Biotech "Tweets of the Week" for December 22-26, 2014
Hope no biotech PMs went and spent the bonus they thought they had on Friday...
— David Miller (@AlpineBV_Miller) December 22, 2014DB new peak $GILD HCV sales 12.5B from 16.5B, assumes new discounting of 35-40% from prior 18%
— zach (@zbiotech) December 23, 2014Now we know why $ACHN delayed results. Wanted/needed great data on ‘3102-Sovaldi combo from proxy study.
— Adam Feuerstein (@adamfeuerstein) December 22, 2014Data out for $RDUS $ACHN $SYN $CTIX and $BCRX FDA approval - what else am I missing? Oh yeah the $ENTA up 17% in PM on $ESRX $ABBV deal.
— BioBounce.com (@BioBounce) December 22, 2014New cardiac data from migalastat monotherapy Phase 3 Study 011 and
long-term extension Study 041 will be presented at $JPM $FOLD
— Ian Estepan (@ianestepan) December 22, 2014THIS! MT @michael_gilman: .@adamfeuerstein aggressive PBM deals like this might awaken consumers 2 outsize role as gatekeepers 4 med care
— Laura Strong (@scientre) December 22, 2014me-too drugs w/little CLINICAL differentiation are biggest at risk here...other unique assets will retain pricing leverage
— zach (@zbiotech) December 22, 2014so $GILD down ~$13 and $ABBV up $3 -> value of HCV market shrank by $14B according to net differences in market cap Thanks $ESRX
— Red Acre Investments (@redacre) December 22, 2014New blog post: My thoughts about a ridiculous take on biotech social media. http://t.co/MeHf14M2rD
— Brad Loncar (@bradloncar) December 22, 2014$IBB down almost 2%, $XBI basically flat... when u don't have revenues, drug pricing is less of an issue
— Don Shimoda (@zDonShimoda) December 22, 2014Exited 1/2 $ENTA at $50.20 from $31.70 bought 1/28, +58% or +$1850 on 100 shares
— DCam (@dcamtrades) December 22, 2014Sell-side analysts across the board are cutting their $GILD price targets; how long until they RAISE them for $ENTA?
— Roy Friedman (@DewDiligence) December 22, 2014@Sport234a Value wise, this has to be the biggest single day drop in $GILD hx: ~$20B; Among large-cap single day drop top 5 this century?
— Andy Biotech (@AndyBiotech) December 23, 2014The $GILD bulls mad about a Senator calling for "Govt" price controls are now mad about "free market" price controls. $ABBV $ESRX
— BioBounce.com (@BioBounce) December 23, 2014$CYTK receives $55M from Astellas, upfront + milestone + $10M purchase of common stock. Potentially $20M more to cover R&D expenses
— Juan P. Serrate, DVM (@JPZaragoza1) December 23, 2014@ianestepan shooting yourself in the foot is generally not the best strategy to win a race. $ABBV
— David Sobek (@dsobek) December 23, 2014@RNAiAnalyst But they're $1000 beans!
— John Alan Tucker (@JohnTuckerPhD) December 23, 2014jan could well be a very interesting time to see how many fast followers post $ESRX DB PBM expert sees it as no 1 priority at P&T committee
— zach (@zbiotech) December 23, 2014$XOMA nearing 52 wk low..
— Bio Stocks™ (@BioStocks) December 23, 2014$IBB Nasty #BeatDown ---> $GILD -7% $CELG -7% $BIIB -5% $VRTX -4% $AMGN -5% $REGN -6%
— TurboResearch (@TurboResearch) December 23, 2014$ACHN below 12. Delayed reaction but unless there;s some pharma really desperate will raise $ and need to run multiple combo studies
— j l (@lomu_j) December 23, 2014End of the year exasperating the biotech sell off. Bargains going into JPM if overall mkt doesn't sell off.
— avidresearch (@avidresearch) December 23, 2014Buying back half the $cldx I sold yesterday here.
— Festo (@Festo50) December 23, 2014sell offs in stuff like $ICPT $BLUE $VRTX shows you this is not all about pricing its also general #biotech panic
— Dan Rosenblum (@sharkbiotech) December 23, 2014Thanks for putting up w/ my bullshit in 2014. I hope I was a wee bit helpful & entertaining. The bio-Twitter community is thriving.
— Adam Feuerstein (@adamfeuerstein) December 23, 2014So take a bow. You guys make my job fun. I learn a lot from you. Thanks for sharing. Merry Christmas & Happy New Year. See ya in 2015.
— Adam Feuerstein (@adamfeuerstein) December 23, 2014"Bio-tourists" barfed today. #biotech.
— Mark Schoenebaum (@MarkSchoenebaum) December 24, 2014about time for $BIIB to buy $RCPT
— zach (@zbiotech) December 24, 2014its a bio frenzy today .. lol
— Dan (@danshep55) December 24, 2014Shorts as % of float: $insy (58%); $mygn (43%); $vvus $srpt $orex $exas $acrx ~35% each; $mnkd $amri $omed $amag $ziop $kyth $rptp ~30% each
— Joe (@Drchik23) December 25, 2014as w/anything biotech, risk remains...but $ACHN sits at 60% discount to the 2nd highest $IDIX bid (3.1B) and we know $ABBV was at the table
— zach (@zbiotech) December 24, 2014need a shower...been dumpster diving in the bio tax loss bin $ARQL
— Don Shimoda (@zDonShimoda) December 24, 2014Well I was actually thinking weeks or months when I said $SRNE would trade above $10, but hours works too.
— Brad Loncar (@bradloncar) December 24, 2014$BLCM looking forward to top-line phase I DOTTI data hopefully by YE 2014
— Zack (@BioTerp) December 24, 2014$ATOS first crap company to rip without AF here to take 'em down
— Shane Blackmon (@shaneblackmon) December 24, 2014@PharmDFoose I just changed one thing. I stopped anticipating trades. Just buy or short the price breaks.
— Rick (@Skipjackrick) December 24, 2014In an interesting sign of the times, looks like the $ARKG ETF also has its own Twitter handle. How investing is changing fast. @ARKgenome
— Brad Loncar (@bradloncar) December 26, 2014Wow a pr that's not negative and it's from $sppi no less
— NathanAaron (@NathanAhron) December 26, 2014Sold mack...+65%. Plenty of time to come back to this one
— Randy (@lipscrl) December 26, 2014@bradloncar everything is green except $SRPT. Why am I not surprised? PS: hot call to sell half $KITE for $JUNO. You are oracle of bio :-)
— Adam Singer (@AdamSinger) December 26, 2014Poeple need to understand $ABBV didn't just discount their drug. They signed an increased access deal.
— David Miller (@AlpineBV_Miller) December 26, 2014FWIW - random people at a Xmas party, who would ordinarily never know these things, told me they've been hearing about CAR-T in the news.
— Brad Loncar (@bradloncar) December 26, 2014$JUNO just keeps going up up up. Stock up 24% to more than $49 today
— Meg Tirrell (@megtirrell) December 26, 2014Over the weekend I might post some thoughts on $GWPH imminent cancer pain trial.
— Alfredo Fontanini (@AF_biotech) December 26, 2014@LombardCapital @bradloncar I'm slightly puzzled by $JUNO not pulling $KITE up with it.
— Bobby Shea (@robertcshea) December 26, 2014@avidresearch @BioTerp $CNAT clarified data in THEIR hands by year end. Announcement could be early '15
— PropThinker (@PropThinker) December 26, 2014$ABBV $ENTA $GILD 3 good Cos. w solid revenue generation and attractive valuation. Patients busting doors to get cure. Stocks I want to own.
— Bo Czernyk (@MDsearchlight) December 27, 2014@zDonShimoda @srqstockpicker 12/2013 financing @ $6.30 equiv. per unit which included warrants exercizeable at 8.40 equivalent. $TRIL.
— happycamper (@happyycamperr) December 27, 2014