Thesis Summary
Global Blood Therapeutics Inc (GBT) has recently begun commercializing Oxbryta (Voxelotor). The drug is used in treating Sickle Cell Disease (SCD). While there is not much sales data to go on yet, given the results of the clinical trial and positive feedback from physicians, while the drug could become a standard treatment in managing SCD it is up against stiff competition and there is no evidence of its commercial success yet.
Company Overview
GBT has been developing Oxbryta for some time now and commercialization finally began last quarter, reporting