Blueprint Medicines (BPMC)

Executive Summary

Blueprint Medicines, now a Sanofi company, is a global biopharmaceutical firm dedicated to developing targeted small-molecule therapies for cancer and allergic/inflammatory diseases. Founded in 2011 and headquartered in Cambridge, Massachusetts, the company leverages deep expertise in kinase biology to create precision medicines. Its approved therapies, including AYVAKIT (avapritinib) for gastrointestinal stromal tumors (GIST) and systemic mastocytosis, and GAVRETO (pralsetinib) for RET-altered cancers, generate significant revenue. As part of Sanofi, Blueprint benefits from enhanced commercial infrastructure and R&D resources, while maintaining its focus on kinase-driven diseases. The company's pipeline features next-generation inhibitors targeting ALK, EGFR, and other kinases, with a strong emphasis on overcoming resistance and broadening therapeutic applications in oncology and immunology.

Upcoming Catalysts (preview)

• Q2 2026Phase 3 data readout for BLU-782 (ALK inhibitor) in solid tumors65% success
• Q3 2026FDA decision on sNDA for AYVAKIT in new indication (e.g., advanced systemic mastocytosis with eosinophilia)80% success
• Q4 2026Initiation of Phase 2/3 study for BLU-5937 (P2X3 antagonist) in chronic cough50% success