bluebird bio Inc (BLUE) オプション

Ha!

BLUE 10Q due TUESDAY 3/4

Join and share https://www.businesswire.com/news/home/20250221446809/en/BLUE-Stock-Alert-Halper-Sadeh-LLC-Is-Investigating-Whether-the-Sale-of-bluebird-bio-Inc.-Is-Fair-to-Shareholders

That's when Blue announced acceptance of it.

Best hope now beyond $600mm in a 12 month period is a hostile take-over before the close of the deal. I don't see that happening. Completely missing from Fridays news: ANY attempt to raise equity through share offering. Really - why do a RS and NOT make a statement about failure to find placement??

WTH is that?? Fiduciary nothing, IMO, save from going to $0.0001. Hard to believe that would happen. I think it's clear that the board can't wait to wash their hands entirely clean of Blue. 3 approved therapies is worth WAY more than $3/share, and the entire concept of this "contingent value right" is indeed an insult, passing off the fiduciary to PE that has zero accountability to the recipients. That's not even considering the insult to shareholders with losses that will be worth nothing at time of payment (if any premium payment is to be had at all).

9,722,217 outstanding. Current MC at time of posting: ~$37mm.

BLUE, new 52 week low

It is strange to make the buyout offer on Friday morning.

I am wondering if it happened such that it is announced to the public and to see if there is any other possible serious offer.

Any other serious offer could be settled upon over the weekend and announced on Monday.

Of course, there may be no other serious offer to be had.

Elsewhere, people are saying the offer is an insult ... well, if it is, someone would surely announce a better one.

We will know by 8am on Monday if there is anything better on the table.

Check this very rare otc stock on the verge of merger/acquisition.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175821245

Once valued at $10B, bluebird bio sold to private equity firms for $29M

BLUE, new 52 week low

...

Probably, but what about Protara (Tara)-still loving it?? Looks like double digits after JPM Conf, eh??

Better opportunity elsewhere

Still? Would you
Buy if it breaks 9? Brand new to this game

BLUE under $9

And follow up data for Sickle Cell as well:

bluebird bio Presents Positive Long-Term Data On LYFGENIA™ (lovotobegligene autotemcel) Gene Therapy for Sickle Cell Disease at 66th American Society of Hematology (ASH) Annual Meeting and Exposition
December 08 2024 - 12:30PM

Stable production of anti-sickling adult hemoglobin (HBAT87Q) and elimination or significant reduction of vaso-occlusive events sustained through last follow-up for all evaluable patients (n=38), underscoring potentially transformative and durable clinical impact

Results from first and only focused analysis of patients with sickle cell disease with a history of overt or silent stroke (n=27) show no stroke recurrence through 9 years of follow-up (n=2)

bluebird bio, Inc. (Nasdaq: BLUE) today announced new and updated data from LYFGENIA™ (lovotobegligene autotemcel, or lovo-cel) gene therapy for patients with sickle cell disease who have a history of vaso-occlusive events (VOEs). The data will be presented at the 66th American Society of Hematology (ASH) Annual Meeting and Exposition in an oral presentation on Sunday, December 8 at 9:30 a.m. Pacific Time and a poster presentation on Sunday, December 8 at 6 p.m. Pacific Time. As of July 2024, 70 patients were treated across the full lovo-cel clinical development program, with follow-up beyond 9 years in the earliest treated patients.

https://ih.advfn.com/p.php?pid=nmona&article=95055524&_gl=1*re3woq*_gcl_au*ODQyNDIxNDQ1LjE3MjY0MjkyNjk.

Great follow up data presented today:

https://investor.bluebirdbio.com/news-releases/news-release-details/long-term-follow-data-continue-support-beti-cel-potentially

Let’s get the clock back and Cap raise behind us, then Blue Skies ahead for blueBIRD shareholders;)

happens when no biobucks....
$$$ goes where its treated best

Yes, I agree!! Was hoping that board would amend to 1:10 or worst case 1:15, but we now can move on from reverse and expect cap raise ( my guess ~$100mm raise) …then Hercules will increase credit facility or at least allow for additional draw ..GLTA

If I didn't believe, I would've taken some trades today. That being said, it's going to be quite some time (if ever) that I break even. I absolutely believe in the tech on all 3 therapies.

Whole lot of $ poured in well above the immediate After Hours price tank.

I think a lot of those dollars were betting against a 1:20, believing a 1:15 was possible. I hold that management dangled that with no intention of anything other than 1:20, and has absolutely F'ed up. But maybe not. We shall see....

I will admit that I'm somewhat positioned for a dead cat bounce. Today may have been that opportunity tho.

How many of us here believe that BLUE will finally succeed in spite of the R/S news?I sincerely do, so have been around this for a longish while. The ducks are lining up slowly on the medical side of the story thankfully. Once the stock price issues(& maybe stock raise) are behind us, we should get going.Good luck to all.

Thanks...🥳

Congrats!! Will add to current holdings post split, Cap raise

Yup well aware...took it for the trade...Thanks...🥳Reverse on Dec 12...

BLUE...6832...HOD...🥳SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio, Inc. (NASDAQ: BLUE) (“bluebird bio”) today announced it has reached an agreement with the Center for Medicare and Medicaid Innovation to offer an outcomes-based agreement for LYFGENIA gene therapy under the Cell and Gene Therapy (CGT) Access Model. LYFGENIA is a one-time gene therapy approved for the treatment of patients 12 years of age and older with sickle cell disease and a history of vaso-occlusive events (VOEs).

“Ensuring timely, equitable access to gene therapy for people living with sickle cell disease insured through Medicaid has been a cornerstone of our commercial approach since approval, and we are pleased to build on this commitment by offering an outcomes-based agreement to state Medicaid agencies through the Cell and Gene Therapy Access Model,” said Tom Klima, Chief Commercial & Operating Officer at bluebird bio. “We are also pleased to be able to offer fertility preservation support to eligible patients insured by Medicaid in states that opt into the Model, as we recognize these services address an important potential barrier to access.”

Participation in the CGT Access Model builds on bluebird’s established leadership in developing and implementing innovative outcomes-based agreements and has the potential to further strengthen the coverage landscape for LYFGENIA. To date, more than half of all states have affirmed coverage for LYFGENIA through Preferred Drug Lists or published coverage policies, and over 50% of Medicaid-insured individuals with sickle cell disease in the U.S. live in a state that has approved at least one prior authorization for LYFGENIA.

bluebird currently offers two outcomes-based agreements for LYFGENIA to State Medicaid Agencies, and the CGT Access Model may be a bandwidth extender for states that are unable to implement outcomes-based agreements on their own or in a timely fashion. bluebird’s offering through the CGT Access Model is rooted in its validated principles of meaningful risk sharing for payers, and tying performance to clinically meaningful outcomes that are easily tracked through established data sources over a defined period of time.

The model will enroll patients for a period of 6 years and individual patients will be followed for 5 years to track performance-related outcomes. Participation in the CGT Access Model is voluntary and open to all states that participate in the Medicaid Drug Rebate Program (MDRP). With key terms in place, states have until February 28, 2025 to opt-in to participate and states may begin participation in the Model between January 2025 and January 2026.

BLUE ...6469...Volume...🥳

georgie18

Member Level
Re: None

Wednesday, December 04, 2024 3:40:50 PM

Post#
386447
of 386450
BLUE...5164...Open Gap filled at .57...🥳

georgie18

Member Level
Re: georgie18 post# 505

Monday, September 30, 2024 9:55:35 AM

Post#
511
of 540
BLUE...5368...Like to see the Open Gap filled in the .57 range...🥳

georgie18

Member Level
Re: georgie18 post# 496

Friday, September 27, 2024 5:29:48 PM

Post#
505
of 510
BLUE...50...🥳...September 27, 2024 04:30 PM Eastern Daylight Time
SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio, Inc. (Nasdaq: BLUE) today announced that it has completed the filing of its Form 10-Q for the quarter ended June 30, 2024 (the “Q2 2024 Form 10-Q”) with the Securities and Exchange Commission (“SEC”).

With the completion of this filing, the Company is now current in its SEC periodic reporting obligations.

BLUE ...6469...Volume...🥳

georgie18

Member Level
Re: None

Wednesday, December 04, 2024 3:40:50 PM

Post#
386447
of 386450
BLUE...5164...Open Gap filled at .57...🥳

georgie18

Member Level
Re: georgie18 post# 505

Monday, September 30, 2024 9:55:35 AM

Post#
511
of 540
BLUE...5368...Like to see the Open Gap filled in the .57 range...🥳

georgie18

Member Level
Re: georgie18 post# 496

Friday, September 27, 2024 5:29:48 PM

Post#
505
of 510
BLUE...50...🥳...September 27, 2024 04:30 PM Eastern Daylight Time
SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio, Inc. (Nasdaq: BLUE) today announced that it has completed the filing of its Form 10-Q for the quarter ended June 30, 2024 (the “Q2 2024 Form 10-Q”) with the Securities and Exchange Commission (“SEC”).

With the completion of this filing, the Company is now current in its SEC periodic reporting obligations.

Nice run, prob due to Medicare deal and maybe going non- dilutive financing?? Reverse to hit this week or next and then capital raise most likely

BLUE GOING NUTS

BLUE...5164...Open Gap filled at .57...🥳

georgie18

Member Level
Re: georgie18 post# 505

Monday, September 30, 2024 9:55:35 AM

Post#
511
of 540
BLUE...5368...Like to see the Open Gap filled in the .57 range...🥳

georgie18

Member Level
Re: georgie18 post# 496

Friday, September 27, 2024 5:29:48 PM

Post#
505
of 510
BLUE...50...🥳...September 27, 2024 04:30 PM Eastern Daylight Time
SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio, Inc. (Nasdaq: BLUE) today announced that it has completed the filing of its Form 10-Q for the quarter ended June 30, 2024 (the “Q2 2024 Form 10-Q”) with the Securities and Exchange Commission (“SEC”).

With the completion of this filing, the Company is now current in its SEC periodic reporting obligations.

You posting that is the only reason to think so. The post you made 38 seconds later stating "That would be pretty big buyout" is also curious.

That would be pretty big buyout

Is Novartis really buying Bluebird bio for $25.00???

As said, Lyfgenia is the value driver for the company https://insights.citeline.com/pink-sheet/advanced-technologies/cell-and-gene-therapies/gene-therapy-lyfgenia-voucher-denial-puts-sickle-cell-treatment-at-risk-bluebird-bio-says-P6K4SEA2AFDKDF5SZZNZPBH4YM/

Did managing have no communication with the agency? I find that hard to believe, well maybe not when you take into account who runs the company! Their cost cutting measures came too late as well.

The FDA said it is look­ing in­to the ''known risk'' and as­sess­ing po­ten­tial ''fur­ther reg­u­la­to­ry ac­tion.'' https://www.fda.gov/vaccines-blood-biologics/safety-availability-biologics/fda-investigating-serious-risk-hematologic-malignancy-following-skysona-elivaldogene-autotemcel

Along­side the Oc­to­ber NE­JM ar­ti­cle was an ed­i­to­r­i­al from an US NIH haematologist who said more cas­es might ap­pear over time https://www.nejm.org/doi/full/10.1056/NEJMe2409399

It's been a long day, and I always struggle a bit when people don't present clear and concise messages.

But at least you're laughing at something.

lol, seriously?? Board of Directors 😎 :)

What does B.o.D. mean?

B.o.D, lol…non, zippo oversight!! Told proxy & IR ladies to have Andrew amend prop 4 to 1:10, then retail & institutions/funds will overwhelming approve..doubt that happens, but sincerely want Blue to succeed irrespective

https://ih.advfn.com/stock-market/NASDAQ/bluebird-bio-BLUE/stock-news/94916286/form-defa14a-additional-definitive-proxy-solicit

Would Bluebird's board let it go OTC if there was nothing else viable, or drain whatever they may for personal enrichment? Does Hercules demand Nasdaq listing? Is Nasdaq listing in the compliance aspect of the agreement?

IF Bluebird were delisted, it wouldn't be the worst thing in the world, as long as management could deal.

What's that saying? Pink sheets demand toughness....or something like that. Not revoking my vote FOR proposal 4, but I do dislike the simple reference of "Proposal 4" without delineating the 1:15 to 1:20 RS. Leaves room for BS.

[Based on the votes cast prior to the adjournment and the approval of Proposal 7, the Company elected to adjourn the Annual Meeting with respect to the proposal to approve amendments to the Certificate of Incorporation to effect a reverse stock split of the Company’s common stock at a ratio ranging from any whole number between 1-for-15 and 1-for-20, as determined by the Board in its discretion (“Proposal 4”), in order to permit the Company to allow for the solicitation of additional proxies to approve Proposal 4. The Annual Meeting will reconvene on Wednesday, December 4, 2024 at 8:30 a.m., Eastern Time, at the Company’s offices at 455 Grand Union Boulevard, Somerville, MA 02145.]

https://ih.advfn.com/stock-market/NASDAQ/bluebird-bio-BLUE/stock-news/94854006/form-8-k-current-report

[Proposal 3 was not approved by the requisite vote of the Company's stockholders. The voting results were as follows:

Votes For Votes Against Abstentions Broker Non-Votes
45,628,050 28,241,869 1,082,543 53,804,436]

Having just read and spoke to proxy solicitors, I believe Blue is having problems with 1:20 rs…
I recommended they amend Prop 4 to vote 1:10 and many of us would Approve..let’s see what happens ….

November 1, 2024
Fellow Stockholder:
bluebird bio, Inc!'s Annual Meeting of Stockholders is quickly approaching on November 6, 2024. We urge you to vote in favor of all the proposals on the ballot, and in particular, Proposal 4 related to the reverse stock split, which is critical to restoring stockholder value and the Company's future.
bluebird's gene therapies provide transformative - and even potentially curative - benefits to patients, but today, due to our current stock price we are at risk of being de-listed from Nasdaq. In addition, further capital is required in the near term to reach our expected breakeven point in the second half of next year.
A vote FOR Proposal 4 would enable us to regain compliance with Nasdaq's minimum bid price requirement and avoid delisting. It would also increase the number of shares on a relative basis that the Company is authorized to issue, a necessary step to enable us to raise additional capital to extend our cash runway.
ISS and Glass Lewis, independent proxy advisory firms to thousands of institutional stockholders and pension funds, recognize these issues and have both recommended in favor of the reverse stock split in Proposal 4.
If you have not voted, please vote today FOR Proposal 4. If you already voted against Proposal 4, we ask that you please reconsider.

I hear ya, but here's the deal: when BLUE trades, it trades. The real sharks bank on wash sale resolution through the power of Biotechnology volatility. A RS appears bad - but the stability it will bring, including stopping out wash sale resolutions, will bring the true value out, IMO.

Never invest what you can't afford to lose. There's a valid reason this isn't dropping farther. To that end, any prospective talent won't be scared away from employment by the possibility of seasoned BLUE employees facing culpability for whatever criminal actions they've engaged in, if any. Personally, I don't think BLUE management is guilty of anything beyond hubris and true belief in their technology. To that end, I share the belief.

Voted AGAINST ALL proposals except E&Y auditors!!! If C-Ste doesn’t get enough votes for #’s 4&5, it’s because clocking back by factor of 20 is ridiculous!!! Yes, they say lower band, but they will dilute the shit out of us long term holders!!!

If they amend to 1:10, I’ll vote FOR because a raise is needed by year end!! It baffles me why they can’t/wont find a JV to offer capital/royalities/etc..????

I want them to survive, because to get 3 FDA approved drugs is tremendous, but expenditures will crush if overly excessive ( they finally cut head count, but management should take pay hit and offer shares(RSA) at a premium to post split price in lieu of)…GLTA

10.25.2024: DefA14A, urging stake holders to voted FOR Proposals 4 and 5, the RS and Incentive plan. I voted NO on Proposal 3, which adopts EXCULPATION to attract talent, but also holds this sentence: [Certain of our officers would stand to benefit if Proposal 3 is adopted, as it could reduce their potential monetary liability for certain breaches of fiduciary duties.]

It is time for BLUEBIRD management to have actual ownership. This ship burns or sails, it's a big swing.

That all being said, projection of break-even for mid-2025 is dependent upon 40 drug sales per quarter, but is not detailed to be for the first quarter or first two quarters of the year - I would like to think that it is limited to 40 sales in the first quarter, which would still be terribly impressive.

Go Bluebird. The value is here, IMO.

First Lyfgenia patient completed

https://www.beckershospitalreview.com/patient-safety-outcomes/1st-sickle-cell-gene-therapy-patient-completes-treatment.html

There is a pretty simple math equation here - would an otherwise incurable patient rather live with their debilitating illness (for a short time before death or with periods of excruciating pain), or accept a less than or about 10% chance of developing a cancer that can be cured?

Bluebird has no patent or I.P. issues. That's Crisper and Vertex, not Lyfgenia. Again, not Bluebird. Those that have been paying attention and following this company are well aware of the cash issues and impending R/S. This is nothing but fear-mongering.

From the paper: ''Hematologic cancer developed in a subgroup of patients who were treated with eli-cel; the cases are associated with clonal vector insertions within oncogenes and clonal evolution with acquisition of somatic genetic defects.'' https://www.nejm.org/doi/full/10.1056/NEJMoa2405541

Myeloablative conditioning also leads to a higher risk of certain cancers and can cause infertility.

Lyfgenia is the value driver for the company, but uses a viral vector, has a boxed warning, and costs more than Casgevy*.

On top of this, there is little cash (and needed raise), a R/S on the cards, patent/IP issues and more.

* CRSP and VRTX are working on ways to overcome the need for myeloablative conditioning.

Thanks.Doesn't look like any impact in PM. It was already on the warning label, so maybe shouldn't have much effect.Let's hope.

https://www.nejm.org/doi/full/10.1056/NEJMoa2405541

The wall is simply a free registration that anyone can do - for free!

Does anyone have the full article please? The link in the prior post does not show entire article.TIA