Biotech "Tweets of the Week" for February 9-13, 2015Love, or snow, is in the air!
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$ABBV initiated at Sell by Citi, PT $48
— Bio Stocks™ (@BioStocks) February 9, 2015
Glad we cut $RGLS on 1/30. Holding thru data = risk. Biotechs provide enough gains in between events - don't give your profits back!
— BioBounce.com (@BioBounce) February 9, 2015
Infinity CEO Adelene Perkins: if a product fails, you will always have overpaid for it #truth #BIOCEO15 #bigdeals
— Lisa LaMotta (@BioWriterChik) February 9, 2015
@bradloncar isn't avastin a defacto generic at 15% price of lucentis?
— masterlongevity (@masterlongevity) February 9, 2015
earth to all Hep C investors
$GILD won, everyone else playing for scraps
— Dan Rosenblum (@sharkbiotech) February 9, 2015
Man I wish I didn't have a brain and could just long $MNKD!!
— DeadCatBill (@getbillasap) February 9, 2015
If you like $OTIC you'll probably like $OCUL. Similar stories
— PropThinker (@PropThinker) February 9, 2015
@DrPaulyDeSantis everyone and their mother wants to short $abbv now expecting a quicker humira cliff. Question is how crowded the trade gets
— David Sobek (@dsobek) February 10, 2015
We'll know personalized (precision) medicine has arrived when FDA regularly approves cancer drugs by target instead of tissue origin.
— David Miller (@AlpineBV_Miller) February 10, 2015
$SGYP Gary Jacob mentioned fully diluted market cap of $500m - I like when companies use the proper valuation metric. #BIOCEO15
— Rajesh Patel (@redacre_rrp) February 10, 2015
Milligan: Will prob take 6 yrs to exhaust initial grp of 1.6m pats. Then we'll tap groups unaware they have HCV, shld get tested #bioceo15
— Luke Timmerman (@ldtimmerman) February 10, 2015
$ALNY is largest biotech by market cap w/o an approved, revenue-producing product. 14th largest overall, per Credit Suisse. No risk there!
— Adam Feuerstein (@adamfeuerstein) February 10, 2015
$ANTH Terrible timing on my part. But definitely not a company to trust IMO.
— TurboResearch (@TurboResearch) February 10, 2015
$PFNX $51M upfront + up to $291M additional milestone payments. $HSP
— Bio Stocks™ (@BioStocks) February 10, 2015
$QURE talking pricing of Gene therapies any following $BLUE should pay attention #BIOCEO15
— Rajesh Patel (@redacre_rrp) February 10, 2015
$BAX will present interim #hemophilia B #GeneTherapy data at #EAHAD15 on Thursday, important read-thru to other players like $QURE $ONCE etc
— Andy Biotech (@AndyBiotech) February 10, 2015
$ALNY's John Maraganore talking at #BIOCEO15. "It always takes more money than you think but the rewards are amazing..."
— Matthew Herper (@matthewherper) February 10, 2015
Overheard at #bioceo15 MT @ldtimmerman Wall Street analyst asks $GILD whether its bad to cure people, BC you lose recurring sales.
— Matthew Herper (@matthewherper) February 10, 2015
I put a 'Buy' on $NBIX in June 2010 at $4.50 / share. I'm up 678% on the call. You can make money in biotech holding longer than 2 weeks!!
— Jason Napodano, CFA (@JNapodano) February 10, 2015
$tril now includes CAR-T as possible combination therapy... slide 19. I posted an abstract showing synergy from msk few weeks ago hmmm.
— Joshua B (@srqstockpicker) February 10, 2015
@bradloncar who said that? investors, or a public co looking to add CAR-T ?
— Colfax (@ColfaxCapital) February 10, 2015
$RPTP.. Close to falling under $9 here. Orphan drug company on radar.
— Sheff (@SheffStation) February 10, 2015
Back in $KITE and $JUNO - small positions.
— Chris Ahlstrand (@ahlstrac) February 10, 2015
$MGNX (bispecific's) + $IPH.PA (Nk cells) = $AFMD
— Don Shimoda (@zDonShimoda) February 10, 2015
$aavl wow what a run... congrats to those who had the guts to hang in and buy the
falling knife!
— Joshua B (@srqstockpicker) February 10, 2015
Negotiate from strength, $ACHN
— Adam Feuerstein (@adamfeuerstein) February 10, 2015
#ff for tweets from #BIOCEO15 @bradloncar @BioTerp @redacre_rrp @jayabacus @amitkjolly thx for all the feedback #teamwork
— Joshua B (@srqstockpicker) February 10, 2015
"Insurance models aren't set up to pay for cures. They're set up to pay for chronic disease," $PFE CEO Ian Read says at #BIOCEO15
— Meg Tirrell (@megtirrell) February 10, 2015
You know when you bid on something on eBay...realize you don't want it hoping someone else outbids you?
$DNDNQ Bidder drops out $VRX stuck
— LifeSciencesMkt (@LifeSciencesMkt) February 10, 2015
$ACAD CEO bold quote in Matthew Herper's excellent neuroscience story: "We expect to become the leading neurology company in the U.S."
— Brad Loncar (@bradloncar) February 11, 2015
$ISIS cites 30 drugs currently in dev't...i tally ~20 drugs as officially suspended, 2 drugs approved, and 1 pulled from mkt since inception
— zach (@zbiotech) February 11, 2015
9 4th biopsies so far, 2 more scheduled for march $SRPT
— zach (@zbiotech) February 11, 2015
$GILD TAF PDUFA date: 11/5/15.
— Roy Friedman (@DewDiligence) February 11, 2015
$IDRA what offering?!? +7%
— Bio Stocks™ (@BioStocks) February 11, 2015
Ok fuck it! I declare it in public so that I commit and I can no longer chicken out, I am working on starting a free CNS biotech blog.
— Alfredo Fontanini (@AF_biotech) February 11, 2015
if you bought $ESPR the day after the secondary in October you now have a triple
— Dan Rosenblum (@sharkbiotech) February 11, 2015
Out some $meip 4.70 from 3.74 avg
— Mahmissa (@Mahmissa) February 11, 2015
another large option trade today $EXEL Feb $2.5 Call; 2018 Contract Trade at Ask @$0.15 while OI 2779 calls . Share price now $2.36
— Joe (@GantosJ) February 11, 2015
Sanofi drops the axe on 100 R&D staffers in Boston reorganization
http://t.co/aYad09jMUo
— John Carroll (@JohnCFierce) February 11, 2015
The good thing about biotech is that for at least a few minutes a day, everyone gets a chance to be right. $BLUE $KITE
— Abby Nachtomi (@anachtomi) February 11, 2015
Sold all 5000 $AMRN at 1.18 for #zzporte profit of $1000, can't remember why I bought it @portefeuillefun
— Tony Friedman (@zzlangerhans) February 11, 2015
$inov will price at $27, according to @primaryshares Thx.
— Joe (@Drchik23) February 11, 2015
Fidelity is only charging a 90% interest rate to short $GENE. I need to long the shares just to loan them out
— DeadCatBill (@getbillasap) February 11, 2015
Dear Pharma: Please stop moving your operations to Boston. This city literally cannot support any more people to live here. Best regards.
— Jonathan Mandelbaum (@biotechbaumer) February 11, 2015
$exel mngmnt doesn't get a bonus for 2014. Good decision by board. Ceo still making 800k base salary though
— NathanAaron (@NathanAhron) February 11, 2015
$INCY nice growth of Jakafi revenues. Still needs more growth and pipeline data to justify valuation...ah,nevermind,valuation doesn't matter
— Juan P. Serrate, DVM (@JPZaragoza1) February 12, 2015
$THLD — 100% warrant coverage. And it’s a Jefferies led deal.
— Adam Feuerstein (@adamfeuerstein) February 12, 2015
$AMGN get an April ODAC for talimogene laherparepvec (most unpronounceable drug name ever). Wonder how it will go?
— Sally Church (@MaverickNY) February 12, 2015
Johnson & Johnson $JNJ Remicade Patent Claims Given Final Rejection - Bloomberg
— HumbleBioTrader (@HumbleBioTrader) February 12, 2015
.@NathanAhron $GENE is the new $LAKE
— BioBreakout (@BioBreakout) February 12, 2015
Nice scoop by @megtirrell. Sounds like Sarissa will likely try to oust Harvey Berger via a proxy fight. $ARIA http://t.co/sQsTVYEswA.
— Brad Loncar (@bradloncar) February 12, 2015
$PRAN Death spiral a/h
— S Manian (@DrSManian) February 13, 2015
$QURE $BAX $ONCE Worth mentioning there is room for multiple 'winners' in Hemo. B - among other reasons - b/c of difficulties w/ retreatment
— Zack (@BioTerp) February 13, 2015
$PRTK bullish engulfing today. Love it here with $23 stop for swing back to the 30's. Antibiotic play.
— CashRocket (@CashRocket) February 13, 2015
@Skipjackrick $GILD dumped before it went to a negative position. THis is ugly ugly action.
— Rick (@Skipjackrick) February 12, 2015
Bought 10000 $CYCC at 0.6 for #zzporte, more reverse merger bait? @portefeuillefun
— Tony Friedman (@zzlangerhans) February 12, 2015
Coming up on @CNBCFastMoney, we bring you a new regular Thursday biopharma segment -- Stock Therapy. Tune in!
— Meg Tirrell (@megtirrell) February 12, 2015
Prediction: $XON is/will be exactly like $OPK. Sophisticated money will avoid, even short, but Kirk devotees will prevail by sheer numbers.
— PropThinker (@PropThinker) February 13, 2015
@Festo50 impressive indeed. Multiple indications bodes well. Excellent CEO and management will attract more funds $CEMP my EOY '15 PT $50
— Raj R (@rajramaswamy) February 13, 2015
Check that...forget 142, you'll live to 173 @TIME and @BW ...media #longevity week H/T @bradloncar pic.twitter.com/v2OMKk7ZYu
— Eric Topol (@EricTopol) February 13, 2015