NASDAQ$BBIO

Bridgebio Pharma Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

BridgeBio reported its Q3 2022 financial results and business update, highlighting pipeline progress and expense reduction.

BridgeBio Pharma reported a decrease in operating expenses by 15.9% compared to Q2 2022, alongside positive data updates for its LGMD2i and KRAS programs. The company ended the quarter with $558.3 million in cash, providing financial runway into 2024.

  • Reported positive preclinical data for KRASG12C GTP/GDP dual inhibitor development candidate, BBO-8520, and for its novel PI3Kα:RAS breaker mechanism.
  • Reported positive updated 12-month Phase 2 data for BBP-418 in Limb-Girdle Muscular Dystrophy Type 2i.
  • Reported dosing of first lung cancer patient in Phase 1/2 trial of SHP2 inhibitor BBP-398 in combination with Amgen’s Lumakras (sotorasib).
  • Ended quarter with $558.3 million in cash, cash equivalents and marketable securities, providing financial runway into 2024.

Headline financials

Total Revenue

$338K

Previous: $2.34M-85.6%
EPS (adj)

-$0.93

Previous: -$1.06+12.3%
Capital Expenditures

-$4.02M

Previous: -$10.7M+62.5%
Free Cash Flow

-$144M

Previous: -$172M+16.0%
Net Income

-$140M

Previous: -$161M+12.9%
Operating Income

-$129M

Previous: -$149M+13.6%
Gross Profit

$1.75M

Previous: $890K+96.1%
Cash & Equivalents

$483M

Previous: $180M+167.9%
Total Assets

$729M

Previous: $782M-6.8%
Stock-Based Comp

$17.4M

Previous: $16M+8.2%

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$338K

Q3 2022-85.6%vs Q3 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 anticipates continued decline in cash burn in Q4 due to potential business development and restructuring activities, expecting cash runway into 2024.

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 2022

Historical avgQ3 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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