NASDAQ$BBIO

Bridgebio Pharma Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported financial results and business update for the second quarter of 2022.

BridgeBio Pharma reported positive proof-of-concept data in three key programs and five additional early-to-mid-stage pipeline programs. They entered an exclusive license agreement with Bristol Myers Squibb for BBP-398 and announced the sale of a Priority Review Voucher. The company ended the quarter with $688.6 million in cash, cash equivalents and marketable securities.

  • Reported positive interim Phase 2 data for infigratinib in achondroplasia.
  • Reported positive Phase 2 data for encaleret in autosomal dominant hypocalcemia type 1 (ADH1).
  • Entered into exclusive license agreement with Bristol Myers Squibb for BBP-398, a potentially best-in-class SHP2 inhibitor, in oncology.
  • Ended quarter with $688.6 million in cash, cash equivalents and marketable securities, providing financial runway into 2024.

Headline financials

Total Revenue

$73.7M

Previous: $54M+36.5%
EPS (adj)

-$0.81

Previous: -$0.66-22.7%
Unique Patient Prescriptions

1.52

No prior period
Capital Expenditures

-$3.26M

Previous: -$4.25M+23.2%
Free Cash Flow

-$5.82M

Previous: -$106M+94.5%
Net Income

-$2.56M

Previous: -$102M+97.5%
Operating Income

-$80.2M

Previous: -$94M+14.7%
Gross Profit

-$141K

Previous: $53.9M-100.3%
Cash & Equivalents

$470M

Previous: $378M+24.2%
Total Assets

$862M

Previous: $1.08B-20.3%
Stock-Based Comp

$28.3M

Previous: $30.1M-6.1%

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$73.7M

Q2 2022+36.5%vs Q2 2021
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 expects operating expenses and cash burn to continue to decline meaningfully in the third and fourth quarters as restructuring charges decline and anticipated additional business development activity allows further decrease from this baseline.

Tailwinds

  • Positive interim Phase 2 data for infigratinib in achondroplasia
  • Positive Phase 2 data for encaleret in ADH1
  • Selected a next-generation KRAS G12C dual inhibitor development candidate
  • Positive data for five early-to-mid-stage genetic disease programs in pipeline
  • Received positive opinion from CHMP for NULIBRY

Headwinds

  • Restructuring, impairment and related charges
  • Net loss attributable to common stockholders of BridgeBio
  • COVID-19 pandemic impact on clinical enrollment and trial commencement activities
  • Potential delays in regulatory review
  • Manufacturing and supply chain interruptions

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 2022

Historical avgQ2 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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