bluebird bio Inc (BLUE) 옵션

I was certain the tendered shares # would be small, but was still surprised to see it that miniscule. It must've been a larger #,but most have rescinded their shares back after the new offer

No PR about it, leaving SH in the dark.

Gina Wang lodged an $8 target on 3/28/25, and I don't find such a small number of tenders surprising. Given my obvious disaffection here on the BOD, I'll double-down there - why wouldn't anyone wait to tender until the last minutes?

There's also SEC filing today(surprised that only 65K shares been tendered so far):
"On April 3, 2025, Carlyle, SK Capital and Parent announced that Merger Sub extended the expiration date of the Offer to one minute after 11:59 p.m., New York City time, on April 18, 2025. The Offer was previously scheduled to expire one minute after 11:59 p.m., New York City time, on April 4, 2025.

The depository for the Offer has advised Merger Sub that as of the close of business on April 2, 2025, approximately 65,120 Shares have been validly tendered and not properly withdrawn pursuant to the Offer."

https://www.sec.gov/Archives/edgar/data/1293971/000119312525071865/d907579dsc14d9a.htm

So the ONLY evidence of this that I see is a PR by Carlyle dated today. Where the F is the BOD for us here?

Extension until 4/18…bod needs to accept ( or at least comment whether new offer is bonafide and legit) ….i rescinded my tender @ $3, will tender to Newco if filed with SEC

I'm more concerned about the legitimacy of the BLUE BOD at this point. Tender offer expires tomorrow at midnight, and they haven't issued any guidance about this competing offer.

I'm more concerned about the legitimacy of the BLUE BOD at this point. Tender offer expires tomorrow at midnight, and they haven't issued any guidance about this competing offer.

BLUE.......................................https://stockcharts.com/h-sc/ui?s=BLUE&p=W&b=5&g=0&id=p86431144783

BLUE..........................https://stockcharts.com/h-sc/ui?s=BLUE&p=W&yr=1&mn=3&dy=0&id=p96837884856

Higher tender, but can’t confirm legitimacy of newbie:


Ayrmid Pharma Ltd

BLUE..............................................a/h

To answer my own question, lmao:

BRIEF-Bluebird Bio Confirms
Receipt Of An Unsolicited Non-Binding Proposal From Ayrmid
Reuters 04:24PM ET, 03/28/2025
March 28 (Reuters) - bluebird bio Inc:
* BLUEBIRD BIO CONFIRMS RECEIPT OF AN UNSOLICITED NON-BINDING
PROPOSAL FROM AYRMID
* RECEIVES UNSOLICITED PROPOSAL FROM AYRMID FOR $4.50 PER SHARE
* AYRMID DID NOT SUBMIT ANY PROPOSAL TO BLUEBIRD AS PART OF ITS REVIEW OF STRATEGIC
ALTERNATIVES
* BOARD REVIEWING AYRMID PROPOSAL
WITH ADVISORS
* NOT CHANGED ITS RECOMMENDATION IN SUPPORT OF CARLYLE AND SK CAPITAL PARTNERS DEAL Source text:
Further company coverage:

Why the pop?? 10k filed and speculation of new player(s), higher bid?? Tang Capital ??

Ha!

BLUE 10Q due TUESDAY 3/4

Join and share https://www.businesswire.com/news/home/20250221446809/en/BLUE-Stock-Alert-Halper-Sadeh-LLC-Is-Investigating-Whether-the-Sale-of-bluebird-bio-Inc.-Is-Fair-to-Shareholders

That's when Blue announced acceptance of it.

Best hope now beyond $600mm in a 12 month period is a hostile take-over before the close of the deal. I don't see that happening. Completely missing from Fridays news: ANY attempt to raise equity through share offering. Really - why do a RS and NOT make a statement about failure to find placement??

WTH is that?? Fiduciary nothing, IMO, save from going to $0.0001. Hard to believe that would happen. I think it's clear that the board can't wait to wash their hands entirely clean of Blue. 3 approved therapies is worth WAY more than $3/share, and the entire concept of this "contingent value right" is indeed an insult, passing off the fiduciary to PE that has zero accountability to the recipients. That's not even considering the insult to shareholders with losses that will be worth nothing at time of payment (if any premium payment is to be had at all).

9,722,217 outstanding. Current MC at time of posting: ~$37mm.

BLUE, new 52 week low

It is strange to make the buyout offer on Friday morning.

I am wondering if it happened such that it is announced to the public and to see if there is any other possible serious offer.

Any other serious offer could be settled upon over the weekend and announced on Monday.

Of course, there may be no other serious offer to be had.

Elsewhere, people are saying the offer is an insult ... well, if it is, someone would surely announce a better one.

We will know by 8am on Monday if there is anything better on the table.

Check this very rare otc stock on the verge of merger/acquisition.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175821245

Once valued at $10B, bluebird bio sold to private equity firms for $29M

BLUE, new 52 week low

...

Probably, but what about Protara (Tara)-still loving it?? Looks like double digits after JPM Conf, eh??

Better opportunity elsewhere

Still? Would you
Buy if it breaks 9? Brand new to this game

BLUE under $9

And follow up data for Sickle Cell as well:

bluebird bio Presents Positive Long-Term Data On LYFGENIA™ (lovotobegligene autotemcel) Gene Therapy for Sickle Cell Disease at 66th American Society of Hematology (ASH) Annual Meeting and Exposition
December 08 2024 - 12:30PM

Stable production of anti-sickling adult hemoglobin (HBAT87Q) and elimination or significant reduction of vaso-occlusive events sustained through last follow-up for all evaluable patients (n=38), underscoring potentially transformative and durable clinical impact

Results from first and only focused analysis of patients with sickle cell disease with a history of overt or silent stroke (n=27) show no stroke recurrence through 9 years of follow-up (n=2)

bluebird bio, Inc. (Nasdaq: BLUE) today announced new and updated data from LYFGENIA™ (lovotobegligene autotemcel, or lovo-cel) gene therapy for patients with sickle cell disease who have a history of vaso-occlusive events (VOEs). The data will be presented at the 66th American Society of Hematology (ASH) Annual Meeting and Exposition in an oral presentation on Sunday, December 8 at 9:30 a.m. Pacific Time and a poster presentation on Sunday, December 8 at 6 p.m. Pacific Time. As of July 2024, 70 patients were treated across the full lovo-cel clinical development program, with follow-up beyond 9 years in the earliest treated patients.

https://ih.advfn.com/p.php?pid=nmona&article=95055524&_gl=1*re3woq*_gcl_au*ODQyNDIxNDQ1LjE3MjY0MjkyNjk.

Great follow up data presented today:

https://investor.bluebirdbio.com/news-releases/news-release-details/long-term-follow-data-continue-support-beti-cel-potentially

Let’s get the clock back and Cap raise behind us, then Blue Skies ahead for blueBIRD shareholders;)

happens when no biobucks....
$$$ goes where its treated best

Yes, I agree!! Was hoping that board would amend to 1:10 or worst case 1:15, but we now can move on from reverse and expect cap raise ( my guess ~$100mm raise) …then Hercules will increase credit facility or at least allow for additional draw ..GLTA

If I didn't believe, I would've taken some trades today. That being said, it's going to be quite some time (if ever) that I break even. I absolutely believe in the tech on all 3 therapies.

Whole lot of $ poured in well above the immediate After Hours price tank.

I think a lot of those dollars were betting against a 1:20, believing a 1:15 was possible. I hold that management dangled that with no intention of anything other than 1:20, and has absolutely F'ed up. But maybe not. We shall see....

I will admit that I'm somewhat positioned for a dead cat bounce. Today may have been that opportunity tho.

How many of us here believe that BLUE will finally succeed in spite of the R/S news?I sincerely do, so have been around this for a longish while. The ducks are lining up slowly on the medical side of the story thankfully. Once the stock price issues(& maybe stock raise) are behind us, we should get going.Good luck to all.

Thanks...🥳

Congrats!! Will add to current holdings post split, Cap raise

Yup well aware...took it for the trade...Thanks...🥳Reverse on Dec 12...

BLUE...6832...HOD...🥳SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio, Inc. (NASDAQ: BLUE) (“bluebird bio”) today announced it has reached an agreement with the Center for Medicare and Medicaid Innovation to offer an outcomes-based agreement for LYFGENIA gene therapy under the Cell and Gene Therapy (CGT) Access Model. LYFGENIA is a one-time gene therapy approved for the treatment of patients 12 years of age and older with sickle cell disease and a history of vaso-occlusive events (VOEs).

“Ensuring timely, equitable access to gene therapy for people living with sickle cell disease insured through Medicaid has been a cornerstone of our commercial approach since approval, and we are pleased to build on this commitment by offering an outcomes-based agreement to state Medicaid agencies through the Cell and Gene Therapy Access Model,” said Tom Klima, Chief Commercial & Operating Officer at bluebird bio. “We are also pleased to be able to offer fertility preservation support to eligible patients insured by Medicaid in states that opt into the Model, as we recognize these services address an important potential barrier to access.”

Participation in the CGT Access Model builds on bluebird’s established leadership in developing and implementing innovative outcomes-based agreements and has the potential to further strengthen the coverage landscape for LYFGENIA. To date, more than half of all states have affirmed coverage for LYFGENIA through Preferred Drug Lists or published coverage policies, and over 50% of Medicaid-insured individuals with sickle cell disease in the U.S. live in a state that has approved at least one prior authorization for LYFGENIA.

bluebird currently offers two outcomes-based agreements for LYFGENIA to State Medicaid Agencies, and the CGT Access Model may be a bandwidth extender for states that are unable to implement outcomes-based agreements on their own or in a timely fashion. bluebird’s offering through the CGT Access Model is rooted in its validated principles of meaningful risk sharing for payers, and tying performance to clinically meaningful outcomes that are easily tracked through established data sources over a defined period of time.

The model will enroll patients for a period of 6 years and individual patients will be followed for 5 years to track performance-related outcomes. Participation in the CGT Access Model is voluntary and open to all states that participate in the Medicaid Drug Rebate Program (MDRP). With key terms in place, states have until February 28, 2025 to opt-in to participate and states may begin participation in the Model between January 2025 and January 2026.

BLUE ...6469...Volume...🥳

georgie18

Member Level
Re: None

Wednesday, December 04, 2024 3:40:50 PM

Post#
386447
of 386450
BLUE...5164...Open Gap filled at .57...🥳

georgie18

Member Level
Re: georgie18 post# 505

Monday, September 30, 2024 9:55:35 AM

Post#
511
of 540
BLUE...5368...Like to see the Open Gap filled in the .57 range...🥳

georgie18

Member Level
Re: georgie18 post# 496

Friday, September 27, 2024 5:29:48 PM

Post#
505
of 510
BLUE...50...🥳...September 27, 2024 04:30 PM Eastern Daylight Time
SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio, Inc. (Nasdaq: BLUE) today announced that it has completed the filing of its Form 10-Q for the quarter ended June 30, 2024 (the “Q2 2024 Form 10-Q”) with the Securities and Exchange Commission (“SEC”).

With the completion of this filing, the Company is now current in its SEC periodic reporting obligations.

BLUE ...6469...Volume...🥳

georgie18

Member Level
Re: None

Wednesday, December 04, 2024 3:40:50 PM

Post#
386447
of 386450
BLUE...5164...Open Gap filled at .57...🥳

georgie18

Member Level
Re: georgie18 post# 505

Monday, September 30, 2024 9:55:35 AM

Post#
511
of 540
BLUE...5368...Like to see the Open Gap filled in the .57 range...🥳

georgie18

Member Level
Re: georgie18 post# 496

Friday, September 27, 2024 5:29:48 PM

Post#
505
of 510
BLUE...50...🥳...September 27, 2024 04:30 PM Eastern Daylight Time
SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio, Inc. (Nasdaq: BLUE) today announced that it has completed the filing of its Form 10-Q for the quarter ended June 30, 2024 (the “Q2 2024 Form 10-Q”) with the Securities and Exchange Commission (“SEC”).

With the completion of this filing, the Company is now current in its SEC periodic reporting obligations.

Nice run, prob due to Medicare deal and maybe going non- dilutive financing?? Reverse to hit this week or next and then capital raise most likely

BLUE GOING NUTS

BLUE...5164...Open Gap filled at .57...🥳

georgie18

Member Level
Re: georgie18 post# 505

Monday, September 30, 2024 9:55:35 AM

Post#
511
of 540
BLUE...5368...Like to see the Open Gap filled in the .57 range...🥳

georgie18

Member Level
Re: georgie18 post# 496

Friday, September 27, 2024 5:29:48 PM

Post#
505
of 510
BLUE...50...🥳...September 27, 2024 04:30 PM Eastern Daylight Time
SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio, Inc. (Nasdaq: BLUE) today announced that it has completed the filing of its Form 10-Q for the quarter ended June 30, 2024 (the “Q2 2024 Form 10-Q”) with the Securities and Exchange Commission (“SEC”).

With the completion of this filing, the Company is now current in its SEC periodic reporting obligations.

You posting that is the only reason to think so. The post you made 38 seconds later stating "That would be pretty big buyout" is also curious.

That would be pretty big buyout

Is Novartis really buying Bluebird bio for $25.00???

As said, Lyfgenia is the value driver for the company https://insights.citeline.com/pink-sheet/advanced-technologies/cell-and-gene-therapies/gene-therapy-lyfgenia-voucher-denial-puts-sickle-cell-treatment-at-risk-bluebird-bio-says-P6K4SEA2AFDKDF5SZZNZPBH4YM/

Did managing have no communication with the agency? I find that hard to believe, well maybe not when you take into account who runs the company! Their cost cutting measures came too late as well.

The FDA said it is look­ing in­to the ''known risk'' and as­sess­ing po­ten­tial ''fur­ther reg­u­la­to­ry ac­tion.'' https://www.fda.gov/vaccines-blood-biologics/safety-availability-biologics/fda-investigating-serious-risk-hematologic-malignancy-following-skysona-elivaldogene-autotemcel

Along­side the Oc­to­ber NE­JM ar­ti­cle was an ed­i­to­r­i­al from an US NIH haematologist who said more cas­es might ap­pear over time https://www.nejm.org/doi/full/10.1056/NEJMe2409399

It's been a long day, and I always struggle a bit when people don't present clear and concise messages.

But at least you're laughing at something.

lol, seriously?? Board of Directors 😎 :)

What does B.o.D. mean?

B.o.D, lol…non, zippo oversight!! Told proxy & IR ladies to have Andrew amend prop 4 to 1:10, then retail & institutions/funds will overwhelming approve..doubt that happens, but sincerely want Blue to succeed irrespective