NASDAQ$BBIO

Bridgebio Pharma Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

BridgeBio reported its Q3 2024 financial results and provided a business update.

BridgeBio Pharma reported its Q3 2024 financial results, highlighting progress in its late-stage pipeline, including the NDA filing for acoramidis and advancements in other clinical trials. The company ended the quarter with $406 million in cash, cash equivalents, and short-term restricted cash.

  • Acoramidis NDA was filed with the U.S. FDA with a PDUFA action date of November 29, 2024.
  • CALIBRATE, the Phase 3 clinical trial of encaleret in ADH1, completed screening.
  • FORTIFY, the Phase 3 clinical trial for LGMD2I/R9, completed enrollment.
  • The FDA granted Breakthrough Therapy Designation to oral infigratinib for achondroplasia

Headline financials

Total Revenue

$2.73M

Previous: $4.09M-33.2%
EPS

-$0.86

Previous: -$1.08+20.4%
Capital Expenditures

-$886K

Previous: -$871K-1.7%
Free Cash Flow

-$165M

Previous: -$180M+8.4%
Net Income

-$164M

Previous: -$179M+8.5%
Operating Income

-$192M

Previous: -$158M-21.6%
Gross Profit

$2.13M

Previous: $3.49M-38.9%
Cash & Equivalents

$266M

Previous: $505M-47.3%
Total Assets

$665M

Previous: $655M+1.5%
R&D Expense

$121M

Previous: $126M-3.7%
Stock-Based Comp

$27.2M

Previous: $22.6M+20.2%

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$2.73M

Q3 2024-33.2%vs Q3 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 preparing to launch acoramidis in the U.S. upon FDA approval at the end of 2024 and anticipates Phase 3 study readouts in 2025.

Tailwinds

  • Acoramidis NDA was filed with the U.S. FDA with a PDUFA action date of November 29, 2024
  • BridgeBio anticipates receiving a $500 million milestone payment upon FDA approval of acoramidis.
  • BridgeBio anticipates receiving $105 million in aggregate regulatory milestone payments upon approval of acoramidis in European and Japanese territories.
  • The company anticipates completing enrollment of the CALIBRATE study in 2024.
  • Enrollment completion for PROPEL 3 study expected in 2024.

Headwinds

  • Initial and ongoing data from the Company’s preclinical studies and clinical trials not being indicative of final data
  • The potential size of the target patient populations the Company’s product candidates are designed to treat not being as large as anticipated
  • Future regulatory filings, approvals and/or sales
  • The FDA or such other regulatory agencies not agreeing with the Company’s regulatory approval strategies
  • The continuing success of the Company’s collaborations

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 2024

Historical avgQ3 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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