Added to YB: 2025-03-05
Pitch date: 2025-03-04
BLUE [bullish]
bluebird bio, Inc.
+28.76%
current return
Author Info
Biotenic is a freelance L/S biotech investment analyst sharing investment theses. Sign up for the newsletter.
Company Info
bluebird bio, Inc., a biotechnology company, researches, develops, and commercializes gene therapies for curative severe genetic diseases in the United States.
Market Cap
$39.7M
Pitch Price
$3.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.45
P/E
-0.12
EV/Sales
6.48
Sector
Biotechnology
Category
special_situation
Things that hopefully won't go down 10% every day - $BLUE
BLUE: Selling puts on merger. Deal likely to close (>90% odds) with minimal regulatory risk. PE visibility on Q4/Jan numbers, >50 patients dosed, underwhelming launch limits safety risk. Potential >10% return, but downside case ugly if deal fails. No interest in CVR.
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