BridgeBio (BBIO) Corporate presentation summary

Business model and strategy

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

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

• Utilizes variable costs through shared infrastructure and diversified financing, aligning incentives at the asset level.

• Lean operating teams advance medicines efficiently, with most programs managed by teams of fewer than 60 FTEs.

• Centralized commercial model enables cost synergies and tailored launch strategies for rare diseases.

Pipeline and portfolio highlights

• Three approved medicines and three positive Phase 3 results, with over 15 active trials and 19 INDs created.

• Pipeline includes programs for ATTR-CM, LGMD2I/R9, ADH1, achondroplasia, Canavan disease, and more, targeting markets exceeding $20B.

• ATTR-CM program (Attruby/acoramidis) shows >$4B peak sales potential and 42% reduction in mortality and CV hospitalization at 30 months.

• LGMD2I/R9 (BBP-418) met all primary and secondary endpoints in Phase 3, with >$1B market opportunity and no approved therapies.

• Encaleret for ADH1 and chronic hypoparathyroidism demonstrated 76% responder rate and is positioned for first-in-class approval.

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 via convertible senior notes.

• Anticipates significant cash flow positivity in 2028.

• Multiple regulatory submissions and commercial launches planned for 2026–2027, including NDA/MAA filings for BBP-418, encaleret, and infigratinib.