Cantor Fitzgerald analyst Alethia Young has an "increasingly positive" outlook on Global Blood Therapeutics' ongoing launch of Oxbryta after hosting an investor dinner with management. Further, the label expansion into younger children could be an upside to 2021 estimates and we might get an answer on the path forward in this group in the second half of 2020, Young tells investors in a research note. The FDA seems eager to work with the company to make Oxbryta available for younger patients, says the analyst. Young's thesis remains that Oxbryta will see meaningful uptake over the next 12 months once all the payer plans are in place. She reiterates an Overweight rating on Global Blood with a $105 price target.