Biotech "Tweets of the Week" for March 2-6, 2015BTK Buyout Bonanza
Featuring: $CLDX $OREX $CUR $TGTX $TKMR $ABBV $PCYC $SGYP $BMY $ZGNX $BLUE $ACHN $SSH $CNAT |
|
@AdamSinger People first, science a close second always! Dumb business people can squander the best science, and smart people the opposite.
— Brad Loncar (@bradloncar) February 28, 2015
I'm fine, incidentally, w/ mgmt talking to analysts & shareholders 1:1 -- as long as the shares can't trade between convo and public call
— David Miller (@AlpineBV_Miller) February 28, 2015
@bradloncar @Superrfly Even GNVC admits they don't know how/if/when results will be communicated.
— PropThink (@PropThinker) March 2, 2015
$ZGNX a bit surprising that short position has not been reduced at all recently. UNLESS short know something we do not, possible of course.
— WiseRguy (@wiseRguy1971) March 2, 2015
@bradloncar Whatever these prices start at, they're likely going to get carved up fairly quickly.
— John Carroll (@JohnCFierce) March 2, 2015
@HumbleBioTrader Congrats. $CLDX is a good example of how strong pricing can be a good thing. Market is helping too.
— BioBounce.com (@BioBounce) March 2, 2015
"What big Pharma needs is good molecules, and we're not afraid of paying for good molecules," says Safique Virani of Roche. #CALBIO2015
— Heidi Chokeir (@BiotechHeidi) March 2, 2015
$SLXP reports an SEC investigation in 10K. via @business
— Caroline Chen (@CarolineYLChen) March 2, 2015
$psti data is preclinical folks...can't tell by the headline...
— NathanAaron (@NathanAhron) March 3, 2015
$QURE 250m shelf
— zach (@zbiotech) March 3, 2015
"@adamfeuerstein: Oops! --> $OREX Released Interim Data Without Approval Of Trial Leaders http://t.co/yPWZmbaxDw via @Cardiobrief"// 8.35
— Tom Wrigley (@WrigleyTom) March 3, 2015
$OREX Small N, Big S (for stupidity)
— happycamper (@happyycamperr) March 3, 2015
$OREX says it was "necessary & appropriate" to share trial data to make info published by USPTO available to all investors - via @business
— Caroline Chen (@CarolineYLChen) March 3, 2015
The whole $OREX situation is OTC level stuff. Hopefully traders made $$ & moved on from it. 95m shares traded should have allowed for it.
— Sheff (@SheffStation) March 3, 2015
Lechleiter: biggest prob in biopharma R&D is that 2/3rds of drugs fail in Ph.2. Failure most often due to lack of efficacy #CEDLSC15
— Luke Timmerman (@ldtimmerman) March 3, 2015
@bradloncar @Reuters_Health seriously.
— David Sobek (@dsobek) March 3, 2015
. @princetongb more proof $CUR credibility is suspect. Legit CEO would not make comments like that w/o disclosing real study data.
— Adam Feuerstein (@adamfeuerstein) March 4, 2015
So, I can make it official. I start trading full time in 3 more weeks. After 14 years in the Pharma industry I'm making a career change
— Rick (@Skipjackrick) March 4, 2015
the $XON story: apples, salmon, cows, gas to liquids, CAR-T. what am I missing? the real question, how should that $5bn mkt cap divided up
— Chris Ahlstrand (@ahlstrac) March 4, 2015
RT @adamfeuerstein: $CYCC priced 10m shares at $1 // #fugly lol!
— Bio Stocks™ (@BioStocks) March 4, 2015
$GNFT in talks to sell company, per BBerg. In front of really important NASH data? Another $PTCT situation? Hmmm
— Adam Feuerstein (@adamfeuerstein) March 4, 2015
@bradloncar @matthewherper @adamfeuerstein - In #biotech, sometimes it's hard to tell #Poison from #TheCure pic.twitter.com/boBpLEz884
— Big3Bio:Boston (@big3bioBOS) March 4, 2015
$TGTX IO deal....with checkpoint therapeutics (newly formed subsidiary of $CNDO)
— zach (@zbiotech) March 4, 2015
One sector is pretty much entirely responsible for Nasdaq 5000. This remarkable @jdmarkman chart shows who
$QQQ $IBB pic.twitter.com/11ryDrE7hs
— StockTwits (@StockTwits) March 4, 2015
Woww $BMY - FDA approves Opdivo for Advanced Squamous NSCLC
http://t.co/9j2ITzmDxy
3.5 months ahead of PDUFA 06/22/2015! via @AndyBiotech
— Joe (@GantosJ) March 4, 2015
@Ogut_Ozgur yup its pretty amazing.. and its actually benefiting humans
— Colfax (@ColfaxCapital) March 4, 2015
Took a starting position in $SGYP. P3 data in Q2-3.
— Ray Man (@RmanAudio) March 4, 2015
$VNDA 'high placebo effect', 'subset analysis'...what more you need?
— zach (@zbiotech) March 4, 2015
@biostocks So you can have a company and still be at the Proof of Concept stage? Sign me up!
— Michael Torres, PhD (@Mykalt45) March 4, 2015
Time for Astellas to step up and buy out Xtandi/ $MDVN. $JNJ has set the marker
— Vikram Khanna (@VikramKhanna_) March 4, 2015
Biotech M&A is transcending concerns of global macroeconomic weakness. $IBB
— HumbleBioTrader (@HumbleBioTrader) March 4, 2015
$TKMR fully diluted share count after completion of merger is 49,657,061…also seems like # of days I've owned this one.
— Kevin CCC (@kevinccc) March 5, 2015
$BMY at 14-year high.
— Roy Friedman (@DewDiligence) March 5, 2015
The assumption that we have nothing more to learn from biology could not be further away from the truth! #DROS2015
— Lucas Hemmer (@Stop_Hemmatime) March 5, 2015
Holy smokes. $ABBV swooped in to buy $PCYC
— Caroline Chen (@CarolineYLChen) March 5, 2015
$ABBV to buy $PCYC for $261.25/share: 58% cash and 42% stock
— Andy Biotech (@AndyBiotech) March 5, 2015
I love this sector. $ABBV $PCYC
— Brad Loncar (@bradloncar) March 5, 2015
Even w/ potential for Ibrutinib highlighted in today's post, $21 Billion for a cancer drug is crazy. Had to rub eyes thinking it was a typo
— Sally Church (@MaverickNY) March 5, 2015
That's what's called a scarcity premium. Many buyers but few legit Biotechs with clear line of sight to blockbuster revenues
— Vikram Khanna (@VikramKhanna_) March 5, 2015
$ABBV $PCYC $21B = [ $RCPT + $CLVS + $BLUE + $RARE + $ESPR ] x 60%+ premium
— Andy Biotech (@AndyBiotech) March 5, 2015
Despite new CCO, 1 drug pipeline, Scientology CEO, COO selling $3M sh in Nov, bio bubble, too expensive MCap, etc,etc, $PCYC goes for $21B.
— Joe (@Drchik23) March 5, 2015
Let’s not forget $JNJ in all this excitement. Kudos to them for knowing when to stop. $PCYC $ABBV
— Mark Lansdell (@DatamonitorMark) March 5, 2015
$ABBV deal for $PCYC "one for the record books," RBC's Yee says; "proves scarcity and high premium M&A value for 'big drugs' in biotech"
— Meg Tirrell (@megtirrell) March 5, 2015
$ARWR acquires Novartis RNAi portfolio
— Zack (@BioTerp) March 5, 2015
Many skeptical of $CLDN here. Plan to hold my shares thru data.
— avidresearch (@avidresearch) March 5, 2015
$NVS bet big on $ALNY back in 2005, but abandoned RNAi last spring. Today's fire sale of assets won't help the RNAi field at all.
— John Carroll (@JohnCFierce) March 5, 2015
Can take it off now for quick +10% gainer RT @CashRocket $ARWR nice reversal candle, plunked on top of the 50EMA/#VSB dot.
— CashRocket (@CashRocket) March 5, 2015
. @Sport234a @hydrogenblimp Exactly, $ABBV could buy $BMRN $RCPT or both tomorrow. Who knows?!?!?
— Adam Feuerstein (@adamfeuerstein) March 5, 2015
@BioTerp That's the thing. Companies can do much deeper DD than investors can
— Stan D'Andrea, Ph.D. (@stanleydandrea) March 5, 2015
I am no trading genius at all (AT.ALL) but $TKMR at 17/18 was a gift.
— Alfredo Fontanini (@AF_biotech) March 5, 2015
All out of $ZIOP thanks to @OptionsHawk for the free heads up on Options action
— LifeSciencesMkt (@LifeSciencesMkt) March 5, 2015
Is this the one time in $CTIC $2 BILLION burning history where it is actually "different this time"? Good luck with that.
— David Miller (@AlpineBV_Miller) March 5, 2015
$BLUE approaching the highs
— Amit Gupta (@amitp_gupta) March 5, 2015
Poor $ACHN. Horrific day.
— CashRocket (@CashRocket) March 5, 2015
If you have the data and the unmet need, u will get top $$ in biotech $PCYC $ITMN prime examples
— avidresearch (@avidresearch) March 5, 2015
@stanleydandrea Complete opposite of last March eh?
— DCam (@dcamtrades) March 5, 2015
@AdamSinger yes amazing science. People are now thinking of cures rather than treatment. That is why I love gene therapy so much
— Joshua B (@srqstockpicker) March 5, 2015
what a day...
— Juan P. Serrate, DVM (@JPZaragoza1) March 5, 2015
@srqstockpicker Sigh I've unfortunately become more immuno-onc focused in both the lab and investing, don't know what I've become haha
— Skeptical PhD (@SkepticalPhD) March 5, 2015
@pick1998_2 If bad it will print new All Time Low ... trade it wisely
— Joe (@GantosJ) March 5, 2015
Interesting tweetstream today at #FOGM15 for those interested in how genomics is changing medicine.
— Luke Timmerman (@ldtimmerman) March 5, 2015
A lot of "overvalued" bio's suddenly looking cheap now that mrkt is grading on ABBV/PCYC curve
— Don Shimoda (@zDonShimoda) March 5, 2015
$CNAT CMO resigning as of apr 2
— zach (@zbiotech) March 5, 2015
$ABBV is the value destroyer of biotech: single-handedly closed the tax inversion loophole,introduced price wars, boosted acquisition prices
— Gene (@genefj) March 5, 2015
The Street wakes up to $GERN
— S Manian (@DrSManian) March 5, 2015
Feeling pretty good since there cannot possibly be any more random, out of the blue bullshittery to take $achn lower until data #greenshoots
— BioRunner59 (@BioRunner59) March 5, 2015
$CNAT - maybe the CMO just wanted a change of pace y'know?....#notreally
— Red Acre Investments (@redacre) March 5, 2015
$orex longs - you can get 2 $NVIV shares for 1 orex share. This is a limited time offer.
— DeadCatBill (@getbillasap) March 5, 2015
$21B $PCYC acquisition returns more cash to public market investors than all the cash invested into all Biotech IPOs in aggregate since 2012
— Bruce Booth (@LifeSciVC) March 5, 2015
@LifeSciVC true but then that would make $abbv a Pharma company with a VC business plan. I'm surprised you would like that approach. ;)
— David Sobek (@dsobek) March 5, 2015
8PM EST and $OREX finally stopped going down =}
— LifeSciencesMkt (@LifeSciencesMkt) March 6, 2015
$PFE is doing an amazing job of staying quiet on deal action -- Hospira and now $PCYC as @WSJhealth is reporting they were 3rd bidder.
— Caroline Chen (@CarolineYLChen) March 6, 2015
$AMRN $52.8 Million Private Placement.
— Bio Stocks™ (@BioStocks) March 6, 2015
$SSH places heart failure device study on temporary halt. 4 patient deaths (2 deemed not related to device.)
— Adam Feuerstein (@adamfeuerstein) March 6, 2015
Well, now we know why they canceled Cowen yesterday. $SSH
— Bio Stocks™ (@BioStocks) March 6, 2015
Catalyst setback. Timeline really muddy, not an ingredient for higher prices $ssh
— Randy (@lipscrl) March 6, 2015
@VikramKhanna_ @bradloncar agree. As long as people talking about a bubble there shouldn't be a massive correction.
— NathanAaron (@NathanAhron) March 6, 2015
ICYMI last night…Twitter seems to have finally fixed their search function so now only stock news comes up when you search using a cashtag.
— Brad Loncar (@bradloncar) March 6, 2015
$SSH ↓ 30% $OREX ↓ 20% $GENE ↓ 15% PM
— Bio Stocks™ (@BioStocks) March 6, 2015
Generalists? Really? Are Generalists responsible for the $21BB acquisition price for $PCYC?
— happycamper (@happyycamperr) March 6, 2015
$AVEO stock runs up over 100% over a few days into today's data ... nope, no internal/confidential data leakage issues here ... lol
— Tony Pelz (@biotechtraderHB) March 6, 2015