NASDAQ$BPMC

Blueprint Medicines Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Blueprint Medicines reported strong first quarter results and raised AYVAKIT full year revenue guidance.

Blueprint Medicines reported a strong first quarter with AYVAKIT net product revenues of $92.5 million, representing a 135% year-over-year growth. The company raised its full year AYVAKIT net product revenue guidance to $390 million to $410 million. Net income for the quarter was $89.1 million, driven by a one-time non-cash debt extinguishment gain.

  • AYVAKIT net product revenues reached $92.5 million, a 135% increase year-over-year.
  • Full year AYVAKIT net product revenue guidance raised to $390 million - $410 million.
  • IND for wild-type KIT inhibitor BLU-808 on track for filing in Q2.
  • Net income was $89.1 million, driven by a debt extinguishment gain.

Headline financials

Total Revenue

$96.1M

Previous: $63.3M+51.9%
EPS (adj)

-$1.32

Previous: -$2.15+38.6%
Capital Expenditures

$1.1M

Previous: $2.58M-57.3%
Free Cash Flow

-$103M

Previous: -$126M+18.3%
Net Income

$89.1M

Previous: -$130M+168.8%
Operating Income

$89.3M

No prior period
Gross Profit

$88.1M

Previous: $60.1M+46.6%
R&D Expense

$88.2M

No prior period
Stock-Based Comp

$24.2M

Previous: $23.2M+4.4%

Revenue & EPS history

Blueprint Medicines · Revenue · Quarterly

$96.1M

Q1 2024+51.9%vs Q1 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

Blueprint Medicines anticipates approximately $390 million to $410 million in global AYVAKIT net product revenues for all approved indications in 2024. The company continues to expect that full-year operating expenses and cash burn will decline in 2024 as compared to 2023, and that its existing cash, cash equivalents and investments, together with anticipated future product revenues, will enable the company to maintain a durable capital position to achieve a self-sustainable financial profile.

Tailwinds

  • Global AYVAKIT net product revenues are expected to be between $390 million and $410 million for 2024.
  • Updated guidance reflects continued execution in the global launch for ISM.
  • Stronger than anticipated first quarter.
  • Full-year operating expenses are expected to decline in 2024 compared to 2023.
  • Cash burn is expected to decline in 2024 compared to 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+2.5%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+6.3%

Avg return

30 days after

68%

27 / 40 earnings

Positive

+24.7%

Q3 2023

Best reaction

-20.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2025+10.9%+11.0%+13.3%
Q4 2025-8.1%-10.9%-13.4%
Q3 2025+4.9%+10.2%+14.0%
Q2 2024-10.7%-14.4%-11.8%
Q1 2024+13.0%+14.3%+11.2%
Q4 2023+17.5%+18.9%+17.9%
Q3 2023+24.7%+34.1%+55.8%
Q2 2023-20.7%-26.6%-21.2%
Q1 2023+8.4%+4.5%+12.1%
Q4 2022+5.0%-1.2%+2.4%
Q3 2022-11.1%-19.0%-8.5%
Q2 2022+18.0%+34.7%+46.0%
Q1 2022+5.9%-4.9%-4.8%
Q4 2021-17.0%-19.9%-21.9%
Q3 2021+7.9%+6.4%-3.1%
Q2 2021+6.0%+3.8%+13.2%
Q1 2021-1.0%
Q4 2020+3.8%
Q3 2020-2.2%
Q2 2020-0.8%
Q1 2020+0.7%
Q4 2019+3.5%
Q3 2019+10.4%
Q2 2019-9.2%
Q1 2019+9.0%
Q4 2018+1.4%
Q3 2018-1.4%
Q1 2018+1.3%
Q4 2017+5.5%
Q3 2017+4.8%
Q2 2017-9.8%
Q1 2017-11.6%
Q4 2016+13.0%
Q3 2016+9.9%
Q2 2016+2.4%
Q1 2016-1.4%
Q4 2015+4.6%
Q3 2015+1.4%
Q2 2015+2.5%
Q1 2015+8.4%
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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