bluebird bio, Inc.

NasdaqGS:BLUE 주식 리포트

시가총액: US$48.7m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

bluebird bio 경영진

경영진 기준 점검 3/4

bluebird bio CEO는 Andrew Obenshain, Nov2021 에 임명되었습니다 의 임기는 3.5 년입니다. 총 연간 보상은 $1.83M, 39.9% 급여 및 60.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $44.86K 가치에 해당하는 회사 주식의 0.092% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.3 년과 14.2 년입니다.

핵심 정보

Andrew Obenshain

최고경영자

US$1.8m

총 보수

CEO 급여 비율39.94%
CEO 재임 기간3.5yrs
CEO 지분 보유율0.09%
경영진 평균 재임 기간3.3yrs
이사회 평균 재임 기간14.2yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 25

High Noon For bluebird

Summary bluebird bio faces imminent bankruptcy unless a deal closes; current offer is $5 cash or $3 plus a low-value CVR. A rival bidder, Ayrmid, previously offered $4.50 plus the same CVR, but financing delays stalled a superior deal. If Ayrmid returns with a $6.50 all-cash offer before Tuesday, shareholders could see a bidding war; time is critical. At ~$5 per share, risk/reward is highly asymmetric—downside is limited, upside could be significant if a bidding war emerges. Read the full article on Seeking Alpha
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새로운 내러티브 Apr 08

Patient Starts And Capacity Expansion Will Achieve Breakeven

Sustained patient demand and operational efficiency improvements are poised to enhance revenue growth and financial stability by driving cash flow breakeven.
분석 기사 Jan 04

Investors Don't See Light At End Of bluebird bio, Inc.'s (NASDAQ:BLUE) Tunnel And Push Stock Down 38%

bluebird bio, Inc. ( NASDAQ:BLUE ) shareholders won't be pleased to see that the share price has had a very rough...
분석 기사 Nov 15

bluebird bio, Inc.'s (NASDAQ:BLUE) Revenues Are Not Doing Enough For Some Investors

With a price-to-sales (or "P/S") ratio of 1.3x bluebird bio, Inc. ( NASDAQ:BLUE ) may be sending very bullish signals...
Seeking Alpha Sep 26

bluebird bio: Scientific Success And Financial Success, And The Gap Between

Summary Back in 2019 and early 2020, bluebird bio stock was between $40 and $50 a share, and the latest quote is 48 cents. This despite getting three gene therapies on the market. Two of bluebird bio’s gene therapies, Zentego and Lyfgenia, compete with Casgevy from Vertex Pharmaceuticals and CRISPR Therapeutics, which is approved for basically the same patient populations. The company is cutting staff, especially in R&D, in order to focus on commercial operations. But whether that will work is unknown. Read the full article on Seeking Alpha
Seeking Alpha Jun 27

bluebird bio's Flight Through Financial Fog And Fierce Rivals

Summary bluebird bio, Inc. stock plummeted by 73% amid financial struggles and operational hurdles post FDA approval of their gene therapy Lyfgenia. The company faces intense competition from CRISPR Therapeutics' Casgevy, which benefits from stronger resources and a faster market rollout. Recent financial disclosures are incomplete, obscuring a clear view of bluebird's financial health and prolonging investor uncertainty. Maintain a sell recommendation on bluebird bio due to substantial financial and operational risks, with a cautious note on potential high volatility. Read the full article on Seeking Alpha
Seeking Alpha Mar 23

bluebird bio Is Priced Below IP Value

Summary bluebird bio's stock price has dropped 64% due to safety warnings and high pricing for their sickle cell treatment. The company's intellectual property alone suggests a potential sale value of $300-320 million, higher than its current market cap of $280 million. bluebird bio has extended its cash runway and has the potential to achieve profitability within the next year. Read the full article on Seeking Alpha
Seeking Alpha Jan 25

Bluebird Bio: Innovative Therapies, Monetary Setbacks

Summary More than one year into the Launch of Zynteglo and Skysona, BLUE's sales remain underwhelming. The company launched a third gene therapy, Lyfgenia, but faces similar commercialization challenges. High treatment costs, limited patient base, outsourced production, long-term follow-up studies, and intensifying competition are all factors that obscure BLUE's path to profitability. Read the full article on Seeking Alpha
분석 기사 Oct 13

Is bluebird bio (NASDAQ:BLUE) In A Good Position To Invest In Growth?

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
분석 기사 Jul 13

Here's Why We're A Bit Worried About bluebird bio's (NASDAQ:BLUE) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha Oct 04

Bluebird, Real Endpoints team up to increase access to pricey gene therapy Zynteglo

Real Endpoints said it is collaboration with bluebird bio (NASDAQ:BLUE) to provide multiple health plans with access to an outcomes-based agreement for β-thalassemia gene therapy Zynteglo through the Real Endpoints (RE) Marketplace. Zynteglo, which is approved to treat patients with beta-thalassemia who require regular blood transfusions, is priced at $2.8M for a one-time therapy, making it the most expensive treatment in history. Real noted that these plans cover ~16M people in the U.S. Through a single contract, the plans in RE Marketplace can take immediate advantage of bluebird's agreement, which offers rebates of up to 80% if treatment with Zynteglo does not enable a patient to achieve and maintain transfusion independence in two years following therapy, Real said in an Oct. 4 press release. "The plans in RE Marketplace are thrilled to be able to easily access bluebird’s innovative risk-sharing agreement, which speeds the delivery of both clinical and economic innovations," said Real's  Chief Clinical Officer  Jane Barlow. BLUE +2.77% to $6.30 premarket
Seeking Alpha Sep 26

Bluebird bio names interim finance chief

Gene therapy developer bluebird bio, Inc. (NASDAQ:BLUE) has named Katherine Breedis, formerly the Chief Financial Officer Consultant at Danforth Advisors, as the company’s interim Chief Financial Officer replacing the outgoing CFO Jason Cole. Ms. Breedis has also been named as BLUE’s principal financial officer and principal accounting officer, and her appointments will take effect on Oct. 14 when Mr. Cole departs. Ms. Breedis, who has worked as a CFO consultant for Danforth since Jul. 2021, served as a consultant to BLUE after the company struck a consulting agreement with the advisory firm in May. Mr. Cole’s departure came less than a month after the FDA approved BLUE’s β-thalassemia therapy Zynteglo in August, making it the priciest treatment in history at the time.
Seeking Alpha Sep 19

Bluebird bio jumps 17% on FDA approval of new gene therapy

The commercial-stage biotech bluebird bio, Inc. (NASDAQ:BLUE) added ~17% pre-market Monday after the company announced the FDA approval of its gene therapy Skysona to address the impact of a rare neurodegenerative disease called cerebral adrenoleukodystrophy (CALD). According to the late Friday press release, the drug, also known as elivaldogene autotemcel (eli-cel), will be indicated in the U.S. to slow the progression of neurologic dysfunction in boys aged 4-17 with early, active CALD. With the FDA approving Skysona under the agency’s accelerated approval pathway, BLUE has agreed to deliver long-term clinical data on the treatment to the regulator, including data from an ongoing long-term follow-up study and commercially treated patients. The company expects the drug to be commercially available by the end of 2022 at a list price of $3.0M. Concurrently, BLUE confirmed that the FDA had lifted the clinical hold on the eli-cel development program. In August, Cambridge, Massachusetts-based biotech won FDA approval for another gene therapy known as Zynteglo for β-thalassemia which it priced at $2.8M.
Seeking Alpha Sep 12

bluebird bio' chief strategy and financial officer to depart

Jason Cole, chief strategy and financial officer of bluebird bio (NASDAQ:BLUE), plans to leave the firm, effective Oct 14, 2022, to pursue new career opportunities.​ Mr. Cole spent 8.5 years at bluebird, serving in multiple roles including general counsel/chief legal officer, chief operating & legal officer and chief business officer. He took the chief strategy and financial officer role in Mar 2022, leading changes to stabilize the firm's financial position and strengthen its balance sheet. bluebird (BLUE) has initiated an external search for its next CFO. In the meantime, Katherine Breedis, an experienced business and financial executive from Danforth Advisors, is expected to serve as interim CFO. Cole is expected to continue to consult with the company on corporate strategy through April 2023.​

CEO 보수 분석

Andrew Obenshain의 보수는 bluebird bio의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2025n/an/a

-US$200m

Dec 31 2024US$2mUS$729k

-US$241m

Sep 30 2024n/an/a

-US$293m

Jun 30 2024n/an/a

-US$319m

Mar 31 2024n/an/a

-US$301m

Dec 31 2023US$3mUS$682k

-US$212m

Sep 30 2023n/an/a

-US$63m

Jun 30 2023n/an/a

-US$52m

Mar 31 2023n/an/a

-US$89m

Dec 31 2022US$2mUS$643k

-US$230m

Sep 30 2022n/an/a

-US$431m

Jun 30 2022n/an/a

-US$507m

Mar 31 2022n/an/a

-US$563m

Dec 31 2021US$9mUS$486k

-US$563m

보상 대 시장: Andrew의 총 보수(USD1.83M)는 US 시장에서 비슷한 규모 기업의 평균(USD630.36K)보다 높습니다.

보상과 수익: Andrew의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Andrew Obenshain (49 yo)

3.5yrs
재임 기간
US$1,825,517
보수

Mr. Andrew Obenshain has been the President, Chief Executive Officer and Director of bluebird bio, Inc. since November 2021. He served as President of Severe Genetic Diseases since October 2020 until Novem...


리더십 팀

이름직위재임 기간보수지분
Andrew Obenshain
President3.5yrsUS$1.83m0.092%
$ 44.9k
Thomas Klima
Chief Commercial & Operating Officer2.7yrsUS$850.72k0.035%
$ 17.0k
Joseph Vittiglio
Chief Legal & Business Officer and Secretary2.3yrsUS$897.29k0.012%
$ 5.7k
Oliver Sterling
CFO & Principal Accounting Officerless than a year데이터 없음데이터 없음
Andrea Walton
Chief People Officer3.3yrs데이터 없음데이터 없음
Richard Colvin
Chief Medical Officer4.2yrsUS$1.34m0.028%
$ 13.7k
Scott Shoemaker
Senior Vice President of Technical Operations4.3yrs데이터 없음데이터 없음
3.3yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 관리: BLUE의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).


이사회 구성원

이름직위재임 기간보수지분
Andrew Obenshain
President3.5yrsUS$1.83m0.092%
$ 44.9k
Philip Reilly
Member of Scientific Advisory Board14.2yrs데이터 없음데이터 없음
Philippe Leboulch
Co-Chair of Scientific Advisory Boardno data데이터 없음데이터 없음
Stephen Goff
Member of Scientific Advisory Board14.2yrs데이터 없음데이터 없음
Mark Vachon
Independent Chairman10.8yrsUS$132.40k0.013%
$ 6.2k
Mitchell Finer
Member of Scientific Advisory Board9.8yrsUS$1.57m데이터 없음
Malcolm Brenner
Member of Scientific Advisory Board14.2yrs데이터 없음데이터 없음
Christof von Kalle
Member of Scientific Advisory Board14.2yrs데이터 없음데이터 없음
John Agwunobi
Independent Director7.9yrsUS$92.40k0.014%
$ 6.6k
Nick Leschly
Director15.2yrsUS$27.40k0.23%
$ 113.6k
R. Humphries
Member of Scientific Advisory Board14.2yrs데이터 없음데이터 없음
Elisabeth Leiderman
Independent Director3.5yrsUS$99.90k0.011%
$ 5.5k
14.2yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: BLUE의 이사회는 노련하고 경험이 풍부합니다(평균 재임 14.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/05/30 08:02
종가2025/05/30 00:00
수익2025/03/31
연간 수익2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

bluebird bio, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Zhiqiang ShuBerenberg
Vincent ChenBernstein
Matthew LuchiniBMO Capital Markets Equity Research