BridgeBio Pharma (BBIO) chief business officer Chinmay Shukla said the company's growth trajectory centers on three new product launches in 2027, backed by a mature commercial platform and a deepening pipeline that management described as positioning the firm to ultimately deliver "40 medicines" rather than four.
At the Wells Fargo 21st Annual Healthcare Conference on September 9, 2026, Shukla provided updated commercial metrics for acoramidis (Attruby), its therapy for transthyretin amyloid cardiomyopathy (ATTR-CM), and detailed outlooks for late-stage assets BBP-418, encaleret, and infigratinib.
Acoramidis annualized global revenue surpassed $1 billion in the second quarter of 2024, with U.S. revenue reaching $222 million in the same period. Shukla outlined a projected quarterly revenue ramp of $25 million to $30 million going forward. The drug currently holds more than 25% of frontline ATTR-CM share and is expected to reach 30% to 40% at peak, management said.
The frontline ATTR-CM patient population has expanded to at least 16,000 new patients annually, up from earlier estimates of 8,000 to 12,000. Pfizer's tafamidis (Vyndamax) retains approximately 55% to 60% of first-line starts, while knockdown therapies account for less than 20%. Generic tafamidis is not expected until 2031.
"We think Attruby as the next-gen, second-generation differentiated stabilizer will take more and more share, and more patients will start on that drug because simply put, it is a better drug," Shukla said.
Beyond acoramidis, BridgeBio pointed to $8 billion in de-risked peak-year sales potential from post-Phase III pipeline assets, within a total risk-adjusted sales opportunity of roughly $10 billion across the portfolio. The company also disclosed a 12% to 13% ownership stake in sister rare-disease firm GondolaBio.
BBP-418, targeting limb-girdle muscular dystrophy type 2I/R9, faces a U.S. and European population of approximately 7,000 patients, including 2,000 to 2,500 in the U.S. More than 500 patients have already been identified for launch, with the company targeting 150 to 160 clinical and MDA centers domestically. An ICD-10 code for the condition was introduced in October 2023.
Encaleret, for autosomal dominant hypoparathyroidism (ADH1), addresses an estimated 12,000-patient population, with about 500 genetically confirmed cases and roughly 2,200 identified through claims data. Annual pricing is estimated between $300,000 and $500,000, positioned toward the higher end relative to competitor products. A Phase III readout is expected by late 2027 or early 2028.
Infigratinib, for achondroplasia, enters a market where treatment penetration reaches about 75% in Europe but only approximately 25% in the U.S., representing a significant expansion opportunity.
BridgeBio reported a market capitalization of $14.92 billion and an EPS of -$3.57 over the trailing twelve months as of the conference.
