scott52
Posted - 21 hours ago
$TSVT They could lend BLUE $75m in exchange for a piece of the company. Say 10%. That would value BLUE at over 10x its current price. TSVT lost $10m last quarter. Why do they need $190m in cash? They have no pipeline. Nothing to spend it on. If they believe they'll get to BE in 2025, they can live without that $75m.
Peterson28
Posted - 23 hours ago
$TSVT It trades like it is going to buy out BLUE with 100M cash.
Malcolm_Hudson
Posted - 1 day ago
$CMPX $ATYR $TSVT LFG, expected this to move higher. Also, your thoughts on MYNZ? Who's behind the 30M share offering deal? 👀 And how could the Thermo Fisher (TMO) partnership ($210B market cap) reflect this stock movement and PR buzz everywhere on socials?
blueb22
Posted - 1 day ago
$TSVT - they have 192m cash and could breakeven at end of Q1, and current MCap is around $160m... Ridiculous and blatant manipulation is going on in some small/mid-cap Biotechs.
blueb22
Posted - 1 day ago
$TSVT - in BMS Q3 ER call transcript, they didn't mention Abecma at all. They have 'Breyanzy' (their car-t) 6 times. Are they playing dirty game with TSVT to not bringing Abecma to light and not promoting with all of their might, to pressure TSVT to sell them for low valuation based on current SP (around 3.25) and offering just standard premium? And also manipulating price to keep it low? They have 192m cash and cash burn is very low now (10m in Q3), but now Q4 rev estimate they are giving low (earlier Chip had said they are seeing 20% increase in prescription or something) to keep/increase pressure on TSVT and it's SP? Something looks fishy for sure. Otherwise they would atleast mention ones that Abecma US revenue increased by 42% in US after earlier line approval. Atleast ones...
scott52
Posted - 1 day ago
$TSVT Yearly low is $2.89. I mean, at this point, why the hell wouldn't it test that? It's down 35% in 8 straight days. No upticks at all. The Q4 revenue projection was a disaster. 20% up over last year isn't growth. It's just 20% above what was already a disaster. Not good enough. The FED waffling on interest rates ain't helping. The weird fear that RFK will destroy healthcare as we know it. Year-end tax-loss selling. And the ever present possibility that BMY is destroying this stock (and this company) so it can buy it cheaply sometime in the next 60 days. I'm truly weary of this shit. I'm rooting for NVDA to miss and for Bitcoin to collapse. I wouldn't mind the SP 500 dropping 40% either. I want the rest of the investing world to feel the pain we're feeling here in bioland.
PenkeTrading
Posted - 5 days ago
I found you an Oversold RSI (Relative Strength Index) on the daily chart of 2Seventy Bio Inc. Is that bullish or bearish? $TSVT #RsiOversold #NASDAQ
Wences
Posted - 5 days ago
$TSVT Chip Baird congrats to your manipulated earning report. I am sure your shareholders like Casdin and Engine Capital will appreciate your good job well done.
scott52
Posted - 6 days ago
$TSVT That was fast. Do I hear one year lows? Around $1.54?
z_guy
Posted - 6 days ago
$TSVT $BMY have a drink on us!
jewell69
Posted - 1 week ago
$TSVT re-entry 11/13 11:56 am est 11/13/2024 Buy Trade Details TSVT 2SEVENTY BIO INC 400 $4.24 -$1,696.00 07/11/2024 Sell Trade Details TSVT 2SEVENTY BIO INC 450 $4.2605 $0.12 $1,917.11 06/12/2024 Sell Trade Details TSVT 2SEVENTY BIO INC 450 $4.13 $0.12 $1,858.38 05/22/2024 Sell Trade Details TSVT 2SEVENTY BIO INC 1 $4.6001 $4.60 05/20/2024 Buy Trade Details TSVT 2SEVENTY BIO INC 901 $4.5192 -$4,071.80
scott52
Posted - 1 week ago
$TSVT Three month lows. Nice. Do i hear six month lows?
jewell69
Posted - 1 week ago
$TSVT yesterday 11/12 tried and failed to buy 400 at 4.24
Re-entered same today 11:31 am est
Hi 4 today 4.44
Now b a .28 x .30
StockBraker
Posted - 1 week ago
$TSVT 100 shares traded PM. Probably a handful at most for that 9% bump. Nothingburger 🍔 - Maybe we can get some fries 🍟and a shake 🥛with that.
yloo
Posted - 1 week ago
$TSVT BO news soon
jewell69
Posted - 1 week ago
$TSVT I don’t have exact #s but
In July B 4.13 sold a week later 4.26
Today was a bad day (earns) -7.75%
Down to 4.25
I was unsuccessful in buying at 4.24
On a % basis, this was up tons since July and back down tons , mostly today
scott52
Posted - 1 week ago
$TSVT well, one good thing about this company is that they're so little going on that the conference call was less than 15 minutes long... including the q&a.
z_guy
Posted - 1 week ago
$TSVT and $BMY you are criminals …either break off this perverted partnership or buyout the rest…pos!
scott52
Posted - 1 week ago
$TSVT In 2023 q4 was down 19% over q3. A similar pattern this year gives us $62m for q4, right in the middle of their guidance of $57-$67m. Surely the market was hoping for something more like $78m, i.e. continued growth DESPITE the seasonality. But, no, apparently $77m is the peak quarterly sales for 2024. Truly and enduringly pathetic. And no 2025 guidance. LOL. Let's hope this company is no longer a public entity by the time they are supposed to report in mid--February.
scott52
Posted - 1 week ago
$TSVT BE closer to $300m in revenue than $400m. This is a bright point on an otherwise meh CC.
scott52
Posted - 1 week ago
$TSVT $183m in US Abecma sales in the first 9 months of 2024. Their guide is for $240-$250m for the year (not that they control it). That puts their estimate for q4 Abecma revenue at $57m-$67m. That's uninspiring. Profitability is receding into the distance.
Erfffff
Posted - 1 week ago
$TSVT their loss is narrowing with further uptake of the medicine. 42% increase in rev QoQ
Erfffff
Posted - 1 week ago
$TSVT any shot for a move higher on earnings?
Erfffff
Posted - 1 week ago
$TSVT anything going on here?
JoshThe3rd
Posted - 1 week ago
$TSVT been loading here. I like the story. https://www.businesswire.com/news/home/20240925722000/en
TheWinningStock
Posted - 1 week ago
$TSVT $CRDL $IBRX <<---Winners...
TheWinningStock
Posted - 1 week ago
scott52
Posted - 1 week ago
$TSVT $200m is a decent cash position after the firesale and firings. But if they take BLUE back (like taking back your binge-drinking ex), there's a damn good chance these two shitbirds will drag each other down. Reunited, they will not become one less shitty company, their problems will be multiplied and they will become shit squared.
blueb22
Posted - 1 week ago
$BLUE $TSVT - I had this in mind many months ago (I had posted that here and in TSVT) and also was just thinking this idea Yesterday that TSVT and BLUE should merge back. TSVT has money which BLUE need to bridge to breakeven and also pay-off Hercules The Shark ($75m + change). TSVT will be breakeven in 1st Q of 2025. BLUE will be breakeven in 3rd Q of 2025. and then huge revenue from Lyfgenia+Zynteglo & Abecma. I would say potentially $350m rev from Gene therapies (not all in 2025 as 160 patient starts in 2025 coverts to 350m rev but half of that will come in Q1 and Q2 of 2026, but that rev from Q3 and Q4 of this year will come in Q1 and Q2 of 2025) and $400m+ US revenue and just simple split will be $200m for TSVT (ofcourse BMS only pays the money to TSVT after all expenses and then split into 2 for US) Just cut cost structure further after merger and bring some sharp business guys as CEO, CFO and run as standalone company and create huge value for shareholders.
