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The problem with BLUE right now is that we really don't have enough data to judge the potential value of lentiglobin.

The news that it doesn't "cure" beta-thalassemia major is disappointing--but the question is how great an impact it has on the life of the patient. This is a terrible disease--generally fatal, and produces huge suffering for the afflicted. If lentiglobin significantly improves their lives, it could be huge, even if it does not result in a cure.

At any rate, thalassemia major is not the biggest target BLUE is going after--that would be Sickle Cell disease, and the limited data we have seems to indicate that the response so far has been very good.

I believe the stock price got ahead of the story when it came close to $200/share, but it also seems to have taken a header when the data on SCD and thalassemia minor still look very good.
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