Biotech "Tweets of the Week" for January 5-9, 2015
RIP S Scott:"You beat cancer by how you live, why you live, and in the manner in which you live." And one day soon with immunotherapy #JPM15
— David Maizenberg (@biologypartners) January 4, 2015
not only do I love $cemp 's drug, but I love that they are in chapel hill (my undergrad, med school and MPH almas). blue heaven
— biotechnicality (@biotechnicality) January 4, 2015
@JohnTuckerPhD I think any legitimate antibiotics company is worth owning. It pays to invest in areas where there is government support.
— Brad Loncar (@bradloncar) January 4, 2015
$ctix leveraging $cemp pr to issue it's own. Classy
— NathanAaron (@NathanAhron) January 5, 2015
If allogeneic
CAR-T is a winning play
Cellectis payday
#BioHaiku $ALCLS
— Don Shimoda (@zDonShimoda) January 5, 2015
mazel...indeed $BCLI
— zach (@zbiotech) January 5, 2015
@chasingthealpha wonder what the we-are-not-in-a-bubble crowd will say here. #Moderna
— Juan P. Serrate, DVM (@JPZaragoza1) January 6, 2015
$NBIX DB's Robyn K estimates 15-20% upside on positive Elagolix data while ~60% downside on a negative outcome.
— Andy Biotech (@AndyBiotech) January 6, 2015
Amazing. RT @zbiotech: $JUNO all you gotta do is fly a $KITE in the $BLUE sky for a $QURE and hope it doesn't $FOLD
— Caroline Chen (@CarolineYLChen) January 6, 2015
For those that struggle with biotech acronyms, the R in CAR-T stands for rippage ;-)
— Stan D'Andrea, Ph.D. (@stanleydandrea) January 6, 2015
Good for $SRPT @ianestepan
— 23aloha (@23aloha) January 6, 2015
$KBIO couldn't even find a subgroup in which 001-A worked. Don't see that very often in bioland.
— PropThinker (@PropThinker) January 6, 2015
Most bounces happen eventually. It's just a matter of how much you are willing to average down and how long you are willing to wait.
— DeadCatBill (@getbillasap) January 6, 2015
Usually I find twitter more entertaining vs useful, but today it cleared up a complex FDA regulatory question in about 10 mins flat. So...
— Drew Armstrong (@ArmstrongDrew) January 6, 2015
$AVEO restructures. Michael Bailey moves up to CEO from chief business officer. Former CEO Tuan Ha-Ngoc now chairman. Deck chairs. Titanic.
— Adam Feuerstein (@adamfeuerstein) January 7, 2015
Zafgen proves that you can tackle difficult indications with an intelligent clinical development strategy. Well done to all involved
— David Grainger (@sciencescanner) January 7, 2015
Sold $fold 8.56 from 8.18 buy yesterday.
— Festo (@Festo50) January 7, 2015
Seriously, 15 yeas of covering AdComms and I've never seen this much discussion of drug pricing - or FDA allowing it to continue
— Sue Sutter (@PinkSheetSutter) January 7, 2015
@Sport234a the post-ipo run up/collapse put the stock in dog house meanwhile these guys quietly continued to move the needle $DRNA
— Don Shimoda (@zDonShimoda) January 7, 2015
Bag holding some orex -10%...still think higher, patience. It's being weally weally quiet
— Randy (@lipscrl) January 7, 2015
In a 14-0 vote, #ODAC recommended that @US_FDA approve our proposed #biosimilar for all indications in US http://t.co/IKzBOHu04q
— Sandoz (@Sandoz_Global) January 7, 2015
Such strong pricing on the $ALDR secondary. Raised $177 million at $29.50 before the greenshoe.
— Brad Loncar (@bradloncar) January 8, 2015
$CYTR ssshhh wanna ring some ka-ching ? Buy when no PR's and sell when they issue one :-)
— Raj R (@rajramaswamy) January 8, 2015
@AF_biotech Problem for $BIIB is that people expected a clear signal which was big ask for a small phase II study.
— David Sobek (@dsobek) January 8, 2015
Anybody who says that statistical significance is not expected in a study is playing defense for a stock
— John Carroll (@JohnCFierce) January 8, 2015
kool-aid, compliments of DB
— zach (@zbiotech) January 8, 2015
Its like rinse and repeat for the $IBB FEB '14 carnage...
Low float massive moves
Blue Sky UG's
"Potential"
"If you look at it upside down"
— LifeSciencesMkt (@LifeSciencesMkt) January 8, 2015
Should all cos webcast their breakout sessions at #JPM15? We discuss with .@bradloncar, who's on a crusade, coming up on @StreetSignsCNBC
— Meg Tirrell (@megtirrell) January 8, 2015
Almost ready to go! pic.twitter.com/6dtsSEbs3r
— Brad Loncar (@bradloncar) January 8, 2015
That was a blast! Thanks to @megtirrell and @CNBC for raising the issue. You can track our progress here: https://t.co/ik0mOfki5p
— Brad Loncar (@bradloncar) January 8, 2015
$GWPH a 28 point range closing on the highs ...
— happycamper (@happyycamperr) January 8, 2015
@JohnTuckerPhD @DrEnologist @redacre but that is what we do. Try and make decisions on incomplete information.
— David Sobek (@dsobek) January 8, 2015
$BLUE was under $94 this morning. Someone was playing games w/ it this a.m. cuz look at it now at close to $98. Buy solid companies on dips!
— Sheff (@SheffStation) January 8, 2015
@adamfeuerstein $ANTM doesn't use $ESRX's national formulary. The 25M number $ESRX gave wrt the V-Pak deal never included lives from ANTM.
— Roy Friedman (@DewDiligence) January 8, 2015
@dcamtrades no worries man. Plenty of 2015 left to kick ass.
— TurboResearch (@TurboResearch) January 8, 2015
$KBIO CEO "retires"
— Colfax (@ColfaxCapital) January 8, 2015
$CNAT now 5s, down 43% in AH, another bio disaster for longs this week after $KBIO oops
— Amit Gupta (@amitp_gupta) January 8, 2015
$CNAT I bet lost at least $1 in value for the ridiculous complexity of the press release
— Dan Rosenblum (@sharkbiotech) January 8, 2015
$OTIC $86M offering
— Shane Blackmon (@shaneblackmon) January 8, 2015
@cobill23 @dsobek @redacre Do payers want the best for patients or the cheapest solution that is acceptably good?
— John Alan Tucker (@JohnTuckerPhD) January 8, 2015
$KITE Get ready for IP-geddon.
— Jacob Plieth (@JacobEPVantage) January 8, 2015
@adamfeuerstein yup
— Sally Church (@MaverickNY) January 8, 2015
Add $AGIO $BLUE to list of companies webcasting #JPM15 breakout sessions. Thanks for your support of investor transparency.
— Adam Feuerstein (@adamfeuerstein) January 8, 2015
FYI -If you get an email from a biotech company saying "Spots are filling up fast for 1-1s w/ us" for #JPM15, that means they are WIDE open.
— Jason Napodano, CFA (@JNapodano) January 8, 2015
ENOUGH EUROBIO PUMPING - we all like them and own them (or some) - but it can't be the subject of constant giddy tweeting. Pretty please?
— Alfredo Fontanini (@AF_biotech) January 9, 2015
Have you seen $KITE's chart lately? (sorry, couldn't resist) pic.twitter.com/WeZxstY2C5
— Brad Loncar (@bradloncar) January 9, 2015
Just when I think $KITE has to slow down… it rips some more.
— Bobby Shea (@robertcshea) January 9, 2015
$TTPH what a gansta!!! #Antibiotics Stocks will be hot hot hot this yr, at least have one in your biotech port, imo
— $$$ Money $$$ (@BiotechMoney18) January 9, 2015
$blue 100 dolla holla!!!!!!!
— Joshua B (@srqstockpicker) January 9, 2015
$AGEN nice day. I bought this in 2000 (split adj $250) when i was 15 years old, it WRECKED me. Learned a lot from that experience.
— Shane Blackmon (@shaneblackmon) January 9, 2015
@AndyBiotech innovation!
— Chris Morrison (@CT_Morrison) January 9, 2015