RHHBF - bluebird bio's Awkward Silence

• Zynteglo pricing excludes a significant part of the patient pool, preventing bluebird from realizing the full potential of the ?-thalassemia market.
• Resumption of Zynteglo marketing is a multiple-step process that includes the conclusion of the internal investigation and a subsequent regulatory review.
• The recently announced spin-off is unusual for a company the size of bluebird and targets the programs in collaboration with Bristol Myers, pointing to a possible M&A opportunity.
• Risk around the commercial success of new drugs is an ordinary course of business in the biotech industry. The rarity of diseases in bluebird's pipeline and current SUSAR investigation adds additional layers of uncertainty.

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