Biotech "Tweets of the Week" for February 23-27, 2015Bubbly?
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"Data completely clean." -- comment from an investor long $RCPT who is in Barcelona to see RPC1063 ph2 colitis study presentation.
— Adam Feuerstein (@adamfeuerstein) February 21, 2015
my favorite line:
"the payment streams could be securitized and sold to investors, like consumer debt."
#RareDisease #CART #genetherapy
— Paul D. Rennert (@PDRennert) February 21, 2015
$VRX buying $SLXP makes perfect sense insofar as both of them cook the books.
— Roy Friedman (@DewDiligence) February 21, 2015
@srqstockpicker This wk $ESRX earnings & investor day, Janet Yellen's testimony, & this movie. Wonder which has biggest impact on biotech.
— 23aloha (@23aloha) February 22, 2015
.@bradloncar CAR-T, I-O combo's, TCR's, TILs, Bispecifics, Gene Therapy...great time to be a bio investor but even better time for pts
— Don Shimoda (@zDonShimoda) February 22, 2015
$ENDP $BDSI FDA Accepts NDA For BELBUCA Buccal Film For The Management Of Chronic Pain.
— Bio Stocks™ (@BioStocks) February 23, 2015
$BMY buys flexus for preclinical IDO, 800m upfront, potential 1.25B total
— zach (@zbiotech) February 23, 2015
@adamfeuerstein yup yup yup. good things happen when you do proper clinical trial development $CLDX
— Paul D. Rennert (@PDRennert) February 23, 2015
$MRK, $VRX, $BMY... a lot of deal activity today. Is it the $JPM meeting again already?
— Matthew Herper (@matthewherper) February 23, 2015
After $RHHBY's deal with $NLNK the $BMY Flexus alliance is another nail in the coffin of $INCY's non-exclusive IDO deal strategy
— Jacob Plieth (@JacobPlieth) February 23, 2015
$RIGL +46% on a preclinical partnership. Drink up, folks, the Kool-Aid is so refreshing.
— Adam Feuerstein (@adamfeuerstein) February 23, 2015
@avidresearch @JPZaragoza1 definitely FOMO
— Sally Church (@MaverickNY) February 23, 2015
@RNAiAnalyst Just an observation. See $srpt off top of my head. Many others.
— Festo (@Festo50) February 23, 2015
Whoa I just got a Jim Cramer retweet. How nice.
— Brad Loncar (@bradloncar) February 24, 2015
@dbsable I want to know what her thoughts are about CAR-T in solid tumors.
— Brad Loncar (@bradloncar) February 24, 2015
$IBB notes so self, Yellen is biotech kryptonite
— $$$ Money $$$ (@BiotechMoney18) February 24, 2015
$KPTI I slways liked $KPTI that it had ORAL drug working in Solid&Hema tumors. NOW it's showing signs in Neuro&autoimmune 100%owned LONGTERM
— dougheuring (@dougheuringaria) February 24, 2015
As FDA oct. guidance we will bring the data to the FDA ahead of the NDA filling, we are still on track for a mid year NDA filling $SRPT
— Joe (@GantosJ) February 24, 2015
Oh $AMPE. In Aug. results of Optina study were so promising had to stop trial early. In 10-k 'we'll get to data when we get a chance'.
— biotechtoreador (@biotechtoreador) February 24, 2015
$EXAS: Only 31% of patients who order Cologuard are returning the kit without a reminder call, according2 4Q14 CC.
— Roy Friedman (@DewDiligence) February 24, 2015
$CLDX secondary
— zach (@zbiotech) February 24, 2015
@DewDiligence @FoundationATCG good thing about that Roche deal!
— Matthew Herper (@matthewherper) February 24, 2015
@HumbleBioTrader I don't know if it gets there, but if it does I'd buy it too. BTD is big endorsement so this could be a quick bounce.
— BioBounce.com (@BioBounce) February 24, 2015
. @JoEPVantage @JacobPlieth Anyone concerned prices paid for preclinical I-O assets border on insanity? $BMY
— Adam Feuerstein (@adamfeuerstein) February 25, 2015
$PTCT @adamfeuerstein CS was among its early venture investors, has sold half holdings since IPO but remains one of the biggest shareholders
— Andy Biotech (@AndyBiotech) February 25, 2015
.@bradloncar held my nose (mngt, reverse merger, questionable early backers) and bot it...gotta bet on Rosenberg/TILs (data is data) $LBIO
— Don Shimoda (@zDonShimoda) February 25, 2015
$TRIL $LBIO What happens when a biotech company with intruiging science goes OTC -> Nasdaq...
— Zack (@BioTerp) February 25, 2015
$JNJ $NVS said to be interested in $PCYC
— zach (@zbiotech) February 25, 2015
$PCYC $IBB Just what the doctor ordered
— Stan D'Andrea, Ph.D. (@stanleydandrea) February 25, 2015
Biotech biz is "not for the weak, the timid, or poor," says $CELG's Golumbeski, but at least there's capital right now. #BiocomPartnering
— Caroline Chen (@CarolineYLChen) February 25, 2015
Thanks $PCYC! $IBB $XBI liftoff
— DCam (@dcamtrades) February 25, 2015
Please keep your hands and feet inside while the ride is still moving. $ARQL
— Don Shimoda (@zDonShimoda) February 25, 2015
$BMRN "expects to complete the NDA submission for drisapersen in April 2015." $SRPT
— Brad Loncar (@bradloncar) February 25, 2015
.@BioBS2012 @BioStocks If I were forced 2choose between $KITE and $BLUE, I would pick $ENTA.
— Roy Friedman (@DewDiligence) February 25, 2015
At 13:05 ET $CLRX announces closing of public offering.
At 16:08 ET $CLRX announces ANOTHER public offering.
— 23aloha (@23aloha) February 25, 2015
@Drchik23 With a long enough time horizon, I think it does but as they say the market can stay irrational than you can stay solvent.
— David Sobek (@dsobek) February 25, 2015
I wish I could have bot $ALKS dip yesterday, maybe I'll have a chance today.
— Alfredo Fontanini (@AF_biotech) February 25, 2015
$CEMP upcoming milestones. Still skeptical of this whole NASH thing. Feels so bandwaggon-y. pic.twitter.com/lo2slUjyOJ
— PropThink (@PropThinker) February 25, 2015
@pbmech $CLDX That's why the stock reversed hard after being up. Nobody going to buy at $26, if secondary priced @ $24
— HumbleBioTrader (@HumbleBioTrader) February 26, 2015
@bradloncar the best part about Drisa NDA submission in April, is that $SRPT longs get to see if FDA requires additional dystrophin data
— John Hall (@johnhallnj) February 26, 2015
At 13:05 ET $CLRX announces closing of public offering.
At 16:08 ET $CLRX announces ANOTHER public offering.
— 23aloha (@23aloha) February 25, 2015
$OTIC Submits NDA for AuriPro
— Bio Stocks™ (@BioStocks) February 26, 2015
Opco increasing $ptct pt to 135. Giving 150% odds?
— NathanAaron (@NathanAhron) February 26, 2015
$SSH spox says details on the interim will be public in March. Stats, powering, etc.
— PropThink (@PropThinker) February 26, 2015
$AMRN to introduce Vascepa made from "wild caught" fish vs "farm raised"
— LifeSciencesMkt (@LifeSciencesMkt) February 26, 2015
@chasingthealpha @bradloncar reeks of retrospective subgroup data mining
— Sally Church (@MaverickNY) February 26, 2015
@bradloncar My mentor once told me that if you need statistics to show that there is a difference, there is no difference...
— Ethan Weiss (@ethanjweiss) February 26, 2015
$cemp beasting
— Joshua B (@srqstockpicker) February 26, 2015
$LBIO is the only one of the cell therapy companies with proven efficacy in solid tumors. $JUNO $KITE still feeling their way
— David Miller (@AlpineBV_Miller) February 26, 2015
Seeing COMET data... Another example of the hazards of running P3s w/o randomized P2 data IN THE SAME POPULATION #GU15 $EXEL
— David Miller (@AlpineBV_Miller) February 26, 2015
$CYTX +62% ... $DARA may go that way..
— BioAlert (@biotrader4gain) February 26, 2015
$CLDN similar strength as yesterday, morning dip got bought again and hitting nHoD
— Amit Gupta (@amitp_gupta) February 26, 2015
@shaneblackmon took my losses on kbio and cycc awhile back. Just in ziop nviv tvix at this moment
— DeadCatBill (@getbillasap) February 26, 2015
$ONCE 61.50 Hod (updated)
- seeing more supply here
- if you've rode the move, may be prudent to assess
- great ride of $16
— Tom Wrigley (@WrigleyTom) February 26, 2015
$NVIV..$2.68 and looking to move higher on strong volume of 1m.
— Sheff (@SheffStation) February 26, 2015
@robertcshea took a stab based on fundies...was smallish position though. Usually not my game
— Randy (@lipscrl) February 26, 2015
@srqstockpicker buying the morning dip and selling the afternoon rip is the easiest trade going. Full discloure— I’ve never done it.
— Bobby Shea (@robertcshea) February 26, 2015
Worst postion to be in heading for weekend. SHORT $PCYC IMHO
— dougheuring (@dougheuringaria) February 26, 2015
So another BACE drug with safety issues? $VTAE
http://t.co/CR70QY7unM
— John Carroll (@JohnCFierce) February 26, 2015
$AEGR has to be perfect. 72M in cash including 25M loan but expects to generate +ve cash flow for FY 15. May need $ for short term
— j l (@lomu_j) February 26, 2015
@BioBreakout Yep, 2015 dead cat bounce = wait a week til you're sure it's dead, then wait another month or two til it's really, really dead
— Stan D'Andrea, Ph.D. (@stanleydandrea) February 26, 2015
very happy I avoided a spec in $RPTP (so far at least!)
Thanks @Sport234a
— happycamper (@happyycamperr) February 26, 2015
$ACST Here are the close details that I promised earlier . OUT at $0.6 today for +22%. Another great stock that keeps on giving. $$
— TurboResearch (@TurboResearch) February 26, 2015
Bought 150 $BLUE at 95.47 for total 400 #zzporte shares cost basis 70.95, I think we're both believers now @portefeuillefun
— Tony Friedman (@zzlangerhans) February 27, 2015
@psuvafan007 @dougheuringaria I think so. People assume since we have #hcv "cure" this'll be easy. Not so. Much harder disease 2 cure.
— Joe (@Drchik23) February 27, 2015
$ACAD JMP: The NDA submission remains on track for 1Q15 - NUPLAZID regulatory and pre-commercial activities advancing - PT from $31 to $50
— Captain Sequence (@CaptainFuture__) February 27, 2015
$BIIB Announce Positive Top-Line Efficacy And Safety Results From Ph.3 ALPROLIX Pediatric Study
— Bio Stocks™ (@BioStocks) February 27, 2015
Nothing profound from $SAGE. -689 (IV) and -217 (oral) will move into the clinic in late 2015. Cash at $127.8 million.
— PropThink (@PropThinker) February 27, 2015
$qure at roughly 400 million mcap has lot of room to run to even be half of $once 1.4 billion mcap. Ppl might be waking up finally
— Joshua B (@srqstockpicker) February 27, 2015