BridgeBio (BBIO) investor relations material

Strategic vision and business model

• Focus on high unmet need genetic diseases, targeting conditions with inadequate or no therapies.

• Approach combines scientific rigor with commercial execution, leveraging differentiated clinical outcomes.

• Emphasis on sustainable investment and long-term business durability, with a pipeline housed in a private sister company for future growth.

• Two commercial pillars: hyper-competitive markets with best-in-class products and rare disease markets built on strong science.

• Transitioning from a single product to four global launches within 18 months, aiming for generational growth.

Product portfolio and clinical highlights

• Attruby, a stabilizer for ATTR cardiomyopathy, is annualizing over $1 billion in sales and expected to reach blockbuster status by year-end.

• Real-world data shows a 34% improvement in outcomes versus tafamidis, with additional validation studies forthcoming.

• Three additional launches planned: BBP-418 for Limb-Girdle Muscular Dystrophy 2I, encaleret for ADH1 hypoparathyroidism, and infigratinib for achondroplasia.

• Each new product targets billion-dollar opportunities, with strong clinical data supporting efficacy and functional improvements.

• Expansion opportunities include additional skeletal dysplasias and post-surgical hypoparathyroidism.

Attruby launch and market dynamics

• Initial launch phase focused on establishing presence and capturing market share, now holding 25% of new patient starts.

• Growth expected to accelerate with new data on kidney protection and real-world effectiveness.

• Quarter-on-quarter sales growth projected at $25–$30 million through 2027, with a shift from second-line to frontline use.

• Life cycle management includes studies on primary prevention, cardiac imaging, and renal protection, plus a once-daily formulation for extended exclusivity.

• Confident in achieving $4 billion+ peak sales for Attruby.