NASDAQ$BBIO

Bridgebio Pharma Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported financial results and business update for Q2 2021, highlighted by FDA approval for TRUSELTIQ™ and Fast Track designations for encaleret and gene therapy for CAH.

BridgeBio Pharma reported its Q2 2021 financial results, with a key highlight being the FDA approval of TRUSELTIQ™ for cholangiocarcinoma. The company ended the quarter with $898.4 million in cash, cash equivalents, and marketable securities. Total revenues for the quarter were $54.0 million, and operating costs and expenses were $148.0 million.

  • Received FDA approval for TRUSELTIQ™ (infigratinib) for cholangiocarcinoma (CCA).
  • Received FDA Fast Track designation for encaleret for autosomal dominant hypocalcemia (ADH1).
  • Received FDA Fast Track designation for gene therapy for congenital adrenal hyperplasia (CAH).
  • Ended the quarter with $898.4 million in cash, cash equivalents and marketable securities.

Headline financials

Total Revenue

$54M

No prior period
EPS (adj)

-$0.66

Previous: -$1.03+35.9%
Capital Expenditures

-$4.25M

No prior period
Free Cash Flow

-$106M

No prior period
Net Income

-$102M

Previous: -$136M+25.1%
Operating Income

-$94M

No prior period
Gross Profit

$53.9M

No prior period
Cash & Equivalents

$378M

Previous: $841M-55.0%
Total Assets

$1.08B

No prior period
Stock-Based Comp

$30.1M

No prior period

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$54M

Q2 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 the next 12 months across its core value drivers, including topline results for Acoramidis, additional data for Encaleret, initial data for low-dose Infigratinib, and initial data for BBP-631.

Tailwinds

  • Topline results from Part A of the ATTRibute-CM trial of acoramidis are expected in late 2021.
  • Additional data from the ongoing study of encaleret for ADH1 are expected in the second half of 2021.
  • Initial data from the ongoing Phase 2 dose ranging study of infigratinib for achondroplasia are expected in the first half of 2022.
  • Initial data from the ongoing Phase 1/2 study of BBP-631 for CAH are anticipated in mid-2022.
  • BridgeBio is eligible to receive future milestone payments under its strategic collaboration with the Helsinn Group.

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 Q2 2021

Historical avgQ2 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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