Blueprint Medicines (BPMC)

• Market cap: $5.25B
• 1 day: -1.00%
• 5 days: 1.77%
• 1 month: -5.50%
• 3 months: -25.12%
• 6 months: -2.07%
• Year to date: -3.85%
• 1 year: -7.47%
• 5 years: 19.58%
• 10 years: 344.30%
• Sector: Healthcare
• Industry: Biotechnology

About: Blueprint Medicines Corp is a biopharmaceutical company. It is focused on improving the lives of patients with diseases driven by abnormal kinase activation. The company has developed a small molecule drug pipeline in cancer and a rare genetic disease. Its drug candidates includes AYVAKIT for the treatment of systemic mastocytosis, BLU-808 a potential treatment for mast cell disorders, including chronic urticaria, sleep disruption and other related diseases. It also has other drugs in its pipeline such as BLU-956, BLU-222 for treatment of breast cancer.

Employees: 655

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

111% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 28

52% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 97

33% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 8 (+2) [Q4]

13% more call options, than puts

Call options by funds: $148M | Put options by funds: $131M

8% more funds holding

Funds holding: 316 [Q3] → 340 (+24) [Q4]

3.88% more ownership

Funds ownership: 103.35% [Q3] → 107.23% (+3.88%) [Q4]

2% less capital invested

Capital invested by funds: $5.99B [Q3] → $5.85B (-$133M) [Q4]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $100 19% upside
• Avg. target: $128 53% upside
• High target: $150 79% upside

10 analyst ratings

• positive: 8 80%
• neutral: 2 20%
• negative: 0 0%

Wedbush David Nierengarten 34% 1-year accuracy 40 / 119 met price target	53% upside $128	Outperform Reiterated	16 Apr 2025
Needham Ami Fadia 12% 1-year accuracy 20 / 164 met price target	59% upside $133	Buy Reiterated	8 Apr 2025
Morgan Stanley Judah Frommer 40% 1-year accuracy 4 / 10 met price target	19% upside $100	Equal-Weight Assumed	20 Mar 2025
Jefferies Michael Yee 22% 1-year accuracy 2 / 9 met price target	61% upside $135	Buy Initiated	17 Mar 2025
Scotiabank Louise Chen 19% 1-year accuracy 23 / 120 met price target	79% upside $150	Sector Outperform Initiated	7 Mar 2025