NASDAQ$BPMC

Blueprint Medicines Corp · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

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

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.

Headline financials

Total Revenue

$745M

Previous: $9.14M+8053.2%
EPS (adj)

$11.16

Previous: -$1.93+678.2%
R&D Expenses

$74.2M

Previous: $81.5M-8.9%
SG&A Expenses

$37.4M

Previous: $25.6M+45.7%
Capital Expenditures

$6K

Previous: $6.18M-99.9%
Free Cash Flow

$622M

Previous: -$77.9M+899.0%
Net Income

$634M

Previous: -$94.3M+772.5%
Operating Income

$634M

No prior period
Gross Profit

$745M

Previous: -$72.3M+1130.2%
Cash & Equivalents

$1.36B

Previous: $89.2M+1419.4%
Total Assets

$1.56B

Previous: $738M+111.2%
Stock-Based Comp

$19.6M

Previous: $15M+31.0%

Revenue & EPS history

Blueprint Medicines · Revenue · Quarterly

$745M

Q3 2020+8,053.2%vs Q3 2019
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

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.

Tailwinds

  • 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.

Historical earnings impact

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

Avg. return before/after earnings

Based on 16 quarterly earnings reports

Historical avg

+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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