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Biotech / Medical : bluebird bio Inc.

BLUE 4.970

0.0%

Jun 2 5:00 PM EST

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The Ox

From: Biotech Jim	12/9/2015 2:03:23 PM
	1 Recommendation of 163

Now for an on topic post... I must apologize to readers of this board for my lack of posting on the news/conjecture/gossip/data evaluation/future potential of bluebird bio the company or BLUE the stock. I kinda lost interest in BLUE when the stock hit the nosebleed levels of $150 to just under $200, but I continue to be interested in the company and its breakthrough gene therapy studies. Just too many other things going on these days to spend time posting, all in a good way. As to the recent NORTHSTAR study results, my view is the results are good but not stellar, and any time there is a vector change due to apparent loss of expression the timeline gets way extended. Instead of rehashing the results here, I provide a link to Dew's board that has much discussion (go fore and aft in this link to catch up if interested): siliconinvestor.com And here is Max Nisen's discussion of the results and the associated carnage (as linked to by DD): bloomberg.com Jim Birchenough at Wells Fargo puts the SCD news this way (lol): "BLUE: Investigator Update Suggests Opportunity To Improve Lentiglobin Effects" And here is the roller coaster ride from an 18 month perspective:

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