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bluebird bio, Inc.NasdaqGS:BLUE Stock Report

Market Cap US$48.7m
Share Price
US$4.97
US$8
37.9% undervalued intrinsic discount
1Y-72.5%
7D-0.4%
1D
Portfolio Value
View

bluebird bio, Inc.

NasdaqGS:BLUE Stock Report

Market Cap: 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.

BLUE Community Fair Values

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bluebird bio, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for bluebird bio
Historical stock prices
Current Share PriceUS$4.97
52 Week HighUS$28.60
52 Week LowUS$3.20
Beta0.32
1 Month Change21.81%
3 Month Change21.81%
1 Year Change-72.49%
3 Year Change-92.14%
5 Year Change-99.65%
Change since IPO-99.08%

Recent News & 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
User avatar
New Narrative 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.

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
User avatar
New Narrative 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.
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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.​

Shareholder Returns

BLUEUS BiotechsUS Market
7D-0.4%1.1%1.5%
1Y-72.5%35.8%28.6%

Return vs Industry: BLUE underperformed the US Biotechs industry which returned -9.1% over the past year.

Return vs Market: BLUE underperformed the US Market which returned 12.5% over the past year.

Price Volatility

Is BLUE's price volatile compared to industry and market?
BLUE volatility
BLUE Average Weekly Movement17.4%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stable Share Price: BLUE's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: BLUE's weekly volatility has decreased from 23% to 17% over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
1992248Andrew Obenshainwww.bluebirdbio.com

bluebird bio, Inc., a biotechnology company, researches, develops, and commercializes gene therapies for curative severe genetic diseases in the United States. The company’s product candidates for severe genetic diseases include ZYNTEGLO (betibeglogene autotemcel) for the treatment of transfusion-dependent ß-thalassemia; LYFGENIA (lovotibeglogene autotemcel) for the treatment of sickle cell disease (SCD) and a history of vaso-occlusive events; and SKYSONA (elivaldogene autotemcel) to treat cerebral adrenoleukodystrophy. Its clinical development programs include 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.

bluebird bio, Inc. Fundamentals Summary

How do bluebird bio's earnings and revenue compare to its market cap?
BLUE fundamental statistics
Market capUS$48.67m
Earnings (TTM)-US$199.98m
Revenue (TTM)US$103.95m
0.5x
P/S Ratio
-0.2x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BLUE income statement (TTM)
RevenueUS$103.95m
Cost of RevenueUS$75.75m
Gross ProfitUS$28.19m
Other ExpensesUS$228.17m
Earnings-US$199.98m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)-20.42
Gross Margin27.12%
Net Profit Margin-192.39%
Debt/Equity Ratio-175.5%

How did BLUE perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/30 06:09
End of Day Share Price 2025/05/30 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

bluebird bio, Inc. is covered by 21 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Zhiqiang ShuBerenberg
Vincent ChenBernstein
Matthew LuchiniBMO Capital Markets Equity Research