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Global Blood Therapeutics: Oxbryta Is Aimed For Success

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Timetravelerdos   Wednesday, 12/04/19 11:56:22 AM
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Global Blood Therapeutics: Oxbryta Is Aimed For Success

Excellent article.

One of the most exciting times for bioscience investors is during a positive regulatory binary, i.e. a drug approval. As I forecasted, Global Blood Therapeutics (GBT) gained FDA approval for its lead medicine, Oxbryta. Being the first of its kind, Oxbryta has a very strong chance of dominating an untamed market.

From a trading viewpoint, the stock usually but not always rallies after an approval. However, there are situations where the stock trades either sideways or lower. Regardless of the immediate or short-term event, a fundamentally strong company nearly always appreciates in the long haul. Either that or it'll get bought out to reward investors with a huge premium. In this article, I'll feature a fundamental update on GBT and provide my expectations for this intriguing growth equity.

In all, I maintain my buy recommendation on GBT with the four out of five stars rating. Riding the historic Oxbryta approval, GBT now has the best new medicine for SCD. Not only that Oxbryta has an excellent efficacy and safety profile, but it also is the only of its kind. As such, physicians are motivated to prescribe the drug when they know about it. That is to say when the marketing kicks in.

Now the SCD market is quite large, standing at approximately $3B without a dominant drug. As you see, Oxbryta is making its entry into this niche as a gamed "Apex predator." To be realistic, there are still crucial factors that can deter successful commercialization. While you don't have to agree with me, you should weigh the negatives and positives to gauge the long-term prospect of GBT.

Last but not least, two surprise catalysts can occur going forward. One is that GBT suddenly announced a marketing partner. Another possibility is a buyout. Either one would be a surprise present for the holiday.

Here is the entire article:

https://seekingalpha.com/article/4310396-global-blood-therapeutics-oxbryta-is-aimed-for-success

Statements made are only my opinion. Do your own DD in order to make your Investment decisions.
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