Q2 2021 Blueprint Medicines Corp Earnings Call
Commercial execution is a very strong financial position as Mike will discuss.
Through our product launches and a purposeful mix of collaborations we've enabled a diversified revenue stream that will further strength in blueprint and allow for meaningful and <unk>.
Across our business and portfolio.
As we continue our efforts to deliver transformative benefits for patients.
So with that I'll turn the call over to Christie to provide an update on our commercial efforts Christy.
Thank you, Jeff good morning, everyone and.
And the second quarter, we generated total net product revenue of $11.4.
<unk> and <unk>, including.
Including $8.5 million and sales of advocate and.
And $2.9 million and sales of GAAP Reno.
The second quarter marked a significant inflection point for blueprint and we are now beginning to realize the enormous potential we see to change the lives of patients living with them.
The approval of <unk> for advanced SM came just a few weeks ago and we are already off to a strong start and.
<unk> and against our 3 launch priorities.
Identifying patients providing disease and product education.
And ensuring best in class support.
Immediately upon.
Upon approval and we've seen a high level of engagement and interest from healthcare providers and patients.
We received our first prescription request just hours after announcing the approval.
And over the past few weeks, we have already seen utilization of <unk> by 40% of our 70.
We target centers, which.
Which we believe treat about half of all S M patients and the United States.
Importantly, we are seeing significant demand from community based physicians.
Including those who have no previous experience with Eva kit and the clinical setting.
We've also been incurred.
Encouraged by feedback we've heard from health care providers on the differentiated profile and robust clinical data package supporting to watch.
We are hearing that Eva kit will set a new standard in the treatment of a dance with them and health care providers are excited to have this option available for their.
Patients.
We were especially pleased to see Ava can added for the NCC and guidelines as the preferred agent for the treatment of advanced SM.
Our early data suggests that advocate is being used broadly across advanced SM patient types, including patients switching from other therapies.
And just might've, Dorian and patients with no indication of a prior advanced for some therapy.
These are promising indicators of the current breadth of demand and the potential for market growth overtime.
As more patients are treated we will gain more insight into these dynamics and the role.
All of the day, the Kid is playing and revolutionizing the treatment paradigm.
We've also been encouraged by early indicators of strong patient access as.
As well as the support we are offering to patients with advanced SM.
Payer approval for our initial prescriptions have come fast and initial payer policies.
<unk> appear to be in line with our label.
Leveraging our expertise and existing infrastructure from previous lunches.
Our goal remains to help every patient who is prescribed advocate to start on therapy quickly and have continued access as long as it is clinically indicated.
I'm thrilled to see our strong early exits.
Houston and this area.
Well and dance with them with a smaller part of our recognized revenue in Q2 because of the timing of the approval I expect it to be the primary driver of revenue growth going forward.
We have U S M as a potential blockbuster opportunity and.
And I look forward to continuing.
I bet you on our progress as we advanced the watch.
And P. D kept for al suggest we anticipate more incremental growth with additional launches outside the U S over time.
Let me turn now to get read out.
We continue to see good progress and growing our share of new patients who are starting on a select.
And cut inhibitor since.
This line our share of new patient starts has steadily increased and now exceeds 40 per cent.
Growing the ret inhibitor market overall remains a key focus as well.
We were encouraged to see an uptick in demand following <unk> this year, where we showcased updated data from the Arrow study.
And that included an 88% overall response rate and the treatment naive setting.
Continued multi disciplinary education on the compelling clinical data supporting GAAP Rado AIDS, our broader efforts to increase comprehensive and actionable biomarker testing rates at diagnosis.
Important.
And <unk>, we reached a milestone with our partners at Roche and Genentech at the end of Q2.
Going forward in the United States, and then task will now be booking and user sales of GAAP at all and as a result will also assume responsibility for product distribution.
We are confident that our joint efforts will drive ongoing growth and.
And the number of patients who are identified and treated and the United States.
And we expect further revenue growth from ongoing launches outside of the U S driven by our partners Roche and Cisco.
Before I turn the call over to Becker I wanted to come back to the opportunity in front of us to transform the treatment of all patients.
Importantly, with S M.
It starts with the launch of <unk> and advanced SM and will expand through the ongoing development of Eva kit and Blu 263, and non advanced disease.
Earlier, I mentioned that we had our first advanced system and prescriptions within a few hours of approval.
And that happens.
And our first request came from a center that had advanced SM patients identified and the team. There also told us that they had multiple non advanced patients that they were interested and enrolling and pioneer.
This demonstrates the power of the leadership position, we have built in partnership with the SM community.
The patient need across subtypes of S and is acute and I could not be more excited about the opportunity we have for impact patients with a best in class portfolio of treatment for this debilitating disease.
With that I would now like to turn the call over to Becker to talk more about our clinical portfolio. Thank.
Thank you Christie.
And and everything.
Let's start with the pioneer trial of <unk> and non advanced disease.
And so blue David gets approval for advanced stuff for them, we're eager to expand our impact to non advanced disease, which comprises the overwhelming majority of option for patients.
Pioneer is the first large global Registrational study ever conducted.
And non advanced stuff for them and has required a complex operational effort, especially during this global pandemic.
And for 2 of the trial, we've activated nearly 40 sites across 12 countries from screen well over 200 patients. We've also worked carefully with sites to transition patients with consistently evaluable moderate to severe disease into the trees and favorably.
And with these days.
As the trials momentum has increased and with <unk> recent approval for advanced disease, the investigator and patient enthusiasm has reinforced for us the breadth of need and this population.
Now as we begin to plan the wind down of screening and enrollment efforts and clinical sites were focused on driving towards top line data.
We're looking forward to reporting and mid 2022 with potential regulatory filings following thereafter.
Importantly, we're also applying the learning and deep learning from carrying this trial momentum to Bluetooth for 6 to 8 our next generation <unk> inhibitor.
Recently, we initiated the harbor study, which.
It is evaluating <unk> hundred 50, <unk> III and non advanced FM, including in patients with milder disease with the goal of expanding our reach to an even broader FM population.
Pioneer winds down and we expect harbor to ramp up and benefit from our expertise and deep engagement with the global SM community.
Look forward.
Providing a big from a hardware channel next year.
Shifting to Egfr mutant lung cancer and the second quarter, we initiated the phase 1 free trial of Blu 9 for a triple mutant inhibitor. This study includes a dose escalation portion and patients with Egfr mutant non small cell lung cancer, who previously.
And we received at least 1 prior egfr targeted tyrosine kinase inhibitor, followed by expansion and groups of patients with tumors harboring specific mutation profiles les.
Later this year, we plan to burden <unk> 701, or double mutant inhibitor into the clinic as well for both programs will rapidly evaluate both single agent activity.
And both agents in combination with each other and other egfr targeted therapy.
In addition, we continued to advance our newest development candidate Bluetooth to CDK inhibitor targeting frequency aberrant Kansas.
Expected to enter the clinic and the first half of next year, yes.
Yesterday, we announced.
For strategic research collaboration with MD, Anderson, well known for expertise and translational medicine.
<unk> is designed to enhance the program by identifying novel methods to select tumors likely to be responsive to selective CDK <unk> inhibitor as both mono and combination therapy.
With this robust list of drug candidate.
It's important proof of concept data all homegrown from a prolific and proven scientific engine. We're excited to keep you updated on our progress and the months ahead.
Now I'd like to turn it over to Mike to discuss financial update.
Thanks Becker.
Earlier. This morning, we reported detailed second quarter financial results and our press.
Press release and for today's call I'll, just touch on a few highlights from the quarter.
Total revenues for the quarter were $27.3 million highlighting our growing diversity of global revenue of our global revenue base and positioning us for strong future growth.
This included $11.4 million and net product revenues as Christie discussed.
And $15.9 million and collaboration revenue.
Collaboration revenue was primarily driven by commercial supply shipments to our partners Keystone and Roche to support our broadening geographic approvals.
Collaboration revenue also included royalty revenue for sales of advocate and get Rado by Keystone.
Find out.
Our total cost and operating expenses and the second quarter increased moderately compared to the first quarter of 2021.
And we saw an increase and cost of sales related to drug products that in and start partners.
In addition, SG&A expenses increase driven by our commercial infrastructure expansion.
As we increase investment and are promising early stage programs over the next few quarters and expand our commercial efforts with the launch a day the Kid and advanced S. M. We.
We expect to see continued increases and future quarter over quarter, R&D and SG&A operating expenses.
We ended the second quarter with nearly $1.4 billion and cash on hand, ensuring that we have sufficient resources to invest and are growing pipeline of holy on drug candidates.
Overall with the recent approval of advocate and advanced at them.
Strong collaboration execution and a deepening pipeline, we have a solid foundation from which to drive future revenue growth.
Anchored by sales of advocate and the potential for several meaningful collaboration milestones we.
We anticipate that our second half revenue will more than double over the first half which positions us to meet our 2021 revenue guidance of $150 million for the full year.
The second half financial momentum will then set us up for a series of important clinical catalysts and 2022, if we continue to build the world's leading precision medicine company.
So with that and now like to turn the call over to the operator for questions operator.
Thank you.
At this time and I would like to remind everyone in order to ask a question. Please for style and then the number 1 on your telephone keypad.
Our first question comes from the line of solving breaks up from Goldman Sachs. Please go ahead.
Good morning, congratulations from the lunch and what's your thoughts here and the trajectory and if the advance has some launches there and initial bullets, given and demand you mentioned and.
And and then at the 70 Hematological centers, what is the overlap there with the non advance S and total opportunity and then separately and if you could just come in and the accounting mechanism mechanics for next quarter and went and Roche takes them for a bucket and get for auto sales. Thank you.
Alright and.
And I can say this is tracey and I want my 10, nanny accounting and so you know we've been really excited to see the initial feedback and interest and we're seeing around me against us and lunch and I think what and anything that is particularly notable and has been that yes for skiing and can I, certainly and I'm no 76.
Center and spent ourselves being a line of organic interest and a community setting, which I think is that a very good and indicator of the potential for T Tech route.
Kelly, obviously understanding exactly the dynamics around bullets versus not et cetera, and I think we'll have more clarity on that as we as the America for time, but I'm excited about that.
And the potential for ongoing growth here given that we are seeing broad interest in and my and my experience the breath of interest and breath and prescribing is off and really Etsy driver Ave and.
Going demands growth over time, we're also seeing and utilization amongst patients that look like they're they've been previously diagnosed and treated but office and uptake amongst patients with no indicators at least have another ask us and.
<unk> and their history with and suggest that we're seeing prevalent patients that potentially for newly diagnosed patients coming on chemotherapy overtime. So you know we look forward to seeing how can can use to emerge as the go for it from here the overlap amongst the centers. The 70 centers are critical for treatment and a desk and some pain.
And certainly if we get into the non events setting and we will be broadening out and see the allergy setting add to a greater extent, but those centers are going to be critical for both both indications you know as I said before at them is is very much and when does he is that a common driver.
And he come and you take and and hematology can play a critical role and the diagnose that non advanced patients as well so I'm certainly getting established and with advanced disease and these any centers is gonna be a critical part of setting up that for the non advanced indication that we expect to receive overtime.
Maybe I'll, let my comment on that.
Yeah. So for the account and just as a reminder, and Q2, we recognize and user sales and get rid of his product revenue and then there was a true up to the profit sharing for the U S that flow through SG&A.
Starting in Q3 is Christina and Roche will be booking and user sales under the collaboration and what we'll do is we'll record our share of the collaboration profit or loss is 1 line item. Other income statement it'll either show up is coke and the revenue section for collaboration profitable or and their expenses, if if the clubbers and he's been a loss does this and we.
We're also intending to continue to provide transparency on our global and product sales at the end user level going forward.
Thank you.
Our next question comes from the line of <unk> from from Cohen. Please go ahead.
[noise], Thanks for taking my questions and he's.
1 on Ah sorry, <unk> with an advocate just is there any can stock and impact from the launch of the new do strength and a quarter or so it kind of all demand.
[noise], yeah, so very minimal and.
And the advanced with them cause you know starting dose is 200, and we already had 300 or 201 hundred milligram dose and the channel and so there is minimal and 25 and that's at the end of channel obviously to be available pieces need and that's part of their ongoing treatment that we haven't seen a lot of utilization of those strength and that that wasn't actually it's driver of of.
What are we talking here.
Okay. Thanks for <unk> helpful and then.
And maybe looking to the to the pipeline just for <unk>, you were able to kind of report.
Initial data about a year after initiating the trials.
So a reasonable expectation for 945 mono therapy data or or do you think we should maybe expect you to wait a little bit longer for me to combo data to mature before you start reporting day that'll be easier for <unk>.
And so.
As we do every year.
At the beginning of 2022 will lay out guidance in terms of.
Sharing data and and expectations more specifically around timing.
As Becker highlighted we think will really well positioned now with this wave of new programs, having either recently entered and clinic or soon to enter the clinic.
And so to me and the company fundamentally feels different now than it did for a year ago getting the breath of development candidates and we got had pull through and the quality of those candidates late.
Late last year early this year this advance SM approval and the early indications is Christie and highlighted that we're seeing in terms of uptake and giving us a better sense of the magnitude of that opportunity.
Mike said, it well with the.
All right the.
The.
Launch into and next year, but then we're looking into certain way out.
Series of clinical update across these programs.
I don't think worth appointment and will specifically guide to any 1 of those but.
The the breath of those losses those clinical trials is what for me is really exciting.
Okay. Thank you.
Our next question is from the and Liang from Raymond James. Please go ahead.
Hi, Thank you for taking a [noise].
Cartoons and congratulations on all of the updates and.
Launch and ASM.
Just 1 question for me following up on the Egfr.
Question, Mark asked could you maybe elaborate a little bit more in terms of the clinical strategy here, what you and.
Need to see out of his face ones to that and move into combination and studies, which I think a lot of us think is the and game here and again you know as much as I can push you to get some idea of timelines on on that on that up for it would be appreciate it. Thank you.
Yeah for a second I'll take that with respect and the overall strategy you hit the nail and that the combinations are the key to provide.
Providing this benefit with these compounds for patients.
We are going to explore as I said single agent activity or both and we will start combinations before we finish exploring single age of activity.
<unk> since both with a blue line for 5 and 701 together and then with each of those with other third generation and pricing Chinese inhibitors for easier for him and the lung cancer. So I think what you'll see is a number of different experiments going on simultaneously and different patient populations will also learning more about the mutation.
For all of the patients how.
How they present either alone or and combinations that has the mutation and so will refine our strategy as we understand the biology Moore and the our ability to combine these compounds during the during the Charles with respect the timing and.
As we've previously reported we started the 945 does escalation recently and we expect to enter and Blues 701 and.
By the end of this year and.
The center, which.
And it's just.
Rather than releasing data piecemeal, we have so much day coming out next year that there will be periodic updates but.
Hesitate to speculate and died about any specific thing individually.
This is Jeff maybe because combining.
And the comments from from marketing and and comparing them to read.
All of us when you're looking to think about forward looking statements are speculating and when we will have data how quickly you'll move through the dose escalation to get through and effective dose is.
Becker is highlighted understanding the biology, and where there is likely to be the greatest benefit for.
Early signs are encouraging on this and the fact that with the first couple of sites activated we're already see pay.
Patients lined up with some of those sites patients willing to travel so and said.
The first marker is are the patients there can you identify them and we're moving through that nicely and then for 701.
In fact, I said, we're looking to move it into the clinic by the end of this year.
And do he hasn't from investigated and potential investigators there to get that up and running is just 1 more of those mothers and so.
Tied together is y.
We are collectively so optimistic about those those 2 programs together.
Great. Thank you guys congratulations on all of it.
The next question comes from Rennie Benjamin from JMP Securities. Please go ahead.
Hi, Good morning, guys. Thanks for taking the questions and congratulations as well and it's just 1 question.
And I'm Gonna brought overdone, and you just give us a status update of what's happening with the application, there and and kind of important and what's the rest of the world.
Filing strategy for 2021 and tons of other geographies to look at and just as a follow up and inclusive talk from patient identification and I I thought in the past week.
Talked about digital PCR and G S and then.
Your own and sort of tasks and I think c-store and it's coming up with our own past as well can you just give us and update as to what's happening with.
Your own testing.
Alright.
[noise] Becker you take the first part of that and Roche's efforts outside the U S. And then Christie's talk a little bit about patient identification yeah. So.
Remember this.
Nevada outside the U S is on by lotion and the filing needs.
Guided 2.2 and haven't filed that and that's well under under review right now.
With respect to the strategy and other regions. They have a number of other regions lined up for shortly followed the European evaluation of the dossier.
And then and I can pick up the thread on on tape and identification and many I think I think you might have been asking around and asked them that let me know if I'm, taking in a different direction and what you I thought it was that right and and ask.
And I can read or not.
And then I'm, sorry, and that's what she and responding.
Okay. So so yeah, so that the most important and 1 of the most important piece and Nike leopard across the dance and non capacity and frankly it is casting for.
Excuse me and advanced disease and.
I would say that to come for most important and then estimates and where you're really trying to.
And if I'd ask them to call and it.
Clearly most advanced patients are diagnosed with with something and and non and dance at the driving accessibility Hill.
Really sensitive led based testing is really critical and there I think we've made we've made a lot of progress. So the goal is it's not so much on that day, what we're trying to do is uhm really enabled capability among and laugh.
Labs, Bradley and and markets that we're going to be commercializing and do you have that available for that position.
Physicians and patients can access testing easily and over the last 6 to 9 months I would say and said good progress attempted and the number of commercially available and highly sensitive task and the United States and then we are working as well with a few large lab partners further.
<unk> about that capability and and make sure that it it's accessible and available to patients and and I'm expecting ongoing progress against that even as we go through the remainder out net gear. So.
What day and I've generally speaking and we're in a much better for that even now that and we were 12 months ago, and and would expect to see ongoing developments that from here.
Great. Thanks for taking the questions and congrats.
The next question is from Pizza Lotion about please please go ahead.
Hi, Thanks for.
Thanks for taking the questions and thanks for the update just on the preclinical update for loan for 5 and similar 1.
Just.
And of course.
Walk through what we should expect to see Oh potential venue for that and the second half.
So so I assume what you're talking about and see.
Combination of 701, and 945 and preclinical models.
We haven't decided on a specific venue, but we are working on generating that data.
Identifying the proper models and animal models for these complex.
Patient profiles.
Is where we've gone we are partnering and we have internal model. So.
You should just look for later this year for a couple of different look for that.
Gotcha. Thank you so much.
The next question is from David Horowitz from Morgan Stanley. Please go ahead.
Thank you very much for taking my question and the early run of the either get lunch and their son.
There's certainly been sounds like within a lot of inquiries about for patients who it ISN.
That you end up referring to the pioneer trial, alrighty and with those issues actually trying to.
Take these ISN patients and put them on drugs now at this point or certainly and inquiring as to ways they might be able to get patients on drug and as you have elaborated on and the past. It is overall considered 1 of these.
Sure so.
The day to add that we have right now suggests that the patients are being prescribed to advocate our again for some patients as diagnosed by their health care provider and certainly has been I mentioned and go to lay and that's not the only diet and I will say, where we have seen you know both adapted non non advanced patiently and treat and interest and and.
Pioneer I'll share potentially interest and harbor down the road and I think it it and just highlight again the synergy that we're seeing them and our engagement with with this community at your right S. M. S is absolutely went to see some typing it's complicated and yeah. So I.
I think we may see over time and they.
And but I think what we've heard is that early on and we expect it.
B and.
And then for that patient then and we have no data to suggest anything differently from other thing.
Thanks for taking my question.
The next question is from Benjamin Paluck from Bad. Please go ahead.
Hello, This is Benjamin and on for Joel Beady, just a few questions for US a million dollars <unk> I'm just wondering if if there's a sense of the number of repeat scripts potentially and the number of new prescribers and then I was wondering if you also could comment more on the.
Demand from community physician is it more demand or is or interest or is there may be specific example, you might be able to point to to counter for about a little bit of clarity on that thank you. So much.
Sure and.
So.
We are and I.
I guess at this point like I.
5 weeks in our survey. So we are we are most and the majority of the standard I think commenting on it.
And where.
And it certainly expect with an indication like death and give them the credit for all duration of therapy that we see with the camera and.
And I always that chance for me and care for these patients we would expect long duration everytime and so certainly in that revenue bills and.
As we speak rebuild as well and.
Patients coming in but.
Based on where we are and the calendar.
Barely even gotten to the point, where you would be your first street are starting to come through and.
In terms of the community and.
Again, it's it's early days, but I think the market for US was back we saw.
And track really almost immediately coming from a broad number of I'll take all day and I would say a significant percentage of our utilization already is coming from the community, which I think is is it really good indicator and.
It will likely be carrying more about that as the progressive and continued at the bill that that data but.
Rare disease and to me like that let the suggest as you know we are off and the lines of a transformational therapy catalyze and you know.
It changes and the treatment paradigm and as well and so would.
Would not be surprised to see that here uhm and see if I can't really enabling brodeur care of advances and patient.
And as well as and community boxes.
Great. Thank you and and if I could speak more 1 more quick and follow up on the under utilization of the 25 and 50 milligram dose any thoughts and or is that it was that kind of surprising or is that speak more to like your comments earlier about the early and the launch.
Yeah, absolutely so it's.
It's certainly not being underutilized in terms of what we would expect dragging me and hired the starting dose for dancers and patience for 200 milligram. We expect for the majority of patients to be treated at 200 milligram standard 100 milligrams 20 funds appear there and certainly to enable appropriate go suggest method care and individualized basis and based on patient and to provide.
Right.
Wouldn't expect to see price of those strength and and that's it that's.
And we're at there's nothing that I've seen so far that is different than what we would have expected.
Got it thank you so much.
The next question is from Michael Schmidt Guggenheim Partners. Please go ahead.
Hi, guys. Thanks for taking my clutch and and congrats and the call does as well I had a couple on your C. D. K 2 and then the program just help us and the Sun how your collaboration with M behind her and actually accelerate the line over there.
And if you mentioned and then second day, just making this degree.
How should we think about 222 activity, perhaps and.
And yeah.
Yeah, I'd also like you know amplified relative.
With 2 other potential mechanisms that.
Mood for example, we won and intervention or P. K Y P K and light and.
1 intervention and and the same for setting.
Thanks, so much.
Thanks, Michael.
And let me start within the Anderson, So I think as everyone knows MD Anderson and really a powerhouse with respect to translational research.
And you just identified a selected to inhibitors real interest the beginning of the journey and Ah.
And you've seen and TK for 6 development that identify and signals from from requires combination sophisticated preclinical models to understand how and and to use these drugs together and in this case, we're looking at for 6 inhibitors combine the 2 inhibitors and a number of us.
Other mechanisms, including those that you just mentioned where novel combinations and and really uncover amazing therapeutic advantage and different patient populations. The other place that they have.
Right and and go on.
And they are.
So many patients that goes through and and the Anderson for their ability to clear and tumor banks and really deeply understand the biology.
The indications such as ovarian and breast cancer, and and the Metrial and beyond that we have identified and then call and additional tumors off the shelf to understand where there's a vulnerability that might allow us to either use 222 or a combination that either we are they identify.
It was really unprecedented when you look at the breadth of the tumor banks that they have and the investigators that are involved so we expect.
To enhance the orange standing activity, where we expect it and but what I'm really excited about is what we don't expect.
This was for happen with Pfizer and communicate for 6 there.
UCLA identified a signal that really transformed breast cancer and so this collaboration there is 1 of them.
Ones that I'm, most excited about my entire career.
With respect to the other modality and it's really too soon to speculate about how the relative activity and we'll compare we're looking and cycling amplified camp here expecting it a subset of these Melissa.
Malignant fees will be so dependent on the syndicate too pathway that we can see from 8 the closest when we inhibit syndicated.
The extent to which.
<unk> for the other mechanisms, we're going to have to see but as I said as we go into novel parts of these tumors biology and understanding how to combine novel compounds.
And and the more standard of care compounds, it's going to be some of them and we're really focused on.
Great. Thank you.
The next question is from Andrew Burns from SBB Leerink. Please go ahead.
Hi, Thanks for days a couple of questions from here on route 1 other so.
I was wondering if you have some color on the <unk> Martha and he goes.
Or getting 45 per cent of mutation start so let's say previously said it was about 45 to 7.1 but we haven't seen other translated for the piano yet.
Because of sampling and the mutations or is it just moms mabley mutations over the line.
Covid.
And then what percentage of diagnose patients were actually been treated with any other.
And are you seeing here for a while I'm usage or usage codominant way out for the rest of above and then just a question on me and some law should we expect to see any change and the first about judgments.
Extending into a larger opportunities.
Okay.
Ralph for me and so I can share it with that I can start with rat and and.
And actually the questions that you asked her all are all related and so.
And that we think about this market is patient and start seeing for the first indicator.
Total patient and then fall.
Following overtime and total patient share.
Total share approaches new share more quickly, obviously, perhaps for the market growth and.
And we know that Lily had a bit of a time advantage on us and care for being the only the only gave and town for 6 months prior to your having both and the cases available and.
And so as these games, new patient and we're seeing our total patient share growls, but it will take time for total share to catch up to you for everything these guys coming so it's essentially I think about like and our access for Trs and it's an indicator of revenue growth and I think we've seen that that I mean, and we're continuing to see very about tax revenue growth and.
And relative to what we see and from certainly for type of and the last day period of time and.
I think and we would like to see the market growing Mara and growing faster to your point and and I think that's really where we're spending a lot of time, focusing with that list and and at art.
Our best estimate right now is that it's.
Maybe 20%, maybe a little bit more than that of potential.
And so that patients are being diagnosed and treated with an elected red inhibitor and and so there is certainly a line of opportunity and we thank you for.
Continue to grow if and I do.
And and.
Okay.
And the rebound post COVID-19 is happening in terms of testing et cetera, and we're excited to see that.
To see that flow through and we're seeing use across psychotherapy right now for certainly there is an opportunity applications earlier.
So that's something that again for focused on from that perspective, I wouldn't expect dramatic changes from where we were with advocate certainly the strategy that we've and do you think you.
Distributed and see the product and the state is consistent and and our fraud access strategy and consistent there. So I would not expect dramatic and just adopted them.
Thanks, Thanks for if we appreciate it.
Our next question comes from all and delay I chronicled. Please go ahead.
Great. Thanks for taking my questions and.
I was interested and <unk> and I as in for some <unk> you mentioned.
How much you've been able to get into the case I'm centers and I'm wondering how much overlap do you think there is with the pioneer and.
Harbor ISN population and if you can maybe talk a little bit about.
<unk> education effort Uhm have you been.
Is there any and bounce on I S. M and if you can maybe discuss if you 13 increases and D 816 day testing and thank you.
Sure and so.
You said earlier the 70.72 centers are certainly where we see and everything.
A lot of advance for some patients being treated about happening and escape and they also play a key role for non and that patients that I think that again as I said, we're seeing that in real time is for adding aching with diet and we're we're seeing events and some pieces being identified but then also satisfied and non advanced patients who are interested and treatment.
And certainly our our goal at this point is to facilitate enrolment and clinical study and for those patients that by other that'd be pioneer or I've actually harbor. So we're we're going to be following up on that on that interest and that has begun until that ISN market more generally allergy as I sat becomes a broader and more important.
Plant, but I think the seventies centers still will have really.
They play a role and and diagnosis, certainly and many patients and I think well it will be a good.
And for US with me right now and and see.
And on and that's about it.
Great and then is there a way for you guys to track the D 815 day testing and that's kind of you mentioned that that was a total.
Mac or windows on line mothers for patient identification.
Yeah. So this is something we will be looking out over time and I mean the difference.
And.
Think that subtle difference here, if I ate and compare to take up right out right where where.
I think that all there is to get patients who are being diagnosed with lung cancer appropriately tested for education.
Our label is obviously not specific to add and your case and but we barely see the testing as being a kind of a key to facilitating increased diagnose, particularly for non and dance paycheck. So it's.
It's obviously early and we're just and the market commercially and I think something will certainly have a sense of overtime and you know the way I think we'll see that play out is growth and the number of non advanced patients.
That we can really identify and see and so that's a place that we will continue to focus in terms of cause and dedication and market development et cetera, you know between now and Monday.
[noise] great.
Great. Thank you very much.
Third eye for other questions at this time, so I'll have to call back to Mister Albers.
[noise], Thanks operating and thank you all for taking the time to join US today and for your continued support a blueprint medicines and look forward to updating you again soon.
And have a great day bye bye.
This concludes today's conference cool. Thank you for joining you may now disconnect.
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