Rare Disease Market: A Strategic Prize
Blueprint’s most prized asset is Ayvakit, the only approved treatment for the two most severe forms of systemic mastocytosis, a rare, debilitating blood disorder that causes unpredictable symptoms ranging from nausea to full-blown organ damage. Affecting as few as 1 in 10,000 to 20,000 people globally, systemic mastocytosis is often overlooked — but Sanofi sees its potential as a high-reward niche.
Ayvakit pulled in $479 million in 2024 and an additional $150 million in Q1 of 2025, underscoring its strong commercial momentum.
Also in Blueprint’s pipeline are Blu-808, which could add further depth to Sanofi’s immunology division, and elenestinib, now undergoing rigorous placebo-controlled trials aimed at tackling mastocytosis from a different therapeutic angle.
CEO Hudson: This Deal Delivers on Strategy
Sanofi CEO Paul Hudson was unambiguous in his enthusiasm. “This acquisition is fully aligned with our strategic intent to strengthen our existing therapeutic areas, to bring relevant and differentiated medicines to patients, and to secure attractive returns to our shareholders,” he said.
This deal isn’t just about growing a pipeline — it’s about owning the rare disease conversation.
