BridgeBio (BBIO) Corporate presentation summary

Strategic vision and business model

• Focuses on maximizing the speed and impact of new drug creation for patients with genetic diseases, prioritizing programs with high technical success, first- or best-in-class potential, and positive NPV.

• Operates with decentralized R&D and centralized infrastructure to de-risk programs and leverage economies of scale.

• Employs lean, experienced teams and flexible cost structures to accelerate drug development and reduce fixed costs.

• Provides investors with diversified, de-risked portfolios and access to low-cost debt.

Financial position and milestones

• Ended 2025 with $587.5M in cash, cash equivalents, and marketable securities.

• Cash burn declined in Q4 2025 due to rising revenues and improved operating leverage.

• Anticipates multiple regulatory milestones in 2026–2027, including NDA submissions and product launches for infigratinib, encaleret, and BBP-418.

Pipeline and clinical progress

• Approved three medicines: Attruby (acoramidis), Nulibry (fosdenopterin), and Truseltiq (infigratinib), with over 9,500 individuals impacted.

• Maintains 15 active trials, 19 INDs, and over 35 academic partnerships.

• Pipeline includes late-stage programs for ATTR-CM, LGMD2I/R9, ADH1, chronic hypoparathyroidism, achondroplasia, and Canavan disease.