BridgeBio Pharma (BBIO) investor relations material

Commercial performance and market dynamics

• Sales volume accelerated in 3Q with stable pricing, driven by robust uptake across patient and physician segments.

• Majority of new patients are treatment naive, with this segment showing consistent monthly growth.

• Market expansion is attributed to increased disease awareness, more players, and strong clinical data supporting product differentiation.

• Attruby aims for 30%-40% market share, with ambitions to exceed this based on strong European performance.

• No current pricing pressure observed; strategy focuses on clinical data and parity access rather than rebates.

Competitive landscape and future outlook

• Market is not zero-sum; all players expected to grow as overall demand increases.

• Combo therapy is rare for Attruby, and recent guidelines discourage combination use due to lack of benefit.

• Generic entry for Tafamidis is not expected until 2035, with Attruby's differentiated profile providing insulation.

• Volume growth is expected to continue, with minimal impact from generic competition based on analogs in other therapeutic areas.

• Early diagnosis rates for ATTR-CM remain low, with only 20%-25% of the estimated 250,000 U.S. patients diagnosed.

Clinical and pipeline updates

• Two positive phase 3 readouts: Encaloret for ADH1 and BBP-418 for LGMD2i, both targeting large rare disease markets.

• Encaloret showed 76% normalization of calcium in ADH1 patients at 24 weeks, with durable effects observed up to 3.5 years.

• BBP-418 demonstrated significant biomarker and functional improvements in LGMD2i, including increased ambulation and pulmonary function.

• Both programs have identified substantial initial patient pools and anticipate further growth through increased diagnosis.

• Additional pipeline milestones include phase 3 and proof-of-concept readouts for infigratinib in 2026.