Sep 30, 2020

Blueprint Medicines Q3 2020 Earnings Report

Blueprint Medicines experienced significant growth with two approved precision therapies and near-term opportunities.

Key Takeaways

Blueprint Medicines reported strong Q3 2020 results, highlighted by total revenues of $745.1 million, including $6.3 million from product sales, and a net income of $634.0 million. The company launched GAVRETO in the U.S. and prepared to file a supplemental NDA for AYVAKIT. Ended Q3 with approximately $1.4 billion in cash.

Received FDA approval and launched GAVRETO™ for RET fusion-positive non-small cell lung cancer.

Announced top-line EXPLORER and PATHFINDER data for AVYAKITTM in advanced systemic mastocytosis; plan to submit supplemental NDA to FDA in Q4 2020.

Received European Commission approval of AYVAKYT® for PDGFRA D842V mutant gastrointestinal stromal tumors.

Ended Q3 2020 with approximately $1.4 billion in cash driven by the upfront payments from the Roche collaboration signed during the quarter.

Total Revenue
$745M
Previous year: $9.14M
+8053.2%
EPS
$11.2
Previous year: -$1.93
-678.2%
R&D Expenses
$74.2M
Previous year: $81.5M
-8.9%
SG&A Expenses
$37.4M
Previous year: $25.6M
+45.7%
Gross Profit
$745M
Previous year: -$72.3M
-1130.2%
Cash and Equivalents
$1.36B
Previous year: $89.2M
+1419.4%
Free Cash Flow
$622M
Previous year: -$77.9M
-899.0%
Total Assets
$1.56B
Previous year: $738M
+111.2%

Blueprint Medicines

Blueprint Medicines

Forward Guidance

Blueprint Medicines anticipates several key milestones, including submitting a supplemental NDA for avapritinib, obtaining U.S. approval of GAVRETO for RET-altered thyroid cancers, and initiating a global Phase 1 trial for BLU-945.

Positive Outlook

  • Submit a supplemental new drug application to the FDA for avapritinib for the treatment of patients with advanced SM in the fourth quarter of 2020.
  • Obtain U.S. approval of GAVRETO for RET-altered thyroid cancers in the first quarter of 2021.
  • Initiate a global Phase 1 dose-escalation trial for BLU-945 in EGFR-mutated NSCLC in the first half of 2021.