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1. Company Snapshot

1.a. Company Description

bluebird bio, Inc., a biotechnology company, researches, develops, and commercializes transformative gene therapies for severe genetic diseases.Its product candidates for severe genetic diseases include betibeglogene autotemcel for the treatment of transfusion-dependent ß-thalassemia; lovotibeglogene autotemcel for the treatment of sickle cell disease (SCD); and elivaldogene autotemcel to treat cerebral adrenoleukodystrophy.The company's clinical study program includes HGB-205, HGB-206, and HGB-210 to evaluate the safety and efficacy of lovo-cel in the treatment of patients with SCD; and HGB-204, HGB-205, HGB-207, and HGB-212 to evaluate the safety and efficacy of beti-cel in the treatment of patients with ß-thalassemia.


It has strategic collaboration and license agreements with Orchard Therapeutics Limited, Forty Seven, Inc., and Magenta Therapeutics, Inc.The company was formerly known as Genetix Pharmaceuticals, Inc., and changed its name to bluebird bio, Inc.in September 2010.


bluebird bio, Inc.was incorporated in 1992 and is headquartered in Cambridge, Massachusetts.

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1.b. Last Insights on BLUE

The recent performance of bluebird bio, Inc. is being negatively impacted by investor lawsuits and concerns over the fairness of its proposed sale to Carlyle Group and SK Capital Partners, LP. Several law firms, including Pomerantz LLP and Halper Sadeh LLC, are investigating potential breaches of fiduciary duty and other violations of law in the transaction. Under the terms of the agreement, bluebird shareholders will receive $3.00 per share in cash and a contingent value right per share, but investors are questioning whether this price is adequate. The uncertainty surrounding the deal is contributing to the company's recent performance.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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FULTON FINANCIAL CORPORATION AND BLUE FOUNDRY BANCORP ANNOUNCE REGULATORY APPROVALS AND ANTICIPATED MERGER CLOSING DATE

13:30

Source: prnewswire.com

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Leading Proxy Advisory Firms ISS and Glass Lewis Affirm Recommendation That LabGold Shareholders Vote ONLY the BLUE Proxy and Reject Dissident Attempt to Seize Control

Feb -12

Source: globenewswire.com

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BLUE OWL DEADLINE: ROSEN, A RANKED AND LEADING FIRM, Encourages Blue Owl Capital Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - OWL

Jan -29

Source: newsfilecorp.com

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BLUE OWL DEADLINE: ROSEN, TOP RANKED INVESTOR COUNSEL, Encourages Blue Owl Capital Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – OWL

Jan -28

Source: globenewswire.com

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BLUE OWL DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Blue Owl Capital Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - OWL

Jan -28

Source: newsfilecorp.com

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BLUE OWL DEADLINE: ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Blue Owl Capital Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - OWL

Jan -26

Source: newsfilecorp.com

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BLUE MOON METALS TO BEGIN TRADING ON NASDAQ UNDER BMM AND APPOINTS PETER MADSEN TO THE BOARD OF DIRECTORS

Jan -23

Source: prnewswire.com

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BLUE OWL DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages Blue Owl Capital Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – OWL

Jan -22

Source: globenewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (13.70%)

6. Segments

Gene Therapies

Expected Growth: 14.5%

Bluebird bio's 14.5% growth in Gene Therapies is driven by increasing adoption of ZYNTEGLO for β-thalassemia, expanding commercial presence in Europe, and advancing pipeline of gene therapies for severe genetic diseases, including sickle cell disease and cerebral adrenoleukodystrophy. Strong partnerships, regulatory approvals, and growing demand for innovative treatments also contribute to this growth.

Other

Expected Growth: 11.3%

Bluebird bio's 11.3% growth is driven by increasing adoption of its gene therapy products, particularly Zynteglo for beta-thalassemia, and expanding commercial presence in the US and Europe. Strong pipeline progress, including positive data from clinical trials, and strategic partnerships also contribute to the company's growth momentum.

7. Detailed Products

Zynteglo

A one-time gene therapy for the treatment of transfusion-dependent beta-thalassemia (TDT) in adult and pediatric patients.

Lenti-D

A gene therapy for the treatment of cerebral adrenoleukodystrophy (CALD), a rare and fatal genetic disorder.

LentiGlobin

A gene therapy for the treatment of sickle cell disease (SCD) and beta-thalassemia.

8. bluebird bio, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Bluebird bio, Inc. has a moderate threat of substitutes due to the presence of alternative gene therapies and treatments for rare genetic diseases.

Bargaining Power Of Customers

Bluebird bio, Inc. has a low bargaining power of customers due to the lack of alternative treatment options for rare genetic diseases, giving patients limited negotiating power.

Bargaining Power Of Suppliers

Bluebird bio, Inc. has a moderate bargaining power of suppliers due to the presence of multiple suppliers for raw materials and equipment, but limited suppliers for specialized gene therapy manufacturing.

Threat Of New Entrants

Bluebird bio, Inc. has a high threat of new entrants due to the growing interest in gene therapy and the increasing number of biotech companies entering the market.

Intensity Of Rivalry

Bluebird bio, Inc. operates in a highly competitive market with several established players, leading to a high intensity of rivalry among gene therapy companies.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 58.90%
Debt Cost 3.95%
Equity Weight 41.10%
Equity Cost 8.27%
WACC 5.72%
Leverage 143.32%

11. Quality Control: bluebird bio, Inc. passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Sage Therapeutics

A-Score: 5.4/10

Value: 7.5

Growth: 5.9

Quality: 4.8

Yield: 0.0

Momentum: 9.5

Volatility: 5.0

1-Year Total Return ->

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Stock-Card
SAB Biotherapeutics

A-Score: 4.2/10

Value: 8.0

Growth: 1.2

Quality: 6.5

Yield: 0.0

Momentum: 9.0

Volatility: 0.7

1-Year Total Return ->

View Full Report
Stock-Card
Travere Therapeutics

A-Score: 4.0/10

Value: 6.2

Growth: 2.3

Quality: 3.6

Yield: 0.0

Momentum: 10.0

Volatility: 2.0

1-Year Total Return ->

View Full Report
Stock-Card
Enanta Pharmaceuticals

A-Score: 3.6/10

Value: 6.8

Growth: 1.9

Quality: 3.8

Yield: 0.0

Momentum: 9.0

Volatility: 0.3

1-Year Total Return ->

View Full Report
Stock-Card
Lyra Therapeutics

A-Score: 3.4/10

Value: 6.9

Growth: 4.7

Quality: 3.4

Yield: 0.0

Momentum: 5.0

Volatility: 0.7

1-Year Total Return ->

View Full Report
Stock-Card
Bluebird Bio

A-Score: 3.2/10

Value: 9.8

Growth: 3.6

Quality: 5.2

Yield: 0.0

Momentum: 0.5

Volatility: 0.3

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

4.97$

Current Price

4.97$

Potential

-0.00%

Expected Cash-Flows