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NASDAQ · small · thesis board

BLUE bluebird bio

Lentiviral gene therapy (lovo-cel)

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Thesis

Editorial summary — not a primary filing

Gene therapy commercial execution in SCD/TDT; balance sheet and access remain central.

Next gate

2026-10-15Estimatedlabel expand

Treatment center expansion

63 days · Estimated: Estimated window

Survive-to-Event

ok

Cash covers the next gate with ~7 months spare (curated estimate).

Unverified estimate — not from a live SEC parse

Cash runway (~268d)100%
Days to gate (63d)24%
Show math

$220M cash ÷ $25M/mo burn ≈ 268 days. Source: curated SEC quarter figures.

Cash $220M as of 2026-03-31 (SEC)

Pipeline spine

  1. Preclinical
  2. Ph1
  3. Ph2
  4. Ph3
  5. Filed
  6. Approved

Rivals in this race

Open race →
CRSPApprovedokEDITPh2okBEAMPh1ok

Risks

  • Cash runway
  • Treatment center capacity
  • Competition from Casgevy
  • Reimbursement

Source trail

  1. SECCash from latest reported quarter (curated)as of 2026-03-31
  2. ClinicalTrials.govNCT02140554as of 2026-07-01
  3. CompanyIR / press disclosuresas of 2026-07-01