The Readout Loud 376: BridgeBio’s great week and Moderna’s unraveling
11 snips
Oct 30, 2025 
Neil Kumar, the CEO of BridgeBio, shares insights about the company's recent Phase 3 successes and discusses their innovative hub-and-spoke model. He reveals exciting news about the potential full approval for Ripetol and competitive strategies for Atrubi. Meanwhile, STAT reporter Jason Mast dives into Moderna's post-COVID turmoil, examining internal conflicts and the fallout from ambitious expansions. He highlights the challenges ahead for mRNA technology in therapeutics and the impact of political sentiment on the company’s future.
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Early Functional Gains Surprise Researchers
- BridgeBio's ripetol interim readout showed statistically significant functional improvements at one year.
- Kumar highlighted biochemical normalization and improved breathing and ambulation earlier than expected.
Incalorate Dramatically Restores Calcium Homeostasis
- Incalorate normalized serum and urine calcium for 76% of patients versus ~4% on standard care.
- Kumar expects normalization to reduce seizures, tetany, brain fog, and long-term kidney damage.
Better Therapies Reveal Hidden Patient Pools
- Kumar said ATTR-CM remains underdiagnosed and multiple therapies are expanding the treated population.
- He views earlier intervention and increased prescriber education as driving market growth.
