Your weekend brief: Wall Street's top analysts are betting on stocks like GoDaddy and Carvana to beat the market
"In our view, BLUE, with its gene and cell therapy platform, is one of the more potentially transformative and disruptive companies we've come across in some time" the analyst wrote.
Kasimov noted that the 2Q update was in-line with expectations following the company's recent ide-cel re-submission and compelling HGB-206 sickle cell disease data. All catalysts remain more or less on track says Kasimov with the Zynteglo EU launch in 2H20, and additional HGB-206 data and MAA filing for eli-cel by the end of the year.
"Overall, we remain encouraged by bluebird's progress across multiple clinical programs involving its potentially transformative gene therapy and CAR-T platforms " the analyst told investors on August 6. He now looks forward to clinical updates, a launch, and regulatory feedback over the course of 2020/2021 that could "serve to better inform the future potential of these products." Kasimov is ranked as the 12best healthcare analyst on TipRanks, and at #129 out of 6,858 tracked analysts across all sectors.
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