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.
摩根大通對納斯達克上市的blueprint medicines公司展開了覆蓋，該公司是一家專注於調節免疫肥大細胞的生物科技公司。
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）作爲遲發性全身肥大細胞症（ISM）的首個、唯一治療方案。
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報告淨產品營業收入爲$12820萬，包括美國11310萬美元和非美國1510萬美元，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2024年全球Ayvakit淨產品營業收入將達到約$47500萬至$48000萬，高於之前的$43500萬至$45000萬區間。
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.
這一更新後的指引基於持續增長的接受治療患者數量，持續良好的依從性以及其他績效因素，並且在美國以外的表現超出預期。
JP Morgan initiates with an Overweight rating and a price target of $126, an upside of almost 30%.
摩根大通給予超額評級，並設定了$126的目標價，上漲潛力近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.
分析師對Ayvakit的積極前景是基於其強勁的推出和不斷增長的成功。早期採用情況良好，目前Ayvakit已獲得三種用途的批准，但大多數關注點是其在ISM中的表現。
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.
關鍵因素支持這一信念，即Ayvakit在銷售高峰期可能超過20億美元。在市場上不到四年的時間裏，年收入已經超過47500萬美元，突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.
「進入2025年第一季度，我們也相信BPMC可能成爲戰略合作伙伴的有吸引力目標，這可能提振股價，」 摩根大通寫道。
With Ayvakit's launch being a major focus for Blueprint Medicines, the analyst says that investors are largely overlooking its wildtype KIT ('808) program.
分析師表示，隨着Ayvakit的推出成爲blueprint medicines的主要焦點，投資者在很大程度上忽略了其wildtype KIt ('808)項目。
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.
這一項目有可能打開更大市場的大門，包括蕁麻疹和哮喘的治療。我們期待在今天晚些時候舉行的blueprint medicines科學研討會上獲得更多關於其計劃的詳情，並期待在2025年初獲得第一階段試驗數據。
Price Action: BPMC stock is up 0.25% at $97.12 at last check Thursday.
股價走勢：最新數據顯示，BPMC股價上漲0.25％，報97.12美元，截止到週四最後交易日。
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譯文內容由第三人軟體翻譯。
