Biotech "Tweets of the Week" for January 12-16, 2015
Q: What's your main goal for #JPM15? A: To not get the flu. Note to meetings and friends: fist bumps only policy.
— Bijan Salehizadeh (@bijans) January 11, 2015
$SHPG to acquire $NPSP for $5.2B
— Meg Tirrell (@megtirrell) January 11, 2015
$FMI news coupled w/ inevitable $NVTA Adaptive IPOs should really set the stage for Dx 2015 outperformance. I still see more consolidation
— Vikram Khanna (@VikramKhanna_) January 12, 2015
Note to self, finish researching the week before JPM, not during the weekend.
— Dan Marks (@Festivus159) January 12, 2015
By the time I wake up there will only be 8 biotech companies left.
— Joshua B (@srqstockpicker) January 12, 2015
Biotech Heatmap during #JPM15 $IBB pic.twitter.com/pzGpEL8stQ
— Red Acre Investments (@redacre) January 12, 2015
$RMTI great move... never doubt the power of the near term catalyst
— BioBreakout (@BioBreakout) January 12, 2015
$CELG looking nice. $118 and we might see new 52 week highs soon.
— Rick (@Skipjackrick) January 12, 2015
. @TravisMKnight @vikuvarshu I haven't. I'm in $NLNK $ACAD $OPHT $MNTA and a few others. Riding this wave of biotech momentum.
— BioBounce.com (@BioBounce) January 13, 2015
Ligand partner Merck highlights BACE Inhibitor program (MK-8931) at JP Morgan conference; at 20:03 in webcast #JPM15 http://t.co/DX0QhL4vqV
— Ligand (@Ligand_LGND) January 13, 2015
Love people claiming one company's hypothetical CAR-T platform is more effective than another's hypothetical platform. No data, no problem!
— Skeptical PhD (@SkepticalPhD) January 14, 2015
Biotech exec's wife after he explains #jpm15 craziness: "So it's like sorority rush for nerds."
— Ron Leuty (@rleuty_biotech) January 14, 2015
So far $ACAD is giving the same presentation they were using a year and a half ago. Yep, that's how long the wait has been. #JPM15
— Brad Loncar (@bradloncar) January 13, 2015
the most bullish case for $SRPT's Etep with the FDA is that owning the stock has more negative side effects than taking the drug does
— Kid Dynamite (@KidDynamiteBlog) January 13, 2015
Was $SPY down today because no CAR-T program?
— PropThinker (@PropThinker) January 14, 2015
@Sport234a JPM15 buffer delayed selloff then reload for ASCO
— LifeSciencesMkt (@LifeSciencesMkt) January 14, 2015
$FOLD At current valuation, market is assuming FDA requests more clin data and US launch is delayed by ~2 ys. It all comes down to that now
— Juan P. Serrate, DVM (@JPZaragoza1) January 14, 2015
Biotech solidly green while the DJIA is down 240 points. #JPM15
— Brad Loncar (@bradloncar) January 14, 2015
Congrats to $etrm longs
— DeadCatBill (@getbillasap) January 14, 2015
$BLUE, $KITE, $AGIO the new Treasury Bonds....lol
— happycamper (@happyycamperr) January 14, 2015
In honor of @zDonShimoda today's Drop the Mic' bios: $ZIOP +55%, $FCSC +35%, $XON +31%, honorable mention to $TRIL at +13%
— DCam (@dcamtrades) January 14, 2015
1 thought that occurred to me this wk: If it's impossible to get backing for your #biotech idea, you might want to try something else
— John Carroll (@JohnCFierce) January 15, 2015
@PMatJPM15 Nonsense. Those generalists are how us specialists make money. Otherwise, we just stand in circle shooting each other #JPM15
— David Miller (@AlpineBV_Miller) January 15, 2015
@avidresearch that was the intention of buying XLV puts yesterday
— Joe (@GantosJ) January 15, 2015
Low conviction on arwr pozn...so sold them flat yesterday
— Randy (@lipscrl) January 15, 2015
I am officially in biotech taedium post coitum - meh
— Alfredo Fontanini (@AF_biotech) January 15, 2015
NBI-98854 in tardive dyskinesia was only the second drug to be given BTD that applies to the Division of Psychiatry. $NBIX #JPM15
— Brad Loncar (@bradloncar) January 15, 2015
Nomura" $GILD Payor negotiations focus on reducing access barriers, 2015 could be year Gilead returns to M&A, TP=$146."
— Tom Silver (@TomSilver39) January 15, 2015
Not surprising to see profit taking in CAR-T / GT names post #JPM15. Some are up 90% over past few months.
— Stan D'Andrea, Ph.D. (@stanleydandrea) January 15, 2015
$ADXS added to short, every single biotech getting killed, the highflyers lately $JUNO $KITE $SRNE It's coming.
— John Welsh (@johnwelshtrades) January 15, 2015
$TRIL explosive 860k float… old timers $ENMD esque? ….. long since $7.95
— @super_trades (@super_trades) January 15, 2015
@Frank_S_David Pharma is a big boy. You don't have to defend them. Having superior products will make you $. Being aholes will not
— daviesbj (@daviesbj) January 15, 2015
$CUR P2 data - whenever it comes (late Feb / early March) or if we have to wait all the way to AAN in April - will be huge IMO.
— Jason Napodano, CFA (@JNapodano) January 15, 2015
I went long $BIS at $43.85 with a stop-loss below $41.50. Shorting biotech as a group. Blog post to come. $IBB
— Chess (@chessNwine) January 15, 2015
My safety(?) stocks are $QURE $CEMP $TTPH, time to pivot
— Skeptical PhD (@SkepticalPhD) January 15, 2015
My port down a cool 10% today. Thats biotech investing. Live by the sword die by the sword.
— Bobby Shea (@robertcshea) January 15, 2015
funny that $ZIOP is down less that the other CAR-T players $JUNO $BLUE $KITE $BLCM
— Red Acre Investments (@redacre) January 15, 2015
@VikramKhanna_ do as i say, not as i do
— zach (@zbiotech) January 15, 2015
$PIP Announces $195M Court Award Plus Post Judgement Interest.
— Brandon Hayward (@VexTrades) January 15, 2015
@adamfeuerstein picking those 3 pre-conference is the equivalent of guessing all 6 numbers in powerball! $FMI $ZIOP $TKMR
— HumbleBioTrader (@HumbleBioTrader) January 15, 2015
Biotech has a voice again on @CNBC in a way it hasn't had since @MikeHuckman left. Mad props to @megtirrell #JPM15
— David Miller (@AlpineBV_Miller) January 15, 2015
Fast Money doing the Golden Age of Biotech. cc: @sharkbiotech @adamfeuerstein
— Helene Meisler (@hmeisler) January 15, 2015
@adamfeuerstein 5 minutes after the music dies.
— John Carroll (@JohnCFierce) January 15, 2015
@mcbio316 @bradloncar For what its worth I'd give $BMRN higher chance (US) approval in late '15/early '16 think both eventually approved
— Maurice (@MauriceOnTW) January 16, 2015
$KITE @gavparks Think it's a combined effect of this pricing talk (lower than what's in most folks' model) and general sector sell-off...
— Andy Biotech (@AndyBiotech) January 16, 2015
Took starters in $cur $tgtx $rprx today. Gotta buy something when market is down this much. Granted everything still looks vulnerable.
— Festo (@Festo50) January 15, 2015
$TGTX $BLUE $KITE $JUNO --> Had a massive runs-->Pull back expected, irritating but healthy. The sky is not falling.
— Eminatorus (@Eminatorus) January 15, 2015
@VikramKhanna_ I was just taking to people at jpm about that. I think at the very least market is same as 2014 but likely higher.
— David Sobek (@dsobek) January 16, 2015
$PTCT really hung in there today.
— CashRocket (@CashRocket) January 16, 2015
Cowen gives $icpt a buy rating & $420 PT.
— Joe (@Drchik23) January 16, 2015
$jnj pr's that it's forming an Ebola consortium. In reality it's getting €100M from govt and organizations
— NathanAaron (@NathanAhron) January 16, 2015
Is $KITE the most hated CAR-T player this morning for low-balling price? Or the smartest?
— Adam Feuerstein (@adamfeuerstein) January 16, 2015
.@MaverickNY @dougheuringaria We met the $ZIOP team! they shared their vision!! We're so impressed!!! (Now the secondary, please.)
— Jacob Plieth (@JacobEPVantage) January 16, 2015
Roche buys Trophos developing a drug for SMA may hurt $ISIS
— Dan Rosenblum (@sharkbiotech) January 16, 2015
@LifeSciVC Which would leave the veteran VC pace steady and the increase mostly new money. Which makes sense.
— John Carroll (@JohnCFierce) January 16, 2015
$CELG Oral OTEZLA Approved by the European Commission for the Treatment of Patients with Psoriasis and Psoriatic Arthritis
— Bio Stocks™ (@BioStocks) January 16, 2015
Growth hormone biotech Ascendis Pharma sets terms for $85 million IPO $ASND $IPO #IPO http://t.co/DvfP0xA5ha
— Renaissance Capital (@IPOtweet) January 16, 2015
$BLUE we scaled into the $97-97.50s s/s ideal trade is fade back red to $88-89s if I can have patience likely cover into washes along way
— Nathan Michaud (@InvestorsLive) January 16, 2015
@pennystocksusa @sfef84 been out of town, but was absolutely dying to short over 1.80 while sitting in a meeting
— DeadCatBill (@getbillasap) January 16, 2015
this is the kind of mrkt that can make u feel like an idiot or a genius...often in the same hour
— Don Shimoda (@zDonShimoda) January 16, 2015