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Yes! 11:50pm PR, lol .. Monday should be interesting and @ $3mm cost, let’s see how payers will react! Conf call should helpful ..GLTA
…your lips, to His eyes! Lol .. post close news to digest over the wkd?? Markets terrible again today! Ughh.
Yep, pain in the markets def hurt Rvnc moving to 28-30 post offering! All good, $40’s+ in 2023.. buyer when more fund free’d up..GLTA
Masterfully done by management and Bankers( upsized pricing and liquidity runway)
True and if Short Interest is correct ( ~ 11%) could be more volatile than ‘normal’ … doubt GS or others allocate shares to any Shorties ;)
Prob already priced and placed with a few fund’s.. not sure if they can/ would Upsize prior to offering but $26 is likely .. Bought some @26.5 post close.. will buy more likely 2moro if sub $26
Good call JM, saw that one coming a mile away :)
Suppose so, at 1st mr. market didn’t
Like, but further read through seems ok ( I’m just old fashion, hate change especially if the future is ‘bright’) …it’s all about 3rd drug getting approval anyway ( not so much eli-cel, or Zynteglo) ..GLTA
This is another example of Mgmt changes Fund mgr’s don’t like:
Jason Cole, chief strategy and financial officer of bluebird bio (NASDAQ:BLUE), plans to leave the firm, effective Oct 14, 2022, to pursue new career opportunities.?
Agreed..btw, new 13g
Filing so maybe big boy(s) accumulating other than Tang & Vanguard:
NAMES OF REPORTING PERSONS Wellington Management Group LLP
2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) [ ] (b) [ ]
3. SEC USE ONLY
4. CITIZENSHIP OR PLACE OF ORGANIZATION
Massachusetts
5. SOLE VOTING POWER 0
6. SHARED VOTING POWER 235,790
7. SOLE DISPOSITIVE POWER 0
8. SHARED DISPOSITIVE POWER 244,061
Been hiding under a rock, ehh? Just to name a few….
capital / value destruction ( aka- cash burn, clinical holds, failed International expansion, C-suite Departure(s), etc:))))
.( pretty common for most biotechs, but this was extreme)
There’s more, but as a ‘substantial’ shareholder, I have confidence they will finally get it right! Oh, and with Kevin Tang building a large position(5%+), he’s typically correct with timing! GLTA
Should be, but Mgmt’s prior F’ups prevent serious Fund(s) from accumulating til Commercial Revs my guess
Squeeze in anticipation for Pdufa (9/16)???
Heard that, very impressive! 2023/24 will be exciting!
Almost a blessing 1st attempt failed, picked up some cheapies
Down in the low teens :)
$5b mkt cap( they’ll have 100milly shares out in 2023 @ $50 per)
thanks Don, sounds like they are making some progress, but more to come??
sounds good thanks!! looks like just Florida for now, haven't seen anything new about
international recently...
What does this company do? Telephone in Cuba?
Old school ! Buy on rumor, sell on news!! Now time to buy below $5.75ish
You called that one, but now it’s in the $160’s so tome to buy?
Nice!
Bought some a while back in high $80’s, wrote some calls, now waiting to see if I’m PUT some shares @ 68 tomorrow..finished strong today, but hoping for drop tomorrow to lower cost..mainly do naked puts, covered calls on 24 diff co’s..
Why this dud? So many more with lower SS
Still own it? Thoughts on current MV?
Possible, but prob more from Rubric pressing company
( and13d’s increases ) plus Rosen and Cohen( point72) are connected from years working together..
Personally just want it to hold $1+ bid for next several days/weeks to avoid another deficiency ( think they already regained compliance but if rumored takeout fades, well….. doubt Azn would want to buy back the drug they sold rights to, but should be fun if rumors of multiple buyers!
Market just now seeing ATM, could rally quickly after sell off
GC- also, gl with Cuban( Qb*n)…
Still more to run GC! ( Steve Cohen point72 still involved)
Runner AH , wow
Oh, wow-sweet! Been around the ‘markets’ for some 30yr, learn something new everyday!! Thanks and GL to all us Longs !
I Think that 15% move is from fridays after market ( US) close( hope I’m wrong ? How did you look it up( what platform)?
Prob a meme play with the hi short interest today
Item 5(c) of the Schedule 13D is hereby amended by adding the following:
(c) Between June 9, 2022 and June 13, 2022, the Reporting Persons purchased an additional 1,096,037 ADRs that represent the Ordinary Shares reported herein at prices ranging from $0.5995 to $0.6485 per ADR.
Rubic- run by David Rosen is no joke!
Bidding wars are always fun, north of $2 should be starting point! IMHO
Increased ownership( Between June 6, 2022 to June 8, 2022, the Reporting Persons purchased an additional 358,525 ADRs that represent the Ordinary Shares reported herein at prices ranging from $0.556 to $0.62 per ADR)
Pretty much same feelings, still have small positions in both .. down big, but the whole group ( bio’s) suk! Been building popo in T*ara & A*gtc… GL
FDA Sounds Positive On Bluebird's One Gene Therapy But Doubts Another..some life left it seems!
Was thinking the same usma67…volume up last few sessions with lower pps, maybe ATM activity? Not much news until Sept. perhaps..
Agreed , great job Smilin’, now can you help w/ tara please