BPMCNASDAQ

Blueprint Medicines

Blueprint Medicines Corporation · Cambridge, MA · founded 2011

Blueprint Medicines is a Cambridge, Massachusetts precision-oncology biotech that designs kinase inhibitors aimed at specific genetic mutations driving rare cancers. Lead drug AYVAKIT (avapritinib) treats systemic mastocytosis and PDGFRA-mutant gastrointestinal stromal tumors (GIST), and the pipeline extends into KIT-driven mast cell disorders and other genomically defined solid tumors.

Lead asset: AYVAKIT · Approved · GIST; small molecule · KIT/PDGFRα inhibitor
Pipeline: 1 drug · 1 program; 1 Oncology - Solid
Modalities: small molecule×1

FocusOncology - SolidRare Disease

Last refresh · 1mo ago · PR

$102.00+0.24%1Y

BPMC · daily close · illustrative · 1 catalyst marked

P3 readout-14%

1Y high$119.091Y low$92.97range$26.12(28%)past catalysts

Peers in this space

same sector or modality · sorted by match strength + market cap

Oncology - Solidsmall molecule

1 programmatch: sector + modality

Cardiology - HFpEFsmall molecule

1 programmatch: modality

Oncology - Hemesmall molecule

1 programmatch: modality

NASH / MASHsmall molecule

1 programmatch: modality

Neurologysmall molecule

1 programmatch: modality

Rare Diseasesmall molecule

1 programmatch: modality

Pipeline & catalysts

1 drug · 1 programs · 2 upcoming catalysts

Pipeline by phase1programs

Preclin0
Ph10
Ph20
Ph30
Filed0
Approved1

AYVAKIT

avapritinib

small moleculeKIT/PDGFRα inhibitor

GIST

Approved

1 program·1 trial·View drug →

Upcoming catalysts2

Conf.MAY–MAY2026·29 daysWINDOW

AYVAKIT 1L GIST Real-World Outcomes — ASCO 2026

Real-world outcomes poster for AYVAKIT in first-line GIST at ASCO 2026. AYVAKIT is currently approved only in PDGFRA D842V-mutant GIST. Watch: response and tolerability data outside the labeled subset.

Cited“Real-world outcomes data for AYVAKIT in first-line GIST will be presented as a poster at ASCO 2026 (May 29 – June 2, Chicago).”

Conference Data·PR·disclosed 1mo ago

ReadoutSEP2026·4 monthsMONTH

AYVAKIT PIONEER 2L GIST Phase 3 Topline

Phase 3 efficacy readout for AYVAKIT in second-line GIST. AYVAKIT is currently approved in PDGFRA D842V-mutant GIST and indolent/advanced systemic mastocytosis. Watch: PFS vs. sunitinib comparator.

Cited“PIONEER, the Phase 3 study of AYVAKIT in second-line GIST, is expected to deliver topline data in September 2026.”

Topline Readout·PR·disclosed 1mo ago·NCT04695704n=280

Past catalyst impact

4 historical events · % change vs announcement

DateKindEventOutcome+1W+1M+6M

Jan 25, 2026ReadoutAYVAKIT — Phase 3 Topline — Mixed ResultNegative-14.2%-39.5%-19.4%

Jan 30, 2025PDUFAAYVAKIT — PDUFA — ApprovedPositive+34.1%+23.0%+46.6%

Aug 3, 2024ReadoutAYVAKIT — Phase 2b Topline Met Primary EndpointMixed+19.1%+22.9%+31.5%

Nov 7, 2023InterimAYVAKIT — Phase 3 Interim — Stopped for EfficacyNegative-14.2%-16.6%-16.9%

% change vs ticker close on the announcement date · backtest illustrative

Smart money

Insider activity

SEC EDGAR Form 4 · last 90 days

Insider activity · last 90 days

Form 4 trail · 6 transactions · 6 insiders

3 near a catalyst

Net flow

+$1.8M

Buys

$2.7M

1 txns

Sells

$918.8K

1 txns

Largest

+$2.7M

CEO buy

Net flow per quarter · last 8Q

7 txns · sum +$1.77M

24Q324Q425Q125Q225Q325Q426Q126Q2

buys · $2.69Msells · $919K

Insider · roleActionSharesPriceValueDate

M. Nguyen

CEO

Option ex.7,641$45.95$351.1K

Apr 25, 2026

A. Mendoza

CEO

Buy68,317$39.39+$2.7M

Apr 24, 2026

35d to catalyst

D. Nguyen

Director

Option ex.13,067$46.03$601.5K

Apr 15, 2026

B. Iyer

Director

Option ex.9,165$41.50$380.3K

Mar 18, 2026

S. Andersson

Director

Sell22,313$41.18−$918.8K

Mar 4, 2026

D. Park

COO

Award6,714$47.30$317.6K

Mar 1, 2026

Congressional trading

STOCK Act PTRs · House & Senate

Congressional trading · STOCK Act · last 365d

4 trades · 4 members

1 near a catalyst

Est. net flow

+$41K

midpoint · brackets only

Buys

Sells

Party mix

2 D1 R1 I

Member · chamberActionBracket~ midpointOwnerDate · disclosure

Rep. P. Bowen

House · NJ

Buy$15K–$50K~$33Kself

Mar 27, 2026

filed +23d

63d to catalyst

Rep. N. Schaefer

House · WI

Partial sell$50K–$100K~$75Kspouse

Jan 7, 2026

filed +37d

Rep. H. Patel

House · IL

Buy$50K–$100K~$75Kjoint

Oct 4, 2025

filed +19d

Rep. R. Müller

House · VT

Buy$1K–$15K~$8Kself

Sep 27, 2025

filed +21d

Source: Senate eFD & House Clerk PTR feeds · members must disclose within 45 days · midpoints reflect bracket midpoint, not actual transaction value

Top ETF holders

ETF NAV disclosures · 13F filings

ETF holders · NAV disclosures

5 ETFs hold the position

Held by ETFs

$15.5M

aggregate position

Of market cap

0.25%

aggregate ETF share

Top holder

IBB0.11%

iShares Biotechnology ETF

TickerETF · familyThemeNAV% of NAVPosition

IBB

iShares Biotechnology ETF

iShares

Broad biotech$8.40B0.11%$9.2M

XBI

SPDR S&P Biotech ETF

SPDR

Broad biotech$7.90B0.05%$4.0M

CNCR

Loncar Cancer Immunotherapy ETF

Invesco

Oncology$70.0M1.77%$1.2M

SBIO

ALPS Medical Breakthroughs ETF

First Trust

Small-cap biotech$110.0M0.65%$715K

PBE

Invesco Dynamic Biotechnology

Invesco

Broad biotech$175.0M0.20%$350K

Source: ETF NAV disclosures + quarterly 13F filings · narrow-theme ETFs disclose holdings daily; broad ETFs quarterly · % of NAV is the position weight inside the fund

KOL network

CMS OpenPayments · 2024 – 2025

KOL network · CMS OpenPayments

16 physicians paid · 72 disclosed records

Total 2025+2024

$5.51M

YoY

-14%

Co-Investigator$2.40MResearch Grant$1.51MEquity / Ownership$1.26MConsulting$232.9KSpeaking$83.0KTravel & Lodging$28.8KFood & Beverage$1.9K

Physician · affiliationSpecialtyTop categoryTotalRecords

Dr. Henry Singh

Cleveland Clinic

DermatologyEquity / Ownership$780.9K7

Dr. Sarah Nakamura

University of Michigan

Allergy & ImmunologyCo-Investigator$588.0K7

Dr. Marcus Goldstein

UCSF

DermatologyCo-Investigator$544.1K4

Dr. James Iyer

Mass General Hospital

Allergy & ImmunologyResearch Grant$516.7K6

Dr. Nadia Singh

MD Anderson

RheumatologyResearch Grant$508.8K7

Dr. Maya Nakamura

Cedars-Sinai

DermatologyEquity / Ownership$394.9K6

Dr. Henry Greene

Yale Medical

Allergy & ImmunologyCo-Investigator$346.1K4

Dr. Anita Lindberg

Vanderbilt

Allergy & ImmunologyCo-Investigator$312.1K5

Dr. Priya Tanaka

NYU Langone

Allergy & ImmunologyCo-Investigator$307.7K6

Dr. Olivia Reyes

Vanderbilt

RheumatologyCo-Investigator$273.7K4

Source: CMS OpenPayments · quarterly drops · physicians identified by NPI · aggregated across all programs

Government & IP

Federal lobbying

Senate LDA disclosures · last 8 quarters

Federal lobbying · LDA · last 8 quarters

$759K disclosed · 4 firms engaged

YoY change

+47%

last 4Q vs prior 4Q

24Q3Q425Q1Q2Q3Q426Q1Q2

Top lobbying firms · last 8Q

Thorn Run Partners$285K

6 quarters active

K&L Gates$230K

4 quarters active

Forbes-Tate Partners$137K

3 quarters active

Van Scoyoc Associates$107K

3 quarters active

Top issues lobbied

FDA user fee reauthorization (PDUFA / BsUFA)$230K
CMS reimbursement rates for ultra-rare conditions$202K
Drug Supply Chain Security Act$95K
Prescription Drug User Fee programs$95K
Orphan Drug Act amendments$46K

Source: Senate LDA database (lda.senate.gov) · quarterly registrant filings · spend is the company-wide total disclosed

Government contracts

USAspending.gov · BARDA · NIH · DoD · HHS · VA

Federal contracts · USAspending.gov

2 awards · 2 agencies

Total awarded

$58.8M

across all programs

Active

$58.8M

option periods incl.

Top agency

NIH / NIAID$48.9M

largest active: Antiviral Drug Discovery Cooperative

AgencyTitle · type · award IDStatusValueAwarded → ends

NIH / NIAID

Antiviral Drug Discovery Cooperative

Cooperative Agreement · NIH-89282771

option$48.9MFeb 2026→ Mar 2028

Veterans Health Administration — Specialty Drug Supply

Contract · VA-10483732

active$9.9MJan 2026→ Jun 2029

Source: USAspending.gov · SAM.gov · every federal contract / grant / cooperative agreement is public · values are obligated awards (may include option periods)

U.S. Patents

USPTO PEDS & Patent Public Search

U.S. Patents · USPTO

8 granted · 2 pending

Total in portfolio

Granted in last 12mo

Expiring < 2yr

Nearest expiry

Apr 2034

Patent #Title · inventor · drugTypeStatus · filedExpiry

US 2026/8759747 A1

Dosing regimens for chronic administration of AYVAKIT

P. Iyer + 2 · AYVAKIT

Method of Use

pendingfiled Apr 2026

in prosecution

10,658,280

Subcutaneous injectable formulations of AYVAKIT

P. Andersson + 2 · AYVAKIT

Formulation

grantedfiled Apr 2020

exp. Apr 2040

14.0y left

11,360,440

Continuous manufacturing process for AYVAKIT

C. Reyes · AYVAKIT

Process

grantedfiled Apr 2018

exp. Apr 2038

12.0y left

10,055,010

Drug delivery device for autoinjection of AYVAKIT

P. Park + 3 · AYVAKIT

Device

grantedfiled Apr 2015

exp. Apr 2035

9.0y left

10,768,326

Dosing regimens for chronic administration of AYVAKIT

L. Goldstein + 1 · AYVAKIT

Method of Use

grantedfiled Apr 2017

exp. Apr 2037

11.0y left

12,004,048

Genome editing constructs encoding AYVAKIT

F. Andersson · AYVAKIT

Composition of Matter

grantedfiled Apr 2016

exp. Apr 2036

10.0y left

11,299,578

Lipid nanoparticle formulations comprising AYVAKIT

S. Iyer + 2 · AYVAKIT

Composition of Matter

grantedfiled Apr 2014

exp. Apr 2034

8.0y left

11,313,021

Stable lyophilized formulations of AYVAKIT

N. Kowalski + 2 · AYVAKIT

Formulation

grantedfiled Apr 2014

exp. Apr 2034

8.0y left

showing 8 of 10 · full portfolio available on Pro

Source: USPTO PEDS & Patent Public Search · composition-of-matter is the headline asset · expiration = 20 years from filing

News

PR wires · biotech trades · company IR · last 90 days

News · last 90 days

6 items from 4 categories

regulatory2clinical2analyst1earnings1

2d ago

Analyst downgrades BPMC citing dilution risk

STAT$·analyst

8d ago

FDA accepts BPMC's NDA for AYVAKIT; PDUFA date set

Endpoints News$·regulatory

10d ago

BPMC reports topline results from Phase 2 trial of AYVAKIT

FierceBiotech·clinical

14d ago

BPMC provides quarterly cash position and operating runway update

Business Wire·earnings

1mo ago

EMA validates BPMC's Marketing Authorization Application for AYVAKIT

Endpoints News$·regulatory

3mo ago

BPMC announces interim analysis from AYVAKIT pivotal study

FierceBiotech·clinical

Sources: PR wires + biotech-trade publications + company IR · paywalled outlets ($) link to publisher · we never paraphrase the headline

Financials

snapshot · sourced to filings · refreshed at next 10-Q

Trading

Previous close

$102.00

Open

$101.29

Day Δ

+0.71

+0.70%

Day range

$100.78 – $102.51

52W range

$92.97 – $119.09

Avg daily volume

777K

Valuation & ownership

Enterprise value

$5.7B

Shares out

59.80M

Float

55.61M

Insider %

10.40%

Institutional %

75.40%

Beta

2.40

vs SPY · 52w

Balance sheet & burn

Cash + invest

$704M

Total debt

$397M

Debt / equity

7.40

Cash burn / Q

$67M

R&D spend TTM

$235M

33% of cash

ATM available

$305M

dilution risk

Earnings

EPS latest

$-0.25

EPS Δ vs prior

+0.00

EPS estimate

$-0.15

next quarter

EPS prior

$-0.25

Next earnings

Jul 7, 2026

Rev guidance

$153M

All values reflect the most recent 10-Q / 10-K filing or seeded equivalent. Beta, IV, short interest, and borrow availability are derived from broker-feed conventions. Upgrade to Pro for live updates.

Recent disclosure activity

last 2 observations

1mo agoAYVAKITAYVAKIT PIONEER 2L GIST Phase 3 ToplineHighPR

1mo agoAYVAKITAYVAKIT 1L GIST Real-World Outcomes — ASCO 2026HighPR