What's the outlook for BPMC's Q1 2025 EPS?
4/6/2025 11:31am
The outlook for Blueprint Medicines' (BPMC) Q1 2025 EPS is negative, with an estimated EPS of -$0.44 for the quarter. Here are some insights based on the available data:
1. **Historical Performance**: BPMC has beaten EPS estimates 25% of the time over the last year. However, this does not guarantee a positive outcome for Q1 2025.
2. **Recent Trends**: In Q1 2024, BPMC's net product revenue was $92.5 million, with $83.1 million from the US and $9.4 million internationally. The total revenue for the quarter was $96.1 million, including collaboration and license revenues of $3.6 million. This performance suggests a strong revenue base, which could impact EPS positively.
3. **Analyst Expectations**: Analysts have varied expectations for Q1 2025 EPS. While some anticipate a slight improvement in EPS compared to the previous year, others expect a negative EPS due to ongoing R&D expenses and market conditions.
4. **Strategic Positioning**: BPMC's strategic focus on product development and international expansion could influence Q1 2025 EPS. The company's guidance for AYVAKIT's revenue in 2025 is $680 million to $710 million, indicating significant growth potential.
In conclusion, while BPMC has a history of beating EPS estimates, the Q1 2025 EPS outlook appears challenging due to the expected negative EPS. However, the company's strong revenue base and strategic initiatives could mitigate this impact.