Jing Ji Guan Cha Bao·2025-06-03 02:02Core Viewpoint - Sanofi has agreed to acquire Blueprint Medicines Corporation for approximately $9.1 billion, with a total equity value of about $9.5 billion including potential milestone payments [1][2]. Group 1: Acquisition Details - Sanofi will pay $129.00 per share in cash at closing, representing an equity value of approximately $9.1 billion [1]. - Blueprint shareholders will receive a non-tradable contingent value right (CVR) that entitles them to potential milestone payments of $2 and $4 for the future development and regulatory milestones of BLU-808 [1]. - The total equity value of the transaction, including potential CVR payments, is approximately $9.5 billion on a fully diluted basis [1]. Group 2: Product and Revenue Insights - Ayvakit/Ayvakyt, a drug for systemic mastocytosis, has achieved net revenues of $479 million in 2024 and nearly $150 million in the first quarter of 2025, representing over 60% year-over-year growth compared to the first quarter of 2024 [2]. - Ayvakit/Ayvakyt is a potent and selective inhibitor of activated KIT and PDGFRA mutations, which are associated with certain diseases where these protein kinases become increasingly active [2].