I am opening a small position in BLUE today. I believe it has far more upside than AGIO ( which for full disclosure I took a far more robust position in at $29.50-$30.00 a month or so ago). In all due respect to JF, I follow the company's current and potential clinical arms, and potential revenue streams first. Personnel second. The revenue streams will stay in place or expand if executed well, people come and go. AGIO has a long road to position itself, versus BLUE which has broader and more mature results IMO. AGIO just was too cheap, and it's been some time since I revisited BLUE.
The bar on BLUE to reach the goals it announced were set pretty high, and I like the results as the published information, understanding BLUE will present at a Conference when they feel it is appropriate and reasonable. I am only posting here as IV Boards on both are not followed. I also added BMY today under 60.50. Why not?
Good luck longs.