Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 1
I don't get why it's languished either!

Tbh, they label themselves as the 2022 gene therapy products company- so this says to me their short/medium term primary focus is CALD, thallesemias and sickle cell. I've always thought the bb2121 seemed like a side project/side hustle and onco seemed like a back up plan in case gene therapy didn't work out. I think they'll be using bb2121 money to fuel the gene therapy empire, and once that is chugging along, them who knows, maybe they repivot back to oncology as a primary focus, but that seems at least 5 years away.

I do think that at some point the market is going to look up, and say, whoa, this is going to be a cash coe for years and that bluebird will triple or more over the next 5 years... But when that trajectory actually starts, who knows.

Im not putting much weight on bb2121 tbh, the story is the continued success of their lentiD platform gene therapy
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.