BLUE - Earnings call 4 2022 | bluebird bio, Inc.

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Operator

Good morning, ladies and gentlemen, thank you standing by. Welcome to the bluebird's bio Fourth Quarter and Full Year 2022 Earnings Conference Call. [Operator Instructions] Please note that today's conference may be recorded.

I will now hand the conference over to your speaker host, Courtney O'Leary of Investor Relations. Please go ahead.

Courtney O'Leary

thank joining and call. everyone, morning, you today's for Good bio. Relations I'm Investor bluebird Courtney O'Leary, of

Before me begin, we let harbor statement. review our safe

Securities the financial and results statements under financial regulatory position, XXXX, Today's progress are to and expectations expectations Litigation statements or addition Private regarding of including future contains of plans, Reform commercialization our discussion regarding plans. in Act company's that the forward-looking intentions

and from to involve on based expectations assumptions section risks current our factors and which the our subject could these to uncertainties A www.bluebirdbio.com. filings number Such actual statements are Relations SEC, in of website, of are that a that and is risk projected of results are on contained available description Investor with risks cause differ results. materially the

and as highlight momentum is our and remarks going Klima, Chief opening Operating Chief Financial Obenshain, some finances brief our by Commercial submission. Tom will Colvin, Officer, joined our Krawtschuk, color Andrew ZYNTEGLO Officer. for discuss some provide on SKYSONA will before our follows: Chief Then positive CEO, and be finally, launches. to call where from the provide up will agenda Rich Q&A, team our is opening lovo-cel BLA commercial Medical the Today's Chris Officer, And

will call that, over the turn With I to Andrew.

Andrew Obenshain

proving continue and of call sickle the for vivo we the Built joining I'm and as therapy today, U.S. make Thanks, vision are development, on ever. world. the making patients and families in the Courtney, therapy meaningful cell efforts with towards for patients gene everyone, ex and lead their entire and model than this gene commercial therapies proud and in families to strong gene a to on to a morning. disease bluebird's of the foundation way you, is SKYSONA, the the ZYNTEGLO our line for progress immensely bringing for And the mission stronger of bluebird clinical reality real gene therapy thank and research continue company field, with

As Courtney path. But will to Tom on today on our regulatory lovo-cel our will I Chris updates focus and mentioned, commercial my the financial and progress comments position. start, share

release to lovo-cel As speaking miss we the our progress we morning, XXXX this our will continue plainly, BLA, press noted QX but submission goal. in likely

awaiting file Our the are FDA and written submission, CMC. we feedback on is for but completely ready from

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we February, be request the the and the from BLA. of feedback to and questions In received FDA that provided responses submission these prior

work provided and module, Our forward March. and the them along the first team in week pulled with did of with full incredible additional agency the CMC information

questions this supports that complete We the believe addresses comparability data and asked. package

will Now no ultimately anticipate and smooth our And submission. BLA file of the the of we'll complete move questions. pending time its conveyed for commitment FDA could a comparability FDA weeks, while the a to expedite to response, for feedback this from set the the ready reiterate and otherwise has review. resolution timely matter and believe there's I that line we for within agency We to stage the a set quickly is the respond,

development manufacturing analyses. back, work step depth understands of appreciate has and remind of for importance our the To of the both like be will the BLA. the are into lovo-cel clinical and a take I'd to the of and reflecting gone everyone preparation We that ongoing that the the dialogue content the ensuring grateful FDA full to open agency of the the

past the any BLA the in active mind, several over collaborative that bluebird also has dialogue years. lovo-cel. are First, largest with the We've CMC learnings our sections and into from therapy SKYSONA ZYNTEGLO an and on With modules gene for in manufacturing. BLA. incorporated comparability FDA

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analyze primary and our the the Now some we HGB-XXX to of required evidence drug safety these industry the changes the which for and support that Therefore, of demonstrate study, efficacy completion forms base vector following occurred the BLA. facilities. all clinical processes compare products generated our comparability, clinical our and commercial data the and manufacturing we to in generated commercial data our them trials our from manufacturing collect where in from facilities

in the And quality package. we submission analysis end impressive of overall remain our We data. at These year. were to as completed of confident of the that, may extremely move BLA our last part clinical

strength the the Our includes any available XX patients been more this than for robust and multiple longest reflects interactions more than with most package gene by clinical cell therapy has patients FDA. it across the followed disease, with program follow-up reinforced X positive years. data of data for treated sickle The and

from of XX follow-up of patients on The We and submission BLA years the anticipate cohort of efficacy for HGB-XXX study. XX BLA be the patients. in include of efficacy that than HGB-XXX X.X results months C more submission XX from and the in also months follow-up follow-up Group a patients will with based some X include will will median results

vaso-occlusive patients with and We events. to XX older for the review priority history request plan of

waiting time, been to for have delivering at therapy for our forward patients promise continuing early with are this are -- we are commercial really forecasting change anticipate therapies And the we to any for and cell launch. XXXX not lovo-cel plans of Importantly, on an this. like to sickle looking who gene

today to ability are discuss, will our will directly Tom As ZYNTEGLO patients to into that patients. to bring translate lovo-cel the bring foundation to we building

start Bluebird same versus over a program. We therapy has other same year QTC same gene any the gene disorders relationships. and have in positions, head launching hemoglobin treating therapy network a inherited the payer the

I over our turn to to are that, how progressing. it with And will launches Tom highlight

Thomas Klima

days, bringing exciting and treatments important, and living good is Thanks, to here morning this X everyone. the morning, Andrew, approved that gene to of lot the onetime attention There's noise built bluebird, and therapy our It's we be for ZYNTEGLO these a reality day and it we've to momentum gene discuss therapies: every in are these but strong SKYSONA. patients.

that QTCs. health trusted continued our in leading transparency. deep received bluebird our with I and for an partnership care our our professionals differentiator. expertise They from will the praised years visit, field recent They the important During partnership for over through be way feedback and reinforce the

fundamental therapy key As a which in on built are strategy to reminder, success gene X pillars, our launches. commercial is

patients center First, at are and the families of their decision-maker. do, we everything the are and ultimate they

past Our our engagement gene about for over continued education critical adoption. therapy, and ongoing the are decade

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we are launch build. momentum to seeing in with X success since Importantly, all continuing areas

patients or therapy need patient ZYNTEGLO, from have for tremendous interest starts patients the we are from launch seeing our unmet and progresses, collections our patient and network. in cell will demand to For To build plans we our notably, thalassemia. with significant expand with manufacturing projected X as thalassemia demand. to gene X date, beta This there uptake highlighting QTCs. coming beta continue meet are Wave already early we And to our as grow growing capacity QTC momentum advancing been

the denials. On a disease pleased of well. only the weeks, average, to with authorization front, we is things ZYNTEGLO important, to that ultimate to see significant payers reimbursement in taking very need. X indicator value zero medical prior strong rare report a On go continue unmet continue that we're Most recognize

to Switching QTCs.

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for in potential sickle ZYNTEGLO we're Importantly, mentioned, directly X with ways. key as of the will efforts launch Andrew disease cell lovo-cel translate to the making

are physicians the treating and simply, First, the very same.

bluebird expectation the means activation will operational after because now to synergies. be shortly from treating our that We're is for Second, of QTC that to ready groundwork that weeks patients This an so for begin the the network will the we the be reduce QTC we doing months standpoint, really lead will time same. approval.

recognized established payers, way with the value approach leading carry and lastly, credibility agreements, our with forward. And being will we're as to our demonstration this already innovation with outcomes-based and

of continue eye most keep the to you as a starts including key important provide progresses. the launch, for will of Zynteglo metric starts. We patient an is the number We believe on updates patient number from launch metrics to on

for for the X on completed ALD family moment patient patients. for infusion first what March was cannot researchers Boston incredible XX, the and community. an And entire was SKYSONA, commercial overstate Children's collection For and has cell I Hospital. for completed this been and the his clinicians at this

who invested for and difficult in young is was pride all and to able It many, CALD all and the advocated, summarize years. and passion this the deliver by that is SKYSONA many milestone boy to for we have those options a treatment fought being disease, family. his to celebrated a devastating have

extremely of and and as way company. I'm conclusion, team our commercial proud the how therapy progress leading a gene of dedication we're the In

the Chris that, to I'll it over With turn financials. talk through to

Christopher Krawtschuk

and first gratifying you joined of Thanks, Bluebird in over back strongest in I'm in for the proud morning, to be the to position few bluebird this of November everyone. as company immensely has XXXX. gene Tom, company since us speaking November with in dedicated We had, get I point to good XXXX months. work publicly CFO now therapy the XXXX. bluebird's and emerged It's team stand past done the has the of since time we financial a our as

able our beginning extended XXXX, X the to November the sale our offering. X of our of has During including were able just actions and risk XX% fourth of net balance bluebird, equity to raise a cash restricted PRVs top market pleased XXXX, financing XX% with months we in I'm sheet been priority runway million cap we're into when our dilution. the our $XXX for of for quarter from our cash. provide proceeds near-term Retiring These and over

million that We at will looking in to options we as further. first opportunistic we track on and continue capital full launch year launch X $XXX remain sorry, to approved remain first-in-class extend prudently to guidance available I'm gene XXXX even when as of and is deploy We our lovo-cel burn our cash runway with patients. cash $XXX range prepare continue -- to million and for therapy our the and

premature in first provide May. QX The report our As anticipates line point top will to it's in at revenue its revenue company a reminder, and this results guidance commercial launches.

the Valley its touch Bluebird. to I'll Silicon briefly Lastly, Bank on and impact

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in the bluebird, of monitoring we have position financial health in of with banking a diverse for place For these remain controls and organizations. continuous strong relationships

cash in with Massachusetts. the letter $XX restricted hold in Street does the in lease However, Binney to the collateralized SVB execution our of credit XX sublease primarily approximately connection for of note, related million bluebird, of for Cambridge,

on work the provide when releasing we'll to cash, available. restricted updates they and as continue We and become

Andrew. turn that, it to With back I'll

Andrew Obenshain

for Thanks, time Bluebird. is us at Chris, walking really and thanks, through Tom, a exciting those It updates.

gene close sickle so first-in-class We with for CALD cell the launches, patients bringing showing are our to of beta disease. with individuals living therapy with thalassemia, and up and to X they're midst in

I'd and Richard for Tom invite questions. that, with me, And like Colvin to Operator? to join Chris

Operator

Jack [Operator Instructions] Allen question of And our the with first coming Baird. line from

Jack Allen

the first Great. course the congratulations updates. over my on the lovo-cel is quarter. guess progress And around the I question of

were Can that you suspension number around treated context provide patients process? the with some of the

is Or then of for to the FDA this And data? clarify, asking comparability just is existing discussion a additional data?

analogous finally, towards relates situations you point that comments? And then as to any it these

Andrew Obenshain

thanks the Jack, for questions.

cetera. might a asked... I -- your think in been with focused the So the CMC last switched on. question. go -- one, who other plants there's people general, on any you has are something can't of what There you of has Jack into to been it's But because et -- have plenty of FDA the of analogous that details been question your -- I the in here. gene report ones second terms manufacturing examples repeat sorry, regarding that, other was that -- The Can analogous I was -- therapy

Jack Allen

just here? of is was existing for Or to it The clarify, to responses? a FDA additional -- about asking discussion data second data question it as relates is

Andrew Obenshain

let me through data. provide We Well, line the our just time snapshot walk again. of a

how thinner request in more details now suspension a not They our the of of March that details getting we're about review. And data on them questions to were We on about patients the came right that hearing versus then early back now. in package the provided and and data about FDA that So many question January. into for with the package to for -- information. right package

Operator

question next Cowen. from line our the Yaron from And coming Werber

Brendan Smith

This what for you conversations how based just on thinking a early X guided is looking and really conversations little but what kind about now, recent SKYSONA to your ahead can kind tell And those do the months. know on Yaron. launch, drugs have around for Brendan what first think you reimbursement? I you're the kind maybe pricing and how potential ZYNTEGLO -- over bit about can us I of of you your thinking tell? it's really of lovo-cel quickly, here, guess

Andrew Obenshain

to to Tom like respond. over hand to that I'd Yes,

Thomas Klima

and for we of Yes, thank value price Clearly, been cost the the approach for quality the question. into some same impact obviously time. you to lovo-cel the working potential outcomes, took system for of ZYNTEGLO potential societal taking of savings lovo-cel improvements, of approach and health data-driven life take positive and we families. We've quite that assessing patients value consideration, clinical on will the the SKYSONA, to obviously,

through go will But you say I look what the give a Again, we little that. already might with on much to we'll process. them to working an payers like. talking too -- about early outcomes-based and probably agreement more detail bit that It's we are

of with ZYNTEGLO, outcomes-based a in population. that the was something population we'll Keep disease, with that in needs mind up that larger the And come sickle agreement with pretty straightforward. different cell meets

Operator

the from our Bank Jason next And of America. Gerberry coming with question line of

Jason Gerberry

just one follow-up, a Just point. on the regulatory

CMC response one from additional just kind a no this at And question. FDA there's for It's So of purely the point. work. commercial waiting then

centers Just within the rolling the gene of competing adopting context they're of presumably around if sickle time? cell, how would embracing out therapies you sort envision X and same

how Just thinking anything curious terms if process choose And one? in unique? that evolving? color that kind if might centers Any presents of you're of only about

Andrew Obenshain

part Jason, take over the of I'll the question, Tom. part second to that first hand

we now, hand agree we've waiting at are of then FDA terms submitted of that. put what We're the... make we've -- they complete this data believe together. in with response and to the that And to in over So sure for right Tom in hands confident I'll it their the we that package a It's point. for

Thomas Klima

thing think first Jason, question. today a Yes. will experience the out these treating that, believe we over therapies it's exclusive and therapy that on or have point feedback in into think be We I I to most other. advantage good And QTCs believe an that for one and we're start. year the a for with our head don't We that the -- we'll thalassemia will actively beta is patients important based translate to synergies. centers

like therapies. example, markets like you all of for like centers we'll -- CAR most all innovative especially T offer to If available available excellence other the at look market,

centers one anticipate wouldn't just of therapies. we the So offering

Operator

the coming Yanan Wells And question our line Fargo. next of with Zhu from

Yanan Zhu

for or if So on questions lovo-cel. raise of what the first type color questions was regulatory additional any that? on process have I wondering FDA what you did

Andrew Obenshain

ask data we some We're into did submitted those right responded more to have. data of ask not They we've we to that some we -- that now questions believe get details questions going and say. fully have the questions and to the the for

CMC from BLA we the really So we package the it's plus that data. pulled forward submitted, additional full

robust So it's a that submitted. we very package

Yanan Zhu

Got it. patients -- on then many gotten prior the to you here. it. ZYNTEGLO launch, ZYNTEGLO infusion questions days on have this at estimate estimate with to XX when rather for have first a might X How And regard manufacturing the verified XX or And their the Got of point. benefit any couple authorization occur? patient do starts, And still time? of

Andrew Obenshain

going I'm pass So to to over that Tom.

Thomas Klima

Yes. through pleased benefits authorization launch continue consistent how initiating moving We we to who are the patients of the phase. and really verification because are number volume We is prior going, see with to at now starts. a that was on launch to that of metric provided of the focusing moved we only thing it patient that indicator We've had demand. as really was the the and

through that moved collection process. the with actually those cell started have process So therapy that and

this we things will say strong the number With that to patients, morning by we're to that Boston we not we patient steady. that with are being and are many providing Children's, report patients providing infused. So be just continues about any how at the one, reported X going, because We quarter-by-quarter publicized SKYSONA very that but X how and feel did was on guidance Children's. updates. aren't Boston infused I that regard increase was

Andrew Obenshain

well. about then, question And manufacturing XX We time believe Yes. still XX asked to as that's the Tom, he days.

Thomas Klima

That's correct.

days. around it's for XX to And a SKYSONA, it's less XX bit ZYNTEGLO days. XX little For

Yanan Zhu

-- the with label it. you're towards submission. Got That's see. I working helpful. lastly, maybe the potential lovo-cel And label

are are to down confident go -- how get submit XX you I years to this you that age. package. I X I -- think patient a XX is could that greater a mentioned this BLA. And XX than is XX in label that range, with -- guess patients lovo-cel once it in that's think general, you the age of there you But NDA of the how age years

Andrew Obenshain

Yes.

So We're and split in not there's numbers but to for more than there. submitting the we XX right here, the get over. actual of patients X going into are

We have to make clinical studied benefit more want that? patient group you this Rich, well. group, as to this any comments there's do for

Richard Colvin

No. Andrew. No. Thanks,

We also have studied we and XXX have been there than just patients, what have X and Andrew them Study in XXX. more in said,

Yanan Zhu

Got it. Right. it. Yes. Got

That's helpful. Yes, got only it. the got I So XXX number.

Operator

line And our the of Corwin William coming from Blair. next question with Sami

Samantha Corwin

know verification for reasons who some not that received patients that or treatment. will previously, benefits just ZYNTEGLO patients authorization, treatment. regard to you're will as stated with you've I with there I if initiate proceed was data are curious, proceeding with I collecting any prior are but guess And

reach And a the the your then in QTCs able XX you able one are will second current to centers year? QTCs you in just current of reach And With hit be to many end on you goal to XX many by how if number the with patients your ZYNTEGLO. place, how place? of

Andrew Obenshain

Go Tom. ahead,

Thomas Klima

Yes, great question.

through to they're graduation be who benefits they a to not QTC the QTC for or life comprehensive reasons they And prior until they or a finding that. to but list like wait authorization and like should So we their closer the a both get want out want the live forward event choose an in state to could of -- to that is school patients process. part or go so where to won't they why. do going do different be monitor in is simple collect something their a get play verification a soon, as into information wait the start collect as therapy, today, on I and something it we with

completely of so what's -- seeing So fall at phase. lot speak, of second early of we're the in aren't type out but a least seeing funnel, to kind continuation the the reasons, more patients of part And we of the your question? second

Samantha Corwin

able how able are your reach current goal you'll QTCs centers? hit if your in to you place many How to to be patients reach with many of XX XX and

Thomas Klima

Yes.

QTCs. could our the in patients we first XX to we patients network U.S. And is the -- have XX access X,XXX Wave QTC which that the to feel who roughly QTCs, within XX QTC thought our fall XX initial We're our ultimately, patients. of That X reach we at get with to label. give X now about XXX goal QTCs. between and was would us our -- So

the the So end the year. of that's by ultimate goal

Operator

line Securities. with next SVB Mani our And the of coming from question Foroohar

Unknown Analyst

sickle between were This time on CALD differences We is provide patient cell and clarity Jenny thal, wondering start just Mani. if any for could forms on recognition. you between revenue and new disease beta on

And what any variables going drive are the differences that forward? if key so, would

Andrew Obenshain

to just Yes, the that's about over that let from -- and and manufacturing times start lovo-cel, revenue time the of getting turn until being recognition. ZYNTEGLO the to initiative Chris a it of I'll back we Tom to to drop SKYSONA the time so me of a over kind can about hand new patient the maybe just form just the go to the talk talk from

Thomas Klima

Yes.

ourselves a current building we we're but lot maximize for for launches up intentionally of so both set So in lovo-cel. synergies that success our

the So of going stuff very when get a becomes we're lot simple through to that the we -- now lovo-cel. operational

we and be able is to QTC manufacture. -- from collect time So same, release is XX believe the the for testing days SKYSONA. the but time don't roughly and assays cells We time the we on testing ZYNTEGLO average that that after XX for based weeks. yet. lovo-cel have onboarding cells and will we for do . The that we the the that XX time the we of we we of XX kind the we release will finalized time lovo-cel The those to back to shift the are to QTC on until to to get when feel days time reduce between turnaround X be ready majority

So tuned one. that for stay

very the the they to physicians. going same with how much same is operationally, treating But treatment enroll be for

cell their disease, SKYSONA learnings ZYNTEGLO keep are physicians getting get launch. they experience experiences the from So and already the those to in now so that the mind, sickle and as have we

talk revenue? Chris, And about to you want do

Christopher Krawtschuk

the with infused. recognition, we Thanks, revenue statements on to patients Tom. revenue in recognize financial And bluebird's Sure. respect

Operator

And our Dane coming line next James. from Raymond question from of Leone the

Dane Leone

Sorry some But really the just the there's history obviously, kind a bluebird it with the had just simply of the of again. to it specifically. discussion Can CMC that of team not has why break this rehash FDA -- with down you is past? what the a action your situation have that resolve corrective differences perspective, years technical to hiccups on from that here, communications actually you accepted of filing. really, you And of having the before to experienced in some an you've had take before versus

Andrew Obenshain

Dane, good over question. always ago. entire therapy Bluebird, seen The that has of on learning to And right? And the -- last years innovators, the the the couple of last space period, we couple pain. years, as a been you've through gene gone we've experience first

And both what have industry, is FDA CMC. mutual and understanding for in industry the the required matured therapy of terms gene the

we of we over years FDA X been last would how have what approach recipe do the over do, have the need couple with The it. of the need conversations in content the analysis been is conversation focused so And the and follow of what we And and it. we on constant years, how last we the to to dialogue submitted. about comparability that to the today

difference. that's So the

Dane Leone

assay work sorry to thought do you clear, that just no or any and it. for request additional to would that assays information perfectly rehash you There's be to have need suggestion in-house. there's a additional again, run So or

Andrew Obenshain

So predict okay. I cannot FDA, the

right? will are more right? FDA I them, come say I just can't, we the never not call one think -- to I data. back closer is, conference and will on of is -- things ask get that's but for BLA the working as trying additional As this been for confident extremely in We've are we corner see to think package plus together. package the been can. we've put we the we but on CMC that now, information. years every entire Really around We

of on I speak hearing bluebird have So for FDA. we is cannot think lot you're a the confidence. I side, the what

Operator

of the Wang with And question our next coming Gena line Barclays. from

Unknown Analyst

And Jiong for Gena. this on is from Shao [ Two ] us. questions

-- about ZYNTEGLO. infused with question first The is patient the

ZYNTEGLO collection first earlier your correctly, SKYSONA. for was remember I if than patient cell So

to XX ZYNTEGLO you patient if to with first days. in other we difference any time from line is the been factors about infusion the cell here? So XX, infused play XX have assume think about about Should collection maybe the time or

Andrew Obenshain

pass I'm respond. going to Tom to to that

Thomas Klima

Yes.

time the infusions. So or to ship part might time or number the the plan updating quarter-by-quarter control time public control can gets one don't by is SKYSONA infuse from the month-by-month time was talk of in they we We it back we back. Keep when the that QTC we on We Children's the on after quite cells is the a made cannot bit XX we mind that. on because the vein-to-vein days apheresis cells Boston did average and Hospital. is SKYSONA at that committed that. that our They a little you're to happy to yes, and track achieved being to But shorter. actually we publicized in commercially on QX, recognize right the lead bit it it time meeting. announced is and main difference a feel that the We XX infusion on had first ZYNTEGLO about in

progressed in SKYSONA, the mind that the And that's SKYSONA variable. one rapidly. keep So with boys

an to So there's much SKYSONA. treat more urgency with of

Unknown Analyst

the ask may question. I If second

directly QTC. from bluebird paid get is understanding my will So

the much pay to of master how can million to some they data the profit same QTC price to be bluebird? under want the the the to patient out discount per payer agreed get QTCs service what so of the So it, for agreement? example, for be Will and will for make to payment all $X.X discount what the out QTC did

Andrew Obenshain

ahead. Tom, go

Thomas Klima

the not drug. pay -- go they for of of commitment negotiate the procedure but your rate for understanding the prior price bluebird just QTCs payers' I'm receives the If cost through only correctly, the case through themselves. Yes. as drug the the authorization also they question the to process and a then securing or

us QTCs So with around information. the don't transplant. with information the procedure that information share they very and something the negotiate payers of around that usually But don't private and drug is show something that us.

So of do for bit therapies on that's they us, a but this. the an like unknown that side to

Operator

from coming of next question Luca the Capital. line from Issi our RBC And

Lisa Walter

This Lisa Great. is Luca. on for

here. ZYNTEGLO Just a on couple

can some patients you the had more add collections. cell if wondering color Just X on who

that X Or the online? if these more occur localized the currently doctors from in color patient handful collections coming geography? throughout at also QTCs a growing demand are -- could of more a more is coming this add what than on from U.S.? Is you the And this broadly the XX as well, of is Did are that you seeing? and

Thomas Klima

Yes, we're Wave centers we multiple we bring center that we questions. from as QTC early the see but Good board. on get continue QTCs, in confident from why X patients into won't are that each by Sure. bring QTCs. our up we Yes. we more the center, reported to X that's demand patient, And coming

the not But started as demand to have have coming be already QTC, they QTCs growing that only on treated. the new we So patients patients. each is bring existing from treating

to the both. So that answer is

really by the foundation with up for X XX of also and launch keep patients XX rapidly at to then sets cell XX the ZYNTEGLO, in lovo-cel the I plan was the us sickle mind, success start and And about and opportunity to end but grow between we disease. our that with QTCs roughly, year. maximizes lays and think, our also, for to and thought QTCs That

Lisa Walter

XXXX beyond cell. to expand for QTC to That's in quick cell launches helpful. centers sickle And XXXX? XX there Are just the one sickle already XX a then planned maybe on plans when potentially

Thomas Klima

learning and about -- patients patients patients cell disease 'XX. their Yes, our is goal and sickle get with by in that willing to both are it's between is we to would we're this to travel, QTCs the and What now, both treated some some Right what XX good closer but prefer to home. get XX to year beta-thalassemia with a end question. know

to bring at many to Our going for be how we'll But fair travel don't so we're goal probably beyond to not to we're XX we're XX, say than that on treatments have to that treatment. to with patients will not our It's very assume they but far the this commenting up ultimately right what higher XX to end now. time. growing

Operator

the question of with next coming Richter And Sachs. our Goldman line from Salveen

Unknown Analyst

is [Anabel] Salveen. for This on

questions. We X have

competitive light on are positioning one lovo-cel. about of thinking lovo-cel? of first delay, The In how you the this

you and do ex about be to quickly the opportunity. this be ready that? you then for think overlap to would would then And those think then U.S. needed cell? between sickle would year the you establish do think just that how much there QTC on When And that you're be ZYNTEGLO, going on

Andrew Obenshain

and take Tom. hand the it one last just to first I'll

got On radar patients are we the on U.S. the at the we in ex We on therapy getting our moment. now. U.S., the focused go U.S. right It's screen not to for Tom, are only ahead. the ex the therapies getting this launched, U.S. --

Thomas Klima

question sure. start to I'm your going Yes, with QTC first.

our QTC designed the that Our treat the -- but cell and to was way and therapy, network expertise in disease. QTCs also QTC beta -- cell have gene sickle we thalassemia both

centers. and to high going then of cell sickle of index Over the of our both that higher we're beta-thalassemia with be the patients sorry, those network concentrations answer believe that disease. grow we patients But ZYNTEGLO first, to -- have will is and I'm populations QTCs that have simple SKYSONA XXX%

competitive question, these this in but centers. your think is treatment already about I foremost competition we're the that point to earlier, first in the I I When think thing you out think and said

first advantage shift a with over lovo-cel. be advantage there slight done our even a so we and for line, in being time believe years, competitive a then over we for we've year. market And as the research first slight we'll have there the we've And that by seen

that very not line in shift to feel confident the we those is time So of either things. impact going

Operator

the Stanley. with And our Matthew next from line question Morgan of coming Harrison

Unknown Analyst

[indiscernible] This is on Matthew. for

patient of the on cadence you comment So can starts. the

after you happens not going to into converted to do for patients into we what maybe patient patient some starts, the So collection? starts it expect In -- should expect patients? starts? dosing dosed after how be other And words, takes long cell all like

Andrew Obenshain

Tom. ahead, Go

Thomas Klima

Yes.

a As cadence, authorization in verification come to obviously high-level a give process. far you and review, just benefits prior as a patient will consultation as . the start they for

SKYSONA. authorization As which And home. the on great through ZYNTEGLO weeks cell and they'll obviously, call, and recognize the about taking the noted I payers go back go value prior is their then X then process collection on is of average, the news

the I mentioned, in their they we when QTC for really cell up to collection ship to when then days infusion cells and is come between and as This the back treatment. and to decide patient XX -- it's and their XX back

kind your the process, But apheresis in now, that many committed focusing -- patients goes we're how us patient therapy. starts right we -- on that thoughts to average. patients wait they're give through we on because we last was once how question right of and now That part believe that the we before clear is to a less lot a until bit might little long on will more take treat the

cell But a So the focusing patient we're pull we go patients don't of out therapy fall out of why once starts. or they the funnel through collection. to on that's of lot anticipate

Operator

back questions Andrew further no Mr. time. any call Obenshain, showing closing I'm over to to remarks. like would And this at turn the now for I

Andrew Obenshain

and much, thank workflow several how joining in therapies morning. very I reiterate close of you, our to the manner. everyone, terms I bring pulling years wanted done and over to to completing actually you the of a just X BLA this what am timely we've getting last for this over in team to Thank patients and and proud X/X

So -- delivering a it on where finally decade. and had time mission -- for it is bluebird is over a the we

really, team. the of proud So really

you, thank everyone. So

Operator

gentlemen, and your for Ladies does conference you for participation. the conclude today. Thank that

disconnect. You may now

bluebird bio (BLUE) 29 Mar 232022 Q4 Earnings call transcript