Biotech "Tweets of the Week" for March 23-27, 2015Blue Skies or Bubble?
Featuring: $BIIB $VRTX $GILD $MEIP $ESPR $PTCT $ACAD $CNAT $TRIL $KITE $JUNO $GNFT $ICPT $BMRN |
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$GILD appears to be down 7% in pre-market due to the new label warnings
— j l (@lomu_j) March 23, 2015
$BIIB downgraded from Buy to Hold at Stifel Nicolaus.
— Bio Stocks™ (@BioStocks) March 23, 2015
Wut? Crazy talk. $BIIB pic.twitter.com/KRKv8Ol3Wl
— Adam Feuerstein (@adamfeuerstein) March 23, 2015
$GNVC collaboration with TheraBiologics to Develop Neural Stem Cell Mediated Cancer Therapies
— Zack (@BioTerp) March 23, 2015
$MEIP looks like a Fail
— j l (@lomu_j) March 23, 2015
CMO of $IDRA resigns to become COO of another biotech. Effective 4/3
— j l (@lomu_j) March 23, 2015
if it's a pbo-controlled study,,,show me the pbo-controlled data $ISIS
— zach (@zbiotech) March 23, 2015
$MEIP ↓ 60% PM
— Bio Stocks™ (@BioStocks) March 23, 2015
$VRTX data def weak, not gonna help the sector today
— zach (@zbiotech) March 23, 2015
$VRTX down 9.5% pre-mkt
— Meg Tirrell (@megtirrell) March 23, 2015
Anti-lingo & 037 res are encouraging, there is a small signal, but too much excitement. Looong way for both! $BIIB
— Alfredo Fontanini (@AF_biotech) March 23, 2015
$MEIP basically trading at cash with MDS failure. http://t.co/LjXUesqGoi Feuerstein-Ratain rule prevails yet again
— PropThink (@PropThinker) March 23, 2015
$GILD dipped to $92.50 briefly two hours ago on the bradycardia news from the weekend. Now back over $100.
— PropThink (@PropThinker) March 23, 2015
Remember this helpful sell-side investing tip, folks: Buy the biotech good news. Buy the biotech bad news. Buy. Just buy. Keep buying.
— Adam Feuerstein (@adamfeuerstein) March 23, 2015
hey @TommyMottola what's your price target on $TRIL? fyi mine is 1000+ if the drug works and 0 if it fails. TIA ps your wife is hot!
— Olddogwithnewtrix (@olddoggnewtrix) March 23, 2015
I wonder if $PRQR CEO looks at VX-661 data and makes note to call $VRTX CFO Ian Smith. “Hey Ian, you free for lunch?"
— Adam Feuerstein (@adamfeuerstein) March 23, 2015
when the n is small and the data are good...buy buy buy...when the n is small and the data aren't so hot...blame the small n
— zach (@zbiotech) March 23, 2015
Add this to your biotech investing rules. When $TKMR raises, expect biotech sell-off next week.
— Dirk Haussecker (@RNAiAnalyst) March 23, 2015
if $VRTX results don't make u cautious about $BIIB data, ur not skeptical enough
— avidresearch (@avidresearch) March 23, 2015
Wow. Pfizer spent $1.1 BILLION on direct-to-consumer ads last year, about 1/4 of the total by all drugmakers: http://t.co/YGZuY6UlsB $PFE
— Drew Armstrong (@ArmstrongDrew) March 23, 2015
Thanks @StockTwits for a fun Q&A. Here's the transcript in case you'd like to check it out later. https://t.co/phMTiQrVSy
— Brad Loncar (@bradloncar) March 23, 2015
Apparently the folks who used to write the #Klingon dialogue bits for #StarTrek found new careers naming new drugs. pic.twitter.com/7DTyySGeOV
— Sam Blackman (@drsam) March 23, 2015
Womp womp: IBB has first loss in 9 sessions, down 2.25%, most since Jan. 15 (h/t @CNBC's Gina Francolla)
— Meg Tirrell (@megtirrell) March 23, 2015
@RNAiAnalyst @dsobek No and that is the problem. They almost certainly have to begin CVOT to get approval. That will require partner.
— Ethan Weiss (@ethanjweiss) March 23, 2015
Nomura" $TTPH Initiating with Buy Rating and $54 TP A Potential Best-in-Class Treatment for Resistant Infections,NPV analysis points to $74.
— Tom Silver (@TomSilver39) March 23, 2015
$PTCT CEO sells ANOTHER $3mm in stock, now has no ownership in the company
— Brometheus (@biotechvalue) March 23, 2015
Very powerful final data for enza pre-chemo. @BertrandTOMBAL #EAU15 pic.twitter.com/tNFDQVIV3H
— Declan Murphy (@declangmurphy) March 24, 2015
$NVIV to do 1-for-4 R/S. Will take effect April 8th and allow uplist to NASDAQ.
— Jason Napodano, CFA (@JNapodano) March 24, 2015
OS and PFS http://t.co/4Env8a2ngO RT @zbiotech: $MRK keytruda vs ipi halted for efficacy, keynote-006 in 1st line advanced melanoma $BMY
— j l (@lomu_j) March 24, 2015
If you know nothing about $OCAT, know this. Withdrew a financing due to "market conditions" last month, height of biotech fever. Former ACTC
— PropThink (@PropThinker) March 24, 2015
All the biotech stocks are in a bubble except the ones I own, which are solid companies with real science and great management.
— Downtown Josh Brown (@ReformedBroker) March 24, 2015
$MRNS gets FDA Orphan Designation for Ganaxolone for treatment of Protocadherin 19 (PCDH19) female epilepsy.
— 23aloha (@23aloha) March 24, 2015
$NVAX Offering.
— Brandon Hayward (@VexTrades) March 24, 2015
Biotech PR I'd like to see: "Trial failed. Period. No slice'n'dice, post-hoc film-flam. We're done. That's life in drug R&D."
— Frank David (@Frank_S_David) March 24, 2015
@PropThinker Enough 2run 1/2 of a CVOT :-)
— Roy Friedman (@DewDiligence) March 24, 2015
@avidresearch I heard they are waiting for share price to hit 30 before they price : ))) j/k
— Joshua B (@srqstockpicker) March 24, 2015
$MSTX $150M shelf
— Bio Stocks™ (@BioStocks) March 24, 2015
Once the CEO used "transformative year" in the press release, I was forced to immediately sell my remaining $MDG shares at €14 ;-)
— Don Shimoda (@zDonShimoda) March 25, 2015
If $SAGE is an indicator for interest in neurosteroids, then $MRNS price has some catching up to do.
— Alfredo Fontanini (@AF_biotech) March 25, 2015
Last night's Jeopardy question about CAR-T means this is definitely a bubble, right?
— Damian Garde (@DamianFierce) March 25, 2015
@BioTerp Uh oh— $AAVL just used the phrase, "injection fatigue."
— Roy Friedman (@DewDiligence) March 25, 2015
$BIIB 5 points from filling Friday's gap
— Dan Rosenblum (@sharkbiotech) March 25, 2015
Think the WSJ "biotech bubble" article isn't helping this morning.
— Brad Loncar (@bradloncar) March 25, 2015
plenty of small biotechs down 10-20% from Fridays high this is why I was worried last week
— Dan Rosenblum (@sharkbiotech) March 25, 2015
I made some mistakes this week. Selling $BIIB weekly puts too early being #1. Sold my puts in $IBB as port hedge too early too.
— Bobby Shea (@robertcshea) March 25, 2015
$CLLS IPO
- opens at 41.50
- rtq 41.51 (on 1.6M shares traded)
- roadshow, slides attached
— Tom Wrigley (@WrigleyTom) March 25, 2015
$CLDN @adamfeuerstein Basically patients in the placebo arm is sicker vs. the rx arm, think that's important info in such a small N trial.
— Andy Biotech (@AndyBiotech) March 25, 2015
Nice dips to dip toes : selective & small.
— S Manian (@DrSManian) March 25, 2015
what a crushing blow to the indexes, $IBB $XBI now only up 14% and 18% and we're not even finished with Q1
— zach (@zbiotech) March 25, 2015
as of now, looks like today is the first time in a month that the $XBI is <30% above it's 200d
— zach (@zbiotech) March 25, 2015
$BIIB has lost $10.5 billion in market cap since Fridays high (this works both ways)
— Dan Rosenblum (@sharkbiotech) March 25, 2015
$ACAD going sub-$30, as it should.
— Brad Loncar (@bradloncar) March 25, 2015
$IDRA ↓ 10%. Below offering price
— Bio Stocks™ (@BioStocks) March 25, 2015
This is carnage. The Nasdaq biotech index hasn't been this low for two weeks.
— Jacob Plieth (@JacobPlieth) March 25, 2015
Thank u $BIIB for getting bloated on ph1 data and giving fodder to bubble mongers.
— avidresearch (@avidresearch) March 25, 2015
It's not a bubble, it's a bigger than normal dip.
— BioBounce.com (@BioBounce) March 25, 2015
@Sport234a @zbiotech wait? I thought there were only bubbles and crashes. normal market cycles are so not hip anymore.
— David Sobek (@dsobek) March 25, 2015
Ran to $CELG for safety with more May 125 calls. Continued to drop after purchasing. Not at a full position though. I like rodeos
— DeadCatBill (@getbillasap) March 25, 2015
Nice: "Wearing your #fitbit at Dunkin Donuts isn't #DigitalHealth," @simonation at #TechonomyBio
— Theral Timpson (@theraltweet) March 25, 2015
Uli Hacksell getting any cash bonus at all this year goes to show you what a joke our system is. Wouldn't want to hurt his feelings. $ACAD
— Brad Loncar (@bradloncar) March 25, 2015
This is the first time $IBB had meaningful selloff in long time,expect people who missed the bandwagon attempt to jump in near support here.
— Cody (@codytrades) March 25, 2015
Days like today aren't fun. But I've said it before and I'll say it again-- buying on days like today will make you money.
— Bobby Shea (@robertcshea) March 26, 2015
$GILD is gonna smoke estimates next quarter :D
— CashRocket (@CashRocket) March 26, 2015
Tons of different ways to make $ in market. Most I follow like to dip buy and probably licking their chops.
— Randy (@lipscrl) March 26, 2015
$CNAT Conatus Announces Successful Top-Line Results From NAFLD/NASH Clinical Trial of Emricasan http://t.co/avoUGkmL4l
— Joe (@GantosJ) March 26, 2015
$cnat should have released results last week
— NathanAaron (@NathanAhron) March 26, 2015
my cab driver to airport from last wk was retired marine, said his sgt often used the phrase 'embrace the suck'...rather appropriate $ACAD
— zach (@zbiotech) March 26, 2015
…and always strive to always be the calmest person in the room, regardless of what the market is doing.
— David Sable (@dbsable) March 26, 2015
Two slides show how Mac Cheever sees the future of immunotherapy. pic.twitter.com/t742vFbTLp
— Brad Loncar (@bradloncar) March 26, 2015
im seeing some biotechs give up their entire gains for 2015 $ISIS one example
— Dan Rosenblum (@sharkbiotech) March 26, 2015
another doozie of a deal - $SCMP spot secondary for selling shareholders priced 4M at 14...17% discount
— zach (@zbiotech) March 26, 2015
RT @bradloncar: $TRIL presentation starting now. "On schedule for a Q3 IND filing." pic.twitter.com/zWhagxH1At
— Joe (@GantosJ) March 26, 2015
Have been poring over that amazing Amgen/DeCode paper. All those knockouts walking the earth! Or at least the surface of Iceland.
— Michael Gilman (@michael_gilman) March 26, 2015
Sold 90 $KITE at 56.43 for #zzporte profit of $1252, still have 200 shares cost basis 42.52 @portefeuillefun
— Tony Friedman (@zzlangerhans) March 26, 2015
$KITE i didn't get the memo, CART is not hot anymore?
— avidresearch (@avidresearch) March 26, 2015
. @RTandBT haha, think you are giving too much credit to bio-twitter ;)
— Andy Biotech (@AndyBiotech) March 26, 2015
my $BIS May 40''s are making money! finally!
— happycamper (@happyycamperr) March 26, 2015
RT @cornel6m: MorphoSys and Celgene Mutually Agree to End MOR202 Collaboration
— David Sobek (@dsobek) March 26, 2015
MT @bradloncar Renier Brentjens from MSKCC says have treated ~36 ALL patients w CAR-T now & complete response rate ~89-91% $JUNO
— Laura Strong (@scientre) March 26, 2015
Alright $cemp do your thang
— Joshua B (@srqstockpicker) March 26, 2015
$JUNO green
— Amit Gupta (@amitp_gupta) March 26, 2015
@bradloncar yes! I look at $ARIA in 1999, went $.72 to $48 in 4.5 months. That's a bubble! Just a good bull market here in 2015
— Shane Blackmon (@shaneblackmon) March 26, 2015
Patience is so hard when all you see is the color red in your portfolio..especially true after just taking a position in a stock! #biotech
— Sheff (@SheffStation) March 26, 2015
@zbiotech I think stocks are too pricey right now, but there's a difference b/w that and a bubble. I translate bubble to mean it's all b.s..
— Brad Loncar (@bradloncar) March 26, 2015
Geez, I go and make breakfast and check my Twitter and you would think it's the second coming of Jesus $IBB
— DCam (@dcamtrades) March 26, 2015
@AceOfSpades2007 @BioTurdCEO @megtirrell NASHCART? pic.twitter.com/a8EyB3q3GH
— Red Acre Investments (@redacre) March 26, 2015
@adamfeuerstein Investor interest in AACR is a pretty good surrogate marker for degree 2which biotech is in a bubble.
— Roy Friedman (@DewDiligence) March 26, 2015
$ OREX Receives EC Approval for Mysimba
— HumbleBioTrader (@HumbleBioTrader) March 26, 2015
"Unexpectedly high placebo response". Four horrible words in biotech. $GNFT NASH misses primary endpt.
— Bruce Booth (@LifeSciVC) March 26, 2015
RT @megtirrell: $OREX obesity drug Mysimba (Contrave in U.S.) approved in Europe pic.twitter.com/rE6WG9TWbh
— Damian Garde (@DamianFierce) March 26, 2015
$GNFT on conf. call: If you look at all the non-NASH endpoints, ‘505 looks great. And we’re really excited.
— Adam Feuerstein (@adamfeuerstein) March 26, 2015
based on lows today $KITE had ~30% correction from Friday's highs.
— avidresearch (@avidresearch) March 26, 2015
. @Sport234a It’s so disengenuous of $GNFT to blame THEIR STUDY DESIGN for the negative results. No one forced them to enroll NAS 3s.
— Adam Feuerstein (@adamfeuerstein) March 26, 2015
@getbillasap @23aloha Yes $CELG is like a Big Pharma with $3bill in cash flow tremendous internal pipeline PLUS a mutual fund 25 small bios!
— rc (@pharmamaven) March 26, 2015
That's what I love about biotech investing: Finding BS piled higher & deeper and calling it out.
— Roy Friedman (@DewDiligence) March 26, 2015
Ignore my 1/12 tweet about my best day in 50 years. It's almost all gone. BioLand -- what a great teacher of humility. I'll be back. Soon.
— Steve Newby (@xnBioPartners) March 26, 2015
There’s really nothing in biotech that can’t be explained by Monty Python.
— Adam Feuerstein (@adamfeuerstein) March 26, 2015
So can we please now have that huge #biotech crash people have been announcing for years? With an all-time high cash ratio we are ready :)
— V.S. Schulz (@portefeuillefun) March 26, 2015
$GNFT data moves $ICPT up on takeover prospect ladder, Nomura says, "as we now see the company as the preeminent NASH story in biotech"
— Meg Tirrell (@megtirrell) March 26, 2015
Nothin like a good old fashioned $SHPG for $BMRN buyout rumor to get this $IBB bounce started. Please make it happen bio-twitter!
— BioBounce.com (@BioBounce) March 26, 2015
Got back into $cemp 4 hours too soon yesterday. Full White House antibiotic plan released today. Should be good for entire space with $ttph
— Festo (@Festo50) March 27, 2015
JMP $CELG bullish on Celgene forecast total revenues to rise to $20bn+ by 2020 4blockbuster (Revlimid, Abraxane, Otezla, Poma rev20bn 2020
— dougheuring (@dougheuringaria) March 27, 2015
$ESPR Citigroup Assumes Esperion Therapeutics at Buy, Announces $130.00 PT
— BioBreakout (@BioBreakout) March 27, 2015
$TRIL appoints Eric Sievers as CMO.
— Bio Stocks™ (@BioStocks) March 27, 2015
$OHRP #FAIL primary endpoint: "The mean number of injections between the treatment arms was not meaningfully different". @BioStocks
— Andy Biotech (@AndyBiotech) March 27, 2015
Yo: pic.twitter.com/82lPVzhpgY
— Downtown Josh Brown (@ReformedBroker) March 27, 2015
@ReformedBroker The truly amazing part is that the vast majority of investors have completely missed it.
— Brad Loncar (@bradloncar) March 27, 2015
new color identified by DB...'blue sky' is so commonplace, there is now 'sapphire blue sky'..obscene pic.twitter.com/EmaZsE5qKt
— zach (@zbiotech) March 27, 2015