bluebird bio, Inc.

NasdaqGS:BLUE Aktierapport

Börsvärde: 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 Förvaltning

Förvaltning kriterier kontrolleras 3/4

bluebird bio VD är Andrew Obenshain, utsedd i Nov 2021, har en mandatperiod på 3.5 år. totala årliga ersättningen är $ 1.83M, bestående av 39.9% lön 60.1% bonusar, inklusive företagsaktier och optioner. äger direkt 0.092% av företagets aktier, värda $ 44.86K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.3 år respektive 14.2 år.

Viktig information

Andrew Obenshain

Verkställande direktör

US$1.8m

Total ersättning

VD-lön i procent39.94%
Anställning som VD3.5yrs
Ägande av VD0.09%
Ledningens genomsnittliga anställningstid3.3yrs
Styrelsens genomsnittliga mandatperiod14.2yrs

Senaste uppdateringar av ledningen

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
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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.​

Analys av ersättningar till VD

Hur har Andrew Obenshain:s ersättning förändrats jämfört med bluebird bio:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Andrew s total kompensation ($USD 1.83M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 630.36K ).

Ersättning vs inkomst: Ersättningen från Andrew har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Andrew Obenshain (49 yo)

3.5yrs
Anställning
US$1,825,517
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
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 yearinga uppgifteringa uppgifter
Andrea Walton
Chief People Officer3.3yrsinga uppgifteringa uppgifter
Richard Colvin
Chief Medical Officer4.2yrsUS$1.34m0.028%
$ 13.7k
Scott Shoemaker
Senior Vice President of Technical Operations4.3yrsinga uppgifteringa uppgifter
3.3yrs
Genomsnittlig anställningstid
52yo
Genomsnittlig ålder

Erfaren ledning: BLUE s ledningsgrupp anses vara erfaren ( 3.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Andrew Obenshain
President3.5yrsUS$1.83m0.092%
$ 44.9k
Philip Reilly
Member of Scientific Advisory Board14.2yrsinga uppgifteringa uppgifter
Philippe Leboulch
Co-Chair of Scientific Advisory Boardno datainga uppgifteringa uppgifter
Stephen Goff
Member of Scientific Advisory Board14.2yrsinga uppgifteringa uppgifter
Mark Vachon
Independent Chairman10.8yrsUS$132.40k0.013%
$ 6.2k
Mitchell Finer
Member of Scientific Advisory Board9.8yrsUS$1.57minga uppgifter
Malcolm Brenner
Member of Scientific Advisory Board14.2yrsinga uppgifteringa uppgifter
Christof von Kalle
Member of Scientific Advisory Board14.2yrsinga uppgifteringa uppgifter
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 Board14.2yrsinga uppgifteringa uppgifter
Elisabeth Leiderman
Independent Director3.5yrsUS$99.90k0.011%
$ 5.5k
14.2yrs
Genomsnittlig anställningstid
65yo
Genomsnittlig ålder

Erfaren styrelse: BLUE s styrelse är rutinerade och erfaren ( 14.2 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2025/05/30 19:10
Aktiekurs vid dagens slut2025/05/30 00:00
Intäkter2025/03/31
Årlig intjäning2024/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

bluebird bio, Inc. bevakas av 21 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Zhiqiang ShuBerenberg
Vincent ChenBernstein
Matthew LuchiniBMO Capital Markets Equity Research