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BridgeBio (BBIO) investor relations material

BridgeBio TD Cowen 46th Annual Health Care Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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TD Cowen 46th Annual Health Care Conference summary2 Mar, 2026

Market and stock performance

  • Recent stock pullback attributed to TAF IP overhang, not fundamentals, with three Phase 3 readouts meeting or exceeding expectations in ADH1, LGMD2I, and achondroplasia.

  • TAF IP trial set for late April, with a decision expected between late summer and November; strong belief in patent validity and infringement arguments.

  • Pediatric exclusivity ends in 2028, with generics potentially launching in 2029, but a strong likelihood that TAF IP holds until 2035.

  • ATTR franchise expected to sustain multi-year growth due to clinical differentiation and ongoing research.

Product launches and commercial strategy

  • Three new NDA filings and launches planned over the next year or two, with launches expected to be less costly than Atrubie due to established infrastructure.

  • Commercial leaders and medical affairs teams are in place for upcoming launches; preparations are ongoing pending regulatory approvals.

  • Field force for rare diseases like LGMD2I and ADH1 will be much smaller than for TTR, with some launches potentially using MSLs as half the headcount.

  • Over $1 billion in cash provides a strong runway to profitability.

ATTR and competitive landscape

  • ATTR launch momentum driven by improved patient identification, AI-driven diagnostics, and strong clinical data in subpopulations.

  • Market opportunity for ATTR could reach $20 billion, with continued quarter-over-quarter growth expected.

  • Competition from Pfizer and Alnylam seen as complementary, with all sponsors contributing to market growth.

  • Bayer’s ex-US launch of Beontra expected to contribute meaningfully to financials this year.

TAF IP trial: Expected US ruling timeline
New launches: Commercial spend vs. Atrubie launch
Gondola EPP program: Key differentiators and next steps
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Leerink Global Healthcare Conference 202610 Mar, 2026
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Frequently asked questions

BridgeBio Pharma, Inc. engages in the discovery, development, and delivery of various medicines for genetic diseases. The company's lead candidates for the treatment of Fabry disease comprise a pipeline of recombinant enzyme-replacement therapies comprising elaprase and lysosomal-phospholipid-glycoprotein (PLG) analogs. It focuses on developing therapeutics for treating Fabry disease, a rare genetic disorder characterized by progressive loss of kidney function and the buildup of fatty substances that damage blood vessels and organs. BridgeBio Pharma, Inc.i s based in Waltham, Massachusetts.

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