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Blueprint Medicines’ Hidden KIT Pipeline: BLU-808 Adds A New Allergy Angle!

Blueprint Medicines Corporation reported first-quarter 2025 results highlighting growth in its core commercial product AYVAKIT alongside clinical and pipeline progression. The company achieved $149.4 million in global net product revenues for AYVAKIT, representing 61% year-over-year growth. U.S. sales comprised $129.4 million, while international sales stood at $20 million. Despite typical first-quarter industry headwinds, including insurance dynamics and fewer ordering days, underlying demand improved, driven by increased new patient starts and low discontinuation rates across indications such as advanced systemic mastocytosis (SM) and indolent forms (ISM). The proportion of free goods declined favorably below 10%, prompting Blueprint Medicines to raise its 2025 revenue guidance to a range of $700 million to $720 million. The company anticipates continued growth throughout 2025 and expects AYVAKIT to progress toward a target of $2 billion in revenue by 2030, tapping into an estimated $4 billion peak opportunity within the SM franchise.