Biotech "Tweets of the Week" for March 30- April 3, 2015#CancerFilm, buyouts, and firing of a prominent CEO for your holiday week
Featuring: $SRPT $DYAX $ASPX $BDSI $ZIOP $XON $VVUS $TRIL $RPRX and much more |
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@bradloncar The GBM therapy is a vaccine made from a re-engineered virus, so watch $ADXS tomorrow. Adoru kicking itself for not IPOing yet.
— Adam Feuerstein (@adamfeuerstein) March 29, 2015
@JPZaragoza1 And unlike $ADXS's bs "deals", Aduro is getting actual cash.
— BuyersStrike (@BuyersStrike) March 30, 2015
Busy M&A Monday
$HZNP to acquire $HTPX for $1.1B, $46/share
Fujifilm to acquire $ICEL for $307M, $16.5/share
$UNH to Buy $CTRX for $12.8B
— Andy Biotech (@AndyBiotech) March 30, 2015
$BDSI Seems not starting the 2nd P3 on time may have been a tell
— j l (@lomu_j) March 30, 2015
$UNH $CTRX The two companies are betting that their combined size will generate increased negotiating heft and economies of scale,...
— happycamper (@happyycamperr) March 30, 2015
Don't tell the "biotech bubble" people about all of these cash deals. Shhh!
— Brad Loncar (@bradloncar) March 30, 2015
M&A Monday in Overdrive! #biotech
— Bio Stocks™ (@BioStocks) March 30, 2015
$BDSI The ol' "patients enrolled after interim were different' line
— PropThink (@PropThinker) March 30, 2015
$IBB All time highs by Good Friday?? Im really lol'ing at Hedge Fund Twitter who, despite their superior brains, are certain of a biobubble
— Chet Stedman (@ChetStedman5) March 30, 2015
I initiated coverage of $ASPX in November at $26 / share. TEVA buying them today at $101. Wowza!!!!
— Jason Napodano, CFA (@JNapodano) March 30, 2015
$BDSI ↓ 35% PM
— Bio Stocks™ (@BioStocks) March 30, 2015
Another healthcare merger. Drug maker $TEVA buying $ASPX for about $3.2B. $101 a share. It's a 42% premium.
— Paul R. La Monica (@LaMonicaBuzz) March 30, 2015
Once again a deal which is great for PD LID space! Others might be happy for this $CYNAF $NWRN $NBIX $ADXN $ADMS just to name few
— Alfredo Fontanini (@AF_biotech) March 30, 2015
$CANF ↓ 10% PM. Data any day.
— Bio Stocks™ (@BioStocks) March 30, 2015
Citi Removing $ARIA $ARQL $SUPN Least PreferredWe are removing ARIA, ARQL and SUPN because we have discontinued coverage of these stocks.
— dougheuring (@dougheuringaria) March 30, 2015
Mediocre oncology player picks up mediocre CAR-T tech. Deal makes perfect sense $ZIOP $XON $MKGAY
— Jacob Plieth (@JacobPlieth) March 30, 2015
sucker or savvy at ~10x IPO a yr later? not often you see that deemed a smart buy, this will be a nice one see play out $TEVA $ASPX
— zach (@zbiotech) March 30, 2015
$ASPX - another de-risked Ph3 asset got acquired, not that many around:
$ACAD $CEMP $TTPH $GEVA $FOLD $OTIC $RLYP $ZSPH more?
— Andy Biotech (@AndyBiotech) March 30, 2015
@JPZaragoza1 @AndyBiotech I was talking clinical. Nothing is derisked commercially until a couple years of launch.
— David Sobek (@dsobek) March 30, 2015
Sold all 250 $HPTX at 46 for #zzporte profit of $6278, bye bye. @portefeuillefun
— Tony Friedman (@zzlangerhans) March 30, 2015
$OVAS down a fifth following preso.Not cool when even sellside-KOL interviews carry words like 'skeptical', 'pushback', 'don't believe data'
— Vikram Khanna (@VikramKhanna_) March 30, 2015
covered $VBLT at 5.33 from 6.34
— DeadCatBill (@getbillasap) March 30, 2015
$BLUE & $JUNO up ~8% today .. while $KITE is trading around $60 ...it's time to wake up
— Joe (@GantosJ) March 30, 2015
This afternoon’s $VVUS “update” reads as bad as you expect from a PR with “Update” in the headline.
— Adam Feuerstein (@adamfeuerstein) March 30, 2015
Pretty crazy number of offering announcements: Fear of missing out
$CERU $50M
$CHRS $100M
$INSM ~$200M!
$RPTP $75M
$TRIL $50M
$SNTA N/A
— Andy Biotech (@AndyBiotech) March 30, 2015
If you weren’t bought out this morning, you’re raising money tonight.
— Adam Feuerstein (@adamfeuerstein) March 30, 2015
. $DRRX nice continuation today...
— BioBreakout (@BioBreakout) March 30, 2015
.@DewDiligence Impressive when a pre-clin company can raise $50M+, at/near its all time high, without warrant coverage $TRIL
— Don Shimoda (@zDonShimoda) March 30, 2015
. @BosBizDon If anything, reminded me (us) that $SRPT only DMD company with abundance of positive dystrophin data, more than $BMRN $PTCT
— Adam Feuerstein (@adamfeuerstein) March 30, 2015
@AF_biotech I think you covered both angles pretty well. It was a good post
— j l (@lomu_j) March 30, 2015
@23aloha And now $VVUS is a decaying razor clam exposed at low tide or so it seems to many of those suffering, once optimistic investors
— Gray Fitzsimons (@GrayFitzy) March 30, 2015
The most important insights from #CancerFilm: We've been searching for - and finding - "magic bullets" for decades. Often not magic enough.
— Matthew Herper (@matthewherper) March 31, 2015
so that didn't take long, $SNTA plugged a ~20% discount on their secondary, priced $1.75
— zach (@zbiotech) March 31, 2015
Fighting the sadness with hope MT @bradloncar: That was intense. #CancerFilm
— Laura Strong (@scientre) March 31, 2015
Ironically most offerings been oversubbed past 6-12 mths b/c guaranteed return.Now w/ quantity over quality raises wonder if fatigue sets in
— Vikram Khanna (@VikramKhanna_) March 31, 2015
8 financings and counting since last nights close.
— NathanAaron (@NathanAhron) March 31, 2015
Biotech needs more M&A to balance the Buyout:Dilution ratio.
— BioBounce.com (@BioBounce) March 31, 2015
@PropThinker Raising now—while the $GNFT mishap is still fresh—makes a lot of sense.
— Roy Friedman (@DewDiligence) March 31, 2015
I updated a chart comparing $JUNO and $KITE's market caps. The gap has been growing since February. pic.twitter.com/lsfl8DK5nh
— Brad Loncar (@bradloncar) March 31, 2015
Sold 1k $cemp at 35.53 that were bought last Wed at 32.33 Love this name but wanted to lock in quick gain off last week panic
— Joshua B (@srqstockpicker) March 31, 2015
Don't let biotech financings scare you out of good stocks. $ASPX raised $150M in January at $56. TEVA bought them y'day at $101.
— Jason Napodano, CFA (@JNapodano) March 31, 2015
@srqstockpicker I wish I had listened to you about 100 tweets ago ;-) $TRIL
— Stan D'Andrea, Ph.D. (@stanleydandrea) March 31, 2015
$XBI +18% in Q1 ’15. That’s double the ETF’s performance in Q1 ’14.
— Adam Feuerstein (@adamfeuerstein) March 31, 2015
$DYAX apparently these days phase 1 is equivalent to approval. Let's just make the company $4B valuation and get it over with.
— Rick (@Skipjackrick) March 31, 2015
The day after. Happy to be here with such dedicated people. pic.twitter.com/MDShvXPaC6
— Bijan Salehizadeh (@bijans) March 31, 2015
$SRPT CEO gone cc @adamfeuerstein
— John Welsh (@johnwelshtrades) April 1, 2015
Whoa Ed Kaye interim $SRPT CEO
— Brad Loncar (@bradloncar) April 1, 2015
$SRPT never boring.
— Adam Feuerstein (@adamfeuerstein) April 1, 2015
@PropThinker I may have read the pr too quickly but I did not see the broiler plate praise for departing ceo or departing ceo quote
— David Sobek (@dsobek) April 1, 2015
@bradloncar @adamfeuerstein CG's relationship with the FDA has been... unwise. For a long time.
— Matthew Herper (@matthewherper) April 1, 2015
There were 3 main competing theories about what caused cancer: genes, chemicals, viruses. Were silos of research #CancerFilm
— Laura Strong (@scientre) April 1, 2015
Could explain Aug call buying yesterday #newblood RT @bradloncar Whoa Ed Kaye interim $SRPT CEO
— CashRocket (@CashRocket) April 1, 2015
History repeats itself. Compassionate use is often still a thorny and debated subject even today. #CancerFilm
— Brad Loncar (@bradloncar) April 1, 2015
$SRPT "We plan to meet our timeline &have that discussion w them&hopefully to submit by midyr.We're maintaining our timeline&we're on track"
— Andy Biotech (@AndyBiotech) April 1, 2015
For researchers, #cancer clinical trials are science. For patients, trials are treatment. Trials are hope. #CancerFilm
— Janet Freeman-Daily (@JFreemanDaily) April 1, 2015
.@BioStocks only a 3.6% discount to yesterday's ATH close $TRIL
— Don Shimoda (@zDonShimoda) April 1, 2015
oh things have changed...$DYAX mkt cap here 3.4B...~18m ago, $SHPG bot $VPHM for same amt yet they were doing 400m+ in annualized cinryze
— zach (@zbiotech) April 1, 2015
$SRPT From call, sounds clear trigger for CG exit was upcoming FDA meeting. BoD wanted change before trip to D.C.
— Adam Feuerstein (@adamfeuerstein) April 1, 2015
I can't say enough how refreshing it is to hear $SRPT's chairman answering these questions. Compare that to $ACAD's open ???'s.
— Brad Loncar (@bradloncar) April 1, 2015
Cowen April #Biotech Thermometer
Sentiment improved: "Any oncology stock" LOL
$SRPT finally not on most hated list pic.twitter.com/0SdlIrgKH2
— Andy Biotech (@AndyBiotech) April 1, 2015
FDA 'well aware' of chris's departure according to kaye, already been notified/discussed $SRPT
— zach (@zbiotech) April 1, 2015
from the company that brought you an undisclosed proprietary mechanism, comes undisclosed proprietary pIII results $NYMX
— zach (@zbiotech) April 1, 2015
just $TRIL'd to be alive #badstockpuns
— Olddogwithnewtrix (@olddoggnewtrix) April 1, 2015
$ESPR with the Lotta Holla Day
— DCam (@dcamtrades) April 1, 2015
All offerings not = I suppose. $tril up 20% today. They did have the smallest discount of anyone recently.
— Joe (@Drchik23) April 1, 2015
$CYNAF offered at a certain discount, however what matters the most in their case is the validation coming from good participants
— Alfredo Fontanini (@AF_biotech) April 1, 2015
$cfrx could get jumpy here with any net +ve volume
— Joshua B (@srqstockpicker) April 1, 2015
Does $OVAS have a date with the 200SMA? That is one serious falling knife. Nice large call spread today, but a bit early IMHO.
— CashRocket (@CashRocket) April 1, 2015
Big time close $ESPR
— BioBounce.com (@BioBounce) April 1, 2015
$RPRX Announces Acceptance for Filing of NDA.
— Brandon Hayward (@VexTrades) April 1, 2015
$CELG close w a NICE Hammer, clawed itself out of da deep mud. Green tomorrow, $5 gap out of the gate.
— Bo Czernyk (@MDsearchlight) April 1, 2015
“@lomu_j: $OCRX worst case scenario avoided but best case didn't happen either” stock was priced for a worst case.I think we go up from here
— S Manian (@DrSManian) April 1, 2015
A discussion on cancer care wouldn't be complete or honest without a mention of cost. It's good that #CancerFilm at least brought it up.
— Brad Loncar (@bradloncar) April 2, 2015
Come on. That's it! Literally nothing on PSA...the drop in PCA mortality rates....ugh #CancerFilm
— daviesbj (@daviesbj) April 2, 2015
Before 2000 the avg cost of a cancer drug was 5-10k/yr. In 2012 12 of the 13 FDA drugs apprvd were priced at 100k/yr. or more. #CancerFilm
— Sheff (@SheffStation) April 2, 2015
April Fools Day is the one day of the year people critically evaluate news articles before accepting them as true. http://t.co/qLt3Rp9mO8
— Arsalan Arif (@AKAarsalan) April 2, 2015
TODAY join us in a twitter chat at 1pm on #immunotherapy - Using the human immune system to detect/destroy cancer cells. #CancerFilm
— Dana-Farber (@DanaFarber) April 2, 2015
$CNAT this is definitely a trader's stock
— Tony Pelz (@biotechtraderHB) April 2, 2015
+100 $CLLS @ 32.51 now at 400 CLLS shares ... $KITE and $CLLS are my only bets in IO space, one autologous and other allogeneic.
— vlad33301 (@vlad33301) April 2, 2015
Preliminary discussions I’ve had with @ASCO about Periscope at #ASCO15 have been great. They really get & are embracing social media. Kudos.
— Adam Feuerstein (@adamfeuerstein) April 2, 2015
@ValueTraderS $SRPT I try to stay objective
— Tom Silver (@TomSilver39) April 2, 2015
$LBIO new flavor of the day...buy it up!
— happycamper (@happyycamperr) April 2, 2015
One of the great things about #cancerfilm has been all the quiet oncologists in my stream suddenly engaging - keep up the good work folks!
— Sally Church (@MaverickNY) April 2, 2015
$RPRX bled all day. Going to be a great play in a few months
— DeadCatBill (@getbillasap) April 2, 2015
.@megtirrell @CNBCFastMoney that may have been the most straightforward, honest, understandable talk about biotech investing I've ever seen.
— David Maizenberg (@biologypartners) April 2, 2015
mark cuban trying to argue with the senior health reporter at propublica is the gift that keeps on giving https://t.co/4lMi5uLOrh
— cat ferguson (@biocuriosity) April 2, 2015
@TroKalayjianCRG @PhilipAlvesMD At some point we're going to have to come up with a better solution than "don't look."
— Matthew Herper (@matthewherper) April 2, 2015
Got a lab test today. My CBC is 11. What should i do @mcuban
— daviesbj (@daviesbj) April 3, 2015
Great piece on @eperlste in latest @sciencemagazine - congrats!
— Katrine Bosley (@ksbosley) April 3, 2015
CRISPR clears major obstacle impeding its therapeutic use http://t.co/Tmip5WH3nT
— GEN (@GENbio) April 3, 2015