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BridgeBio’s Achondroplasia Data Portend Competition With BioMarin’s Voxzogo

Executive Summary

Already planning to position infigratinib as a safer, more convenient oral therapy for dwarfism compared with the BioMarin injectable, BridgeBio now has Phase II efficacy data showing a higher growth rate.

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Public Company Edition: The closure of Silicon Valley Bank sank biotech stocks in the first full week of March, but valuations rose the next week when two big acquisitions were announced. Also, J&J’s consumer health spinout sold $7.75bn in notes ahead of its future IPO and Karuna grossed $400m in a follow-on offering.

EU Filing For Infigratinib Pulled After Commercial Deal Crumbles

BridgeBio’s partner Helsinn terminated its agreement to commercialize infigratinib, which was approved in the US last year for treating the rare bile duct cancer, cholangiocarcinoma.

BioMarin’s Voxzogo Predicted For Blockbuster Sales, But Market Must Be Built

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