business update.

BridgeBio Pharma reported its Q1 2022 financial results, highlighting the sale of NULIBRY™ and an updated strategic collaboration with Helsinn Group. The company ended the quarter with $633.5 million in cash, cash equivalents, and marketable securities, providing financial runway into 2024.

  • Completed the sale of NULIBRY™ to Sentynl Therapeutics.
  • Updated strategic collaboration with Helsinn Group for infigratinib in oncology indications.
  • Released positive Phase 2 data for BBP-418 in patients with limb-girdle muscular dystrophy type 2i (LGMD2i).
  • Reported data from ongoing Phase 2 open-label extension (OLE) study of acoramidis (AG10) in patients with symptomatic transthyretin (TTR) amyloid cardiomyopathy (ATTR-CM).

Headline financials

Total Revenue

$1.69M

Previous: $462K+266.7%
EPS (adj)

-$1.19

Previous: -$1.18-0.8%
Capital Expenditures

-$859K

Previous: -$1.96M+56.2%
Free Cash Flow

-$202M

Previous: -$173M-16.8%
Net Income

-$201M

Previous: -$171M-17.7%
Operating Income

-$174M

Previous: -$168M-3.7%
Gross Profit

-$1.24M

Previous: $462K-369.3%
Cash & Equivalents

$372M

Previous: $471M-21.1%
Total Assets

$813M

Previous: $1.09B-25.6%
Stock-Based Comp

$24.1M

No prior period

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$1.69M

Q1 2022+266.7%vs 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 expects operating expenses and cash burn to decline in the second quarter of 2022. They anticipate having enough financial runway to reach the ATTR catalyst readout in mid-2023 and reiterate guidance of runway into 2024.

Tailwinds

  • Expectation that operating expenses and cash burn will meaningfully decline in the second quarter as restructuring charges from the beginning of the year decline.
  • Anticipated additional business development activity allows the company to decrease further from that baseline, establishing a reduced run rate for the rest of the year.
  • Currently expect to have runway up to and beyond the readout of our ATTR catalyst in mid-2023 without requiring equity dilution.
  • Reiterated guidance of runway into 2024.
  • Made significant progress in reducing our expenditures in the first quarter, highlighted by a combined reduction of over $100 million in 2022-2023 operating expenses through the Helsinn and Sentynl deals.

Headwinds

  • The estimate of the range of restructuring costs is subject to certain assumptions, such as the Company’s ability to sublease certain office spaces.
  • Actual results may differ from those estimates or assumptions.
  • Potential volatility in share price
  • Potential adverse impacts due to the global COVID-19 pandemic such as delays in regulatory review, manufacturing and supply chain interruptions.
  • Adverse effects on healthcare systems and disruption of the global economy

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 2022

Historical avgQ1 2022

+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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