NASDAQ$BBIO

Bridgebio Pharma Inc · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

BridgeBio reported financial results for Q3 2020 and provided a business update.

BridgeBio reported $710.7 million in cash, cash equivalents and marketable securities as of September 30, 2020. The company had an operating expense of $128.1 million for the quarter. The company also announced a merger agreement with Eidos Therapeutics and the FDA accepted the NDA for Fosdenopterin under Priority Review.

  • BridgeBio and Eidos Therapeutics entered into a merger agreement.
  • FDA accepted NDA for Fosdenopterin under Priority Review designation.
  • Two new clinical trials were initiated since the last quarterly update and 15 ongoing clinical trials were progressed.
  • Ended the quarter with $710.7 million in cash, cash equivalents, and marketable securities.

Headline financials

Total Revenue

$8.13M

Previous: $26.7M-69.6%
EPS (adj)

-$0.98

Previous: -$0.51-92.2%
Capital Expenditures

-$5.37M

Previous: -$891K-502.9%
Free Cash Flow

-$136M

Previous: -$61.6M-120.2%
Net Income

-$130M

Previous: -$60.7M-114.6%
Operating Income

-$120M

Previous: -$54.5M-119.9%
Cash & Equivalents

$367M

Previous: $414M-11.4%
Total Assets

$788M

Previous: $641M+23.0%

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$8.13M

Q3 2020-69.6%vs Q3 2019
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 is nearing a significant inflection point as a company as it approaches the start of 2021.

Tailwinds

  • Four key programs have critical data readouts within the next year and a half – in ATTR, achondroplasia, CAH and ADH1.
  • Progressing 17 ongoing clinical trials.
  • Preparing for commercialization, to bring the first investigational therapy to patients.
  • Acoramidis: Topline results from Part A of the ATTRibute-CM trial are expected in late 2021 or early 2022 and from Part B in 2023.
  • Low-dose infigratinib: Remain on track to report initial data from the ongoing Phase 2 dose ranging study by end of 2021.

Headwinds

  • The longer-term impact of COVID-19 on operating expenses is currently unknown.
  • Potential adverse impacts due to the global COVID-19 pandemic such as delays in regulatory review, manufacturing and supply chain interruptions, adverse effects on healthcare systems and disruption of the global economy
  • The occurrence of any event, change or other circumstance that could give rise to the termination of the proposed transaction with Eidos
  • The risk that Eidos’ and/or BridgeBio’s stockholders may not approve the proposed transaction
  • Uncertainty of the expected financial performance of each of Eidos and BridgeBio following completion of the proposed transaction

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 Q3 2020

Historical avgQ3 2020

+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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