---
schema_version: "secwatch.filing_event.v1"
accession: "0001293971-24-000017"
form_type: "8-K"
ticker: null
cik: "0001293971"
company_name: "bluebird bio, Inc."
filed_at: "2024-05-03T23:59:59+00:00"
generated_at: "2026-06-02T22:58:16.464451+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# bluebird bio amends loan agreement due to financial restatement delays

## Summary
- Amended Loan and Security Agreement with Hercules Capital to revise monthly reporting metrics for March-June 2024.
- Extended deadlines for 2023 10-K and Q1 2024 10-Q filings; late delivery won't trigger covenant violation if deadlines met.
- Amendment stems from ongoing restatement of FY2022 and first three quarters of 2023 and 2022 financials.
- Company anticipates delays in filing both 2023 10-K and Q1 2024 10-Q due to restatement procedures.

## SEC filing metadata
- accession: 0001293971-24-000017
- form_type: 8-K
- cik: 0001293971
- company_name: bluebird bio, Inc.
- filed_at: 2024-05-03T23:59:59+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1293971/000129397124000017/0001293971-24-000017-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1293971/000129397124000017/blue-20240430.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001293971-24-000017
- JSON: https://secwatch.observer/filing/0001293971-24-000017.json
- Plain text: https://secwatch.observer/filing/0001293971-24-000017.txt

## Key facts
- Material Agreements
  bluebird bio, Inc. amended Loan and Security Agreement with Hercules Capital, Inc. valued at Amendment to Loan and Security Agreement to revise monthly financial reporting metrics and extend de (effective 2024-04-30).
  - Action: amendment
  - Agreement: credit facility
  - Counterparty: Hercules Capital, Inc.
  - Value: Amendment to Loan and Security Agreement to revise monthly financial reporting metrics and extend de
  - Effective: 2024-04-30
  source text: On April 30, 2024, bluebird bio, Inc. (the “Company”) entered into an amendment (the “Amendment”) to its Loan and Security Agreement (the “LSA”), dated as of March 15, 2024, by and among the Company, the several banks and other financial institutions or entities party thereto, as lenders (collectively, the “ Lenders”), and Hercules Capital, Inc., as administrative agent and collateral agent (the “Agent”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1293971/000129397124000017/0001293971-24-000017-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.