BridgeBio (BBIO) Corporate presentation summary

Business model and execution

• Decentralized R&D affiliates, shared infrastructure and asset-level incentives underpin a model focused on genetic diseases and faster proof-of-concept decisions.

• Reported operating metrics: >10,000 individuals impacted by therapies, 19 INDs created, < $40M spend to proof-of-concept data, >70 active trials and >35 academic partnerships.

• Three medicines have received approval; Truseltiq was voluntarily withdrawn and Nulibry generates royalties.

Attruby

• Approved for adult ATTR-CM; label specifies near-complete (≥90%) TTR stabilization. Q3 2026 U.S. net product revenue was $253.2M; estimated NBRx share exceeded 25%.

• Potential peak sales exceed $4B, with projected peak market share of 30%-40%; estimates are based on a survey of 200 ATTR-CM prescribers.

• ATTRibute-CM showed a 42% reduction in the composite of all-cause mortality and recurrent cardiovascular hospitalizations at Month 30; cardiovascular hospitalization frequency fell 50%.

• Epic COSMOS real-world EHR analysis found an 18% lower risk of composite events versus tafamidis, with separation within one month; the analysis was not a randomized head-to-head trial.

• Phase 2/3 analyses found a slower chronic eGFR decline versus placebo (-1.01 vs. -3.48 mL/min/1.73 m²/year; p<0.001) and sustained UACR reduction of 13.7% (p=0.026).

Late-stage launch programs

• BBP-418 Phase 3 FORTIFY interim results showed improvements across primary and key secondary endpoints, including glycosylated αDG, serum CK, 100MTT and FVC; FDA accepted its NDA with Priority Review and a Nov. 27, 2026 PDUFA date.

• BBP-418's interim analysis reported an 82% reduction in serum CK at 12 months versus approximately no change on placebo; no discontinuations due to treatment-emergent adverse events were reported.

• Infigratinib Phase 3 PROPEL 3 topline results were positive; NDA filing was accepted with Priority Review and a Feb. 4, 2027 PDUFA date.

• Infigratinib showed a 2.10 cm/year treatment effect in annualized height velocity (p<0.0001) and 5.96 cm/year absolute on-treatment velocity; the presentation cited a $5B+ potential global ACH/HCH market.

• Encaleret's Phase 3 CALIBRATE trial reported 76% (34/45) achieved target serum and urine calcium at Week 24 versus 4% on conventional therapy; NDA accepted with Priority Review and May 8, 2027 PDUFA date.