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Added GBT shares here: $30.22.Rebuilding my position in Global Blood. The bet is GBT is finally getting traction again after a long winter. Competition from gene therapy has stumbled recently...and pandemic, which has severely hobbled GBT sickle cell sales, is finally abating. PDUFA for use in Pediatrics before year end, as well as application for European approval pending. GBT-601 in Phase 1 in particular impressed Jefferies analyst and results to be released at ASH 2021. So several catalysts exist for getting this undervalued company going again. Go GBT! |
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