Biotech "Tweets of the Week" for April 13-17, 2015Tax Time, AAN, and AACR. The week got off to a slow start but there was no way to call it a slow week by the time Friday rolled around.
Featuring: $GWPH $SAGE $BIIB $ADXS $ADRO $ATHX $BLUE $GLPG $SSH $MNTA $BMY $CLVS $XBI $IBB Check out the Biotech Tweets of the Week archive. |
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$CLVS upgraded to Buy at Goldman Sachs, PT $117
— Bio Stocks™ (@BioStocks) April 13, 2015
$AEZS Rise of the bio turds...Aeterna Zentaris Plans to Initiate Phase 3 Study of Macrilen in AGHD Following Successful FDA Meeting
— BioBreakout (@BioBreakout) April 13, 2015
FDA working through the RNAi holds. $TKMR last week, $ARWR today.
— PropThink (@PropThinker) April 13, 2015
Noticing a lot of $IBB $XBI tickers on the verge of triggering breakouts over the last week, we'll have to watch for follow thru
— BioBounce.com (@BioBounce) April 13, 2015
$MDGN – initiated OP at JMP; $15/share target
$ORMP – assumed buy at MLV; $30/share target
$STJ – upgraded to MP at CS; $74/share
— dougheuring (@dougheuringaria) April 13, 2015
I think $GWPH goes much higher on data presented at ANN this week.
But I can't ignore nice profits.
— HumbleBioTrader (@HumbleBioTrader) April 13, 2015
thank you $CLDX!!
— BioBounce.com (@BioBounce) April 13, 2015
$MDCO recovery from last week says a lot about how this story is changing.
— PropThink (@PropThinker) April 13, 2015
@bradloncar $JUNO and $KITE having a day. I think the secret's out on WS they're must-owns :-)
— Adam Singer (@AdamSinger) April 13, 2015
$OVAS with a buyer of 1500 Sep 40 calls for 5.20 on pretty wide spread. ~3/4 of a million bucks, taking advantage of a ridiculous selloff.
— CashRocket (@CashRocket) April 13, 2015
Wonder if the people playing the January 2016 $RPRX options realize those expire before the likely PDUFA date?
— David Miller (@AlpineBV_Miller) April 13, 2015
@VikramKhanna_ $CDTX looks intriguing, but would probably be considered too early for IPO in a normal biotech market.
— Roy Friedman (@DewDiligence) April 13, 2015
@bradloncar To help pay for $HTPX acquisition.
— Roy Friedman (@DewDiligence) April 13, 2015
All time closing high for $cfrx
— Joshua B (@srqstockpicker) April 13, 2015
Nice to see you here bro'!; 510K approval v.likely; could easily run over 1. Heavily shorted- they gonna cover $AMDA https://t.co/D1p0XNWeuu
— S Manian (@DrSManian) April 13, 2015
$SAGE $100M public offering
— Bio Stocks™ (@BioStocks) April 13, 2015
$BIIB vs. $FWP - Tecfidera Patent Interference formally declared per USPTO website.
— Andy Biotech (@AndyBiotech) April 13, 2015
Jefferies downgrades $arwr from buy to hold & PT from $30 to......$9.
— Joe (@Drchik23) April 14, 2015
$GWPH GW Pharmaceuticals Up More Than 5% As AAN Says Epidiolex "May Show Promise," Study Shows Seizure Reduction
— BioBreakout (@BioBreakout) April 14, 2015
Wow. RT @ronhekier One problem with healthcare in America: Growth in Physicians and Administrative jobs 1970 to 2009 pic.twitter.com/hRfzGsVz07
— MichaelKitces (@MichaelKitces) April 14, 2015
@JPZaragoza1 So... $INCY not getting bought. ;-)
— Adam Feuerstein (@adamfeuerstein) April 14, 2015
@bradloncar Debjit is smart guy. He knows the deserved peer valuation when it comes to GT. $QURE $ONCE
— Raj R (@rajramaswamy) April 14, 2015
Needham Health. Conf (Apr 14-15)
Some Participants
$KBIO $ESPR $AMPH $ISIS $GALE
$NKTR $IDRA $FLXN $DYAX $PGNX
$MGNX $GNCA $TTPH $ALNY $CARA
— Tom Wrigley (@WrigleyTom) April 14, 2015
.@olddoggnewtrix @stocktilludrop well, to be fair bitcoin and biotech have a lot in common...both contain the letters b,i,o,t and c $TRIL
— Don Shimoda (@zDonShimoda) April 14, 2015
$FWP confirms senior party status vs $BIIB re tecfidera
— zach (@zbiotech) April 14, 2015
$AERI CEO at Needham: "data over the next month or two"
— Brad Loncar (@bradloncar) April 14, 2015
$MRK over 4800 weekly $58 calls traded today & up 105% to $0.39
— Joe (@GantosJ) April 14, 2015
@megtirrell How does he (and more importantly FDA) view the risk/reward of a gene Tx for something that is already widely treated. $AAVL
— Brad Loncar (@bradloncar) April 14, 2015
No sweat. Only 453 things to see at #AACR15
— David Miller (@AlpineBV_Miller) April 14, 2015
$BIIB anti-lingo said to show continued 'biological evidence of nerve repair' thru 32wks in optic neuritis pts
— zach (@zbiotech) April 14, 2015
$BIIB Forbes talked to a few experts about Anti-LINGO data- "evidence of repair relatively soft", "mildly encouraging"
— Vikram Khanna (@VikramKhanna_) April 14, 2015
@bradloncar @KristenScholer @GoldmanSachs Goldman has been negative on $CELG for years and its tripled in the meantime.
— David Sobek (@dsobek) April 14, 2015
Happy cns day $ITCI $SAGE $CYNAF $MRNS $NDRM
— Alfredo Fontanini (@AF_biotech) April 14, 2015
$BIIB @matthewherper Does that even need a debate when 1/3~1/2 of your mkt cap is based on PhI data? ;)
— Andy Biotech (@AndyBiotech) April 14, 2015
@momotrades15 All you need to know is that it's an inversion, so they are at a fundamental competitive advantage from here forward. $HZNP
— Brad Loncar (@bradloncar) April 14, 2015
Long $ADRO short $ADXS until the cows come home.
— Cody (@codytrades) April 14, 2015
$BIOD Biodel 32.69M share Secondary priced at 92c.
— Chill Till (@ChillzTrading) April 15, 2015
didn't know $CLSN still exists
— Juan P. Serrate, DVM (@JPZaragoza1) April 15, 2015
$GILD $CELG attractive $BIIB Bloated big time IMO
— avidresearch (@avidresearch) April 15, 2015
$SAGE secondary going extremely well today
— Kyle Dennis (@kylewdennis) April 15, 2015
$ADRO $31.50 open
— Brad Loncar (@bradloncar) April 15, 2015
$blue April 135 calls up 85% today
— Joshua B (@srqstockpicker) April 15, 2015
Just came out of a surgery, so what's the first thing I do? Check my biotechs ofcourse :)
— Pawcio (@pawcio2009) April 15, 2015
Doc asked me what's my pain level from 1-10, I looked at a $blue quote and said 0.
— Pawcio (@pawcio2009) April 15, 2015
$ATHX LOD
— Bio Stocks™ (@BioStocks) April 15, 2015
Prescient https://t.co/yo9ChCqaGz
— DCam (@dcamtrades) April 15, 2015
$RDUS call me crazy, but i did added more shares today for their ACTIVExtend top-line fx data in 2Q '15. Buy&Hold play. i want $55+ PT
— $$$ Money $$$ (@BiotechMoney18) April 15, 2015
In the unlikely case you benefit from some of my bio ranting, please don't forget to make a little gift to research/disease foundations
— Alfredo Fontanini (@AF_biotech) April 15, 2015
AACR usually throws up a few surprises. Me particularly interested in $ATRA $INCY $ADAP Immunocore, and solid tumor readthrus
— Vikram Khanna (@VikramKhanna_) April 15, 2015
@bradloncar @JPZaragoza1 @VikramKhanna_ @zDonShimoda @AF_biotech 10 #biotech experts to follow on Twitter http://t.co/1ysqWhNqHd
— Benzinga.com (@Benzinga) April 15, 2015
CAR-T stocks the outperformers into AACR
— Vikram Khanna (@VikramKhanna_) April 15, 2015
$PVCT Opens Patient Enrollment; Begins Phase 3 International FDA Comparative Clinical Trial of PV-10 for Melanoma.
— Brandon Hayward (@VexTrades) April 15, 2015
$AMGN gets approval for Corlanor, entering the cardio space. via @business
— Caroline Chen (@CarolineYLChen) April 15, 2015
Have data from 3 cancer conferences in my head this week #brainfry
— Sally Church (@MaverickNY) April 15, 2015
Galapagos Files for IPO. $GLPG
cc: @JohnCFierce
— Bio Stocks™ (@BioStocks) April 15, 2015
BREAKING: I just left my work office for the last time. 14 year career in the pharmaceutical industry. To be a trader! Ha!
— Rick (@Skipjackrick) April 15, 2015
The ACA struck down lifetime and annual limits on health-insurance.
Bringing them back is a terrible idea, unless you hate sick people.
— Amitabh Chandra (@amitabhchandra2) April 15, 2015
If @elonmusk was a biotech CEO: “We landed our rocket successfully on platform.”*
* per protocol analysis where landed = crashed.
— Adam Feuerstein (@adamfeuerstein) April 15, 2015
Seriously?!?! https://t.co/76fGdzFQNA
— LifeSciencesMkt (@LifeSciencesMkt) April 16, 2015
$ADRO (ipo)
CEO will speak with @SquawkAlley today
-via @carlquintanilla
— Tom Wrigley (@WrigleyTom) April 15, 2015
Re CRISPR fight, maybe fundamental science breakthroughs that were funded by public money should be presumptively pooled and licensed to all
— David Maizenberg (@biologypartners) April 16, 2015
Bio PR 101:
Partnership = $
Collaboration = No $
— Don Shimoda (@zDonShimoda) April 16, 2015
$pcrx subpoena
— NathanAaron (@NathanAhron) April 16, 2015
u know what they say about channel stuffing and subpoenas...leading indicators for a takeout
— zach (@zbiotech) April 16, 2015
I'm very happy that companies see value in being included in the $LCINDX. I also think I need to note that index weightings ≠ rankings.
— Brad Loncar (@bradloncar) April 16, 2015
$RCPT Ozanimod is now a maintenance drug in a chronic unmet need... we've seen repeatedly that these are the most attractive mkt oppies
— Branden Muhl (@BrandenMuhl) April 16, 2015
and ur telling me the biotech mkt is discerning these days? $SNTA up 70% from secondary offering 2 weeks ago that had to print at 6yr low
— zach (@zbiotech) April 16, 2015
$SSH plop. ↓ 10%
— Bio Stocks™ (@BioStocks) April 16, 2015
— Dan Rosenblum (@sharkbiotech) April 16, 2015
@PropThinker $CDTX seems too early for an IPO, even in this exuberant mkt. Plus, fungal infections aren't sexy.
— Roy Friedman (@DewDiligence) April 16, 2015
$AGIO to Replace $PCYC in NYSE Arca Biotech Index (BTK); effective after the close April 17
— Sasha Damouni (@SashaDamouni) April 16, 2015
A group of doctors just asked Columbia to reconsider Dr. Oz's faculty appointment http://t.co/MM2sZrzxSI
— Julia Belluz (@juliaoftoronto) April 16, 2015
@megtirrell @PowerLunch ask him when $PFE is breaking up into 3 cos.
— Red Acre Investments (@redacre) April 16, 2015
$NVS $MNTA Glatopa™ Label -- *substitutable* generic COPAXONE
http://t.co/sj5ir6wnjZ
$TEVA pic.twitter.com/mIGAqRoJJt
— Andy Biotech (@AndyBiotech) April 16, 2015
RT @BioDueDiligence: Price of $TEVA once daily Copaxone up 160% in 6 years per $MNTA conference call
— Sarah Karlin (@SarahKarlin) April 16, 2015
oh no, $DSCO voluntarily ceases commercialization of surfaxin
— zach (@zbiotech) April 16, 2015
LOL, how many years and how much money did $DSCO waste to gain that approval? https://t.co/qIHBFbNax7
— Andy Biotech (@AndyBiotech) April 16, 2015
Nice follow through $tgtx. Decent bounce $tril. $fold took much needed day off but still looks good. Solid day.
— Festo (@Festo50) April 16, 2015
@hayitsDavey I was lucky. I didn't see this level of meltdown coming at all. Was just trying to minimize risk since my $CELG plays are bad
— DeadCatBill (@getbillasap) April 16, 2015
@wiseRguy1971 this time will play extra safe. Stop-loss orders in, all position. Mistake made on $ZGNX won't happen hopefully ever again....
— WiseRguy (@wiseRguy1971) April 16, 2015
$SSH - Sunshine Heart Provides Update on U.S. Pivotal Study of C-Pulse(R) Heart Assist System.
— Brandon Hayward (@VexTrades) April 16, 2015
$SSH "minor protocol changes" "FDA did not indicate concerns regarding safety of the device"
— Shane Blackmon (@shaneblackmon) April 16, 2015
Nomura" $RCPT Ozanimod Stat Sig in the Under-Powered Maintenance Portion of the Phase II UC study,No safety concerns, TP=$173..."
— Tom Silver (@TomSilver39) April 16, 2015
$QURE German regulator puts UniQure gene therapy appraisal on hold
— Captain Sequence (@CaptainFuture__) April 17, 2015
$ATHX Fails
— j l (@lomu_j) April 17, 2015
Anyone have any doubt in hindsight that $ATHX data fail leaked out early? Nice outsized volume days prior 2 days.
— Shane Blackmon (@shaneblackmon) April 17, 2015
Atlas X: Accelerating Biotech Venture Creation- announcing a new fund & completing our transtion to pure-play biotech http://t.co/W7Vur0lE5m
— Bruce Booth (@LifeSciVC) April 17, 2015
ICYMI: How Marketing And Media Muddled The Truth About The Heart Drug Vytorin http://t.co/0lAvpJ47M2
— Matthew Herper (@matthewherper) April 17, 2015
$AZN set quite the bar w/that 13.5m PFS from AURA, up from prior 9.5m at ESMO $CLVS
— zach (@zbiotech) April 17, 2015
adjusting for Q1'15 burn, $60M is still quite a bit to pay for nothing $ATHX
— zach (@zbiotech) April 17, 2015
Bubble talk all over in different media. In a real bubble all is well, nobody talks about a bubble.
— BioStockAddict (@BioStockAddict) April 17, 2015
$BMY Opdivo ph3 study in non-squamous lung cancer stopped early for efficacy.
— Adam Feuerstein (@adamfeuerstein) April 17, 2015
Note to self: $BMY peaks early, dips and closes at HOD ... do not sell calls at the dip as you always do! :-D
— Alfredo Fontanini (@AF_biotech) April 17, 2015
.@GerardNorcia @Doceletaxel Haven't seen the slides. $CLVS up ~30% in past 2wks, so would probably expect some knee jerk rxn sell off today
— Andy Biotech (@AndyBiotech) April 17, 2015
$SSH red
— Bio Stocks™ (@BioStocks) April 17, 2015
FYI re: #AACR15. Sunday, you’ll see $MRK Keytruda lung//mesothelioma, Keytruda vs $BMY Yervoy melanoma, $NVS CAR-T solid + some other stuff
— Adam Feuerstein (@adamfeuerstein) April 17, 2015
$BLUE SCD data might not be at EHA,but I'd expect some kind of update from the company around that date or shortly after.Updates every 6 mos
— Juan P. Serrate, DVM (@JPZaragoza1) April 17, 2015
Wow. #AACR15 is the new #ASCO. Lots of stuff to do this weekend...
— Matthew Herper (@matthewherper) April 17, 2015