NASDAQ$BBIO

Bridgebio Pharma Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported second quarter financial results with key program updates.

BridgeBio Pharma reported positive Phase 3 ATTRibute-CM study results for acoramidis and plans to file an NDA with the FDA by the end of 2023. They ended the quarter with $353 million in cash, cash equivalents, marketable securities, and short-term restricted cash, providing runway into 2H 2024.

  • Announced positive results from the Phase 3 ATTRibute-CM study of acoramidis in ATTR-CM patients, with a highly statistically significant result on the primary endpoint.
  • Presented updated six-month results from Cohort 5 of PROPEL2, a Phase 2 trial of infigratinib in children with achondroplasia.
  • Dosed the first participant in FORTIFY, a global Phase 3 study of BBP-418 in patients with limb girdle muscular dystrophy type 2I/R9 (LGMD2I/R9).
  • Three lead KRAS programs are advancing, with an Investigational New Drug (IND) application planned for first-in-class direct KRASG12C (ON) inhibitor BBO-8520 in 2023.

Headline financials

Total Revenue

$1.64M

Previous: $73.7M-97.8%
EPS (adj)

-$0.98

Previous: -$0.81-21.0%
Capital Expenditures

-$440K

Previous: -$3.26M+86.5%
Free Cash Flow

-$161M

Previous: -$5.82M-2668.8%
Net Income

-$161M

Previous: -$2.56M-6179.9%
Operating Income

-$146M

Previous: -$80.2M-82.2%
Gross Profit

$1.04M

Previous: -$141K+839.0%
Cash & Equivalents

$302M

Previous: $470M-35.7%
Total Assets

$504M

Previous: $862M-41.6%
Stock-Based Comp

$27.2M

Previous: $28.3M-3.9%

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$1.64M

Q2 2023-97.8%vs Q2 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 anticipates $300-$350 million of investment will support acoramidis from here through the first 12 months of commercial launch.

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 2023

Historical avgQ2 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

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