NASDAQ$BBIO

Bridgebio Pharma Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported financial results for the second quarter and provided a business update.

BridgeBio Pharma reported its Q2 2024 financial results, highlighting progress in preparing for the commercial launch of acoramidis and advancing its Phase 3 clinical programs. The company ended the quarter with $587 million in cash, cash equivalents, marketable securities and short-term restricted cash.

  • Acoramidis demonstrated a significant impact on mortality, hospitalizations, and quality of life.
  • Patients taking acoramidis showed meaningful and sustained improvement in time to first event (CVH or ACM) starting at Month 3.
  • The Company surpassed its interim analysis enrollment target for its Phase 3 FORTIFY study of BBP-418 in individuals living with limb-girdle muscular dystrophy type 2I/R9 (LGMD2I/R9).
  • The Company ended the quarter with $587 million in cash, cash equivalents, marketable securities and short-term restricted cash.

Headline financials

Total Revenue

$2.17M

Previous: $1.64M+32.1%
EPS

-$0.39

Previous: -$0.98+60.2%
Capital Expenditures

-$749K

Previous: -$440K-70.2%
Free Cash Flow

-$76.3M

Previous: -$161M+52.7%
Net Income

-$75.5M

Previous: -$161M+53.0%
Operating Income

-$176M

Previous: -$146M-20.2%
Gross Profit

$1.57M

Previous: $1.04M+50.7%
Cash & Equivalents

$408M

Previous: $302M+34.9%
Total Assets

$794M

Previous: $504M+57.7%
R&D Expense

$115M

No prior period
Stock-Based Comp

$21.5M

Previous: $27.2M-21.1%

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$2.17M

Q2 2024+32.1%vs Q2 2023
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 pipeline and preparing for the potential commercial launch of acoramidis, with key milestones expected in the near term.

Tailwinds

  • Acoramidis NDA filed with FDA with a PDUFA date of November 29, 2024.
  • Enrollment completion expected in 2024 for Encaleret Phase 3 study (CALIBRATE).
  • Enrollment completion expected in 2024 for BBP-418 Phase 3 study (FORTIFY).
  • Enrollment completion expected in 2024 for Low-dose infigratinib Phase 3 study (PROPEL 3).
  • Program update expected in August 2024 for BBP-631 Phase 2 study.

Headwinds

  • Clinical trials are subject to risks and uncertainties.
  • Regulatory approvals are not guaranteed.
  • Macroeconomic and geopolitical events could impact business operations.
  • Initial data from studies may not be indicative of final data.
  • Company's share price is subject to potential volatility.

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 2024

Historical avgQ2 2024

+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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