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

I see. In that case, the target is only half of the solution. The delivery system is equally important.

It looks like CRISPR is maturing in the same pattern as gene therapy and RNAi. Start with viral vectors because any biologist can get those systems up and running. Then second generation non-viral delivery systems come along when the biologists are able to explain the problem to chemists.

CRISPR is a bit unique because although the whole thing can be stuffed into a plasmid, the functional complex is part nucleic acid, part protein. Now delivery of the prurely functional pieces is possible. It's an interesting field at the moment.

I didn't know chemists are the only science people.

Well Mr Tiger in Austin you've made multiple comments in this thread, all sarcastic and witty, therefore I know you have a brain, but not one of your comments had anything to do with any biotech, but thank you for constant input.

Have a nice day

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since you and others feel bluebird is complete junk

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Not a single person in this thread has said anything resembling that, and that's why it's so entertaining that you keep saying shite like that. You are an interesting person in that way, and that will keep trolls engaged (it's the reason I keep poking you, anyway).

Should I divest my holding of a company that has 90% of the HIV and HepC market to jump into BLUE?

no you shouldnt tiger, actually GILD probably buys BLUE in the next 24 months, they will be one of the bidders, but the reality is GILD is almost $200B its not gonna just double and if you notice GILD share price has been suppressed even though its earnings are through the roof, ya know why? BC wall st wants innovation, is GILD cheap? Sure it is, but until they buy something like VRTX or BLUE they're never gonna get that 50x multiple like CELG who is straight running the blood cancer market and partnering with every hot name out there. CELG was partnered with BLUE,AGIO,KITE etc all before the CAR T explosion of 2015, they have the best scientists in the game

GILD is nice, but its not going anywhere till they buy something. Im serious with their track record, buying BLUE would not shock me, it would give them the energy they need to move forward as a stock

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Korkstand its a one time curative treatment yes.

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I hate to be cynical, but curing diseases isn't exactly good for business. This is the Money Board, tell us how bluebird is going to make money. How much will treatment cost? How long until they make their first dollar from this treatment? How likely is it that this platform can be as effective with other diseases? How many are in the pipeline? What sort of competition will they get from others who are currently making money by providing lifelong treatment?

BLUE's vector does seem to be an improvement but by nature it functions by insertion, and as such genotoxicity will always be a problem. I've seen it happen before, great early phase clinical data in small patient populations, then a tiny adverse event in phase 3 tanks the whole deal. Imagine BLUE continues to cure some of these rare diseases, then after following a patient in year 4, they turn up with cancer. It's a PR and share price nightmare.

Sigma,Where are the previous examples of that? I would like to read? Blue CEO said his vector operates a little differently than the previous AAV vectors, of which you're talking about. Not that you're not right, the BLUE CEO has said "unquantifiable risk" but I mean the clock is really starting to tick now bro almost 2 years now for some of these beta thal patients and they're not seeing side effects but yea development of leukemia is a concern of mine, but even in that event I don't think anyone is better prepared than bluebird to deal with it.

Again have you read the feurstein rule? He has a rule about different bio companies and it was something like 27/27 that went into data with $1B+ market caps succeeded and that was bc funds knew which bios were legit and thats why they were bid up, if you notice the biotechs that miss on data are usually sub $1B companies or really alot of $500m and under companies and thats bc funds know that stuff is junk and dont get into it, look where bluebird is in terms of market cap, its bid up to the moon bc of the potential we're discussing here.

As to NOFOX..... ya so did all the other small molecule SCD treatments, I need to find the A to Q2a I'm not certain, doubtful IMO that you can take such an active small molecule lifetime like GBT wants you to without dire reprocussions, extremely doubtful, people acting like this drug has no side effects, s-1 they filed the other day looked like it listed plenty which would scare me enough to not invest

GBT is dirty to me, their CEO said BLUE has such a huge valuation off just a handful patients we didn't see why we couldn't. The reality is GBT is a non factor IMO and its really a $200m company if blue doesnt exist, but bc of blue there is now hype in the sector

No one can really possibly have a feel for 2B, my initial thoughts especially given BLUE treatment likely to be the most expensive ever, is that cheap asses like Express Scripts, like the did with GILD with ABBV, will cheap out, and perhaps even lock out blue, it would depend on how the GBT trials go and how good the efficacy is and how bad the side effects are, really impossible to comment at this stage IMO bc GBT doesnt really even have data

I will say this, the bulk of SCD patients are low income african americans, so there is going to be a big push like there was with GILD in that how can we as taxpayers pay to cure guys in jail with hep C, how can we justify $2.5M in SCD treatments to cure someone who won't contribute that in tax dollars in his lifetime, its going to be a battleground for sure.

But IMO none of that affects BLUE shareholders bc more than likely the company is acquired well before any of that stuff is an issue, look at the options chain and see where 2016 and 2017 calls are priced, thats a buyout being priced in and I imagine with solid data this XMAS we get that.

Good luck in getting $1m treatment. GILD priced hepC treatment as $80k compared to liver transplant cost of over $500k and still caught flak from everyone.