GBT Stock Performance, Insider Transaction and News

GBT - Global Blood Therapeutics, Inc.

Market Cap	4.62B	P/E	-	EPS this Y	13.30%	Ern Qtrly Grth	-
Income	-322.46M	Forward P/E	-29.14	EPS next Y	43.60%	50D Avg Chg	8.00%
Sales	234.86M	PEG	-0.44	EPS past 5Y	-	200D Avg Chg	78.00%
Dividend	N/A	Price/Book	38.94	EPS next 5Y	37.00%	52W High Chg	-6.00%
Recommedations	2.20	Quick Ratio	5.88	Shares Outstanding	67.48M	52W Low Chg	216.00%
Insider Own	2.46%	ROA	-25.18%	Shares Float	58.57M	Beta	0.46
Inst Own	111.41%	ROE	-148.56%	Shares Shorted/Prior	7.28M/5.80M	Price	68.49
Gross Margin	98.10%	Profit Margin	-137.30%	Avg. Volume	3,611,836	Target Price	64.50
Oper. Margin	-127.41%	Earnings Date	Feb 21	Volume	3,279,961	Change	0.00%

Healthcare | Biotechnology | United States

About Global Blood Therapeutics, Inc.

Global Blood Therapeutics, Inc., a biopharmaceutical company, engages in the discovery, development, and delivery of treatments for underserved patient communities with sickle cell disease (SCD). The company offers Oxbryta tablets, an oral, once-daily therapy for SCD. It also evaluates the safety and pharmacokinetics of single and multiple doses of Oxbryta in a Phase II a clinical trial of adolescent and pediatric patients with SCD. In addition, the company is developing its lead product candidate inclacumab, novel human monoclonal antibody, which is in Phase III a clinical trial to reduce the incidence of painful vaso-occlusive crises, and resulting hospital admissions; and GBT601, a hemoglobin polymerization inhibitor that is in Phase I development. It has a license and collaboration agreement with Syros Pharmaceuticals, Inc. to discover, develop, and commercialize therapies for SCD and beta thalassemia; and Sanofi S.A. to two early-stage research programs in SCD. Global Blood Therapeutics, Inc. was incorporated in 2011 and is headquartered in South San Francisco, California.

GBT Chatroom

Night_Owl_Biotech Posted - 1 week ago

$BCRX 's enterprise value ("EV") is 17% of total 10-year analyst consensus revenue estimates. This is roughly half the revenue multiples of peers $PRVB, $CCXI, $GBT & $GWPH when they were acquired (EV's at 32 to 38% of their respective total 10-year revenue estimates per management...as filed in the subsequent 14A/14D9 filings). BCRX's gross margins are higher than all 4. Because BCRX is leveraged, BCRX's market cap would be roughly 150% higher if acquired at these peer revenue multiples (BCRX debt data per Seeking Alpha). BCRX's debt obligations may be higher if liquidated. It has been 41 months since Orladeyo was approved. GBT & GWPH were acquired roughly 33 months after FDA approval. These data points are summarized on the attachment. This is not investment advice. We're only pointing out the math associated with this BCRX "what if." As always, it is also possible our math is wrong. We suggest you research for yourself.

SethTheTrader Posted - 3 months ago

@Loticicio @ada78 he’s the founder and CIO of Cedar Holdings. Long time shareholder in AudioEye. If you pull up Cedar’s website they have been invested in Perceptive Advisors for a while. This will go off on a bit of a tangent but Perceptive has been one of the best performing biotech funds of the last ~20 years. Run by a guy by the name of Joe Edelman. Team includes all-stars like Adam Stone and Ellen Hukkelhoven (was big on $GBT). Have a few funny stories about Perceptive but it’s no place for Stocktwits. Last thing I’ll say is Perceptive missed Immunomedics, but hey, can’t catch them all. Long way of saying Keith has a decent eye for talent and is increasing his stake in $AEYE, big vote of confidence.

290k Posted - 3 months ago

Gary: opens 1000x long Posts: ETF approved! Gary: closes long and opens 1000x short Posts: oh no we were hacked you guys!... 🤡 $BTC.X $MARA $MSTR $GBT $QQQ

Iwillplay Posted - 4 months ago

$BTC.X $GBT Exciting times. https://finbold.com/how-high-will-bitcoin-go-in-2024-experts-btc-price-predictions/

pole0102 Posted - 4 months ago

$BLUE just saying... Pfizer paid $GBT $5.4 billion for SCD 👀 👀

D0C_H0LLIDAY Posted - 11/30/23

$XFOR I've had positions in $AIMT $GBT $ALBO before buyouts As @stealin_your_thunder said... This has all the hallmarks of the above companies. Rare disease, simple therapies/medicines, excellent C-Suite with direct ties to big pharma Neutropenia is one of the most deadly obstacles chemo patients face while undergoing treatment. This stock could be a pick and shovel cancer/chemo play down the line.

DoctrBenway Posted - 10/31/23

$CRSP $BLUE $GBT (bought-out) shorts should be made to watch the patient descriptions of their SCD and its effect on their lives on loop for their eternity in hell.

AlexLevin Posted - 7 months ago

@sogenerous if there are news you will not have time to re-enter (if this is the sort of news we all expect here), you might regret it. Came through that with $ZGNX and $GBT already.

D0C_H0LLIDAY Posted - 7 months ago

@WizeKing idk but I hit on $GBT and $AIMT in the not so distant past $BLRX is legit

Night_Owl_Biotech Posted - 08/28/23

Would investors familiar with $TSVT review our attachment. We're trying to quantify downside risk to TSVT longer-term outside normal market, regulatory & mgmt competence risks. TSVT trades for less than their 6/30/23 cash & only slightly higher than cash minus all liabilities (excl the lease on their plant which is secured by their validated facility...which would certainly be assumed by any buyer in a M&A scenario). Since FDA approved products are worth a multiple of current/future sales then, in theory, TSVT's valuation ascribes no value to its 50% share of Abecma (LOE is not until 2036). Abecma FY22 sales = $300MM Recent peer M&A transactions ($CTIC $PRVB $GBT $CCXI) suggest products w/LOE in 28-31 are worth ~3X FY28 consensus revenue estimates. Using this metric, assuming 0% growth in Abecma sales thru 28, suggests Abecma is worth $450MM to an acquirer (nevermind the pipeline)? What are we missing? Thank you. As always, we could be very wrong.

AlexLevin Posted - 8 months ago

@NYtrader458 this is not a buyout rumor, this is BS. You can check the price action when a real buyout rumor appears if you look at $GBT that had a credible rumor spreading around 3 weeks before BO was confirmed officially.

NorthWestHawk Posted - 11 months ago

I like $ALDX and $VRNA and I've been watching them as potential mustang 🐎 stocks for my portfolio. Unfortunately I missed their big moves so far. Perceptive Advisory owns 19% and 6% of them, respectively. Perceptive is a good Healthcare-focused hedge fund that benefited from biotech baggers such as $RXDX (to be acquired by Merk), $ISEE (to be acquired by Japan's Astellas), $GBT (acquired by Pfizer)... My priority (in this market environment) is to hold undervalued stocks that are owned by top biotech-focused hedge funds such as Baker Bros, BVF Partners, Deep Track, EcoR1, Redmile, and The Column Group though, but I've been watching these 2 stocks very closely...