Bridgebio Pharma, Inc. · NASDAQ:BBIO

Bridgebio Pharma — Q1 2026 Earnings Presentation

41 slides from Bridgebio Pharma's earnings presentation, May 7, 2026

  1. Slide 1: Corporate Presentation May 2026

    Corporate Presentation May 2026 BridgeBio 1

  2. Slide 2: Forward Looking Statements and Disclaimer

    Forward Looking Statements and Disclaimer The presentation contains forward-looking statements. Statements made or presented may include statements that are not historical facts and are considered forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended, and Sectio

  3. Slide 3: BridgeBio is a new type of biopharmaceutical company

    BridgeBio is a new type of biopharmaceutical company Clearer Biology FROM TO Expensive platforms with long lead times before proof-of- Assets selected to target genetic diseases at the source — concept data higher probability of success from day one Faster Learning FROM TO Slow and bureaucratic deci

  4. Slide 4: We have built a sustainable, high velocity engine to deliver hope and medicines

    We have built a sustainable, high velocity engine to deliver hope and medicines to the communities that we serve > 9,500 individuals impacted by our therapies Obtained Approval for 3 Medicines 3 Positive Phase 3 Results RECLAIM-HP ✓ ✓ ✓ 15 > 70 > 35 19 < $40M active trials papers academic INDs spend

  5. Slide 5: Lean operating teams advance medicines quickly and efficiently

    We leverage lean operating teams that advance medicines quickly and efficiently for people living with rare diseases Topline Avg. Team Size BBP-418 IND ~5.5 Years <30 for LGMD2I/R9 FTEs Topline IND ~6 Years Encaleret <30 for ADH1 FTEs Topline IND ~6 Years Infigratinib <60 for Achondroplasia FTEs Top

  6. Slide 6: A pipeline of products that sing across the BridgeBio ecosystem

    A pipeline of products that sing across the BridgeBio ecosystem Program Indication Pre-Clinical Phase 1 Phase 2 Phase 3 Approved Patients (US + EU) Market Opportunity Attruby Transthyretin Amyloidosis 500,000+ $20B+ (acoramidis) (ATTR-CM) ✓ Attruby Hereditary Transthyretin Amyloidosis ~50,000 $1B+ (

  7. Slide 7: BridgeBio's portfolio at a glance

    BridgeBio’s portfolio at a glance Key Data Peak Sales Peak Share ▪ Effect seen as early as 1 month, 42% reduction in all cause mortality and cardiovascular hospitalization at Month 30, 50% reduction in cumulative frequency of CV hospitalizations at Month 30 ATTR-CM ▪ First and only near complete sta

  8. Slide 8: We are well-financed to hit a drumbeat of potential milestones in 2026

    We are well-financed to hit a drumbeat of potential milestones in 2026 Cash, Cash Equivalents and Marketable 1H 2026 Securities ✓ Infigratinib: ACH Topline BridgeBio currently has $940.2M1 in cash, cash equivalents and ✓ Encaleret: Initiate P2/3 pediatric ADH1 marketable securities ✓ BBP-418: NDA su

  9. Slide 9: Centralized scale + disease-level focus = multiple, focused launches

    Centralized scale + disease-level focus = ability to have multiple, focused launches Benefits of centralized Benefits of execution at the commercial model decentralized program level Build once, scale many Deep program expertise Build commercial capabilities once and leverage across launches + Dedic

  10. Slide 10: Attruby Approved for ATTR-CM

    Attruby® Approved for ATTR-CM BridgeBio 10

  11. Slide 11: Key Attruby (acoramidis) highlights

    Key Attruby® (acoramidis) highlights First and only Effect seen as 42% reduction 50% reduction 43% reduction approved product in composite of all- in the cumulative in frequency of early as 1 month – with a label cause mortality and frequency of CVH due to atrial reduction in cumulative specifying r

  12. Slide 12: Beyonttra has seen rapid EU uptake with leading guideline endorsements

    Beyonttra® (acoramidis) has seen rapid EU uptake with leading guideline endorsements Global Guidelines Endorse Beyonttra (acoramidis) for Clinical Confidence, Credibility, and Impact 50% 98% Germany NBRx share 8 Denmark months into launch volume share Beyonttra (acoramidis) demonstrates robust Acora

  13. Slide 13: Attruby is the only near-complete stabilizer

    Attruby's advantages stem from the fact that it is the only near-complete stabilizer, as more TTR is associated with a longer life ATTR-CM is a progressive disease of TTR protein Attruby uniquely achieves near-complete stabilization, instability preserving the important TTR protein Attruby is the on

  14. Slide 14: Attruby delivers benefits in high-risk variant patients and reduces AF events

    Attruby delivers benefits in high-risk variant patients and reduces atrial fibrillation-related adverse events Outstanding outcomes in ATTRv-CM patients Reduced atrial fibrillation burden4 V122I ATTRv-CM has median survival of just ~31 months vs. ~60 months Incidence of AF adverse events in ATTRwt-C

  15. Slide 15: Attruby Demonstrates Improved Real World Clinical Outcomes vs. Tafamidis

    Attruby Demonstrates Improved Real World Clinical Outcomes vs. Tafamidis Real world evidence suggests that Attruby achieves a 43% reduction in diuretic intensification relative to tafamidis Acoramidis vs. Tafamidis · Propensity Score Weighted Analysis · N=170 vs. ESS=448 · Mean f/u: 140 days · SGLT2

  16. Slide 16: BBP-418

    BBP-418 BridgeBio 16

  17. Slide 17: LGMD2I/R9 is a progressive neuromuscular disease with high unmet need

    LGMD2I/R9 is a progressive neuromuscular disease with high unmet need, representing a >$1B market opportunity in the US and EU Addressable patients by indication Unmet need LGMD2I/R9 is an inherited neuromuscular disorder characterized by lower-limb weakness and loss 9K of ambulation as well as resp

  18. Slide 18: Consistent improvement across primary and all key secondary endpoints

    Unprecedented and consistent improvement across primary and all key secondary efficacy endpoints combined with well-tolerated safety profile Met primary and all key secondary endpoints vs. placebo in Consistent benefit across subgroups Phase 3 FORTIFY interim analysis 1 2 3 1.8x 82% L276I homozygous

  19. Slide 19: Successful FDA meeting; NDA oriented toward traditional approval

    We completed a successful meeting with FDA post interim analysis, and they recommend orienting our NDA toward traditional approval ✓ Positive topline ✓ Submit New Drug Mar. 2026 Engage Oct. 2025 results from Phase 3 Application (NDA) to regulatory FORTIFY study FDA agencies in interim analysis Europ

  20. Slide 20: Leveraging our proven commercial infrastructure to launch BBP-418

    Leveraging our proven commercial infrastructure to successfully launch BBP-418 Built on the foundation of Attruby’s commercial success and tailored to the unique LGMD2I/R9 market opportunity Established commercial Proven launch playbook Ensure broad access infrastructure Dedicated commercial and med

  21. Slide 21: Encaleret

    Encaleret BridgeBio 21

  22. Slide 22: No therapies currently indicated to treat ADH1, a >$1B market

    There are no therapies currently indicated to treat ADH1, a serious and rare genetic condition in a >$1B market US Market Opportunity An analogous ADH1 market is XLH XLH ADH1 12K Individuals with ADH1 Prevalence (US) 12K4 12K ~12K ADH1 prevalent population in the US based on 4 population databases 1

  23. Slide 23: CALIBRATE achieved and exceeded all upside target criteria

    CALIBRATE achieved & exceeded all criteria set forth as an upside target, with a 76% responder rate following 24 weeks of encaleret treatment ✓ ✓ ✓ ✓ ✓ Statistically At Week 24, ≥50% Majority of At Week 24, mean Comparable safety significant primary of study participants iPTH within normal and toler

  24. Slide 24: Encaleret potential in other etiologies of chronic hypoparathyroidism

    Encaleret also has potential as an oral medication for other etiologies of chronic hypoparathyroidism (HP) representing a >$1B market opportunity Encaleret expansion Chronic Hypoparathyroidism opportunity (~200K in US+EU)1,2,3 (RECLAIM-HP trial) Post-surgical Genetic Autoimmune Idiopathic (65%-75%)4

  25. Slide 25: NDA submission for ADH1 planned in 1H 2026

    NDA submission for ADH1 planned in the first half of 2026 with two additional registrational studies to initiate this year Oct. 2025 Q2 2026 Q1 2026 ✓ Pre-NDA interaction with FDA for ADH1 ✓ Positive topline results from Submit New Drug Phase 3 CALIBRATE ✓ Initiate Phase 2/3 study in Application (ND

  26. Slide 26: Leveraging our proven commercial infrastructure to launch encaleret

    Leveraging our proven commercial infrastructure to successfully launch encaleret Built on the foundation of Attruby’s® global commercial success and tailored to the unique ADH1 market opportunity Established commercial infrastructure Proven launch playbook Targeted resource deployment Dedicated comm

  27. Slide 27: Data-driven commercial precision to accelerate ADH1 diagnosis and treatment

    Data-driven commercial precision to accelerate ADH1 diagnosis and treatment ADH1 patients predominantly managed Concentration of HCPs by endocrinologists Managing Patients Endocrinology Nephrology State of Primary Care Market Concentrated prescriber base enabling targeted engagement How we will capi

  28. Slide 28: Infigratinib

    Infigratinib BridgeBio 28

  29. Slide 29: Significant unmet need in skeletal dysplasias; >$5B market

    There remains a significant unmet need for many children with skeletal dysplasias; this represents a large and rapidly growing market of >$5B Addressable people by indication in US/EU1 (current population eligible for treatment) 55,000 15-25K individuals with 1.5-2.5K Other FGFR-driven conditions ac

  30. Slide 30: Infigratinib exceeded the bar for a potential best-in-class option

    Infigratinib exceeded the bar for a potential best-in-class therapeutic option, in the broadest age range studied across any achondroplasia trial Target Clinical Profile for Commercial Success Outcomes CFBL in AHV: Met the primary endpoint with mean difference against placebo of +2.10 cm/yr More tha

  31. Slide 31: Infigratinib improved growth to average stature levels with an oral therapy

    Infigratinib improved growth to average stature levels with an oral therapy Absolute Annualized Height Velocity (AHV) Administration Capsules (17 mm long) Minitablets (2 mm long) Average reference AHV 6 (average stature) (6 cm/year)2 Annualized height velocity (cm/yr, mean) 5 Average reference AHV 4

  32. Slide 32: Key secondary endpoint: change in upper-to-lower body segment ratio

    Key secondary endpoint: Change from baseline to Week 52 in upper-to- lower body segment ratio Change from baseline in upper to lower body segment ratio (UL:LL) at Week 52 Upper to lower body segment ratio is a measurable All ages 3 to < 8 years marker of disproportion in ACH Infigratinib (n=74) Plac

  33. Slide 33: Infigratinib's NDA and MAA submissions in ACH expected in 2H 2026

    Infigratinib’s NDA and MAA submissions in ACH expected in 2H 2026 Feb. 2026 Detailed PROPEL 3 results planned for 2026 ✓ Positive topline results from presentation at scientific Phase 3 PROPEL 3 registrational and advocacy trial conferences U.S. Approval and Commercial Launch in ACH Anticipated Late

  34. Slide 34: Large concentrated market with global $5B opportunity

    Large concentrated market with global $5B opportunity State of the market Addressable market in the U.S. U.S. Prescriber base We are preparing for a global launch People living with achondroplasia predominantly Infrastructure and capabilities in place to support a managed by geneticists & pediatric

  35. Slide 35: Combining compelling data with a proven commercial platform

    Combining compelling data with a proven commercial platform Key highlights Best-in-class efficacy with largest Well-tolerated option, with no SAEs First- and only oral therapeutic option World-class commercial team with AHV, height z score and only stat sig related to study drug or discontinuations

  36. Slide 36: BBP-812

    BBP-812 BridgeBio 36

  37. Slide 37: Canavan disease is a severe, fatal, ultra-rare pediatric disease

    Canavan disease is a severe, fatal, and ultra-rare neurodegenerative pediatric disease with no approved therapies Unmet Need Design Principles ~1,000 US and EU prevalence Provide first disease-modifying therapy Target the condition directly at the source by directly ▪ Canavan disease (CD) is an ultr

  38. Slide 38: Current path to a potential BLA filing in 2027

    Current path to a potential BLA filing in 2027 based on reductions in urine NAA (surrogate endpoint) supported by motor function improvements Hammersmith Infant Neurological Examination Urine N-acetylaspartic acid (NAA) levels (HINE-2) Trajectory Change in HINE-2 Total Score Months since Baseline Na

  39. Slide 39: Depleter Program

    Depleter Program BridgeBio 39

  40. Slide 40: Engineering a differentiated depleter to explore ATTR-CM disease reversal

    Guided by MOA, BridgeBio is engineering a differentiated depleter to explore the potential of ATTR-CM disease reversal Depleter Mechanism of Action BridgeBio’s Differentiated Target Properties 1 Improved fibril:tetramer binding ratio ▪ >10× preferential binding to misfolded TTR fibrils vs. native TT

  41. Slide 41: About Attruby and BridgeBio

    About Attruby ® and BridgeBio About Attruby® (acoramidis) Attruby is the only near-complete (≥90%) stabilizer of Transthyretin (TTR) approved in the U.S. for the treatment of adult patients with ATTR-CM to reduce cardiovascular death and cardiovascular-related hospitalization. Attruby was generally

BridgeBio Pharma — Q1 2026 Earnings Presentation on 6ix