BridgeBio Pharma : Bank of America Merrill Lynch Healthcare Conference 2024 Presentation

Bank of America

Merrill Lynch

Presentation

May 15th, 2024

Forward-Looking Statement and Disclaimer

The presentation may contain 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 Section 21E of the Securities Exchange Act of 1934, as amended. Words such as "believe," "anticipate," "plan," "expect," "intend," "will," "may," "goal," "potential," "should," "could," "aim," "estimate," "predict," "continue" and similar expressions or the negative of these terms or other comparable terminology are intended to identify forward-looking statements, though not all forward-looking statements necessarily contain these identifying words. We intend these forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act and Section 21E of the Exchange Act. These forward-looking statements, including statements relating to the clinical, therapeutic and market potential of our programs and product candidates, including the timing and success of our clinical development programs, including acoramidis for the treatment of transthyretin amyloidosis, low-dose infigratinib for the treatment of achondroplasia, encaleret for the treatment of ADH1, BBP-418 for the treatment of LGMD2I, and other clinical programs; our ability to develop a novel oncology pipeline; the progress of our ongoing and planned clinical trials; the expected timing of completion of enrollment and availability of data from our clinical trials of our product candidates; the potential benefits of our product candidates; the timing and success of any potential commercial launch of our product candidates; and our ability to execute on our corporate strategy, reflect our current views about our plans, intentions, expectations and strategies, which are based on the information currently available to us and on assumptions we have made. Such statements reflect the current views of the Company with respect to future events and are subject to known and unknown risks, including business, regulatory, economic and competitive risks, uncertainties, contingencies and assumptions about the Company, including, without limitation, risks inherent in developing therapeutic products, and those risks and uncertainties described under the heading "Risk Factors" in the Company's most recent Annual Report on Form 10-K filed with the U.S. Securities and Exchange Commission ("SEC") and in subsequent filings made by the Company with the SEC, which are available on the SEC's website at www.sec.gov. In light of these risks and uncertainties, many of which are beyond the Company's control, the events or circumstances referred to in the forward-looking statements, express or implied, may not occur. The actual results may vary from the anticipated results and the variations may be material. You are cautioned not to place undue reliance on these forward-looking statements, which speak to the Company's current beliefs and expectations only as of the date of the presentation. Except as required by law, the Company disclaims any intention or responsibility for updating or revising any forward-looking statements made or presented at the presentation in the event of new information, future developments or otherwise. No representation is made as to the safety or effectiveness of the product candidates for the therapeutic use for which such product candidates are being studied. Certain information communicated at the presentation may relate to or is based on studies, publications, surveys and other data obtained from third-party sources and the Company's own internal estimates and research. While the Company believes these third-party sources to be reliable as of the date of the presentation, it has not independently verified, and makes no representation as to the adequacy, fairness, accuracy or completeness of, any information obtained from third-party sources. In addition, certain information to be communicated at the presentation involves a number of assumptions and limitations, and there can be no guarantee as to the accuracy or reliability of such assumptions. Finally, such research has not been verified by any independent source.

Such information is provided as of the date of the presentation and is subject to change without notice. The Company has not verified, and will not verify, any part of this presentation, and the Company makes no representation or warranty, express or implied, as to the accuracy or completeness of the information to be communicated at the presentation or as to the existence, substance or materiality of any information omitted from the presentation at the presentation. The Company disclaims any and all liability for any loss or damage (whether foreseeable or not) suffered or incurred by any person or entity as a result of anything contained or omitted from this document or the related presentation and such liability is expressly disclaimed.

1

Today's focus

Clinical bar for first line		Plans to share		BBOT carveout in the
	infigratinib Phase II		context of our
ATTR-CM treatment
	long-term data		corporate strategy

2

Updates since January's JP Morgan presentation

• ATTR-CMlandscape continues to evolve rapidly
• • Delivered additional acoramidis data across hard outcomes, imaging, biomarkers, and quality of life, including a pre- specified sensitivity analysis applied to the entire intention-to-treat study population demonstrating acoramidis significantly reduced all-cause mortality (p=0.04), with no safety signals of potential clinical concern1
  • Global tafamidis Q1 2024 sales increased 66% year-over-year and imply a $4.5B+ annualized run rate
  • HELIOS-Bstatistical analysis plan updated with topline readout delayed to late June/early July
• Delivered on commitment to strengthen our balance sheet to support a world-class acoramidis launch and fund our late- stage clinical trials
• • Negotiated a variety of deals across equity, royalty, debt, and licensing to secure up to $1.5B of funding
• Delivered on commitment to unlock value from early-stage pipeline and streamlined the firm
• • Launched BridgeBio Oncology Therapeutics with a $200 million private financing to accelerate the development of novel oncology pipeline
• Continued strong execution to fully enroll our phase three studies in Achondroplasia, LGDM2i, and ADH1
• • All clinical trials on target to complete enrollment in 2024 to setup 2025 readouts

1 ITT population. Poulsen et al., ESC HF 2024 "ATTRibute-CM: ITT Sensitivity Analysis and Sub-Analysis Comparing Acoramidis and Placebo in Stage 4 CKD"

3

Today's focus

Clinical bar for first line		Plans to share		BBOT carveout in the
	infigratinib Phase II		context of our
ATTR-CM treatment
	long-term data		corporate strategy

4

Thoughts on the evolving ATTR-CM clinical landscape

• We believe that patients deserve as many treatment options as possible. We are rooting for all drugs to demonstrate conclusive efficacy and safety
• Our aim is to clear up misinformation and to reiterate the acoramidis clinical data

5

Acoramidis has established a compelling clinical profile

Acoramidis demonstrated a 42% reduction in frequency of

1 42% & Month 3 composite ACM and CVH events and with event curves

separating by Month 31

2	Trends Favoring	Intrastudy exploratory, post-hoc results comparing measures
Acoramidis	of efficacy to tafamidis trended in favor of acoramidis

ATTRibute-CM did not require extension beyond 30 months;

3 30-MonthEndpoint additional 6 months estimated to yield a 5% increase in

relative risk reduction in ACM2

Acoramidis is an investigational molecule. The safety and efficacy have not been established by regulatory authorities.
1 For this analysis, cardiovascular-related hospitalization included both adjudicated events and events of clinical interest and heart transplant and implantation of cardiac mechanical assistance device were treated as	6
death. 2 Elliott P, Circ Heart Fail., 2022; 15(1):e008193. The extrapolation is based a gamma distribution model of survival in placebo-treated patients in ATTR-ACT beyond 30 months.
ACM = All-Cause Mortality. CVH = Cardiovascular-related Hospitalization.

ATTRibute-CM composite CV outcomes curves separated earlier with greater risk reduction than previously seen in field

Time to All-Cause Mortality or FirstCardiovascular-Related Hospitalization Over 30 Months

p value = 0.0008

Note: mITT population. Heart transplant and implantation of cardiac mechanical assistance device were treated as death for this analysis. Cardiovascular-related hospitalization included both adjudicated events	7
and events of clinical interest.

Within study exploratory, post-hoc results trended in favor of acoramidis

NT-proBNP, median change from baseline (pg/mL)1

		9% experienced	Worse
		improvement from
1,400		baseline

1,200

1,000

800				45% experienced
600				improvement from
			baseline
400
200						Better
0
	Placebo	Placebo +	Acoramidis	Acoramidis
		(n=98)	Tafamidis	(n=232)	+ Tafamidis
			(n=35)2		(n=48)2

Serum TTR Level, mean change from baseline (mg/dL)1

10								Better
9
8
7
6
5
4
3
2
1								Worse
0
-1			Placebo	Placebo +	Acoramidis	Acoramidis
			(n=100)	Tafamidis	(n=234)	+ Tafamidis
					(n=35)2		(n=49)2

1 Change from baseline at Month 30 in mITT population. 2 Tafamidis usage allowed after month 12 in ATTRibute-CM. Mean exposure on tafamidis = 11 months in mITT population.

Note: Within study exploratory, post-hoc results comparing acoramidis to placebo + tafamidis also trended in favor of acoramidis in the following measures: all-cause mortality, cardiovascular-related hospitalization,

6MWD (6-minute walk distance), and Kansas City Cardiomyopathy Questionnaire Overall Summary Score (KCCQ-OS).8 NT-proBNP = N-terminal prohormone of brain natriuretic peptide.

Higher serum TTR levels may be available to patients who switch onto acoramidis regardless of baseline levels

(mg/dL)		12						Phase 3						OLE (Acoramidis only)
	10					Acoramidis+Tafamidis
																	Acoramidis
Baseline		8
Change from	(±SEM)	6
4									Placebo+Tafamidis
TTR Mean		2
	0								Placebo
Serum
	-2
Month		0	1	3	6	9	12	15	18	21	24	27	30	OLE:	M1	M6	M12

Notes: All open-label extension (OLE) results are preliminary and are shown in dashed lines. OLE month 12 results are not shown for the Placebo+Tafamidis group due to insufficient data. OLE results are not shown for

Acoramidis+Tafamidis or Placebo groups due to ongoing analyses. The Placebo+Tafamidis group was defined as: the sample collection date at least 14 days after tafamidis start date AND no more than 14 days after the 9 tafamidis end date. In OLE, fraction of acoramidis only patients continuing was n=222 of n=234 at month 30, and fraction of Placebo+Tafamidis patients that qualify for OLE was n=21 of n=33.