Imho silly downgrade today on BBIO & Attruby comments - analyst clearly not been keeping up with latest slides & how it’s superior drug ?

Doesn't attruby have a 36 percent reduction to all cause mortality?

Attruby as in stabilising disease? Would be great if even that were possible. The 3 approved drugs and everything in the clinic for IPF just slows disease progression.

You could have an Attruby approach to rs5744168 though couldn’t you?

We're giving the GOAT tafamidis for FFS? Someone please get this man some Attruby.

BridgeBio Pharma Inc $BBIO operates through a decentralized hub-and-spoke model to rapidly discover and commercialize transformative therapies for rare genetic conditions. The valuation of the company is currently anchored by its flagship drug, Attruby, which has successfully captured a quarter of the treatment-naive cardiovascular market and generated robust initial revenue. With three additional de-risked pipeline assets poised for regulatory approval over the next two years, the firm is targeting an additional four billion dollars in peak sales potential. As the business faces heavy operational cash burn and fierce competition from pharmaceutical giants, can management flawlessly execute these simultaneous global launches to reach sustainable profitability?

$BBIO GS BUY PT $116 Mgt guided Attruby is launching with strong momentum& on track to reach blockbuster status. More specifically, it guided that three pools of ATTR-CM patient are contributing to volume growth including: 1) 1L treatment-naive patients. Mgtnoted this group is greater than previously estimated and is tracking at 3k-4k/quarter (was 2k-3k/quarter prior to launch), that it is capturing c.25% of the NRx and still increasing, contributing to a strong steady tail wind; 2) 2L switchers from tafamidis, which it splits approximately 50:50 with Amvuttra; and 3) a much smaller group compared to the two aforementioned pools of patients on combo therapy with Amvuttra, which it splits 50:50 with tafamidis. Of note, management highlighted its recent analysis showed 43% atrial fibrillation risk reduction on Attruby, which will support physicians keeping patients in their direct care rather than referring them to tertiary centers

$BBIO baffled by increasing shorts when acceleration continues with Attruby

Attruby has a boat load of competition. Its up against Pfizer in the stabilizer space plus it has to compete with gene editing. When I take a look at an average of all analysts numbers, It comes to $3 billion which is equal to my numbers. One overly optimistic analysts in not a good representation in my opinion.

$BBIO PIPER BUY PT $111 Attruby holds a commanding 60% first-line share in newly diagnosed patients Attruby holds a commanding 60% first-line share in newly diagnosed patients.

$BBIO Attruby appears to be benefiting from increased patient awareness of its data, while tafamidis use may be pressured by pharmacy / statin interaction alerts &payer driven switches to Attruby. Increasingly, there seems to be increased awareness of the statin interaction with tafamidis as this is the 2nd KOL that has acknowledged this interaction.

Doesn’t Attruby also have potential impact on statin concentration in the blood?

$BBIO ATTR-CM KOL was constructive for $BBIO/Attruby with the physician estimating that among newly diagnosed patients ~60% are starting on Attruby, vs 20% for $PFE's Vyndamax (tafamidis), and 20% for $ALNY 's Amvuttra (vutrisiran) Attruby is preferred 2L option ~2/3 of switch