Blood Cancer-Focused Blueprint Medicines Could Be 'Attractive Target For Partnerships': Analyst
Blood Cancer-Focused Blueprint Medicines Could Be 'Attractive Target For Partnerships': Analyst
Blueprint Medicines anticipates approximately $475 million to $480 million in global Ayvakit net product revenues in 2024, an increase from $435 million to $450 million in the previous range.JP Morgan initiated coverage on Blueprint Medicines Corporation (NASDAQ:BPMC), a biotech company focused on modulating immune mast cells.
摩根大通对纳斯达克上市的blueprint medicines公司展开了覆盖，该公司是一家专注于调节免疫肥大细胞的生物科技公司。
In 2023, the FDA approved Blueprint Medicines' Ayvakit (avapritinib) as the first, only treatment for indolent systemic mastocytosis (ISM).
2023年，FDA批准了blueprint medicines的Ayvakit（avapritinib）作为迟发性全身肥大细胞症（ISM）的首个、唯一治疗方案。
In the third quarter of 2024, Ayvakit reported net product revenues of $128.2 million, including $113.1 million in the U.S. and $15.1 million ex-U.S., representing 136% growth year over year.
2024年第三季度，Ayvakit报告净产品营业收入为$12820万，包括美国11310万美元和非美国1510万美元，同比增长136%。
Blueprint Medicines anticipates approximately $475 million to $480 million in global Ayvakit net product revenues in 2024, an increase from $435 million to $450 million in the previous range.
blueprint medicines预计2024年全球Ayvakit净产品营业收入将达到约$47500万至$48000万，高于之前的$43500万至$45000万区间。
This updated guidance is based on continued growth in patients on therapy, continued favorability in compliance and other performance factors, and stronger-than-expected performance outside of the U.S.
这一更新后的指引基于持续增长的接受治疗患者数量，持续良好的依从性以及其他绩效因素，并且在美国以外的表现超出预期。
JP Morgan initiates with an Overweight rating and a price target of $126, an upside of almost 30%.
摩根大通给予超额评级，并设定了$126的目标价，上涨潜力近30%。
The analyst's positive outlook is based on Ayvakit's strong launch and growing success. Early adoption has been solid, and while Ayvakit is currently approved for three uses, most attention is on its performance in ISM.
分析师对Ayvakit的积极前景是基于其强劲的推出和不断增长的成功。早期采用情况良好，目前Ayvakit已获得三种用途的批准，但大多数关注点是其在ISM中的表现。
Key factors support the belief that Ayvakit could surpass $2 billion in peak sales. In less than four years on the market, annual revenue already exceeds $475 million, highlighting its significant growth potential.
关键因素支持这一信念，即Ayvakit在销售高峰期可能超过20亿美元。在市场上不到四年的时间里，年收入已经超过47500万美元，突显了其巨大的增长潜力。
"Heading into 1Q25, we also believe BPMC could be seen as an attractive target for strategic partnerships, which could boost shares," JP Morgan writes.
“进入2025年第一季度，我们也相信BPMC可能成为战略合作伙伴的有吸引力目标，这可能提振股价，” 摩根大通写道。
With Ayvakit's launch being a major focus for Blueprint Medicines, the analyst says that investors are largely overlooking its wildtype KIT ('808) program.
分析师表示，随着Ayvakit的推出成为blueprint medicines的主要焦点，投资者在很大程度上忽略了其wildtype KIt ('808)项目。
This program has the potential to open the door to larger markets, including treatments for urticaria and asthma. We look forward to more details on Blueprint Medicines' plans during their scientific seminar later today and expect Phase 1 trial data in early 2025.
这一项目有可能打开更大市场的大门，包括荨麻疹和哮喘的治疗。我们期待在今天晚些时候举行的blueprint medicines科学研讨会上获得更多关于其计划的详情，并期待在2025年初获得第一阶段试验数据。
Price Action: BPMC stock is up 0.25% at $97.12 at last check Thursday.
股价走势：最新数据显示，BPMC股价上涨0.25％，报97.12美元，截止到周四最后交易日。
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