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Biotech Investor, AI-Driven Drug Discovery

7 Oct, 10:16Latest

BridgeBio's top four drugs could reach $12.5 billion in sales, a massive commercial expansion as three PDUFA dates arrive over the next six months. Attruby, a best-in-class ATTR stabilizer, could do $3 billion or more, Encaleret $1.5-2 billion, BBP-418 about $1 billion and achondroplasia $3-4 billion. Management runs trials and sells drugs well but makes amateur financing mistakes. It holds $1.7 billion of cash against about $3.5 billion of debt and should be cash-flow positive in 2028. x.com

BBIO

6 Oct, 12:48

BridgeBio's further approvals are no longer a matter of if but when, with three PDUFA dates on the calendar, and the stock looks cheap. The company is executing extremely well on both the clinical and commercial side. Debt remains the biggest concern, but its $1B offering helps, and four commercial drugs over the next 12 months should turn it profitable in 2028. If all four succeed, the upside is much bigger. x.com x.com x.com

BBIO

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