Biotech "Tweets of the Week" for January 19-23, 2015Featuring: Stocking offering mania, State of the Union and "precision medicine"
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@BioBounce Number one flaw, ANTICIPATION of the direction of the trend.
— Rick (@Skipjackrick) January 19, 2015@PropThinker still nothing. Think about how many $$$$ want to invest in this space. $15B is nothing and float even less...
— NathanAaron (@NathanAhron) January 19, 2015$CPXX Receives Fast Track Designation For CPX-351 For The Treatment Of Elderly Patients With Secondary Acute Myeloid Leukemia
— Bio Stocks™ (@BioStocks) January 20, 2015@AndyBiotech this too will pass. Cure vs cost of chronic control deserve to have higher price tag.
— Raj R (@rajramaswamy) January 20, 2015I may be alone, but Biotechs look good for a short term move up here. $XBI $IBB both had nice intraday reversals today.
— BioBounce.com (@BioBounce) January 20, 2015$ARNA Belviq "savings card" program will decrease net product sales "by 35 to 45% relative to the $16.8 million" for 3rd Q ended 9/30/14
— j l (@lomu_j) January 20, 2015Wow those $arna sales by insiders were well timed...one of the biggest scams of the yr
— NathanAaron (@NathanAhron) January 20, 2015who is hungry for some dilution? $ARNA $XON $VSTM $PBYI ?
— zach (@zbiotech) January 20, 2015Wow those $arna sales by insiders were well timed...one of the biggest scams of the yr
— NathanAaron (@NathanAhron) January 20, 2015$SRPT downgraded to Neutral at Wedbush. Price tgt cut to $16 from $60. new analyst took over the coverage (Heather Behanna)
— Marc Lehman (@markflowchatter) January 20, 2015The follow-on offerings will be close to $1B today when you factor in $ALNY.
— Brad Loncar (@bradloncar) January 20, 2015Dumbasses, you're supposed to announce raises on the Friday before a holiday not the Tuesday after.
— BioTurdCEO (@BioTurdCEO) January 20, 2015$BMY Appoints Giovanni Caforio, M.D., Chief Executive Officer, Effective May 5; Lamberto Andreotti To Become Chairman >BMY
— Colfax (@ColfaxCapital) January 20, 2015Our dialysis unit has 0 patient on $KERX. Drug rep notified: unless drug price is competitive with phoslo, I am not prescribing it.
— Ralph (@StuckInStock) January 20, 2015I guess the people attending the "investor\equity conference" on monday bought into the $cynaf story.
— Festo (@Festo50) January 20, 2015$CEMP CEO "Investors wanted to put-in MORE money,capital raise was 4x over-subs", "we have a CCO (ex-J&J) who has done this before" :) $50+
— Ponty (@pbmech) January 20, 2015@binarypharmer @WilliamGerber1 @JPZaragoza1 $QURE Hemo. B trial should start and read out data before $ONCE per QURE analyst day + $ONCE S1
— Zack (@BioTerp) January 20, 2015— daviesbj (@daviesbj) January 21, 2015
And precision medicine language now.
#SOTU
— David Miller (@AlpineBV_Miller) January 21, 2015Haha $CRIS seems the 1st Co putting out a "Precision" PR after #SOTU last night
Curis and Aurigene Collaboration
http://t.co/vsphgYmaVT
— Andy Biotech (@AndyBiotech) January 21, 2015And the Hail Marys have begun... Not everything in #ImmunoOnc will pan out, folks
— Sally Church (@MaverickNY) January 21, 2015Think about it, if baby biotechs struggle w/ small molecules, what makes you think they will grasp the complexity of #ImmunoOnc? /facepalm
— Sally Church (@MaverickNY) January 21, 2015RT @cornel6m: $ALCLS down eu7 from 28.67. No coincidence at all. The lower it goes the more the buy back and the sooner the ipo listing.
— Zack (@BioTerp) January 21, 2015@adamfeuerstein her email must've been hacked
— zach (@zbiotech) January 21, 2015Death sentence? "Curis having responsibility for all clinical development, regulatory and commercialization efforts worldwide..." $CRIS
— PropThinker (@PropThinker) January 21, 2015$OCLS down 25% on offering...was it really upsized?
— Juan P. Serrate, DVM (@JPZaragoza1) January 21, 2015$PBYI offering, does that mean a sale isn't on the cards for a while? Could there be discrepancies on valuation...?
— Sasha Damouni (@SashaDamouni) January 21, 2015So according to my inbox, every biotech is working on "precision medicine" today. #SOTU
— Caroline Chen (@CarolineYLChen) January 21, 2015Biotech's are going to dilute their way into a bearish trend.
— BioBounce.com (@BioBounce) January 21, 2015There are hardly any PDUFA plays this year. The calendar is bare.
— Festo (@Festo50) January 21, 2015Yeah @happyycamperr $XLV up 0.14% while $XBI is -2.59% .. looks like $UNH $ACT & $AGN & $JNJ keep it floating today
— Joe (@GantosJ) January 21, 2015@biologypartners Yep. The circle of life but I am a little surprised we have caught so little of a bid when market came back,
— David Sobek (@dsobek) January 21, 2015Just to be clear: This is a bubble. We are in it. And life is great. #biotech
— John Carroll (@JohnCFierce) January 22, 2015@Festo50 I'm waiting for a 6 month review to buy that dumpage
— DeadCatBill (@getbillasap) January 21, 2015Looks like $XON came up short. They originally planned to raise $150M plus a potential 15% greenshoe. Only raised $101M gross so far today.
— Brad Loncar (@bradloncar) January 22, 2015$tgtx files 8k that they will start disseminating news on twitter
— NathanAaron (@NathanAhron) January 22, 2015According to @bradloncar there have been $2.5B in total 2ndary biotech stock offerings in past 2 days. Mass makes up about 1/3 of that.
— Don Seiffert (@BosBizDon) January 22, 2015$ARWR skies no longer blue for DB's Alethia Young. Downgrades to hold from buy, cuts PT to $7 from $20.
— Adam Feuerstein (@adamfeuerstein) January 22, 2015@bradloncar Right. I'm referring to biotechs in general, even such luminaries as $KITE.
— Roy Friedman (@DewDiligence) January 22, 2015"What correction?"
-$ACHN
— BioRunner59 (@BioRunner59) January 22, 2015@mikegoodma Desperation. Because they have nothing else.
— Brad Loncar (@bradloncar) January 22, 2015@dougheuringaria owning $CELG Is like owning a mutual fund of smaller, very promising biotechs $OMED $AGIO $BLUE $EPZM $XLRN on and on
— dougheuring (@dougheuringaria) January 22, 2015worst performers post offerings so far $AAVL (34%) $KPTI (22%) $STML (15%)
— zach (@zbiotech) January 22, 20153 million+ worldwide scripts for bicalutamide annually. 2007 Peak sales for $AZN were $1.26B Xtandi just crushed it head-to-head. $MDVN
— David Miller (@AlpineBV_Miller) January 22, 2015Some of these offerings placed with pretty weak holders, not LT specialists. If that's the new investor mix doesn't bode well when mkt turns
— Vikram Khanna (@VikramKhanna_) January 22, 2015Biotech sell-off lasted 30 minutes.
— Jeff Chmielewski (@JeffCNYC) January 22, 2015@JNapodano indeed bought more!
— Alfredo Fontanini (@AF_biotech) January 22, 2015Is $ESRX the Darth Vader of #biotech boom? Every time CMO speaks $IBB drops
— Thanos Maroglou (@thanosmaroglou) January 22, 2015@Drchik23 $XOMA has had upcoming data for the past year...
— BioBreakout (@BioBreakout) January 22, 2015Last day @cubistbiopharma. What a ride! Thanks to all current and former Cubes who made this the greatest work experience of my life
— Rob Perez (@robperez32) January 22, 2015@dougheuringaria owning $CELG Is like owning a mutual fund of smaller, very promising biotechs $OMED $AGIO $BLUE $EPZM $XLRN on and on
— dougheuring (@dougheuringaria) January 22, 2015@bradloncar @pbmech Huge market if effective tx for Ménière’s disease or tinnitus, both have monster impact on QOL. $otic
— 23aloha (@23aloha) January 23, 2015bit over 3.3B raised thru biotech secondaries in last couple wks
— zach (@zbiotech) January 23, 2015@Drchik23 do I hear 45%
— daviesbj (@daviesbj) January 23, 2015@adamfeuerstein @Sport234a It's shock waves from $KITE saying they would charge only $150k. Game-changing for all these companies.
— David Miller (@AlpineBV_Miller) January 23, 2015Bought a starter in $PFNX
— Ray Man (@RmanAudio) January 23, 2015$RMTI for what it's worth, I have an $8 short straddle on this. 20 contracts. +$8300 credit. Lets see what we have
— Rick (@Skipjackrick) January 23, 2015Earning Week: Tue: $AMGN $APPL $BMY $NVS $PFE $YHOO Wed: $BIIB $STJ $QCOM $VRTX Thur: $ALXN $CELG $GOOG Fri: $ABBV $IMGN $CVX $LLY $IDXX
— Tom Silver (@TomSilver39) January 24, 2015@OptionsHawk that $BMRN offering soaked up like a sonofagun, your PT may be too conservative :)
— tekcoRhsaC (@CashRocket) January 23, 2015@dsobek There are many poorly informed investors.Misjudgment of $ABBV mkt share due2 under-reported Rx's=major driver of $ENTA sell-off,IMO.
— Roy Friedman (@DewDiligence) January 23, 2015$NPSP $SHPG FDA approves Natpara.
— Adam Feuerstein (@adamfeuerstein) January 23, 2015Historical Data from @biocentury of #Biotech Follow-on Offerings in January: '15 4-5X of 20yr avg
HT @MarkSchoenebaum pic.twitter.com/shbuGfU3GR
— Andy Biotech (@AndyBiotech) January 25, 2015If anybody hasn't read @sethmnookin's "The Panic Virus" on how people became terrified of lifesaving vaccines, now would be a good time.
— Matthew Herper (@matthewherper) January 25, 2015