NASDAQ$BBIO

Bridgebio Pharma Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

BridgeBio reported financial results for Q1 2023 and provided a business update.

BridgeBio Pharma reported its Q1 2023 financial results, highlighting the positive results from the Phase 2 trial of infigratinib for achondroplasia and progress in other key programs. The company closed a public offering with gross proceeds of $150 million and ended the quarter with $467 million in cash and cash equivalents.

  • Phase 3 ATTRibute-CM trial of acoramidis completed last patient last visit, with topline data expected in late July 2023.
  • Positive results were announced in Cohort 5 of Phase 2 PROPEL 2 trial of low-dose infigratinib in children with achondroplasia, demonstrating a mean increase in annualized height velocity (AHV) of 3.03cm/year.
  • Preliminary findings were shared on a novel bioassay measuring glycosylated alpha-dystroglycan (αDG) in patients with limb-girdle muscular dystrophy type 2I (LGMD2I).
  • Closed underwritten public offering with gross proceeds of approximately $150 million, and ended the quarter with $467 million in cash, cash equivalents, marketable securities, and restricted cash.

Headline financials

Total Revenue

$1.83M

Previous: $1.69M+7.8%
EPS (adj)

-$0.92

Previous: -$1.19+22.7%
Capital Expenditures

-$12K

Previous: -$859K+98.6%
Free Cash Flow

-$143M

Previous: -$202M+29.4%
Net Income

-$143M

Previous: -$201M+29.1%
Operating Income

-$126M

Previous: -$174M+27.4%
Gross Profit

$7.16M

Previous: -$1.24M+675.4%
Cash & Equivalents

$407M

Previous: $372M+9.6%
Total Assets

$626M

Previous: $813M-23.1%
Stock-Based Comp

$21.9M

Previous: $24.1M-9.2%

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$1.83M

Q1 2023+7.8%vs Q1 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

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

  • License and Services Revenue
    $100K

Forward guidance

BridgeBio is focused on advancing its key programs, including acoramidis, infigratinib, BBP-418, encaleret and BBP-631. The company expects to announce topline data for the month 30 primary endpoint in late July, 2023 and is continuing to evaluate restructuring alternatives to drive operational changes in business processes, efficiencies, and cost savings.

Tailwinds

  • Acoramidis Phase 3 data readout in late July 2023.
  • Infigratinib Phase 2 data showed best-in-class efficacy and well-tolerated safety profile.
  • BBP-418 Phase 3 trial initiation planned for mid-2023.
  • RAS program progressing with IND application planned for BBO-8520 in the second half of 2023.
  • Cash runway extended into 2H 2024.

Headwinds

  • Uncertainty regarding clinical trial outcomes.
  • Potential delays in regulatory review.
  • Manufacturing and supply chain interruptions.
  • Adverse effects on healthcare systems.
  • 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 2023

Historical avgQ1 2023

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro