NASDAQ$BBIO

Bridgebio Pharma Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

BridgeBio Pharma reported a significant increase in revenue, supported by the commercial launch of Attruby, while experiencing continued net losses due to high operating expenses.

BridgeBio Pharma reported Q4 2024 revenue of $5.9 million, a significant increase from the prior year period, primarily driven by the first commercial sales of Attruby in the U.S. The company faced a net loss of $265.1 million, attributed to increased SG&A expenses related to commercialization efforts. Operating costs surged due to higher marketing and sales expenses, while cash and cash equivalents reached $681 million. The company continues to progress its pipeline with multiple Phase 3 studies advancing towards completion.

  • Revenue increased to $5.9 million from $1.7 million in Q4 2023, driven by Attruby's first commercial sales.
  • Net loss widened to $265.1 million, reflecting increased SG&A and R&D costs.
  • Cash and cash equivalents rose to $681 million, strengthening liquidity.
  • Attruby achieved significant regulatory milestones, including EU approval under the name BEYONTTRA.

Headline financials

Total Revenue

$5.88M

Previous: $1.75M+237.1%
EPS (adj)

-$1.40

Previous: -$0.96-45.8%
Capital Expenditures

-$3.24M

Previous: -$435K-644.1%
Free Cash Flow

-$195M

No prior period
Net Income

-$265M

Previous: -$170M-55.6%
Operating Income

-$226M

Previous: -$177M-27.4%
Gross Profit

$3.03M

Previous: $1.15M+164.3%
R&D Expense

$130M

Previous: $131M-0.4%

Revenue & EPS history

Bridgebio · Revenue · Quarterly

$5.88M

Q4 2024+237.1%vs Q4 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 expects continued revenue growth from Attruby while focusing on advancing late-stage clinical programs. Regulatory milestones in Europe and Japan are anticipated to contribute to financial performance.

Tailwinds

  • Attruby's commercial launch is gaining traction with over 1,000 prescriptions filled.
  • EU approval for BEYONTTRA brings milestone payments and future royalties.
  • Strong liquidity position with over $681 million in cash.
  • Multiple Phase 3 clinical trials are advancing towards completion in 2025.
  • Additional regulatory approvals in Japan expected in 1H 2025.

Headwinds

  • Net losses remain high due to increasing SG&A and R&D expenses.
  • Operating expenses continue to climb, driven by commercialization costs.
  • Revenue from Attruby remains modest at $2.9 million in Q4 2024.
  • Future funding needs may arise to sustain R&D efforts.
  • Market conditions and reimbursement policies could impact long-term sales.

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 2024

Historical avgQ4 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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