Blueprint Medicines (BPMC)

• Market cap: $5.38B
• 1 day: -2.90%
• 5 days: -7.16%
• 1 month: -4.25%
• 3 months: -1.44%
• 6 months: -4.51%
• Year to date: -1.44%
• 1 year: -10.87%
• 5 years: 50.53%
• 10 years: 355.43%
• Sector: Healthcare
• Industry: Pharmaceutical Preparations

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 filings by fund managers ($100M+ AUM)

114% more first-time investments, than exits

New positions opened: 60 | 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] → 341 (+25) [Q4]

2.08% more ownership

Funds ownership: 105.36% [Q3] → 107.43% (+2.08%) [Q4]

4% less capital invested

Capital invested by funds: $6.1B [Q3] → $5.87B (-$236M) [Q4]

Research analyst outlook

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

• Low target: $100 16% upside
• Avg. target: $129 50% upside
• High target: $150 75% upside

11 analyst ratings

• positive: 9 82%
• neutral: 2 18%
• negative: 0 0%

Morgan Stanley Judah Frommer 36% 1-year accuracy 4 / 11 met price target	16% upside $100	Equal-Weight Assumed	20 Mar 2025
Jefferies Michael Yee 20% 1-year accuracy 2 / 10 met price target	57% upside $135	Buy Initiated	17 Mar 2025
Scotiabank Louise Chen 35% 1-year accuracy 48 / 139 met price target	75% upside $150	Sector Outperform Initiated	7 Mar 2025
Citizens Capital Markets Reni Benjamin 14% 1-year accuracy 5 / 37 met price target	45% upside $125	Market Outperform Reiterated	3 Mar 2025
JMP Securities Reni Benjamin 14% 1-year accuracy 5 / 37 met price target	45% upside $125	Market Outperform Reiterated	14 Feb 2025