BL BLUE bluebird bio, Inc. Loading... : Bullish and Bearish Analyst Opinions

Oz explicitly mentions "CRISPR technology" and states CMS is willing to pay for "drugs... that can cure, not just treat, Sickle Cell Anemia." He cites a cost of "$2 million" but notes it saves the system "$10 million." The primary bear case for gene editing stocks (like CRISPR Therapeutics, Vertex, and bluebird bio) is the fear that insurers/government won't pay the massive upfront price tags. The CMS Administrator confirming they are "banking on these technologies" and will "pay for them when they get there" removes the single biggest overhang for the sector. LONG. Government backing guarantees a market for these high-ticket curative therapies. Clinical trial failures or safety issues with the specific therapies.