BridgeBio (BBIO) Corporate presentation summary

Business model and strategy

• Focuses on targeting genetic diseases at the source for higher probability of success from day one.

• Employs rapid, decentralized R&D decisions with affiliate autonomy.

• Utilizes variable costs, shared infrastructure, diversified financing, and asset-level incentives.

• Built a sustainable, high-velocity engine impacting over 9,500 individuals and supporting >70 active trials.

• Leverages lean teams to advance medicines efficiently, with small team sizes for each program.

Financial position and milestones

• Holds $940.2M in cash, cash equivalents, and marketable securities as of March 31, 2026.

• Raised $619.3M in January 2026 through a convertible senior notes offering.

• Expects to be significantly cash flow positive in 2028.

• Multiple regulatory and commercial milestones anticipated in 2026–2027, including NDA submissions and product launches.

Product pipeline and market opportunities

• Pipeline includes 17 programs across rare genetic and oncology indications, with several in late-stage development.

• Key programs: Attruby (acoramidis) for ATTR-CM, BBP-418 for LGMD2I/R9, encaleret for ADH1 and chronic hypoparathyroidism, infigratinib for achondroplasia.

• Addressable markets exceed $20B for ATTR, $5B for skeletal dysplasias, and $1B+ for several rare diseases.

• Commercial infrastructure supports multiple focused launches with cost synergies and tailored strategies.