Blueprint Medicines (BPMC)

• Market cap: $5.6B
• 1 day: 1.15%
• 5 days: 3.99%
• 1 month: 1.12%
• 3 months: -21.53%
• 6 months: 0.29%
• Year to date: 2.64%
• 1 year: -2.01%
• 5 years: 52.13%
• 10 years: 374.30%
• 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

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

• Low target: $100 12% upside
• Avg. target: $129 44% upside
• High target: $150 68% upside

9 analyst ratings

• positive: 8 89%
• neutral: 1 11%
• negative: 0 0%

Needham Ami Fadia 22% 1-year accuracy 35 / 160 met price target	45% upside $130	Buy Maintained	28 Apr 2025
Wedbush David Nierengarten 40% 1-year accuracy 46 / 114 met price target	43% upside $128	Outperform Reiterated	16 Apr 2025
Morgan Stanley Judah Frommer 50% 1-year accuracy 5 / 10 met price target	12% upside $100	Equal-Weight Assumed	20 Mar 2025
Jefferies Michael Yee 22% 1-year accuracy 2 / 9 met price target	51% upside $135	Buy Initiated	17 Mar 2025
Scotiabank Louise Chen 27% 1-year accuracy 32 / 118 met price target	68% upside $150	Sector Outperform Initiated	7 Mar 2025