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Q1 decent rev, but we need to get thru Q3 to truly see traction of all 3 indications to assume ~$300mm in revs…cash burn better than historical run rate , but I believe the 10k/Q overhang ( analyst asked about OPEX, P&L , etc) will persist until filed..these Analyst need to model all metrics but I remain positive as we get to 2nd half, 24’ …we need more color from management in 2nd half to move the needle towards $5pps to start , then $10 is probable in 2025 imho..GLTA
Cash relatively unchanged q over q. Starts on track for 105 in 2024. Revenue over 300 million based on current metrics and pricing. Headed back to $10.00 imho
It works and it's just starting to run. Once it begins, there is no looking back
I dont think less than $18.00 will be agreed upon for starter talks to BP. BLUE has a better drug than crsp and will outpace them on many levels including speed and cell collections due to the fact vertex must do 2 to 4 collections for every patient to our 1. Bluebird can get back over $100.00 on their own with patient investors imho
Seeking Alpha must be wrong
BLUE 10Q due after the bell per Seeking Alpha
T+1 settlement begins 5/28
There are *THREE* approved curative therapies. Adrenoleukodystrophy, Beta Thalassemia, and Sickle Cell.
IMO, this should be at least $5. But there's that word: Future. Unknown.
Money is nice. Being able to live, and live pain free - that's much nicer.
Easy. Each patient is 3.1 million in revenue. Do the math and it's easy to see with 20,000 patients eligible in u.s.a. alone the revenue is in the 10s of Billions over next 5 to 10 years
bluebird bio Announces Completion of First Cell Collection for LYFGENIA™ Gene Therapy
Published: May 06, 2024
https://www.biospace.com/article/releases/bluebird-bio-announces-completion-of-first-cell-collection-for-lyfgenia-gene-therapy/
I can only answer by pointing to one operative word in my post, and that is undefined, for no one knows what it will bring. That word is "future".
As an early childhood survivor of an Astrocytoma and a recipient of blood transfusions prior to 1983, I have significant interest in all three of their drugs - from neurological issues to blood issues. Clearly, I have no shame and am not afraid.
Some call it investing, others call it gambling. I may sell, but I am inclined it "let it ride". If I sell, it is only bc I need liquidity. As with all ventures, one should not engage unless they are willing to lose it all. I can't afford to lose it all, but I'm still here. And I am grateful for that.
Finally, the major issue to contend with is bad actors. I assure you I am not - but I can only ask that people have faith that my actions and intentions are pure of heart.
I'll tell you what I think, friend - I'm eager for earnings on the 7th, although I'm fairly positive we will not see them for another few weeks after that date. I think that the class action is going to fail, that patient starts across all three drugs is going to exceed the minimum forecast of...what was it, 80 patient starts?, and that BLUE is going to skyrocket in the future, becoming the talk of wall street.
At any rate, I'm not buying anymore, even though today is/was my calendar day to avoid making wash sales. I will say that I may sell at any given point in time - the volatility is nerve racking and times are getting tight, as it were.... But much like a certain other person, I like the stock. I like the stock a LOT.
That seeking alpha article is behind a paywall, unfortunately. I'm sure I wouldn't be the only happy person if you posted the sentences that you find informative.
I believe in the power of BlueBird's medicines, but I am concerned about the shorts, as I've had a ridiculous amount of calls get just completely disintegrated by the pressure on this stock in the last 2.5 years. Hopefully, we find that Blue management is honest and also correct about their projections going forward. In addition to that, I'm keeping my fingers crossed that it is Hercules's goal to help facilitate the healthcare options that BLUE has created, and not to steal the entirety of the companies I.P. The agreement does hinge somewhat on the company trading, if I am correct in my calculations, above $2.63 USD for the preceding 30 days of the first day of any financial quarter.
I've lost out significantly to other companies' management teams over the years that were malignant, and I am deeply disturbed that BLUE eliminated the graphic of "Misc Undisclosed" from their pipeline page in the summer of '23. I'm disappointed they haven't addressed that, and have significant thoughts about addressing management over the issue myself. If any of these class action examinations have solid footing, that is one aspect that will be exposed.
I will be reducing my holdings, starting next week, by ~11% for tax harvesting purposes, but I am not going anywhere. I am hoping it tanks a bit more so I can keep more than 89% of my current holdings.
I hope you got in, I think it's worth it means nothing financially on the filing they found while securing financing and going over the books. The shorts were killing it but now that Hercules is the lender they have slowed and its non-dilutive financing. Read this transcript and watch the trading action if you haven't bought in yet. You can always buy calls. https://seekingalpha.com/article/4680564-bluebird-bio-inc-blue-q4-2023-earnings-call-transcript
BLUE under $2
Also, if it's the last quarter results that are public, why would this not be relevant might I ask? It's pretty standard in the industry for the last posted quarter results to stay relevant untill the next quarter or year end becomes publicly available. Do you know something the market does not on why the most recent c.c. would not be relevant??
Just wondering because the fact you question this would make one think you are fairly new to the investing world, which is fine, but I like to know where you're coming from that's all 🤔🤔🤔
I posted this because it was the last earnings on record. Q3 2023 results are a good indicator of growth and ramp for BLUE. The next c.c. is only weeks away for full year 2023 and fourth quarter 2023 which are normally combined into 1 earnings report and c.c.
Cheers
Buyout is in the works. Very short time will be made public. Anything below $20.00 vote no. 3 blockbusters here
On average, Wall Street analysts predict that Bluebird Bio's share price could reach $6.87 by Dec 21, 2024. The average Bluebird Bio stock price prediction forecasts a potential upside of 566.8% from the current BLUE share price of $1.03.
BLUEnew 52 week low
Bottom is far from in. Amrn hit .65 cents just a few months ago. Sadly, blue won't recover imho
Amrn dropped to .65 cents before making any recovery. Unfortunately, this is not bottom for bluebird bio
Reverse split inevitable here. Too many shares on the market now thanks to recent share sales. Float reduction is needed to move this bloated pig anywhere now unfortunately and that's why it continues below $1.00. Amrn hit .65 cents before it's bounce so prepare yourself this isn't even close to bottom
BLUE new 52 week low
BLUE new 52 week low
BLUE new 52 week low
Ask, and you shall receive! Lol
Item 7.01
Regulation FD Disclosure.
bluebird bio, Inc. (the "Company") has signed a second outcomes-based agreement for LYFGENIA, bringing the cumulative total of covered lives for LYFGENIA to approximately 200 million, less than one month since FDA approval of LYFGENIA on December 8, 2023 for sickle cell disease in patients 12 and older with a history of vaso-occlusive events. Additional updates on the commercial launch of LYFGENIA will be presented at the 42nd Annual J.P. Morgan Healthcare Conference on Tuesday, January 9, 2024.
Let’s see if we get any updated guidance ( Rev’s, cash burn, PRV dispute, Payers, etc)…biggest Conf on earth, LFG!!!
bluebird bio, Inc. (Nasdaq: BLUE) today announced that Andrew Obenshain, chief executive officer, bluebird bio, will present a corporate update at the 42nd Annual J.P. Morgan Healthcare Conference on Tuesday, January 9, 2024, at 10:30am PT/1:30pm ET.
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