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.
摩根大通開始報道藍圖藥品公司（納斯達克股票代碼：BPMC），這是一家專注於調節免疫肥大細胞的生物技術公司。
In 2023, the FDA approved Blueprint Medicines' Ayvakit (avapritinib) as the first, only treatment for indolent systemic mastocytosis (ISM).
2023年，美國食品藥品管理局批准Blueprinit Medicines的Ayvakit（阿伐替尼）作爲第一種也是唯一的惰性系統性肥大細胞增多症（ISM）的治療方法。
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.
在2024年第三季度，Ayvakit公佈的淨產品收入爲1.282億美元，其中包括美國的1.131億美元和美國以外的1,510萬美元，同比增長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預計，到2024年，全球Ayvakit的淨產品收入約爲4.75億至4.8億美元，從之前的4.35億美元增加到4.5億美元。
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.
本最新指南基於接受治療的患者的持續增長、依從性和其他績效因素的持續支持以及美國以外的表現強於預期。
JP Morgan initiates with an Overweight rating and a price target of $126, an upside of almost 30%.
摩根大通最初的增持評級和目標股價爲126美元，上漲幅度接近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.
分析師的樂觀前景是基於Ayvakit的強勁推出和不斷增長的成功。儘管Ayvakit目前已獲准用於三種用途，但最受關注的是其在iSM中的性能。
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.
關鍵因素支持這樣的信念，即Ayvakit的峯值銷售額可能超過20億美元。在不到四年的市場上，年收入已經超過4.75億美元，凸顯了其巨大的增長潛力。
"Heading into 1Q25, we also believe BPMC could be seen as an attractive target for strategic partnerships, which could boost shares," JP Morgan writes.
摩根大通寫道：「進入25年第一季度，我們還認爲BPMC可以被視爲戰略合作伙伴關係的有吸引力的目標，這可能會提振股價。」
With Ayvakit's launch being a major focus for Blueprint Medicines, the analyst says that investors are largely overlooking its wildtype KIT ('808) program.
由於Ayvakit的推出成爲Blueprint Medicines的主要重點，該分析師表示，投資者基本上忽視了其野生型KiT（'808）計劃。
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.
該計劃有可能爲更大的市場打開大門，包括蕁麻疹和哮喘的治療。我們期待在今天晚些時候的科學研討會上獲得有關Blueprint Medicines計劃的更多細節，並預計將在2025年初獲得1期試驗數據。
Price Action: BPMC stock is up 0.25% at $97.12 at last check Thursday.
價格走勢：週四最後一次檢查時，BPMC股價上漲0.25％，至97.12美元。
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