Blueprint suffers GIST setbacks
NDA changes
Blueprint Medicines (BPMC) recently announced the FDA will split Avapritinib New Drug Application into separate submissions for PDGFRA Exon 18 Mutant GIST and Fourth-Line GIST, setting the company back a quarter. In order to prioritize these submissions, Blueprint is also delaying their COMPASS-2L trial in second-line GIST.
The delays punished shares of BPMC to the degree of 15%:
As a result, main competitor, Deciphera (DCPH), jumped:
My take
Recall: Blueprint's data in both 4th-line GIST and PDGFRA Exon 18 Mutant GIST is extremely strong and