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Biotech Gene Therapy Names Juno, Kite, And bluebird bio Still Have Room To Run

Ronnie Moas profile picture
Ronnie Moas


  • This report highlights a trio of gene therapy names with additional upside for investors with an 18-month time horizon.
  • BLUE should net at least $150,000 per patient with demand from (and capacity to treat) thousands of patients annually by 2020-2022.
  • A steady flow of encouraging trial results continues from KITE, BLUE, and JUNO.

Author's note: The following consists of excerpts from my 45-page May 30 report on bluebird bio (NASDAQ:BLUE), Kite Pharma (KITE), and Juno Therapeutics (JUNO). The focus in this submission is BLUE. Please check out my Seeking Alpha profile for important information.

Global Gene Therapy Market

The gene therapy market is gaining popularity in the global medical community. The advent of advanced techniques for gene transfer has enabled the use of gene therapy for various new applications. Although it is still at an infant stage, its promise has led to a range of bullish estimates. Market research firm BCC Research forecasts the global market for DNA vaccines to grow at a 54.8% CAGR to $2.7 bln by 2019, while two other observers - Roots Analysis and Research and Markets - predict the gene therapy market as a whole to reach ~$11 bln by 2025. Another report from market intelligence firm Transparency Market Research forecasts that the global stem cell market will grow at a CAGR of > 20% in the next few years and said there is a rich pipeline of more than 500 cell and gene therapy products, which will drive significant capacity as the pipeline matures and progresses to commercial supply.

Key factors driving market growth include demand for novel and efficient therapies to treat cancers and other indications with high unmet needs. Other market drivers include completion of the human genome project, rising incidence and prevalence of cancers and other critical diseases, and the prospective launch of gene therapies in major global markets.

Most gene therapy products are in the pre-clinical or clinical research stage. To-date, there are only five marketed drugs, namely Glybera, Neovasculogen, Gendicine, Rexin-G, and Oncorine. However, these products constitute very little revenue for the gene therapy market. Most revenue for the gene therapy market

This article was written by

Ronnie Moas profile picture
Ronnie Moas is the Founder & Director of Research at www.standpointresearch.com. Ronnie has recently given more than 50 television, radio, magazine and newspaper interviews and is currently ranked in the top ten versus more than 4,000 at TipRanks. Standpoint Research currently advises and sells its research to pension funds, hedge funds, day-traders and asset management firms. Mr. Moas spent 1998-2003 developing and back-testing a 155-variable equity valuation and diagnostic model. The model has been run more than 1000 times since development was completed in June 2003. The model has since then built an exceptional track record of more than 800 recommendations. In 2002, he wrote a 284-page research report back-testing more than one-dozen different trading strategies on 20 years of data. In 2003, Mr. Moas was one of the first analysts on Wall Street to forecast bull markets in commodities, Brazil, Russia, India and China. He also exited (mid-2007) and re-entered (late-2008) in a timely manner. Ronnie has issued more than 800 stock recommendations since July 2003. Standpoint Research is ranked # 1 beating the S&P-500 by at least 500 bps with 69% of their (more than) 600 recommendations (2008-2017). Bloomberg and Dow Jones have both time-stamped all  recommendations made by Standpoint Research since 2008. Ideas are generated by a 155-variable computer model Ronnie developed (1998-2003). Recommendations are made only after heavy fundamental and subjective overlays are applied. Standpoint Research covers all ten sectors. Standpoint Research is now widely recognized as one of the top equity research firms in the US and internationally. Ronnie has made multiple appearances on Bloomberg, Fox and CNBC and is quoted frequently in The Wall St. Journal, Fortune magazine, The New York Times, BusinessWeek, and Barron’s (among many others). Mr. Moas received a Bachelor’s degree in Economics and Business with Honors from the State University of New York at Stony Brook, and a Masters degree in Finance and Investments from Baruch College, City University of New York. Mr. Moas was born in New York and lived in Israel from 1983-1994. He returned to New York after completing a three-year Israeli military service in artillery and intelligence with rank of Sergeant. Before returning to the United States in 1994, Ronnie worked at Shuki Weiss International Concert Productions where a few of his production credits included the Haifa Seaport Blues Festival, Bob Dylan, Radiohead, Buddy Guy and Suede. Ronnie has traveled to more than 70 countries on six continents since 2007, he designed the Standpoint Research web site, is the owner of an articulate African Grey Parrot and a very large music collection of 1,500 cds. In addition to www.standpointresearch.com, Ronnie also runs www.moas-photo.com, www.philanthropyandphilosophy.com and www.foodforthepoor.org/Moas.

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I have no conflicts of interest whatsoever. I do not take money from companies I write about. I do no investment banking. I have no trading desk and put no money into any of the names I write about. Please check out my Seeking Alpha bio/profile for additional info and contact me directly with your email address if you want a complimentary copy of the full report.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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