蓝鸟生物 2025年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period endedMarch 31, 2025OR☐TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromtoCommission File Number:001-35966__________________________________________________________________ bluebird bio, Inc. (Exact Name of Registrant as Specified in Its Charter)__________________________________________________________________ (339)499-9300(Registrant’s Telephone Number,Including Area Code) N/A(Former Name, Former Address and Former Fiscal Year, if Changed Since Last Report)__________________________________________________________________ Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d)of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and(2)has been subject to such filing requirements for the past 90 days.Yes☐No☒Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files).Yes☐No☒ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer”, “accelerated filer”, “smaller reportingcompany” and “emerging growth company” in Rule12b-2 of the Exchange Act. Large accelerated filer☐Non-accelerated filer☒ Accelerated filer☐Smallerreportingcompany☒Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).Yes☐No☒As of May9, 2025, there were9,792,458shares of the registrant’s Common Stock, par value $0.01 per share, outstanding. FORWARD LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements that involve risks and uncertainties, as well as assumptionsthat, if they never materialize or prove incorrect, could cause our results to differ materially from those expressed or implied by suchforward-looking statements. We make such forward-looking statements pursuant to the safe harbor provisions of the Private SecuritiesLitigation Reform Act of 1995 and other federal securities laws. All statements other than statements of historical facts contained in thisQuarterly Report on Form 10-Q are forward-looking statements. In some cases, you can identify forward-looking statements by wordssuch as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,”“project,” “seek,” “should,” “target,” “would,” or the negative of these words or other comparable terminology. These forward-lookingstatements include, but are not limited to, statements about: •our entrance into an Agreement and Plan of Merger (the "Merger Agreement") with Beacon Parent Holdings, L.P., a Delawarelimited partnership ("Parent"), and Beacon Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including our beliefs aboutthe potential benefits of the transaction contemplated by the Merger Agreement; and the planned completion and timing of thetransaction contemplated by the Merger Agreement (the "Merger Transaction"); •our plans and expectations regarding our commercialization activities for SKYSONA, ZYNTEGLO, and LYFGENIA, as well asany future approved products and the timing or success thereof, including expectations regarding our network of qualifiedtreatment centers;•the initiation, timing, progress and results of our preclinical and clinical studies, and our research and development programs;•our ability to advance product candidates into, and successfully complete, clinical studies;•our ability to obtain adequate financing to fund our operations and to execute on our strategy;•our expectations and projections regarding the sufficiency of our cash and cash equivalents to fund our operations;•our ability to establish and scale commercial viral vector and drug product manufacturing capabilities, and to ensure adequatesupply of our viral vectors and drug products, and our plans and expectations regarding our manufacturing activities;•the timing or likelihood of regulatory filings and marketing approvals for our product candidates and our plans and expectationsrelating thereto;•our ability to obtain adequate pricing an