Here's my first video blog, and the rationale for 'why video'. Hope you like it. http://t.co/Wg5JnEcxvv
— Brad Loncar (@bradloncar) December 1, 2014
@bradloncar $BLUE $AGIO have made a bit of a habit of exceeding expectations on timing of data. Rewriting playbook for older public bios!
— Vikram Khanna (@VikramKhanna_) December 1, 2014
I wonder if someone would pay me $3.5B for Uncle John's Quiet Time Elixir. (Nyquil and bourbon.) $AVNR
— John Carroll (@JohnCFierce) December 2, 2014
$BIIB says BIIB037 showed dose-dependent reduction of beta amyloid from brain, saw statistically sig effect on cognition at 54 wks
— Meg Tirrell (@megtirrell) December 2, 2014
@megtirrell Anyone assigning a 50% prob to an Alzheimer's program is Clinically Insane. 25% may be the upper limit with 10% being reasonable
— Domani Capital (@AdaptToReality) December 2, 2014
@chasingthealpha It is not a delay. They are simply bayesian updating their filing expectations.
— David Sobek (@dsobek) December 2, 2014
$AVNR take out should stop the selling is smid cap biotech that started yest - 3.5B for an asset many didnt like will make people reassess
— Ian Estepan (@ianestepan) December 2, 2014
$AVNR sold! $17/share. Otsuka Pharma
— Bio Stocks™ (@BioStocks) December 2, 2014
RT @norcaljosh: chelsea, idenix, ambit, avanir, & intermune: serious M&A in biotech this year. all names biotwitter hated with a passion.
— avidresearch (@avidresearch) December 2, 2014
$IDRA #mofo exited one day early. But you know the world of trading. Discipline on average over time produces better returns.
— TurboResearch (@TurboResearch) December 2, 2014
ISI pounding table $BIIB's Alz data more important than people understand - solidifies long term thesis - should be up a lot more than ~6.5%
— Ian Estepan (@ianestepan) December 3, 2014
One of these days I'll wake up to news that $achn is halted and I'll go f'k why didn't I sell yesterday.But until then I'll continue to hold
— Pawcio (@pawcio2009) December 3, 2014
$KIN rushed into drug development, and you've now seen the result of that with one failed and one dropped product already.
— Brad Loncar (@bradloncar) December 3, 2014
@NathanAhron Maybe $PTCT can get reimbursement when they can clearly explain an MOA.
— BuyersStrike (@BuyersStrike) December 4, 2014
Every once in a while, a stop loss makes you look like a genius. $XOMA
— Emory Redd (@Emory_R) December 4, 2014
#GSK Restructuring Slashes R&D; #RTP to Take Brunt of Cuts | Xconomy http://t.co/0piYA4OItV via @xconomy $GSK
— Frank Vinluan (@frankvinluan) December 4, 2014
$XOMA Baker Brothers cutting their stake over last 3 days. Sold 2.37M shares, still hold 28M shares. You could tell it was trading horribly
— Shane Blackmon (@shaneblackmon) December 4, 2014
I've been out this morning for an appointment, but it seems the latest rumors are that $PFE is looking to buy everybody. $BMY $ACT
— Mandy Jackson (@ScripMandy) December 5, 2014
Crazy to think $CBST may only go for $7b(>$1B in revs) and $MRK spent $3.5b on $IDIX(no revs & nuke looking weak). Cubist should be offended
— Patrick (@chasingthealpha) December 6, 2014
BREAKING UPDATE: $MRK in talks to buy $CBST for ~$102/share cash, more than $8B equity value. Deal could come as soon as Monday: sources
— Meg Tirrell (@megtirrell) December 6, 2014
I don't have the stomach to buy and hold through all that insanity.
— BioBounce.com (@BioBounce) December 6, 2014