- bluebird continues to struggle with their gene therapy programs. The company announced that the FDA placed another clinical hold on one of their gene therapy programs.
- The company recently reported their Q2 earnings which revealed a big miss on EPS and revenue. In addition, the company is closing up shop in Europe.
- I expected 2021 to be a turnaround year, but the regulatory and commercial setbacks have forced me to throw my original BLUE thesis in the trash.
- bluebird’s decision to spin-off their cell therapies into 2seventy bio completely changes my BLUE thesis and game plan. I reveal my revamped strategy.
For further details see:
bluebird bio: Throwing My Thesis In The Can And Starting Over From Scratch