Biotech "Tweets of the Week" for March 16-20, 2015March Madness
Featuring: $SLXP $AMGN $REGN $ESPR $GILD $RTRX $BIIB $ACAD $TRIL $PRTA $ICPT $CNDO $XBI $IBB |
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$ENDP claims it could close $SLXP deal swiftly - email http://t.co/SeYJ7sau3x $VRX #biotech
— Bio Stocks™ (@BioStocks) March 16, 2015
$SLXP holders owe $ENDP mgmt dinner for the added/induced $VRX juice
— zach (@zbiotech) March 16, 2015
$TTPH a hair from #vsb switch. Call buyers Friday, cIAI data forthcoming in near-term, share offering gobbled up like candy. ANTIBIOTICS.
— CashRocket (@CashRocket) March 16, 2015
Lol $TRIL you for real right now?
— Skeptical PhD (@SkepticalPhD) March 16, 2015
The biotech ETF $IBB now has a 10 year annual return of 18.4%, good enough to double your money every 4 yrs. Unreal
— Ben Carlson (@awealthofcs) March 16, 2015
@rajramaswamy I find it a very tenuous thesis that the risk/reward has not changed after running 400% in six months. I think it has.
— David Sobek (@dsobek) March 16, 2015
$GNVC still dropping
— Juan P. Serrate, DVM (@JPZaragoza1) March 16, 2015
This is getting incestuous. Soon-Shiong owns 19.9% of $SRNE, which now owns $100M of Nantcell, which is part of Nantworks (SS' own company).
— PropThink (@PropThinker) March 16, 2015
$SRNE And that $100M of NantCell equity is worth how much exactly? Whatever Patrick Soon-Shiong decides, I guess.
— Adam Feuerstein (@adamfeuerstein) March 16, 2015
The #biohaiku power is strong in this one. $AFMD h/t @dsobek
— Don Shimoda (@zDonShimoda) March 16, 2015
@bradloncar just for kicks, I'd take the opposite side. ABBV was highly motivated to compete on price given other shortfalls. AMGN/REGN diff
— Vikram Khanna (@VikramKhanna_) March 16, 2015
Don't see the LT point of buying likes of $CLDN up here. If it fails, cut in half. If they somehow succeed, a multi-day/month move up
— Vikram Khanna (@VikramKhanna_) March 16, 2015
@avidresearch $ACAD green now. IMHO baker brothers & others must agree DRUG good MGT bad. Change was made. Delay yes but huge OPPORTUNTITY
— dougheuring (@dougheuringaria) March 16, 2015
Health-care stocks among biggest gainers in the S&P out of #ACC15 $EW $AMGN $REGN $BSX
— Meg Tirrell (@megtirrell) March 16, 2015
@zbiotech Tiny amount, but still breaks with Pearson's comments that he doesn't want to dilute shareholders with these deals.
— Brad Loncar (@bradloncar) March 16, 2015
$ESPR Announces Positive Top-Line Ph. 2B Results For ETC-1002 In Patients With Hypercholesterolemia
— Bio Stocks™ (@BioStocks) March 17, 2015
@adamfeuerstein Amazing how good mgmt teams can use calendars when planning fixed-duration studies, eh?
— David Miller (@AlpineBV_Miller) March 17, 2015
I think the $18 price $ESPR hit right after the secondary was the single best short term biotech opportunity of my career
— Dan Rosenblum (@sharkbiotech) March 17, 2015
@bradloncar @Sport234a @AndyBiotech See also news flow from DSCO. Potential future for ACAD.
— David Miller (@AlpineBV_Miller) March 17, 2015
$BMRN $ACT $BIIB These big bio names been ripping lately no wonder other bios followed, $BMRN chart is still the best
— $$$ Money $$$ (@BiotechMoney18) March 18, 2015
.@BioStocks $EGRX Offering price at essentially zero discount to yesterday's close, which is unusual, even in this market.
— Roy Friedman (@DewDiligence) March 17, 2015
buried in @FierceBiotech Galapagos article:
J&J and $PFE reportedly were... in the final bidding for $PCYC... more fireworks may.. be ahead
— Paul D. Rennert (@PDRennert) March 17, 2015
Would be ironic, but $PFE is prob the most logical buyer here. Will end up with PCSK9 solution as well as the payer-friendly alternative.
— Vikram Khanna (@VikramKhanna_) March 17, 2015
$ESPR CEO to himself:
"Don't do what Marc Beer of $AEGR did on @CNBC tonight"
"Don't do what Marc Beer of $AEGR did on @CNBC tonight"
— LifeSciencesMkt (@LifeSciencesMkt) March 17, 2015
.@dsobek @ethanjweiss That what's makes a market! I see trying 2finagle no CVOT requirement as cornerstone of $ESPR biz model.
— Roy Friedman (@DewDiligence) March 17, 2015
$NKTR missed PFS and ORR and OS
— zach (@zbiotech) March 17, 2015
@getbillasap Our only hope is Janet
— Stan D'Andrea, Ph.D. (@stanleydandrea) March 17, 2015
What's with all the $ANTH excitement? No catalyst for another 16+ months. Interesting story, but wake me up this time next year.
— Shane Blackmon (@shaneblackmon) March 17, 2015
$ESPR offering ... smart.
— Ponty (@pbmech) March 17, 2015
New study affirms cost effectiveness of #Harvoni as compared with older HCV regimens. $GILD
— KSS, MD, PhD (@KSSMDPhD) March 17, 2015
It is possible a ticker continues up after an offering - a lot of recent examples. Oh and that whole 566% gain since Sept thing too. $ESPR
— BioBounce.com (@BioBounce) March 17, 2015
$RTRX Last PRV sold went for $125m to $GILD.
— PropThink (@PropThinker) March 18, 2015
In 22% of cases the EMA and FDA took divergent decisions on drug approval or rejection, Sanofi's Zerhouni tells #EMA20 meeting
— Ian Schofield (@ScripIanS) March 18, 2015
Stuart Isaacson - PD god - talking now for $CYNAF. I shook his had 2 years ago at $ACAD analyst day. I haven't wash my hand since.
— Jason Napodano, CFA (@JNapodano) March 18, 2015
AACR abstract release day!
— Zack (@BioTerp) March 18, 2015
breaking news...
according to the #AACR15 abstracts, ABSOLUTELY EVERYTHING is immunotherapy
so we got that goin' for us....
— Paul D. Rennert (@PDRennert) March 18, 2015
$SLXP former CEO who help 'mis-manage' the biz will net 33M...how's that for accountability
— zach (@zbiotech) March 18, 2015
biotech is lagging because thats where everyone was hiding
— Dan Rosenblum (@sharkbiotech) March 18, 2015
$FPRX would be a good one to buy for the long-term if it goes back to the teens. Their $BMY I-O collaborations will pay off one day.
— Brad Loncar (@bradloncar) March 18, 2015
Janet Yellen declines to comment on whether the #Fed is still worried about a bubble in #biotech & #socialmedia stocks
— Matt Egan (@MattMEgan5) March 18, 2015
at the beginning of '14, $PTCT CEO appears to have held 189k shares direct...as of Mar 9 '15, that may well now be zero
— zach (@zbiotech) March 18, 2015
Am I reading this right? $JUNO spent $182m on R&D in Q4 alone
— Jacob Plieth (@JacobPlieth) March 18, 2015
@srqstockpicker seems yesterday we were playing ping pong to bid up $STFKU (or whatev was $TRIL old name)
— Alfredo Fontanini (@AF_biotech) March 19, 2015
So pleased that $FOLD was able to get that done. Pretty clear from the PR details that they were well prepared for the FDA meeting.
— Brad Loncar (@bradloncar) March 19, 2015
$CNDO - Geez... First PD1, now CAR-T...
— Andy Biotech (@AndyBiotech) March 19, 2015
$ESPR just about a double from the 3/3 low
— Dan Rosenblum (@sharkbiotech) March 19, 2015
$ESPR just blowing the doors off the hinges - now 2M shares traded! (no position currently) Was $77 in AH last Fri, $113 now
— 23aloha (@23aloha) March 19, 2015
Wondering who'll wake up early to get details of $BIIB's Alzheimer's data. Can't figure out what a ph1 can show to generate such excitement.
— Michelle Fay Cortez (@FayCortez) March 19, 2015
one of these things is not like the others.... $IBB $XBI pic.twitter.com/whbnY5pLFE
— Red Acre Investments (@redacre) March 19, 2015
$BMRN $ACT $BIIB These big bio names been ripping lately no wonder other bios followed, $BMRN chart is still the best
— $$$ Money $$$ (@BiotechMoney18) March 18, 2015
I successfully traded and just sold $BIIB.
No binary risk for me! Remember there will be a trade to make tomorrow/next week After data!
— HumbleBioTrader (@HumbleBioTrader) March 19, 2015
$IBB/$XBI - Equally surprised by this year's ascent as last year's melt-down.
— DCam (@dcamtrades) March 19, 2015
Happy Biotech Day! :)
— Tom Silver (@TomSilver39) March 19, 2015
Remember the good old days when even biotech companies wouldn’t PR ph1 healthy volunteer data bc, you know, who cares? Bubble on, people.
— Adam Feuerstein (@adamfeuerstein) March 19, 2015
3rd highest volume ytd in IBB today.... the word is getting out that being long is #freemoney
— Gavin Parks (@gavparks) March 19, 2015
@bradloncar wowwwwwwww $prta
— Adam Singer (@AdamSinger) March 19, 2015
@bradloncar
Brad it's almost surreal .
I see it but don't believe it .
$IBB
— Scott Thomas (@carpetscott) March 19, 2015
@srqstockpicker @bradloncar I think that deal spoke volumes. That being said, I would not hate a slight cool down.
— Bobby Shea (@robertcshea) March 20, 2015
$BIIB I’d say these cognition data are better than expected.
— Adam Feuerstein (@adamfeuerstein) March 20, 2015
$BIIB up 2.9% in pre-mkt on Alzheimer's data
— Meg Tirrell (@megtirrell) March 20, 2015
$ICPT Intercept Announces Positive Data Analyses from FLINT Trial of Obeticholic Acid in NASH http://t.co/aHsYhM2qpX
— BioBreakout (@BioBreakout) March 20, 2015
$BIIB I know its only 1b data, but it's still nice to get a "win" & some hope against this hideous disease $IBB
— Know Fund (@knowfunn) March 20, 2015
So it appears we cured Alzheimer's and SBX has cured race relations. Nice few days
— daviesbj (@daviesbj) March 20, 2015
$BIIB meh - small N means the the data could go any which ways in a larger trial. I'll stay sceptical on this one
— Sally Church (@MaverickNY) March 20, 2015
Don't know what's wrong with this market. I thought $CNDO would roar for days and be at $10 right now. I don't think they said CAR-T enough
— DeadCatBill (@getbillasap) March 20, 2015
1-yr ago today was the Waxman letter to $GILD - yeah - that was fun
— Red Acre Investments (@redacre) March 20, 2015
$BIIB up 7% in pre-market. So good Phase 1b Alz Dis data is worth at least $7B. Makes $ABBV $PCYC's $21B for half a drug look cheap.
— Bruce Booth (@LifeSciVC) March 20, 2015
@sharkbiotech @dsobek maybe some small caps with pending data...if assets get de-risked, pps will substantially appreciate $MRNS $ADMS $ALDX
— Juan P. Serrate, DVM (@JPZaragoza1) March 20, 2015
@sharkbiotech things have started to look very easy to make $$, may be a sign that people need to be cautious $IBB
— Amit Gupta (@amitp_gupta) March 20, 2015
$QURE Sanfilippo B - Q3 expect a one year follow-up on four patients.
— Brad Loncar (@bradloncar) March 20, 2015
$IBB getting some distribution after the gap-up.
— Brandon Hayward (@VexTrades) March 20, 2015
$BIIB price targets raised:
Baird $498 from $445
Cowen $500 from $425
Citi $512 from $410
Leerink $532 from $475
— Meg Tirrell (@megtirrell) March 20, 2015
IF that's true, $NVIV would be 2-for-2 in terms of patients regaining function after being classified AIS-A complete.
— Jason Napodano, CFA (@JNapodano) March 20, 2015
Interesting that the speakers who see quantifying dystrophin as "complicated" are the ones whose drug doesn't seem to be making any
— jenn mcnary (@jennmcnary) March 20, 2015
@super_trades That's 8.4% of $TRIL
— Joe (@GantosJ) March 20, 2015
I'm going to be talking about this crazy biotech market over on @StockTwits on Mon at 1:00ET. Please join the fun! https://t.co/phMTiQal10
— Brad Loncar (@bradloncar) March 20, 2015
Big discussion on #BoomingBiotechs coming up on @PowerLunch -- tune in!
— Meg Tirrell (@megtirrell) March 20, 2015
hard to say we are "early" in the cycle when the $IBB has tripled in 3 years
— Dan Rosenblum (@sharkbiotech) March 20, 2015
@sharkbiotech @pick1998_2 doubt we are there yet (for the sector). Clearly some SMIDs are grossly overvalued but that's always true
— David Sobek (@dsobek) March 20, 2015
@sharkbiotech @BioMoneyTrees @dsobek @pick1998_2 if the tech sector could rise from 2000 ashes and is legit, why is biotechs rise a bubble?
— avidresearch (@avidresearch) March 20, 2015
$MRK $58.85 with the 1st touch of the 200MA
— Joe (@GantosJ) March 20, 2015
@AndyBiotech @alexlash @adamfeuerstein I wonder if patients would assign the same thresholds.
— Katrine Bosley (@ksbosley) March 20, 2015
MT @MaverickNY: @MikeHuckman true innovation begins with discarding the shackles of old hypotheses and starting afresh
— Laura Strong (@scientre) March 20, 2015
And here's how biotech is doing against the broader market averages year-to-date. $IBB $XBI pic.twitter.com/bCVuT0wcPw
— Brad Loncar (@bradloncar) March 20, 2015
Whoa-> $GILD Sovaldi/Harvoni Label Change due to Symptomatic Bradycardia & One Case of Fatal Cardiac Arrest Reported w Coadmin of amiodarone
— Andy Biotech (@AndyBiotech) March 21, 2015
Have a great weekend and may all you NCAA brackets be as successful as $BIIB AD drug. ; )
— David Sobek (@dsobek) March 20, 2015