re: New to the Forum, any other biotech guys on here????

exactly and the bluebird beta thal patients have been transfusion free and side effect free for 18 months now, the SCD patient for 6 months now, when they update again in december we will no more. Ya of course gene therapy has worked and then people die, oddly enough all of BLUE beta thal people are transfusion free and alive thats why it boomed this year

This entire thread has gone over your head. I haven't read one post saying that you're wrong or that your science is wrong, evil, etc. Your reading comprehension is as bad as your people skills. You're getting hammered in this thread not for the contents of your post, but for your posting style. Just. fricking. Relax.

It's an Internet forum, there is no need for hurt feelings.

NOFOX finally someone wants to discuss biotechs intelligently.....thank you

1.what's interesting with bluebird is we have proof of concept in beta thal and ALD and hopefully by xmas in SCD, is SCD valuable, flat out yes, its the largest orphan indication out there. Severe SCD is what BLUE is after, the patients nearing death, and the ability to wipe SCD out of their system is nothing short of remarkable and the reason to believe it will work is bc of the success in beta thal which is a very similar disease

2.There's 70k-100k people in the US alone with SCD worldwide the numbers are bigger bc its mainly in african americans,middle easterners, etc so someone like the bill gates foundation could easily take something like this to africa, after all thats pretty much the whole mission with them, is ending african suffering

3.The lentivral success has led to the belief that multiple blood disorders could indeed be attacked, they raised at $170 recently and now have $900m in cash, they could fend off buyouts here and if the SCD is cures like the beta thal, they could realistically have cures in some monster markets and turn into a GILD type company in a few years, cures in large indications are not something that appear daily. like I mentioned GEVA was recently acquired for $8.4B which is over $200 in BLUE for a mere 5000 patients in an orphan designation, these orphan indications are worth disgusting money. Again orphan indications are my specialty, I've worked on a few orphan drugs and they're the only segment of the market I tend to have any interest in.

4.The genome editing platform bluebird has clearly works, read about CRISPR, its impossible to value this stuff its new, but this is the science you wanna be knee deep in as an investor

5.They have collaborations with CELG, prob the best large cap bio, and kite for some oncology endpoints, who knows what comes of that, but its not worthless, CELG doesn't waste time when they enter a name its for a reason hence why I mentioned XLRN earlier, thats a name CELG is already counting revenue from on 2020 slides and CELG owns 10% of.

6.The reason Im enthusiastic about bluebird is even though it ran from $17 to well over $100, yes the market cap seems nutty at $5B with no product or revenue, but the reality is they're producing cures, these people are producing hemoglobin on their own and there is reason to believe that SCD may not exist much like how sovaldi is out curing hep C for GILD. SCD is a monster market and BLUE could be a GILD like company in a few years. Who might buy a bluebird: CELG,GILD,BIIB, BMRN.....BMRN is biomarin they're a huge orphan drug company my money would be on them or GILD just bc GILD has the cash and needs some innovation to jumpstart the shares

7.Whats great with gene therapy is unlike the risks someone like GILD faces with sovaldi like generic competition, nobody in bangladesh is creating any type of gene therapy copy, this is the real deal, the holy grail really bc all other gene therapies have failed, some have solved problems but eventually side effects arise, the beta thal patients are on 18 months now with no side effects and are basically fully cured, remarkable to say the least.


thats all I said, is I wanted intelligent discussion with other intelligent bio minds on their thoughts on some of these names, I didn't want peoples opinions on whether I'm a pumper or not, I clearly could care less what anyone has to say unless its biotech related, to me most of the posters in here don't even know the first thing about what Im talking about, thats why I made a separate thread and asked for bio guys only, guys who know PE ratios and revenues don't really matter but the science and its worth does. Anyways if you have any insights on bluebird or any of the other names I mentioned, id love to discuss them further, if you have no idea what is being discussed and just want to bash me, can you please leave this thread, I'm only seeking people of value to discuss science with

Thanks again

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I clearly could care less what anyone has to say unless its biotech related,

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clearly

Thanks. Very interesting stuff. I will have to do some more research.

Has anyone mentioned anything about Illumina? I own a few shares. It is on a bit of a downturn right now, but it has been good to me for the past three years. I also think Qiagen will continue to pick up steam.

Looks like I've found a new short

I've made a killing off of fools like you and your quest for the elixir of life.

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elixir of life

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