Stock Watch: The Mixed History Of Biotech Company Separations

Was Bluebird’s Split Accompanied By Premature Enthusiasm?

The path of spin-offs from loss-making biotech companies with weak investment propositions seems clouded with examples that often resulted in an appointment with the liquidator.

Andy Smith
ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS

When bluebird bio announced its plans to split into two separately listed entities, analysts were enthusiastic and social media commentators compared it to a different, recently well-received transaction. But previous biotech separations suggest that bluebird’s move could result in both winners and losers.

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