Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Bluebird Bio May Turn Dreams Into Reality

Gene therapy has generated exceptional excitement and interest over its potential for over three decades, but actual clinical progress has been painfully slow and frustrating. Bluebird Bio (NASDAQ:BLUE) (and I am choosing to capitalize the name, even though it is officially lower case) may be on its way to transforming at least part of the dreams and hopes of gene therapy into reality.

Bluebird has developed a platform that management believes will allow the company to deliver therapies via lentivirus vectors to treat single-gene rare/orphan disorders. The company's lead compound addresses a small market, but the second could be a potential billion-dollar therapy. The risks here are definitely elevated, but Bluebird may be in the early days of...

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