Description

BridgeBio Pharma’s Attruby Breakout — $222.4 Million Revenue Signals A Bigger Opportunity!

BridgeBio Pharma reported continued commercial progress in the second quarter of 2026, led by strong growth of Attruby, or acoramidis, for transthyretin amyloid cardiomyopathy. Net product revenue reached $222.4 million, increasing sequentially by more than $35 million. Attruby grew 23%, exceeding overall market growth of 19%. Growth was mainly driven by higher first-line patient starts and retention, with BridgeBio estimating a 2 to 3 percentage point gain in first-line market share despite inventory and competitive dynamics. Emerging clinical data suggesting potential kidney-protective effects could differentiate Attruby from Pfizer’s tafamidis, while independent real-world evidence indicated better cardiovascular outcomes and fewer hospitalizations versus other treatments. Competition remains significant in ATTR-CM. Combination therapy studies involving eplontersen failed to demonstrate additional benefit, supporting stabilizer monotherapy as the standard of care. BridgeBio views Attruby as a near-complete stabilizer with potential advantages, although frontline competitive pressure is expected to persist.