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BridgeBio price target raised to $63 from $46 at Piper Sandler

Piper Sandler raised the firm’s price target on BridgeBio (BBIO) to $63 from $46 and keeps an Overweight rating on the shares. The firm notes that the first full quarter for Attruby came in at $36.7M, ahead of the company-complied consensus and its estimate of $12.6M and $16.8M, respectively. Management indicated that they are seeing strong uptake in the treatment-naive patient population and the beat was not due to inventory. Piper thinks that the main reason for the beat was due to a lower proportion of patients being on the 28-day free drug program, higher conversion of free to paid, and a lower gross to net.

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