BPMC Earnings Prediction
The chart below shows how BPMC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BPMC sees a +0.16% change in stock price 10 days leading up to the earnings, and a -0.25% change 10 days following the report. On the earnings day itself, the stock moves by +3.58%. This data can give you a slight idea of what to expect for the next quarter's release.
BPMC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
146.37M
103.41%
14.18%
Gross Margin
94.91%
-4.75%
-3.63%
Operating Margin
-28.15%
-80.73%
-26.33%
Net Margin
-34.13%
-77.86%
-22.26%
EPS
-0.79
-56.59%
-11.24%
No Data Available
BPMC Earnings Analysis
Blueprint Medicines Corp Corporation (BPMC.O) Earnings Conference Call
Positive
Product Revenue Surge: AYVAKIT achieved $479 million in product revenue for 2024, representing impressive annual growth of 135%.
2025 Revenue Guidance: Revenue guidance for 2025 is set at $680 million to $710 million, indicating a 45% growth rate at the midpoint.
Systemic Mastocytosis Market Growth: The systemic mastocytosis (SM) market is projected to reach a peak value of $4 billion, with AYVAKIT as the anchor product.
AYVAKIT Treatment Potential: Less than 10% of currently diagnosed SM patients are being treated with AYVAKIT, indicating significant growth potential.
SM Patient Growth: The number of diagnosed SM patients in the U.S. has increased to over 25,000, with new epidemiology data suggesting a potential doubling to 60,000 patients.
Patient Satisfaction Rates: AYVAKIT has a strong patient satisfaction rate, with 95% of patients expressing satisfaction and over 80% willing to recommend it to others.
Allergist Prescriber Growth: The company has established a growing base of prescribers, with a tenfold increase in allergists prescribing AYVAKIT since its approval.
Education and Market Growth: Blueprint Medicines is investing in education and market-building initiatives to drive growth in 2025.
Cash Burn Reduction: The company has reduced its operating cash burn by more than half in 2024, indicating improved financial discipline.
Strong Cash Position: Blueprint Medicines entered 2025 with a cash position of $864 million, positioning it well for future investments.
Negative
Earnings Miss Report: Blueprint Medicines Corporation misses on earnings expectations, reporting an EPS of $-0.79 compared to the expected $-0.68.
Revenue Growth Challenges: Despite significant revenue growth, the company anticipates challenges in Q1 2025 due to typical insurance reverification processes affecting a larger patient base.
Modest Operating Expense Increase: Operating expenses are expected to increase modestly in 2025 as investments in commercial infrastructure and development of elenestinib and BLU-808 progress.
Foreign Exchange Headwinds: The company faces potential foreign exchange headwinds due to a larger contribution from its international business.
Revenue Performance Uncertainty: While AYVAKIT revenue is projected to grow, the guidance reflects variability in key factors such as compliance and free goods rate, indicating uncertainty in revenue performance.
BPMC FAQs
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BPMC Earning Call Sentiment
Blueprint Medicines Corporation (NASDAQ:BPMC) Q4 2024 Earnings Call Transcript
BPMC.O
-1.2%Positive
Despite competitive challenges, Blueprint Medicines shows strong financial performance with 135% YoY revenue growth and reduced operating expenses. The raised revenue guidance and positive outlook for AYVAKIT, coupled with reduced cash burn and a strong cash position, suggest a positive sentiment. The Q&A section reveals confidence in growth potential and strategic international expansion. However, lack of shareholder return plans slightly tempers the outlook. Overall, the company's financial health and growth prospects indicate a positive stock price movement.
