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Post by forthefuture on Feb 19, 2015 18:56:14 GMT
bluebird bio, Inc., a clinical-stage biotechnology company, focuses on developing gene therapies for severe genetic and orphan diseases. The companys advanced product candidate is Lenti-D, which is in phase II/III studies for the treatment of childhood cerebral adrenoleukodystrophy, a rare, hereditary neurological disorder affecting young boys; and LentiGlobin that is in phase I/II studies for the treatment of beta-thalassemia major and severe sickle cell disease in France, as well as a second phase I/II studies with LentiGlobin for the treatment of beta-thalassemia major in the United States. bluebird bio, Inc. has a strategic collaboration with Celgene Corporation to discover, develop, and commercialize disease-altering gene therapies in oncology. The company was formerly known as Genetix Pharmaceuticals, Inc., and changed its name to bluebird bio, Inc. in September 2010. bluebird bio, Inc. was founded in 1992 and is headquartered in Cambridge, Massachusetts.
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Post by forthefuture on Feb 19, 2015 19:04:08 GMT
Anyone in this one?
Here's the quick investment thesis: Lentiglobin has shown some very early but very positive efficacy results so far in Beta Thalassemia. This is a disease that requires lifetime blood transfusions. Bluebird's Lentiglobin therapy is aiming for a functional cure by transplanting gene edited cells that would proliferate invivo. The same approach is being used in a phase 1 Sickle Cell trial that is expected to read out early results this year. I'm expecting in the next 6 months. Sickle cell is a much larger population that Beta Thalassemia and data will move the stock significantly higher or lower.
They also have a preclinical stage CAR T-cell platform partnered with Celgene.
Risks include lack of efficacy results in sickle cell trial and the CSO just announced he is leaving, but staying on in an advisory role.
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Post by RLC on Feb 19, 2015 19:11:33 GMT
bluebird bio, Inc., a clinical-stage biotechnology company, focuses on developing gene therapies for severe genetic and orphan diseases. The companys advanced product candidate is Lenti-D, which is in phase II/III studies for the treatment of childhood cerebral adrenoleukodystrophy, a rare, hereditary neurological disorder affecting young boys; and LentiGlobin that is in phase I/II studies for the treatment of beta-thalassemia major and severe sickle cell disease in France, as well as a second phase I/II studies with LentiGlobin for the treatment of beta-thalassemia major in the United States. bluebird bio, Inc. has a strategic collaboration with Celgene Corporation to discover, develop, and commercialize disease-altering gene therapies in oncology. The company was formerly known as Genetix Pharmaceuticals, Inc., and changed its name to bluebird bio, Inc. in September 2010. bluebird bio, Inc. was founded in 1992 and is headquartered in Cambridge, Massachusetts. Glad you added them to the forum FtF. I was taking a serious look at this company prior to them releasing that data mid last year on the 2 patients that had great results. I sort of felt like I "missed the boat" after it gapped up and stopped looking into it. This ended up being a stupid move though as I easily could have grabbed shares under $50. I did this same thing with Apple (could have bought at $17 (post-split) but it jumped up to $25ish and I decided it had moved too high for my investment... ). While it's often a bad decision to open a position in a company after it makes a large move up, this is a foolish reason to not invest in a company that you feel has immense potential IMO. Maybe one day I'll learn...
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Post by selluwud on Feb 19, 2015 19:18:59 GMT
Anyone in this one? Here's the quick investment thesis: Lentiglobin has shown some very early but very positive efficacy results so far in Beta Thalassemia. This is a disease that requires lifetime blood transfusions. Bluebird's Lentiglobin therapy is aiming for a functional cure by transplanting gene edited cells that would proliferate invivo. The same approach is being used in a phase 1 Sickle Cell trial that is expected to read out early results this year. I'm expecting in the next 6 months. Sickle cell is a much larger population that Beta Thalassemia and data will move the stock significantly higher or lower. They also have a preclinical stage CAR T-cell platform partnered with Celgene. Risks include lack of efficacy results in sickle cell trial and the CSO just announced he is leaving, but staying on in an advisory role. It's been on my watch list for about 3 months, but it's a little rich for me. PPS has not moved significantly in the three months since I have followed.
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Post by forthefuture on Mar 13, 2015 14:50:48 GMT
Pretty strong move continuing in this one. From 92 to 119 since I posted this. Sounds like sickle cell data may not be coming out for awhile.
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Post by forthefuture on May 22, 2015 5:10:18 GMT
Pretty strong move continuing in this one. From 92 to 119 since I posted this. Sounds like sickle cell data may not be coming out for awhile. Abstract for data on first sickle cell patient out today. Presentation in a few weeks. N is only 1, but looks promising. If they can demonstrate the same data in Sickle Cell as they did with Beta Thal, the current price will look cheap.
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Post by forthefuture on May 27, 2015 5:08:24 GMT
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Post by JHam on Jun 15, 2015 10:04:30 GMT
Could be a big day ahead for BLUE with the positive sickle cell data presented over the weekend.
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Post by JHam on Jun 15, 2015 15:03:21 GMT
Just realized the data was only on one patient, lol. Good news, but they'll obviously need more than that.
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Post by forthefuture on Jun 17, 2015 0:24:37 GMT
Just realized the data was only on one patient, lol. Good news, but they'll obviously need more than that. Most definitely, and for a longer timeframe more importantly. The good news is that the data is unambiguously positive and analyst price targets to this point haven't incorporated more than a few dollars for SCD.
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Post by selluwud on Nov 6, 2015 15:41:34 GMT
I bought some Bluebird Bio today after yesterday's over 20% fall. They have more trial data to be revealed in the next month and I am hoping for a little run up before results. Sickle cell treatment could prove to be a game changer.
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Post by JHam on Nov 6, 2015 16:23:11 GMT
I bought some Bluebird Bio today after yesterday's over 20% fall. They have more trial data to be revealed in the next month and I am hoping for a little run up before results. Sickle cell treatment could prove to be a game changer. I haven't been following this too much, but based on a few people I follow and respect on Twitter, it was oversold yesterday. Good luck!
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Post by JHam on Nov 6, 2015 16:26:28 GMT
I bought some Bluebird Bio today after yesterday's over 20% fall. They have more trial data to be revealed in the next month and I am hoping for a little run up before results. Sickle cell treatment could prove to be a game changer. By the way I just merged this with an already existing BLUE thread. Hope you don't mind. JHam
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Post by selluwud on Nov 17, 2015 16:49:05 GMT
slowly creeping back to whence it came. Fell from 90.00
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Post by selluwud on Dec 7, 2015 12:36:50 GMT
Bluebird is going to get killed today. Pre-market is already -24.00 as results released this weekend at ASH were less than expected.
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Post by JHam on Dec 7, 2015 12:41:44 GMT
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