Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
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.
Print the post  

Announcements

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.