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BridgeBio Pharma, Inc. (BBIO) Discusses Positive FORTIFY Phase III Interim Results in Limb-Girdle Muscular Dystrophy Type 2I/R9 - Slideshow (NASDAQ:BBIO) 2025-10-27
Seeking Alpha· 2025-10-27 13:41
Group 1 - The article does not provide any specific content related to a company or industry [1]
BridgeBio Pharma (NasdaqGS:BBIO) Update / Briefing Transcript
2025-10-27 13:02
Summary of BridgeBio Pharma's FORTIFY Phase Three Interim Analysis Results Webinar Company Overview - **Company**: BridgeBio Pharma - **Focus**: Development of therapies for genetic diseases, specifically targeting limb girdle muscular dystrophy type IIi/R9 (LGMD2i/R9) with the drug BBP-418 - **History**: Founded nearly 10 years ago, has generated almost 20 INDs and three approvals to date [3][25] Key Industry and Company Insights - **Clinical Trial**: FORTIFY is a randomized, placebo-controlled phase three study of BBP-418 - **Patient Population**: Focused on patients with LGMD2i/R9, a progressive genetic disease [9][10] - **Significance of Results**: The interim analysis showed statistically significant improvements in multiple clinical endpoints, marking a potential breakthrough in treatment for LGMD2i/R9 [7][24] Core Findings from the Webinar - **Positive Results**: The phase three results were described as "strongly positive" and exceeded expectations, particularly in functional measures [2][7] - **Key Endpoints**: - **Glycosylated Alpha-Dystroglycan**: Increased by 17% at three months and 23% at 12 months from baseline, significantly exceeding the target of 5% [17][18] - **Serum Creatine Kinase**: Decreased by 82% from baseline at 12 months, indicating reduced muscle breakdown [18] - **100-Meter Time Test**: Patients treated with BBP-418 showed a 0.27 meters per second improvement compared to placebo, translating to a 14-second faster performance [20][21] - **Forced Vital Capacity (FVC)**: Patients experienced a 3% increase from baseline, representing a 5% improvement compared to placebo [22][23] Implications for Patients and Market - **Transformative Potential**: BBP-418 could be the first disease-modifying therapy for LGMD2i/R9, with the potential to improve patient quality of life [6][8] - **Commercial Strategy**: Plans to file an NDA with the FDA in the first half of 2026, with a potential launch in late 2026 or early 2027 [26][27] - **Market Preparation**: The company has been building a commercial foundation in anticipation of positive trial results, aiming to position BBP-418 as the standard of care [27][28] Additional Considerations - **Safety Profile**: The interim analysis indicated a favorable safety profile with no new or unexpected safety findings [24] - **Regulatory Pathway**: Discussions with the FDA will focus on whether to pursue accelerated approval or full approval based on the strength of the data [55][63] - **Patient Identification**: Approximately 7,000 patients are estimated to be diagnosed with LGMD2i/R9 globally, with 2,000 to 2,500 in the U.S. [46][47] Conclusion - The results from the FORTIFY trial represent a significant advancement in the treatment of LGMD2i/R9, with the potential for BBP-418 to transform patient care and establish a new standard in the market for genetic therapies [79]
X @Bloomberg
Bloomberg· 2025-10-27 11:20
BridgeBio Pharma Inc.’s drug to treat a devastating muscle-wasting disorder met its goal in a late-stage trial, paving the way for the biotech company to seek US approval https://t.co/3px4OBe0LQ ...
BridgeBio Reports Positive Phase 3 Results for Small Molecule BBP-418 in LGMD2I/R9 FORTIFY Study
Globenewswire· 2025-10-27 11:00
Core Insights - The FORTIFY Phase 3 study of BBP-418 has successfully achieved all primary and secondary interim analysis endpoints with a well-tolerated safety profile consistent with prior studies [1] - BBP-418 treatment resulted in a significant increase in glycosylated αDG by 1.8 times from baseline at 3 months, with sustained improvements at 12 months [1][4] - The average reduction in serum CK, a marker of muscle damage, was 82% from baseline at 12 months in BBP-418 treated individuals, showing a statistically significant difference versus placebo [1][4] - The company plans to file a New Drug Application (NDA) with the FDA in the first half of 2026 [1][5] Study Results - The FORTIFY study is a randomized, double-blind, placebo-controlled Phase 3 trial evaluating BBP-418 for LGMD2I/R9 [3] - Key results at 12 months include: - Ambulatory function (100MTT): Increase in velocity of 0.14 m/s from baseline and 0.27 m/s versus placebo (p<0.0001) [3][4] - Pulmonary function (FVC): Increase of approximately 3% predicted volume from baseline and a difference of about 5% versus placebo (p=0.0071) [3][10] Safety and Regulatory Designations - BBP-418 was well-tolerated with no new or unexpected safety findings observed [10] - The drug has received Orphan Drug, Fast Track, and Rare Pediatric Disease Designations from the FDA, as well as Orphan Drug Designation from the EMA [6] Disease Background - LGMD2I/R9 is a monogenic autosomal recessive disease caused by mutations in the FKRP gene, leading to impaired glycosylation of αDG [7] - Clinical manifestations include skeletal myopathy, pulmonary muscle involvement, and cardiac issues, with significant morbidity in affected individuals [7] Company Overview - BridgeBio Pharma, Inc. is focused on discovering and delivering transformative medicines for genetic diseases, with a commitment to applying advances in genetic medicine [8]
BridgeBio to Report Phase 3 Results for Small Molecule BBP-418 in LGMD2I/R9 FORTIFY Study, along with Third Quarter 2025 Financial Results Next Week
Globenewswire· 2025-10-24 20:01
Group 1 - BridgeBio Pharma, Inc. is a biopharmaceutical company focused on discovering and delivering medicines for genetic diseases, with a pipeline that includes early science to advanced clinical trials [2] - The company will host two business update calls to provide insights into its operations and developments [1] - The FORTIFY Phase 3 Interim Analysis for Limb-girdle Muscular Dystrophy Type 2I/R9 will be presented in a webinar on October 27, 2025 [3] Group 2 - The Q3 2025 earnings report is scheduled for October 29, 2025, at 4:30 pm ET [3] - BridgeBio was founded in 2015 and aims to apply advances in genetic medicine to benefit patients quickly [2]
13 Biotech Stocks Charging Ahead With New 52-week Highs - Will Near-term Catalysts Drive More Gains?
RTTNews· 2025-10-14 13:49
Core Insights - The article highlights stocks reaching new 52-week highs, indicating market recognition of strong fundamentals and potential catalysts for growth [1][2]. Company Summaries Cogent Biosciences Inc. (COGT) - Cogent Biosciences plans to file its first New Drug Application for Bezuclastinib by the end of 2025, targeting non-advanced systemic mastocytosis [3]. - A phase III trial comparing Bezuclastinib with Sutent is ongoing, with results expected in the second half of 2025 [4]. - The stock reached a 52-week high of $16.99, up from $7.25 when last featured [5]. Assembly Biosciences Inc. (ASMB) - Assembly Biosciences is advancing four key development programs, with ABI-5366 expected to enter phase 2 studies in mid-2026 [6]. - Interim data for ABI-1179 is anticipated this fall, while ABI-6250 is in a phase 1a trial [7]. - The stock hit a 52-week high of $28, up from $14.53 when last featured [8]. Compass Therapeutics Inc. (CMPX) - Compass Therapeutics is conducting a phase 2/3 study of Tovecimig for advanced biliary tract cancer, with analyses of secondary endpoints expected in Q1 2026 [9][10]. - The stock reached a 52-week high of $4.39, up from $2.91 when last featured [11]. NewAmsterdam Pharma Company N.V. (NAMS) - NewAmsterdam Pharma is developing Obicetrapib as a cholesterol-lowering therapy, with positive data from the BROADWAY trial [12][13]. - The company has completed two additional phase III trials and submitted marketing applications to the EMA [16]. - The stock reached a 52-week high of $39.76, up from $21.56 when last featured [17]. Mineralys Therapeutics Inc. (MLYS) - Mineralys is developing Lorundrostat for uncontrolled hypertension, with a pivotal phase III trial achieving its primary endpoint [19]. - A phase II trial for overweight participants with OSA is ongoing, with topline results expected in 1H 2026 [20]. - The stock hit a 52-week high of $43.88, up from $10.34 when last featured [20]. Kymera Therapeutics Inc. (KYMR) - Kymera is set to report data from its phase I trial of KT-621 this quarter, with phase 2b studies planned for late 2025 and early 2026 [21][22]. - The stock reached a 52-week high of $60, up from $40 when last featured [22]. Insmed Inc. (INSM) - Insmed has two approved drugs and is conducting a phase 3 trial of Arikayce, with topline results expected in 1H 2026 [24][25]. - The stock hit a high of $166.54, up from $76.54 when last featured [26]. Adaptive Biotechnologies Corp. (ADPT) - Adaptive Biotechnologies expects MRD revenue between $190 million and $200 million for 2025, up from $145.5 million in 2024 [28][29]. - The stock reached a 52-week high of $15.94, up from $9.80 when last featured [29]. BridgeBio Pharma Inc. (BBIO) - BridgeBio has upcoming topline results from the FORTIFY and CALIBRATE studies expected in Fall 2025 [30]. - The stock reached a 3-year high of $56.24, up from $25.10 when last featured [31]. Tarsus Pharmaceuticals Inc. (TARS) - Tarsus reported strong sales for Xdemvy, with Q2 2025 sales of $102.7 million, compared to $40.8 million in Q2 2024 [32]. - The stock hit an all-time high of $70.15, up from $25.01 when last featured [34]. Palvella Therapeutics Inc. (PVLA) - Palvella's QTORIN is under development for various skin diseases, with a phase 2 trial expected to report data in mid-December 2025 [35][36]. - The stock reached a 52-week high of $76.76, up from $25 when last featured [36]. Merus N.V. (MRUS) - Merus agreed to be acquired by Genmab for $97 per share, with the deal expected to close in early Q1 2026 [37]. - The stock was at $39.71 when last featured [39]. Nephros Inc. (NEPH) - Nephros reported net revenue of $4.4 million for Q2 2025, marking its third consecutive quarter of profitability [40][41]. - The stock hit a 52-week high of $5.98, up from $2.93 when last featured [42].
UBS Reaffirms Buy on BridgeBio (BBIO) With Optimism Around Attruby Launch
Yahoo Finance· 2025-10-02 20:55
Core Insights - BridgeBio Pharma, Inc. (NASDAQ:BBIO) is recognized as one of the top biotech stocks to consider for investment, particularly due to the launch of its medication, Attruby [1] - UBS has maintained a Buy rating for BridgeBio, expressing optimism about the launch trajectory of Attruby, supported by a significant number of new patient diagnoses [1] Financial Potential - UBS estimates that Attruby could generate over $4 billion in long-term revenue, with its competitive edge highlighted by data showing its differences from the rival medication tafamidis [2] - The firm also notes that BridgeBio's pipeline beyond Attruby is "underappreciated," with three Phase 3 readouts expected in the next six months, which could collectively match Attruby's revenue potential [2] Company Overview - BridgeBio Pharma, Inc. is a biopharmaceutical company focused on discovering, developing, evaluating, and marketing innovative medications aimed at curing genetic diseases [3]
BridgeBio Pharma, Inc. (BBIO) Retains $68 Target on Strong Launch Dynamics
Yahoo Finance· 2025-10-02 13:46
Core Insights - BridgeBio Pharma, Inc. (NASDAQ:BBIO) is recognized as a promising biotech stock by hedge funds, with Piper Sandler analysts maintaining an 'Overweight' rating and a price target of $68, indicating a potential upside of nearly 33% [1] - The company's third-quarter performance is expected to mirror the second quarter in terms of free-drug distribution and gross-to-net adjustments, with the German launch of Beyonttra (Attruby) showing stronger results than the initial U.S. launch due to wide access at approval [2] - BridgeBio has demonstrated impressive financial performance, achieving one-year and three-year returns of 100.67% and 413.98%, respectively, significantly outperforming the market returns of 15.34% and 85.36% [3] Company Overview - BridgeBio Pharma, Inc. is a California-based commercial-stage biopharmaceutical company focused on developing transformative medicines for genetic diseases and cancers, founded in 2015, and offers products such as Attruby and low-dose infigratinib [4]
BridgeBio Pharma, Inc. (BBIO) Presents at HFSA 2025 - Slideshow (NASDAQ:BBIO) 2025-09-30
Seeking Alpha· 2025-09-30 23:02
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BridgeBio, Up 80% This Year, Just Unveiled Promising News For Its Pfizer Rival
Investors· 2025-09-28 15:15
Core Insights - BridgeBio Pharma's heart-disease drug, Attruby, has shown promising results in reducing the risk of death by nearly 50% in an exploratory study, which could significantly impact treatment approaches for cardiomyopathy [1][2][4] Group 1: Drug Efficacy and Approval - Attruby is approved for treating cardiomyopathy due to transthyretin amyloidosis, with a 49% lower risk of death observed in patients after 30 months of treatment [2][5] - The drug's effects were noticeable within just one month of treatment, suggesting the need for earlier diagnosis and intervention [3][7] - Attruby has been marketed since late 2024, generating $5.9 million in its first quarter, which increased to $71.5 million in subsequent quarters, with a forecast of $94.9 million for the current quarter [5][6] Group 2: Market Potential and Competition - Analysts predict Attruby could become a blockbuster drug by 2027, competing against Pfizer's Vyndaqel, which generated $5.45 billion in sales last year [5][6] - The difference in outcomes between Attruby and placebo was significant, with 53 events prevented per 100 treated patients after 30 months [8] Group 3: Clinical Implications - The cardiologist Dr. Ahmad Masri emphasizes that Attruby could shift the treatment paradigm for TTR-related cardiomyopathy, focusing on preventing serious cardiovascular events [9][10] - Continuous treatment with Attruby is highlighted as crucial for improving patient longevity and quality of life, as recovery from heart failure episodes can be challenging [10]