- bluebird bio's new therapies have strict labels due to health concerns over severe side effects, limiting the addressable markets of these new therapies.
- Toxicities of bluebird's new therapies point to shortcomings of its CAR-T and Leniglobin technology, lowering the economic moat of its patent portfolio.
- The company is trading at a record low, reflecting the risks that emerged in recent quarters, but don't incorporate the possible success of Abecma for multiple myeloma.
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bluebird bio's Current Price Levels Offer An Attractive Risk-Return Play