Biotech "Tweets of the Week" for December 29, 2014 - January 2, 2015
NBI's biggest 2014 gainers as the year draws to a close?
1. $AVNR (404%)
2. $AGIO (378%)
3. $RCPT (334%)
4. $BLUE (329%)
5. $ACHN (286%)
— Meg Tirrell (@megtirrell) December 29, 2014
And, NBI's biggest 2014 decliners:
1. $EXEL (-78%)
2. $AEGR (-69%)
3. $VVUS (-67%)
4. $IMGN (-60%)
5. $SNTA (-50%)
— Meg Tirrell (@megtirrell) December 29, 2014
Dang! $JUNO
— Bio Stocks™ (@BioStocks) December 29, 2014
$JUNO +4.5% Premarket Following 8-K Indicating Payment of $20M Cash, $1.6M Shares to Opus Bio as Conditions to Satisfy License Agreement
— BioBreakout (@BioBreakout) December 29, 2014
The rate-limiting factor becomes people/talent MT @pmarca: 13/Oversupply of capital means that any investable project can get funded. #stag
— Katrine Bosley (@ksbosley) December 29, 2014
$ABBV a little weak bc $MS says that $CVS unlikely to follow suit on the $ESRX deal... $GILD
— Ian Estepan (@ianestepan) December 29, 2014
Every time @CNBC has done a piece on biotech today, biotech stocks pull back...
— David Miller (@AlpineBV_Miller) December 29, 2014
@bradloncar When a newly IPOd small biotech becomes a household name, it may be a sell signal.
— Roy Friedman (@DewDiligence) December 29, 2014
Guess $tngn couldn't find any bidders even in this market. Sept retained Jefferies. Files for bankruptcy yesterday.
— NathanAaron (@NathanAhron) December 30, 2014
$CVS discount by $GILD isn't concerning, but another exclusive deal by $ABBV sure would be.
— BioBounce.com (@BioBounce) December 30, 2014
@Lhommeancien @bradloncar In my mind, the most interesting buy for $GILD would be $VRTX. Would give them a lock on another therapeutic area
— David Sobek (@dsobek) December 30, 2014
@bradloncar @newmem2001 You're in the unfortunate position of having had all your previous recs already double or triple.
— Tony Friedman (@zzlangerhans) December 30, 2014
Crossed a longtime personal milestone in my account today. Setting goals and working hard to achieve them is what keeps me going. Bar raise.
— Joe Prete, Pharm.D. (@JoeP450) December 30, 2014
$NDRM up ~200% on PK data; $NRX up 136% on QT study...
Crazy times... Every biotech company should put out PRs this week ;)
CC: @BioTurdCEO
— Andy Biotech (@AndyBiotech) December 30, 2014
Spark Therapeutics files for IPO under ticker symbol $ONCE. 2015 will be a big year for biotech. $BLUE $JUNO $KITE $AGIO $ONCE
— 23Chromz (@23Chromz) December 31, 2014
$ONCE It's worth noting that @ChildrensPhila owns 53% before IPO. Good example for other universities to be bold & retain value in spin-offs
— Andy Biotech (@AndyBiotech) December 31, 2014
@bradloncar @BioTerp $ibb is the next $qqq
— avidresearch (@avidresearch) December 31, 2014
MOFO! $NRX
— Bio Stocks™ (@BioStocks) December 31, 2014
$GILD, $ABBV, having pricing negotiations with other PBM to be announced next week? I say yes!
— HumbleBioTrader (@HumbleBioTrader) December 31, 2014
#NYE easy resolution - blast $MRK weekly on $twtr until they can figure out how to make BCG available for needy bladder cancer pts
— daviesbj (@daviesbj) December 31, 2014
I'll end 2014 holding $BLUE, $JUNO, $KITE, $TRIL & $ACAD in order of size. BLUE is 3-1 next biggest holding due to its epic December.
— Bobby Shea (@robertcshea) December 31, 2014
Some rather expensive lessons learned in 2013 and 2014. I think I'm a better trader for it though. Bring on 2015.
— Andrew Colburn (@AceOfSpades2007) December 31, 2014
Why we don't have more antibiotics.... pic.twitter.com/jtFnGjl4SD
— John Alan Tucker (@JohnTuckerPhD) January 1, 2015
Forgot to hit send on this earlier….for a fantastic 2014: S&P 500 +11.4%, DJIA +7.5%, Russell 2000 +3.5%, Nasdaq Biotechnology Index +34.1%.
— Brad Loncar (@bradloncar) January 1, 2015
Here is the wordle of my 2014 tweets, now you see how obsessed I am about DATA ;) pic.twitter.com/Mf7FPSe0Ru
— Andy Biotech (@AndyBiotech) January 1, 2015
@bradloncar @avidresearch @BioTerp I like the sentiment - that means we're all "Ahead of the Curve" :D
— Red Acre Investments (@redacre) January 1, 2015
"These are the days of miracle and wonder… Medicine is magical and magical is art."
$IBB $XBI
— 23aloha (@23aloha) January 1, 2015
@bradloncar @Sport234a nothing is far from #ipo if flex can go public when it didnt exist 12 month ago
— Dan Rosenblum (@sharkbiotech) January 2, 2015
US biotech's resilience in 2014 pic.twitter.com/vCm2UwPefU
— Jacob Plieth (@JacobEPVantage) January 2, 2015
U graduate as biotech investor when ur stocks don't worry about SA articles :)
— Ponty (@pbmech) January 2, 2015
Stem cells always leverage on irrational exuberance - it's a beautiful field, mighty complex, but sold to the public as Lorenzo's oil!
— Alfredo Fontanini (@AF_biotech) January 2, 2015
All these recent high flying biotechs can correct a lot more than people think very quickly.
— Festo (@Festo50) January 2, 2015
Biotech Data in Jan '15
$BMY CHECKMATE017
$BIIB LINGO
$ACOR rHIgM22
$NBIX Elagolix
$GWPH Pain
$KBIO CF
$XNCR Asthma
$DYAX HAE
ALS $BCLI $CUR
— Andy Biotech (@AndyBiotech) January 2, 2015
@chasingthealpha When they figure out their drug delivery problem.
— David Miller (@AlpineBV_Miller) January 2, 2015
2015 Soothsayers out in force on twitter this morning. Predicting remainder of year based on 2 hours of trading
— Stan D'Andrea, Ph.D. (@stanleydandrea) January 2, 2015
@AlpineBV_Miller @CNBC @stephenLweiss yes but pretty easy to diversify on big biotechs via funds & still get good return $FBIOX
— Ben Zhao (@ravenben) January 2, 2015
Sold all my $zgnx at 1.43 from 1.18 for +20% (entry on 12/10)
— DeadCatBill (@getbillasap) January 2, 2015
@PropThinker After two micro-craps (er caps) going up 100% to 200% on PK/PD data, why not bid up $CNAT
— David Sobek (@dsobek) January 2, 2015
@Paperboy2009 thank you (blush) ... I know $BLUE better than $AGIO but these days nothing is cheap.
— Alfredo Fontanini (@AF_biotech) January 2, 2015
@MDsearchlight When you're ready 2 throw in the towel, usu a sign bottom's in? $gild also has huge buyback program & money 4 M&A.#flipside
— Joe (@Drchik23) January 2, 2015
Writing first V-pack for harvoni rejection case $gild $abbv
— biotechnicality (@biotechnicality) January 2, 2015
Bought 334 $TRIL at 9.96 for total 1500 #zzporte shares cost basis 13.25 @portefeuillefun (old trades under tag $SCTPF)
— Tony Friedman (@zzlangerhans) January 2, 2015
So are we going to see any M&A headlines next week ahead of #JPM15? What do you think?
— Brad Loncar (@bradloncar) January 2, 2015
Anyone going to follow Brent Saunders around #JPM15? $ACT FRX
— Tyler (@TylerHCanalyst) January 2, 2015
$FOLD grinding higher into clinical updates at #JPM15
— Juan P. Serrate, DVM (@JPZaragoza1) January 2, 2015
@given2tweet Sure seems like data is only action now -- no speculation. Tough watching preclin biotechs go wild.
— .5wit (@Gdubya1) January 2, 2015
If you were to fly a $KITE into the $BLUE sky with your dog $JUNO it would have been a good 2014. Some of you understand :-)
— Adam Singer (@AdamSinger) January 2, 2015
@ChillzTrading $BCLI - thank you, sir!! ..i've been posting on IHUB since the pps was $3.80 - $4.00 area
— kei (@keitrader) January 3, 2015
$BLCM @AF_biotech PhI DOTTI data guided by YE14 in S-1; but don't think they will release anything before quiet period expiry(around #JPM15)
— Andy Biotech (@AndyBiotech) January 3, 2015
@CashRocket got long $TGTX and $DRNA this AM, most interested in adding $ACAD in the near-term due to its blockbuster potential.
— CashRocket (@CashRocket) January 3, 2015
@chasingthealpha Think the real question is why is $AGTC even at $350M for essentially a preclinical company... CC @AF_biotech
— Andy Biotech (@AndyBiotech) January 3, 2015
We would be doing a disservice to the field and to us retail investors if we expected a second $blue from retina in 2015
— Alfredo Fontanini (@AF_biotech) January 3, 2015
The world would be so much better if we all remembered that it's easier to be wrong about something than to be right.
— Matthew Herper (@matthewherper) January 3, 2015
$MRK Catalysts 1H15 TECOS outcomes readout.anacetrapib 1st interim analysis in 1H15; Phase 2/3 KEYNOTE-10 lung cancer &closing of CBST 1Q15.
— dougheuring (@dougheuringaria) January 3, 2015
@avidresearch Coming this week.
— Adam Feuerstein (@adamfeuerstein) January 3, 2015