Shares of Global Blood Therapeutics (GBT) have more than doubled since my 2016 article outlined an attractive opportunity in the sickle cell disease space and touched on promising early stage data for voxelotor (known as GBT440 back then). However, performance has been essentially flat since my December 2018 update noted that regulatory pathway for voxelotor had been clarified and 2020 approval appears likely.
I am a bit partial to this name as well, as we've profited on revaluation and runup opportunities here twice in ROTY's model account. With several members stating this one is high