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

what is simtuzumab? I heard it has a 7 years market exclusivity

Im honestly not answering any more of your questions you mocked me multiple times in this thread, then completely proved your ignorance to me with that GILD question and frankly it just annoys me bc you aren't humble at all.

Ya Im cocky but Im good, Im sitting here answering every question with well thought out replies, I wanted science types in here, you mocked me, you're clearly not a science type and you clearly don't wanna learn anything so I just don't care to engage you anymore but next time you wanna make some ignorant statement, make sure you have your facts in place. GILD has multiple competitors in a massive indication. Orphan indications are those with small patient populations, top dollar is paid to those. The biggest orphan indication is SCD, thats what BLUE is working on/curing possibly.

Best of luck to you.

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Lol Korkstand you serious bro?

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Very.

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Now treatments they're discussing now are going to be well north of $1M possibly up to $2.5M

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I will say this, the bulk of SCD patients are low income african americans

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It's hard to get excited about a product aimed at such a small, poor market with such a high price.

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here's to prayers side effects dont emerge

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Yep.



Like I said yesterday, even if the treatment does work miracles, there's no guarantee that it will make money. Especially when the target market generally doesn't have much money and it has to come from somewhere else. There are a lot of factors here, as I'm sure you know. So you seem to be banking on the assumption that bluebird will get bought so you can cash out, and it doesn't matter if the company or even the treatments or all the work they've done ever makes a dime.

And that's fine. I'm just saying don't come in here expecting a positive response from a board that generally says "show me the money".

I wasn't looking for a response from the board, I was looking for a response from bio guys like Sigma and NOFOX, the rest of the board just came in here on their own. Bio guys understand the science and its potential and its worth in relation to things like Glybera which is a junk gene therapy getting over $1M a patient in europe currently as we speak.

Finally, you also dont understand the term orphan indication like my friend here in Austin, if/when approved it will get paid for, no questions asked. Like I said I worked at Intermune and Esbriet which isnt even a cure for IPF but a 2-3 year delay on transplants gets more than sovaldi and no issues arise from costs, why? Bc of its orphan designation.

Guys, just because you're in the market doesnt mean you understand this stuff, i know ive been a big jerk, but guys like sigma and nofox were who i was trying to engage, I respect the enthusiasm and questions you guys have but really if you don't even know what orphan drugs are I cant comment or convince you why things are worth what they are. All I can do is say GEVA got $8.4B just recently for 5000 patients thats insane money for an orphan indication, BLUE has way more patients , the pontential is there for way way way more valuation if all holds up.

Sigma and Nofox, you guys are great, I hope we can continue to engage in many other names, what bios are you guys in?????

I know I mentioned XLRN earlier in this thread and it had a monster day today up 15% as we speak, thats a CELG favorite and a favorite of mine

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one is going after a handful of super sick,dying people

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best reason to invest in BLUE

Honestly man, you have no business being in any biotech after that GILD/BLUE treatment dollar comment and thats just my honesty coming out. You're clearly retail, and mr market loves to eat guys like you up, I mean surely you have no insight on data readouts or anything of that matter.

Again, best of luck, just go away

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Severe SCD is what BLUE is after, the patients nearing death,

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Maybe I'm misinterpreting this, but if Bluebird has a genetic fix, why wait until the patient is near death?

1. They wait bc gene therapy is not easy on the body, take chemo and multiply it by 10 its an awful treatment, this isn't something you wanna do to a person without severe SCD. So even if they have a cure, you wait until its necessary to apply it

2.Who said they won't make someone money? When everyone's darling Gilead acquired pharmasett was it also not gonna make anyone money bc they paid $10 billion dollars and it wasn't even approved it was in phase 2 i believe? LOL what kinda commentary is that, dude you clearly don't understand bios, please go away, every buyout this year has been of a no or minimal revenue company on its potential, many have been in the upper billions, clearly their management know less than you sir token boiler. A SCD cure once approved is prob worth $50B or more, the vector that cured it if the case, is worth money......sufficient answer?

That $10B risk Gilead took was why medicine is expensive and nobody understands and just whines. GILD bought a drug that wasn't approved for $10B if that flopped that was on management, so they deserve to be paid for being such incredible management

Is bluebird a good buy? if you have the risk appetite, its $35 below the recent offering at $170 but the XBI looks heavy as could be and overall risk off environment and yea it could see the 200 DMA at $117 or so, but is this the most cutting edge science in the market today? Absolutely? Will it be worth multiple fold if dec data is good? yes, all bios have risk, all i was trying to do was discuss the risks with other posters who knew what they were talking about........with your commentary you clearly aren't that guy

BTW just fyi its hard to find gene therapy participants, its horribly rough on the body but pretend you're sick with sCD and these guys approach you and ask you hey we've got this genetically modified version of the HIV virus, yes the virus that causes aids, thats what we're gonna inject you with, and we don't have any proof that it'll work........would you be that patient? The few patients they have are braves souls and the 4 with beta thal have been rewarded with cures......hopefully the SCD patient will prove the same

FWIW lets pretend SCD for whatever reason doesn't work and Beta Thal alone does, we have proof 4 people are alive almost 2 years out transfusion free, Beta Thal affects 15,000 people at $1M/patient say $500,000 even thats billions of dollars......sickle cell is the blockbuster bc there's 100k right here in the US and countless more all over the world......this lentiglobin is a blockbuster orphan treatment if approved, so all the people saying it may never make money are nuts. If it doesn't make money its bc it didn't work, so far 2 years in, it looks like its working, something drastic has to change, its possible, but odds are looking better by the day but just remember something like 3% of births in africa/india have this gene......think about that.....and yes they have no money, but there are so many foundations out there that will pay for this, the bill gates foundation takes so many treatments to africa its incredible. The bottom line is revenue would be disgustingly mind boggling on approval

Right now 4 with beta thal were treated and they're like 18 months removed and do not get any transfusions and are producing hemoglobin therefore cured but technically we still must wait for more data.

Bc of the similarities with sickle cell and beta thal, they initiated a trial in SCD so far 1 patient is off for 6 months now and he's transfusion free, producing hemoglobin and as of the last update not even on pain killers which is unheard of. We will get more updates at the ASH conference in early dec, but for now there's 1 patient

Here's their press release from 2 months ago with updates

LINK

The reality is we can't treat people who aren't horribly ill bc of the cost and effects. It just wouldn't be humane to talk a healthy person and give them gene therapy, some people live normal lives with sickle cell, they're in pain, but they don't have it bad enough to where its an issue and other companies like GBT are working with lifetime pills to keep it contained, it prob won't work, none of them have to this point, but regardless, you can't just shell out GT its so pricey it has to be a life or death situation

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Just keep an eye on those and I bet barring a meltdown in china

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OOOPS just happened