Stifel analyst Stephen Willey noted that Blueprint Medicines (BPMC) reported data from the dose-escalation portion of its Phase 1 trial of BLU-667 at this weekend's AACR meeting. He believes BLU-667 looks like "a sufficiently viable asset for RET-altered tumors," but he also thinks the data has left the competitive window "wide-open" for Loxo Oncology (LOXO) ahead of preliminary LOXO-292 data expected at the ASCO meeting in June. Loxo's data now potentially could shift sentiment on what consensus has been presuming to be a $1B+ opportunity equally-shared between the two companies, Willey tells investors. He maintains a Buy rating on Loxo shares.