Biotech "Tweets of the Week" for March 9-13, 2015From A(cadia) to Z(ogenix)
Featuring: $ACAD $ACRX $CTIC $ZGNX $BLUE $SLXP $AMRN $TTPH $CUR $XBI $IBB and more! |
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#Perspective If u feel like $BLUE is getting expensive ($4B), $ICPT shot up to $10B in 2 days. Pioneers have their premiums :) #Datadecides
— Ponty (@pbmech) March 9, 2015
Additional trial needed! RT @BioStocks: $ACRX Provides Regulatory Update on Zalviso http://t.co/wGp19JcmVU
— j l (@lomu_j) March 9, 2015
Very nice to wake up to a 21 PT from Piper for $LBIO
— Joshua B (@srqstockpicker) March 9, 2015
$ACRX ↓ 45% PM.
— Bio Stocks™ (@BioStocks) March 9, 2015
@sharkbiotech Also, what kind of company starts a CEO search only months before a "sure thing" resubmission? $ACRX
— Brad Loncar (@bradloncar) March 9, 2015
Hard to give $CTIC full credit for pacritinib when you hear CEO Jim Bianco leading the conference call. The man is a credibility black hole.
— Adam Feuerstein (@adamfeuerstein) March 9, 2015
Sinking feeling "diagnostic" "medical device" "clinical trial" losing descriptive power as they are tossed about in latest news stories
— Laura Strong (@scientre) March 9, 2015
@biotechtoreador @adamfeuerstein I wish that the FDA would release CRL's and assert that they should.
— KSS, MD, PhD (@KSSMDPhD) March 9, 2015
Specialty drug spending rose 31% last year. We talk with $ESRX coming up on @SquawkCNBC!
— Meg Tirrell (@megtirrell) March 10, 2015
it's all fun and games across the pond at $ADHD
— zach (@zbiotech) March 10, 2015
$OCUL expects cash use in 2015 to be $30 - $30.5m - guides cash through 1H16 - enough to get through pot'l approval of OTX-DP
— Red Acre Investments (@redacre) March 10, 2015
Intriguing fact: Over the last 50 years, medical innovation has been the source of one-half of all economic growth.
— I Am Biotech (@IAmBiotech) March 10, 2015
Say it ain't so... $SPY down on year. $XBI up 19.5%
— Shane Blackmon (@shaneblackmon) March 10, 2015
2 friends that I rec'd 1st $tsrx (at 4.8) & then $cemp (at 9) think I'm a genius. they should talk to the guys who I rec'd $amrn at 12 ha
— biotechnicality (@biotechnicality) March 10, 2015
$ACAD @BioTerpPartners Largest holding cancels out both Cowen and Roth conferences. New all-time high. Bing. Bang. Boom????
— Steve Newby (@xnBioPartners) March 10, 2015
Always helpful:
Has anyone drove by $ACAD ACADIA HQ yet?
SUITE 100, 11085 TORREYANA ROAD
SAN DIEGO, CA 92121
— LifeSciencesMkt (@LifeSciencesMkt) March 10, 2015
The “ Company X cancelled from an investor conference therefore they’re getting acquired” is the best market rumor.
— Adam Feuerstein (@adamfeuerstein) March 10, 2015
$BLUE investment thesis: "The stuff works"
— BioBuckTweet (@Bucktweet_Say) March 10, 2015
— Bio Stocks™ (@BioStocks) March 10, 2015
$ZGNX Zohydro analyst figure $59m in sales in 2015... those milestones are tiered, all the way to $1b. My guess, very few milestones reached
— Shane Blackmon (@shaneblackmon) March 10, 2015
Top holders, Baker Brothers made a ton today with $ACAD and $SGEN
— Sasha Damouni (@SashaDamouni) March 10, 2015
$ONTY will have protocell CAR-T, oncology, & rare disease animal model data in 2015. First look at potentially revolutionary delivery tech.
— David Miller (@AlpineBV_Miller) March 10, 2015
Sold my may'15 110 $blue calls for nice 75%, still holding core shares and will either add shares or look for calls with later expiry.
— Pawcio (@pawcio2009) March 10, 2015
$HTBX offering and CFO resignation in the same afternoon. You don't see that very often.
— PropThink (@PropThinker) March 10, 2015
Only 3rd drug in 2 decades to get 1st FDA approval for a pediatric cancer. Big win for kids. http://t.co/EwfEZDT9rn
— steve usdin (@steveusdin1) March 11, 2015
Galapagos. 24 EUR. +15%. $GLPG
— BioStockAddict (@BioStockAddict) March 11, 2015
Salix bidding war pits Endo and Valeant CEOs against each other. Two ex-McKinsey partners, who used to work together, fighting it out. Fun.
— Bruce Booth (@LifeSciVC) March 11, 2015
I was going to say BUBBLE in biotechs but then I see a bidding war
— avidresearch (@avidresearch) March 11, 2015
$VRX has come from $170 range with all the positive spin on the $SLXP deal, look out below if they lose this to $ENDP
— zach (@zbiotech) March 11, 2015
If $VRX loses Salix Pharmaceutical $SLXP bid to Endo $ENDP they can still hold their head high that they successfully bought $DNDN $DNDNQ
— LifeSciencesMkt (@LifeSciencesMkt) March 11, 2015
$TTPH nHOD.. guess that offering must be going good?
— Amit Gupta (@amitp_gupta) March 11, 2015
Scarcity premium at play, even for a company beset with channel stuffing issues. Increased risk appetite- $QCOR $CADX now $SLXP
— Vikram Khanna (@VikramKhanna_) March 11, 2015
Amazing to me how folks in pharma (and investing in pharma) don't go insane. 6y ago: diabetes/metab was hot; 3y ago: not; now: hot again...
— David Shaywitz (@DShaywitz) March 11, 2015
Uh oh $ACAD….2nd half filing
— Brad Loncar (@bradloncar) March 11, 2015
$ACAD CEO Retiring.
— Brandon Hayward (@VexTrades) March 11, 2015
so we learned something new this past week not every conference cancellation is good news $SSH $ACAD
— Dan Rosenblum (@sharkbiotech) March 11, 2015
$ACAD hey didn't i told yall NDA delay? and CEO retiring too? where is my love?
— $$$ Money $$$ (@BiotechMoney18) March 11, 2015
And Uli is retiring a month after he tells Forbes $ACAD will be "the leading neuro company in the U.S."?? That doesn't add up either.
— Brad Loncar (@bradloncar) March 11, 2015
What a day. Dodged $ACAD and missed $LBIO.
— Michael (@DrEnologist) March 11, 2015
Next time a company pulls out of a conference and gets bought out and hindsight trading was "IT WAS SO OBVIOUS"...remember $ACAD
— Colfax (@ColfaxCapital) March 11, 2015
So here's the problem with $ACAD stock right now. The BEST CASE explanation is total incompetence. It only gets worse from there.
— Brad Loncar (@bradloncar) March 11, 2015
$ACAD WTF WTF. sold my shares for a loss. $ACAD just went into $ARWR territory in terms of management credibility.
— avidresearch (@avidresearch) March 11, 2015
$ACAD is a good example why operational questions are at least as important as data questions when in management 1:1s
— David Miller (@AlpineBV_Miller) March 11, 2015
$ACAD..won't disclose third party manufacturers. "They are "brand" name that are used by big pharma." That does not instill confidence.
— Sheff (@SheffStation) March 11, 2015
Am I the only person listening to this $ACAD call but thinking about $SRPT?
— Adam Feuerstein (@adamfeuerstein) March 11, 2015
RT @BioDueDiligence What a disaster for ACAD clearly should have partnered with a major league club instead of this bush league independence
— CashRocket (@CashRocket) March 11, 2015
A month ago $ACAD was telling me all systems were go and Uli was crowing they'd become the biggest neuroscience company. WTH? WTF? OMG.
— Matthew Herper (@matthewherper) March 11, 2015
$TRIL Trillium $57.5M offering via Leerink and Cowen:
http://t.co/AB1nrUhENt
@23aloha @jayabacus #CD47 pic.twitter.com/bFL7PDYr3J
— Andy Biotech (@AndyBiotech) March 11, 2015
@matthewherper @adamfeuerstein Must say, it's a little refreshing that things screwed up and they fired the boss and not all the scientists.
— Dave Moon (@Dave_t_moon) March 12, 2015
HCW on a roll today... $AMRN PT $10, $INO PT $17
— Bio Stocks™ (@BioStocks) March 12, 2015
Holy Sheeeettt!!! $CUR
— Bio Stocks™ (@BioStocks) March 12, 2015
$ACAD down $CYNAF up = zero sum game
— Alfredo Fontanini (@AF_biotech) March 12, 2015
I wonder if $ACAD $ZGNX $ACRX will dampen enthusiasm for the strategy of buying biopharma stocks just because they are going up.
— Tony Friedman (@zzlangerhans) March 12, 2015
Just reopened a "so large it's probably fiscally irresponsible" position in $TTPH, ahhhh the beauty of youth
— Skeptical PhD (@SkepticalPhD) March 12, 2015
Biotechs looking tired. Others seeing that?
— avidresearch (@avidresearch) March 12, 2015
@adamfeuerstein weird...
if unintentional -> careless
if intentional -> shady
— Andy Biotech (@AndyBiotech) March 12, 2015
$CUR cures wealth! Unless you are short!!
— DeadCatBill (@getbillasap) March 12, 2015
$OCRX Great Reversal pattern on large volume X3 than avg. take a look @ every run following the RSI OverSold reversal pic.twitter.com/OVtUkQ7m9L
— Joe (@GantosJ) March 12, 2015
$MRNS walking back some timelines. Focal onset data in 1Q16. Vague about PCDH19 and FXS, "in 2015"
— PropThink (@PropThinker) March 12, 2015
@BioBounce No crash from #acad?
— Festo (@Festo50) March 12, 2015
$PPHM: CEO sees "great enthusiasm" at Bavituximab SUNRISE trial sites. LOL
— Roy Friedman (@DewDiligence) March 12, 2015
$EPZM -15% to +15% in one day
— Anna De (@fitalldressed) March 12, 2015
$BIIB says 20 R&D staffcut but no reduction in total headcount, planning more hires. Doesn't seem "substantial"? cc @23aloha @Dereklowe
— Caroline Chen (@CarolineYLChen) March 12, 2015
@happyycamperr @Sport234a at least $MRNS and $SAGE are testing a new class of gaba agonists
— Alfredo Fontanini (@AF_biotech) March 12, 2015
@BioBounce $ESPR is at $70 now?!
— DCam (@dcamtrades) March 13, 2015
Pharma exec after a few drinks: "if our drug is cost-saving, we've mis-priced it" #wow
— Farzad Mostashari (@Farzad_MD) March 13, 2015
Can't help but worry that @23andMe is the $HGSI of the 2010s. Sure info is more valuable than $HGSI's, but why not leave drug dev to others?
— Brian Orelli (@BiologyFool) March 12, 2015
Sign of an amazing bull market: companies you'll always remember as single-digit stocks are now getting $60 price targets. $ANAC
— Brad Loncar (@bradloncar) March 13, 2015
@bradloncar @23aloha u must have missed the dicerna #biohaiku ;)
— Don Shimoda (@zDonShimoda) March 13, 2015
.@23aloha @bradloncar very rarely will you sell the top...zero wrong w/missing additional upside after crazy gains esp absent anything new
— zach (@zbiotech) March 13, 2015
so $ACRX withheld material data. Not surprising given the outcome
— NathanAaron (@NathanAhron) March 13, 2015
Ill bite...long $acrx at 4.03 in Roth. Stop is close below $4.12 at end of month.
— Randy (@lipscrl) March 13, 2015
Market seems to have better judgement in the small cap sector $CTIC $CUR #biotech
— Juan P. Serrate, DVM (@JPZaragoza1) March 13, 2015
Like the volume drop off on the $AUPH pullback. added back some shares over the last few days, think it will gradually move towards 5.
— Olddogwithnewtrix (@olddoggnewtrix) March 13, 2015
@zDonShimoda NK Engagement
Validation Needed
Will Know, Soon Enough
#biohaiku
— David Sobek (@dsobek) March 13, 2015
wow $CUR is setting up for another massive short. nice
— DeadCatBill (@getbillasap) March 13, 2015
$CEMP - $40 today ? Knock knock
— Raj R (@rajramaswamy) March 13, 2015
$MRNS What a gift at today's lows!
— S Manian (@DrSManian) March 13, 2015
@srqstockpicker @Pharmdca $ONCE #kaboom!
— Adam Singer (@AdamSinger) March 13, 2015
$TGTX people finally waking up to the fact that it wrks great in combo with Ibrutinib, its safe, its inexpensive, and tons of catalysts
— lucas aspen (@riverstonecap) March 13, 2015
$XBI / Biotech the defensive sector going into the FED meeting next week I guess
— j l (@lomu_j) March 13, 2015