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Biotech / Medical : bluebird bio Inc. -- Ignore unavailable to you. Want to Upgrade?


To: idos who wrote (71)5/22/2014 5:39:57 PM
From: tuck  Read Replies (1) | Respond to of 163
 
Thanks. Wedbush expects equal or better outcomes with the new vector, and expects further data to be presented at ASH.

Wedbush Spin

The idea that the small quantity of data caused the decline is a little strange. The analyst seems to suggest that investors expected data from more patients (as there is plenty of data for each individual patient). If that's true, well, slow enrollment is a legitimate concern. Trial is supposed to enroll 15 patients and end in 3 years.

Trial Protocol

Are they on track? Having started ~ 6 months ago and with now two patients, maybe not. Three would have been better received, perhaps?

Also, I haven't seen preclinical data about the new vector (maybe still embargoed at PMC, or maybe Bluebird pubs page has misinformation on it). High VCN is desirable at first, but my understanding is the vector is supposed to fade away over time. That's as yet unproven in humans and remains a concern until further data comes out.

Cheers, Tuck