Biotech "Tweets of the Week" for April 20-24, 2015In case you had forgotten...IMMUNO-ONCOLOGY
Featuring: $JUNO $KITE $ADRO $TRIL $BLUE $AERI $CELG $AZN $MYL $TEVA $PRGO $CPRX $ITEK $XBI $IBB Check out the Biotech Tweets of the Week archive. |
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Dr. Siddhartha Mukherjee, author of The Emperor of all Maladies gets an #AACR15 award. #cancerfilm
— David Miller (@AlpineBV_Miller) April 19, 2015
"This is now expected to change the treatment landscape for melanoma." Suzanne Topalian on Keytruda data. $MRK #AACR15
— Matthew Herper (@matthewherper) April 19, 2015
@AlpineBV_Miller If you can't explain it simply, usually means you don't understand it
— Sally Church (@MaverickNY) April 19, 2015
James Allison's concluding slide says it all #AACR15 pic.twitter.com/FKPlTAgEwg
— Vivek Mittal (@mittallab) April 19, 2015
Early read on CAR-T solid tumor from #AACR15 disappoints on high, unmet expectations. Will this hit $JUNO $KITE $NVS $BLCM et al today?
— Adam Feuerstein (@adamfeuerstein) April 20, 2015
$MDCO FDA Approves New Formulation of MINOCIN® (minocycline) for Injection
— Juan P. Serrate, DVM (@JPZaragoza1) April 20, 2015
$HZNP Announces Proposed Private Offering of $300M Senior Notes and $500M New Term Loan Facility
— Bio Stocks™ (@BioStocks) April 20, 2015
$ADRO initiated at Buy at Roth, PT $74
— Bio Stocks™ (@BioStocks) April 20, 2015
Did you really expect CAR-T to work on solid tumors on the first go? #AACR15
— Caroline Chen (@CarolineYLChen) April 20, 2015
$MEIP..strength on volume of 5.1m shares. Closed strong over $2.40 in AH. Setting up for tomorrow.
— Sheff (@SheffStation) April 21, 2015
sold little $EGRX at 61.5 from the breakout call the other day. will probably buy them back soon. One of my favorites $TEVA deal = derisked
— Olddogwithnewtrix (@olddoggnewtrix) April 20, 2015
$PCYC / $ABBV Kyle Bass's latest target with IPR petition
— Meg Tirrell (@megtirrell) April 20, 2015
@chillipickle7 yeah. when they're all 100% higher from here 52 weeks from now they'll be claiming they bought this dip.
— Colfax (@ColfaxCapital) April 20, 2015
$ALDX 3M share offering.
— Bio Stocks™ (@BioStocks) April 20, 2015
Quick #AACR15 summary: "blah blah PD-1, blah blah PD-L1, blah blah CTLA-4" #cancer #immunotherapy well & truly owns the space! #endcancer
— Anirban Maitra (@Aiims1742) April 20, 2015
The US list price for a year of Opdivo/Yervoy combination treatment is almost $300K. One might call that "cumulative financial toxicity."
— Roy Friedman (@DewDiligence) April 20, 2015
Know generalists are getting into $KITE $JUNO $NVS but hearing ppl cross-compare "CART/TCR" as if its a single "drug" is incredibly grating
— Skeptical PhD (@SkepticalPhD) April 21, 2015
Baird gave $cris a buy rating & $5 PT. Not sure if they checked w/ @ColfaxCapital before making their decision.
— Joe (@Drchik23) April 21, 2015
@vikramkhanna_ There's something new and exciting that happens in biotech literally every day lately.
— Brad Loncar (@bradloncar) April 21, 2015
MS upgrades $BMY to overweight
— zach (@zbiotech) April 21, 2015
@TravisMKnight @pbmech you would be nuts if u buy those CART-T up here. So overvalued Twitter love them. They will bail out slowly Travis
— $$$ Money $$$ (@BiotechMoney18) April 21, 2015
Dear RumorMill: Can I get an Ackman taking a stake in $CELG rumor as well? Thanks. I'll have some more ideas for rumors later.
— David Sobek (@dsobek) April 21, 2015
$IBB triggered a breakout and $XBI needs 236.25 to do the same. Cue the bubble talk in about 3-4 days.
— BioBounce.com (@BioBounce) April 21, 2015
When even an inflated headline fails to pump the stock...it's time to call BS on $BCLI
— Juan P. Serrate, DVM (@JPZaragoza1) April 21, 2015
Bought some $MYL June $80s. Trying to catch lightning again like $SLXP. We’ll see…
— Bobby Shea (@robertcshea) April 21, 2015
Attention Market Participants: $TRIL is now a CAR-T play (limited time offer...exceptions may apply)
— Don Shimoda (@zDonShimoda) April 21, 2015
CART drama trumps daytime soaps. Canceling my cable
— Stan D'Andrea, Ph.D. (@stanleydandrea) April 21, 2015
Stuck in meetings all morning and didn't get a chance to throw confetti for new $blue All Time Highs
— Joshua B (@srqstockpicker) April 21, 2015
$BLUE is really pricing in perfection for the first sickle cell data at EHA at this point
— Red Acre Investments (@redacre) April 21, 2015
@DShaywitz Don't need to guess. They will.
— Matthew Herper (@matthewherper) April 21, 2015
Better way to think of $JUNO data: 91% of kids with ALL in remission, 72% still are, and 33% had scary side effects during treatment.
— Matthew Herper (@matthewherper) April 21, 2015
$TRIL poster at #AACR15 clear: Of the competitive drugs, Trillium's is prob cleanest in terms of RBCs. Preclin, but nice to check this box
— David Miller (@AlpineBV_Miller) April 21, 2015
M&A activity, explained. pic.twitter.com/RFZfI9TM4a
— Ivan the K™ (@IvanTheK) April 21, 2015
Maxim starts $BLUE w/ buy, $190 PT.
— Joe (@Drchik23) April 21, 2015
$GILD righted a lot of $CELG wrongs for me yesterday!
— DeadCatBill (@getbillasap) April 22, 2015
$ACOR safe at any dose and re effect: "There were no significant changes from baseline in clinical measures" ie nada again
— Alfredo Fontanini (@AF_biotech) April 22, 2015
The small grant I wrote is to study levodopa induced dyskinesia - an idea largely inspired by my biotech interest.
— Alfredo Fontanini (@AF_biotech) April 22, 2015
uncanny timing of 10b5-1 plans again! —> RT @AndyBiotech: $RGLS CEO dumps 200K shares right before EASL, LOL~~~
http://t.co/nKrgD9JIrB
— Adam Feuerstein (@adamfeuerstein) April 22, 2015
As much as I love $BLUE (and making money), the price is starting to get uncomfortable.
— Brad Loncar (@bradloncar) April 22, 2015
damn $TRIL
— avidresearch (@avidresearch) April 22, 2015
Amazing that things still move on orphan designations
— NathanAaron (@NathanAhron) April 22, 2015
$RARE is looking great today on the Triheptanoin presentation. I still think $SHPG should save some dough and buy them instead of $BMRN.
— Brad Loncar (@bradloncar) April 22, 2015
Amazing $ATHX is holding up so well. On the plus side, it'll make a great short when the anticipated P3 blows up.
— PropThink (@PropThinker) April 22, 2015
$POZN - An oldie but goodie looking to fill that pre-CRL gap
— DCam (@dcamtrades) April 22, 2015
Kyle Bass's latest patent target: $BIIB's Tecfidera (h/t @MarkSchoenebaum for flagging petition)
— Meg Tirrell (@megtirrell) April 22, 2015
$THRX Decided to close remaining half here around $17.17 for +18% gains. Might take a while for this to go over $20. Will continue watching.
— TurboResearch (@TurboResearch) April 22, 2015
CRISPR technology goes all in...germline modification made in a embryo...crossing a line here or what? http://t.co/bvpyc608de
— daviesbj (@daviesbj) April 22, 2015
The more I hear TV traders mock the flash crash person as "a guy in his bathrobe," the more I like him. It's Wall Street whose system failed
— Brad Loncar (@bradloncar) April 22, 2015
Got my $cynaf proxy forms today. Too bad I sold 2 weeks ago:)
— Festo (@Festo50) April 23, 2015
Nice run for $BLCM today , $ARIA should follow soon
— Tom Silver (@TomSilver39) April 23, 2015
.@danprimack Tech IPOs, for sure. Most of the 2015 IPOs (20) have been in healthcare - they are up 16% YTD on top of strong pricing
— Bruce Booth (@LifeSciVC) April 23, 2015
Even $MRK resorting to mITT now. Reports 99% SVR12 in HCV CKD patients. ITT is 94% if you read the entire PR. Still good results though
— j l (@lomu_j) April 23, 2015
Good, so $BIOZF raised money for the P3 trial - not sure I like warrants but one overhang gone @mcbio316
— Alfredo Fontanini (@AF_biotech) April 23, 2015
Remember all the $gild doom and gloom a couple of months ago? Looks like a tempest in a teapot now but still need to see $gild numbers.
— David Sobek (@dsobek) April 23, 2015
$ALXN stresses several times what growth would have been absent FX impact...cos they stress the same when FX works in their favor right?
— zach (@zbiotech) April 23, 2015
Biotech | nHod (10:35 am)
$VRTX $IBB $SGEN $NKTR
$BIIB $RGEN $ESPR $KITE
$OVAS $NVAX $XON $CALA
$TKMR $MACK $MDVN
$BMRN $ACAD $ZIOP etc
— Tom Wrigley (@WrigleyTom) April 23, 2015
Not that you all care, but I have $194.68 in free cash. That's how bullish I am. Bets are placed and now it's time to see if our TA is right
— BioBounce.com (@BioBounce) April 23, 2015
$GWPH..GW Pharmaceuticals price target raised to $155 from $115 at BofA/Merrill
— Sheff (@SheffStation) April 23, 2015
$SGMO up 10% today....and up 10% since jan '13 as well
— zach (@zbiotech) April 23, 2015
$ADXS trying this short again, 22.70. Stop hod. I think this has high potential to snap today as $ADRO drifts down.
— John Welsh (@johnwelshtrades) April 23, 2015
By the way I hope $otic goes to 100 for my buds
— Joshua B (@srqstockpicker) April 23, 2015
Typical great day we've been having lately. Red start, and then a steady climb. Can't complain about that.
— Brad Loncar (@bradloncar) April 23, 2015
$AERI whiff
— zach (@zbiotech) April 23, 2015
$AERI is as bad as possible, unfortunately. Durability issues as well.
— Brad Loncar (@bradloncar) April 23, 2015
Good call by @AndyBiotech for being skeptical about $AERI
— j l (@lomu_j) April 23, 2015
STEVIE $TRIL http://t.co/sW7qeaJ0P5
— Don Shimoda (@zDonShimoda) April 23, 2015
$AERI red flag was when Director sold over 430K shares just week ago!!!
— Tom Silver (@TomSilver39) April 23, 2015
$ITEK overview, important to note safety data given $AERI's whiff
— Vikram Khanna (@VikramKhanna_) April 23, 2015
Categorically, companies that brand an asset prior to phase 3 make me uneasy. $AERI fits the trend. Would love to see some data on this.
— Jake King (@FajaJake) April 23, 2015
$aeri is a fairly compelling bounce. I've seen some stocks drop 80%, but generally a 60% loss is game for a 10%+ bounce
— DeadCatBill (@getbillasap) April 23, 2015
@super_trades @23Chromz I plan to donate to dmd when I sell $srpt in a few years.
— Adam Singer (@AdamSinger) April 24, 2015
@srqstockpicker yup, exactly why u have to do your own dd so u have the conviction to stay w a trade when the inevitable pullbacks come
— Don Shimoda (@zDonShimoda) April 24, 2015
$QURE A +ve EMA & a #success CUPID2 $CLDN will set this into parabolic >>50; A double neg could hurt bad <<20 & create great buyop.
— S Manian (@DrSManian) April 24, 2015
Insider Selling: Aerie Pharmaceuticals Director Sells 425K in Stock on 4/15 average price of $33.64, for a total value of ~$14.3M $AERI
— LifeSciencesMkt (@LifeSciencesMkt) April 24, 2015
Big deal between $celg and $azn too in io
— j l (@lomu_j) April 24, 2015
Smart from $CELG. paying up for a premier IO asset instead of faffing around with cheaper earlier stage ones, and sticking to heme specialty
— Vikram Khanna (@VikramKhanna_) April 24, 2015
Quite the immuno-oncology deal flurry by $AZN. Anything hiding in today's Q1s? $JUNO $IPHYF $CELG
— Jacob Plieth (@JacobPlieth) April 24, 2015
Point72, best traders on planet, but mediocre investors. $tril will go higher because of science, not holders. Though any 13g will help.
— jay arnold (@jayabacus) April 24, 2015
It's nice waking up with a good laugh. Puts you in a good mood. Thanks $GNFTF for another ridiculous, hilarious '505 analysis.
— Adam Feuerstein (@adamfeuerstein) April 24, 2015
Who would have thought that PD-/L1 development would lead to more pharma collaborations? eg $AZN with $JUNO $CELG $IPH $TRIL cool deals
— Sally Church (@MaverickNY) April 24, 2015
$BIIB Tecfidera 1Q15 MASSIVE MISS: $825M vs. $935M consensus
— Andy Biotech (@AndyBiotech) April 24, 2015
Guys, I tweeted a number of slides late last night on $AERI. Read them before you BTD today....
— CashRocket (@CashRocket) April 24, 2015
$AERI Aerie Pharmaceuticals Shares Rally 73% from Thursday Low Premarket; Two Analysts Lower PT to Mid-20's But Maintain Rating...
— BioBreakout (@BioBreakout) April 24, 2015
$IPHYF $IPH.PA 2 heavy weights in IO involved $BMY now $AZN Very nice. Some stocks you just have to be LONGTERM
— dougheuring (@dougheuringaria) April 24, 2015
$MYL Offer for $PRGO up from $205/Share about $222/Share
— Ralph (@StuckInStock) April 24, 2015
Have a nice day Kyle Bass $CELG
— DeadCatBill (@getbillasap) April 24, 2015
Another drama $PRGO Drops 3% on Rejection of $MYL's Unsolicited Offer, Mylan Shares Rally to Fresh Record High
— Joe (@GantosJ) April 24, 2015
So everyone thinks $CLDN fail? Just checking.
— Abby Nachtomi (@anachtomi) April 24, 2015
In $CPRX 3.4, stop 3.2. Daytrade. Thesis same as all the rest of the bio-twitter, which is a bit concerning but still...
— Cody (@codytrades) April 24, 2015
$NLNK & $NWBO would likely look a lot like $AERI if either one ever bothers to release their cancer vaccine efficacy data.
— BuyersStrike (@BuyersStrike) April 24, 2015
$ITEK couldn't hold gains today... still an overhang in the stock until it can clear the IPO pricing for a few days ($6.00) So thin...
— Shane Blackmon (@shaneblackmon) April 24, 2015
Discipline to not invest in biotechs violating your investing rules (i.e. bad mgmt) means you miss some. Have to be OK with that to succeed.
— David Miller (@AlpineBV_Miller) April 24, 2015