NASDAQ$BBIO

Bridgebio Pharma Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter ended December 31, 2021.

BridgeBio Pharma reported its financial results for the fourth quarter ended December 31, 2021, revealing cash, cash equivalents, and marketable securities totaling $787.5 million. The company's operating costs and expenses for the quarter increased by $50.9 million to $178.5 million, driven by increased investment in research and development programs.

  • Secured up to $750 million in non-dilutive debt financing in November 2021, extending financial runway into 2024.
  • Dosed first patient in Phase 1/2 trial of investigational gene therapy for congenital adrenal hyperplasia (CAH); initial data readout anticipated in second half of 2022.
  • Launched clinical collaboration with Amgen to study BBP-398, a potentially best-in-class SHP2 inhibitor, in combination with LUMAKRAS® (sotorasib) in advanced solid tumors with the KRAS G12C mutation.
  • Established strategic collaboration with Helsinn Group to co-develop and co-commercialize BridgeBio’s novel GPX4 inhibitor in multiple cancer tumor types.

Headline financials

Total Revenue

$12.9M

Previous: $122K+10462.3%
EPS (adj)

-$1.01

Previous: -$1.01+0.0%
Capital Expenditures

$2.54M

Previous: $2.15M+18.2%
Free Cash Flow

-$136M

Previous: -$98.4M-38.6%
Net Income

-$152M

Previous: -$135M-12.8%
Operating Income

-$166M

Previous: -$127M-29.9%
Gross Profit

$11.3M

Previous: $122K+9191.0%
Cash & Equivalents

$788M

Previous: $607M+29.7%
Total Assets

$1.01B

Previous: $704M+43.9%
Stock-Based Comp

$19.8M

Previous: $12.1M+62.8%

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$12.9M

Q4 2021+10,462.3%vs Q4 2020
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 focused on advancing its pipeline programs and reducing operating expenses to extend its financial runway. The company anticipates several data readouts and clinical trial initiations in 2022 and 2023.

Tailwinds

  • Advancing high-quality programs across the pipeline.
  • Taking steps to reduce operating expenses.
  • Seeking additional opportunities to extend financial runway.
  • Expecting topline data from ATTRibute-CM trial in mid-2023.
  • Initiating a Phase 3 registrational trial of encaleret in patients with ADH1 in 2022.

Headwinds

  • Phase 3 ATTRibute-CM study did not meet its primary endpoint at Month 12.
  • Experienced some delays in certain clinical enrollment and trial commencement activities due to COVID-19.
  • Uncertain longer-term impact of COVID-19 on operating costs and expenses.
  • Potential risks and uncertainties associated with clinical trials and regulatory approvals.
  • Competition and rapid changes in the industry.

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 Q4 2021

Historical avgQ4 2021

+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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