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, and diversified financing to align incentives.

• Built a sustainable, high-velocity engine impacting over 10,000 individuals and supporting >70 active trials.

• Lean operating teams advance medicines efficiently, with small teams and quick progression from IND to topline data.

Pipeline and portfolio

• Portfolio includes 17 programs across rare genetic diseases and oncology, with three approved medicines and several late-stage candidates.

• Key late-stage assets: Attruby (acoramidis) for ATTR-CM, BBP-418 for LGMD2I/R9, encaleret for ADH1, and infigratinib for achondroplasia.

• Market opportunities exceed $20B for lead indications, with multiple programs eligible for Priority Review Vouchers.

• Holds significant ownership in independent companies BridgeBio Oncology Therapeutics and GondolaBio.

Financial position and upcoming milestones

• $1.7B in cash supports three potential US launches by mid-2027.

• Anticipates FDA approvals and launches for BBP-418 (Nov 2026), encaleret (May 2027), and infigratinib (mid-2027).

• Multiple NDA and MAA submissions planned through 2027.