Dec 31, 2023

Blueprint Medicines Q4 2023 Earnings Report

Blueprint Medicines reported Q4 2023 results, with AYVAKIT net product revenues reaching $71.0 million and full-year revenues of $204.2 million. The company anticipates significant growth in 2024, driven by the launch in ISM and expansion in the U.S. and Europe.

Key Takeaways

Blueprint Medicines reported Q4 2023 revenues of $72.0 million, including $71.0 million from AYVAKIT net product revenues. The company anticipates global AYVAKIT net product revenue of approximately $360 million to $390 million in 2024.

AYVAKIT net product revenues reached $71.0 million in Q4 2023.

The European Commission approved AYVAKYT as the first and only treatment for indolent systemic mastocytosis (ISM).

The company advanced the development of BLU-222 in combination with ribociclib and fulvestrant in patients with HR+/HER2- breast cancer.

Blueprint Medicines anticipates global AYVAKIT net product revenue of approximately $360 million to $390 million in 2024.

Total Revenue
$72M
Previous year: $38.8M
+85.5%
EPS
-$1.82
Previous year: -$2.65
-31.3%
R&D Expenses
$97.5M
SG&A Expenses
$79.3M
Gross Profit
$71.7M
Previous year: $33.9M
+111.3%
Cash and Equivalents
$767M
Previous year: $120M
+540.9%
Free Cash Flow
-$83.6M
Previous year: -$123M
-32.0%
Total Assets
$1.05B
Previous year: $1.35B
-22.3%

Blueprint Medicines

Blueprint Medicines

Forward Guidance

Blueprint Medicines anticipates approximately $360 million to $390 million in global AYVAKIT net product revenues for all approved indications in 2024. The midpoint of this range represents more than 80 percent year-over-year revenue growth, the majority of which is expected to be driven by ISM.

Positive Outlook

  • Global AYVAKIT net product revenues are expected to be between $360 million and $390 million.
  • Revenue growth is expected to be more than 80 percent year-over-year.
  • ISM is expected to be the primary driver of revenue growth.
  • Operating expenses and cash burn are expected to decline in 2024.
  • Existing cash, cash equivalents, and investments, together with anticipated future product revenues, will maintain a durable capital position.