Biotech "Tweets of the Week" for April 27 - May 1, 2015Featuring: $CLDN $RGLS $BMRN $BIIB $ARIA $QURE $VRTX $AMGN $CLDX $GILD $TRIL $RTRX $CEMP $JUNO $MDCO $ESPR $XBI $IBB Check out the Biotech Tweets of the Week archive. |
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$RGLS 5/15 relapsed after 8wk; then 3/10 relapsed after 12wk.
No wonder CEO dumps 200K shares right before EASL https://t.co/srQTxWDLmG
— Andy Biotech (@AndyBiotech) April 25, 2015$RGLS - well there you have it. Bye bye
— Rick (@Skipjackrick) April 25, 2015Man there's been some really well timed insider sales lately.
— NathanAaron (@NathanAhron) April 26, 2015$CLDN missed primary and secondary endpoints
— Shane Blackmon (@shaneblackmon) April 26, 2015If entire GT sector drops on $CLDN sympathy it'll be a stupid reaction and a great buying opt!!!
— Alfredo Fontanini (@AF_biotech) April 26, 2015$CLDN yet another data point against the big pharma/corporate 'validation' axiom. $PFE, $JNJ, $NVS were all corp investors here
— Vikram Khanna (@VikramKhanna_) April 26, 2015$TRIL initiated with an Outperform at Leerink. PT $29
— Bio Stocks™ (@BioStocks) April 27, 2015$AFMD ↓ 15%
— Bio Stocks™ (@BioStocks) April 27, 2015$BMRN completes drisapersen rolling BLA.
— David Miller (@AlpineBV_Miller) April 27, 2015$CLDN covered short at 2.88 from 18 :)
— stockassassin (@stockassassin74) April 27, 2015@DrSManian perfect storm: CLDN fail (+mgmt advance selling), price talk (very legitimate btw) + hangover after all the onc hype. Was overdue
— David Maizenberg (@biologypartners) April 27, 2015..... and then one day there was no bounce $IBB
— S Manian (@DrSManian) April 27, 2015$SGYP Adding... thanks for the cheap shares :-)
— BioBreakout (@BioBreakout) April 27, 2015We were interested to see how gene therapy stocks would perform today, didn’t give thought to entire sector trading down significantly.
— Adam Feuerstein (@adamfeuerstein) April 27, 2015@AndyBiotech @matthewherper The two blow-ups are good reminders for biotech, not only those considered high risk fail, low risk fail too.
— JQ (@jq1234t) April 27, 2015$CANF up 50% when $IBB drops ~5% that's a hoot.
— Red Acre Investments (@redacre) April 27, 2015@colfaxcapital I'd be surprised if the people who invested $400 million in Theranos at the $9B valuation are just suckers. That's real money
— Brad Loncar (@bradloncar) April 28, 2015$OTIC Announces FDA Acceptance of AuriPro NDA.
— Bio Stocks™ (@BioStocks) April 28, 2015Looks like big pharma will bounce the bio indices today. $PFE and $MRK results r stellar
— Raj R (@rajramaswamy) April 28, 2015$IBB $XBI Buy when there is blood in the streets...
— BioBreakout (@BioBreakout) April 28, 2015so are all those who wondered 'what if it works' now wondering 'what if it doesn't'? re '037 $BIIB
— zach (@zbiotech) April 28, 2015@ahlstrac nah. If we get three more days of this then we will get real panic.Last year people thought biotechs would never go up again.
— David Sobek (@dsobek) April 28, 2015Scangos says companies have an obligation to make sure drugs work even after approval. $BIIB #WMIF15
— Michelle Fay Cortez (@FayCortez) April 28, 2015@bradloncar finding that WMS invitation is a perfect example of how I searched before @srqstockpicker @dougheuringaria made me lazy ))
— Olddogwithnewtrix (@olddoggnewtrix) April 29, 2015$ARIA CEO Harvey Berger "retires" as part of settlement with Sarissa Capital.
— Adam Feuerstein (@adamfeuerstein) April 29, 2015$VRX such a great gig and growth that CFO saying adios
— zach (@zbiotech) April 29, 2015$BLUE PT raised to $186 from $119 at Piper
— Bio Stocks™ (@BioStocks) April 29, 2015Wanted Biotech CEO with strong track record in being acquired. flexible hours, part-time. See Alex Denner at $ARIA
— Don Shimoda (@zDonShimoda) April 29, 2015@hydrogenblimp anecdotaly $BLUE management seems way more confident now than they did even 7-8 months ago
— Dan Rosenblum (@sharkbiotech) April 29, 2015$MYL $75 cash and 2.3 shares for $PRGO raised offer. h/t @davidfaber
— Brad Loncar (@bradloncar) April 29, 2015$CLDX is NOT $CLDN unconfirmed chatter
— S Manian (@DrSManian) April 29, 2015$ITEK sold for a quick 5% gain from a few days ago
— Stan D'Andrea, Ph.D. (@stanleydandrea) April 29, 2015$ANAC recovering the 50EMA and a buyer this AM of 500 Jul 65C for 7.92-8.25. Still in LT uptrend with key data this summer.
— CashRocket (@CashRocket) April 29, 2015$QURE almost the entire 9 point gap up from 4/2/15 has been retraced...
— happycamper (@happyycamperr) April 29, 2015$VRTX - Have to say I like Kalydeco name a lot more, Orkambi sounds like a Japanese Ramen house...
@adamfeuerstein @zbiotech @megtirrell
— Andy Biotech (@AndyBiotech) April 29, 2015wow $AMGN swings for the fences with T-Vec and its way back way back it's outta here
home run at FDA AdCom, well done
— Paul D. Rennert (@PDRennert) April 29, 2015$BMY FDA accepts sBLA for Opdivo in first line melanoma
— Juan P. Serrate, DVM (@JPZaragoza1) April 29, 2015$NBY NovaBay files $15.4M mixed securities shelf.
— Chill Till (@ChillzTrading) April 30, 2015Ok expectation that every GT program should cure is obviously misplaced, and could only reflect an irrational hype
— Alfredo Fontanini (@AF_biotech) April 30, 2015$ADXS 2.8m shares at $19... strong pricing for the biotech environment
— Shane Blackmon (@shaneblackmon) April 30, 2015$IPHYF up 7 percent ????
— dougheuring (@dougheuringaria) April 30, 2015Investors can’t complain about rapacious biotech follow-on financings if they keep buying the offerings. Just stop.
— Adam Feuerstein (@adamfeuerstein) April 30, 20153 Names I really like for the next 6-12 months: $CLDX, $CLLS, $CLVS
Possible Home Runs if you're patient!
— HumbleBioTrader (@HumbleBioTrader) April 30, 2015@avidresearch You know it's been a bad quarter when two of your Recent Developments are "Complete Response Letter" and "Subpoena" $PCRX
— Brad Loncar (@bradloncar) April 30, 2015$CLDX think the $24 is a solid base now, green in the sea of biotech red
— $$$ Money $$$ (@BiotechMoney18) April 30, 2015$XBI down 11% in past 5 trading days. Is that a #biotech correction?
— Adam Feuerstein (@adamfeuerstein) April 30, 2015@dsobek Yes, Stanford started in the Fall w solid tumors...will be starting heme this Summer h/t @srqstockpicker
— Don Shimoda (@zDonShimoda) April 30, 2015Evil biotech shorts are at it again, Everyone knew this was going to happen, Healthy correction, Blah blah blah. Bottom line: know your shit
— Dr. Tro Kalayjian (@TroKalayjianCRG) April 30, 2015$XBI technical support at $0.0
— Colfax (@ColfaxCapital) April 30, 2015@getbillasap I did wonder for a bit this morning though
— DeadCatBill (@getbillasap) April 30, 2015Ok, I sold my add in $BIS @ 35.80, +4.65, will continue to hold core.
— RC (@RaginCajun) April 30, 2015Short of $GILD acquiring $VRTX tonight I doubt there will be much of consequence in terms of stock action. Big revenue beat already expected
— Vikram Khanna (@VikramKhanna_) April 30, 2015To temper the gloom and doom, there are certainly some quality names approaching levels of r/r long term investors would be comfortable with
— Vikram Khanna (@VikramKhanna_) April 30, 2015RT [redacted] $IWM is now further below its lower bollinger band than it has been since 2000
— H Khan (@seldomawake) April 30, 2015$BPMC ipo not starting the way I envisioned it. Still positive, but down from ~$24.
— Joe (@Drchik23) April 30, 2015Positive algo tripper $qure $qure $qure $qure $qure $qure $qure $qure $qure
— Joshua B (@srqstockpicker) April 30, 2015Despite my terrible day trades, brought the exposure down quite a bit today. Sold $juno, kite, blue, bbh and gild.
— Chris Ahlstrand (@ahlstrac) April 30, 2015$TRIL buy and hold strategy can HURT
— avidresearch (@avidresearch) April 30, 2015and there is the $GILD dividend announcement.
— DeadCatBill (@getbillasap) April 30, 2015— Raj R (@rajramaswamy) April 30, 2015
The $IBB just touched the 100MA & bounced back, indicators already in the Over-Sold territories tomorrow is important day 4the weekly candle
— Joe (@GantosJ) April 30, 2015$RTRX IND (finally) cleared for PKAN. Will start a trial in healthy volunteers.
— Brad Loncar (@bradloncar) April 30, 2015I want to hear the call, but obviously this is a great quarter for $GILD, and $ESRX/ $ABBV did not take that much flesh.
— Matthew Herper (@matthewherper) April 30, 2015I'm not mad at you $gild even tho I sold you. We needed you and you came through.
— SwoleStreet (@yoldash718) April 30, 2015@redacre They still boosted guidance and that is key. Boosting so early in the year
— David Sobek (@dsobek) April 30, 2015Congrats to bio companies who pulled off secondaries and loaded coffers at 52s the last 3 months
— Joshua B (@srqstockpicker) April 30, 2015$CEMP - reimbursement - new AB drugs to be paid for (medicare) to be legislated - strong support
— Raj R (@rajramaswamy) April 30, 2015$GILD spent about $47M per trading day in Q1 buying back their own stock. Far out. http://t.co/jqBgPrLpii
— PropThink (@PropThinker) April 30, 2015$BMRN Drisapersen NDA ~1,000,000 pages...
— Andy Biotech (@AndyBiotech) April 30, 2015Broken charts everywhere. All in 3 days.
— BioBounce.com (@BioBounce) April 30, 2015$cemp sure seems to be firing on all cylinders. Appears to be solid mgmt. Lots going on next 6-9 months. Added more shares today.
— Festo (@Festo50) April 30, 2015$CEMP PH2 in NASH&COPD,also a skin&bone infection PH3 by EoY. Soli year ahead of sched. w/EoY data&working NDA-Try to add tomorrow.
— Jason (@JasonHolman5) May 1, 2015I liked the total capitulation EOD today; a gap down & s big bounce day tomorrow is likely; next week expect more red tho'; we'll see $IBB
— S Manian (@DrSManian) May 1, 2015Hans Bishop of $JUNO. We worry abt the rate at which we are learning. Field moving incredibly fast. Lots of competition
— Luke Timmerman (@ldtimmerman) May 1, 2015Just think, 16 random employees at $REGN have probably made more $ this last year or two than the 16 employees at $OPTH who won the lottery.
— Brad Loncar (@bradloncar) May 1, 2015@bradloncar @hydrogenblimp the science! Curing diseases! Innovation in Biotech makes me think over the long term we will all be fine! $GILD
— HumbleBioTrader (@HumbleBioTrader) May 1, 2015@dcamtrades @Drchik23 $KITE has more advance pipeline and just $2B market cap
— Tom Silver (@TomSilver39) May 1, 2015$MDCO Gets two FDA approvals - Raplixa and IonSys - keeping the transformation away from Angiomax dependence intact
— BioInvest (@MTSLNews) May 1, 2015People have asked how much more we have to go. I have no idea, but here's how we compare to last year's slumps. $IBB pic.twitter.com/Sj7raa11kA
— Brad Loncar (@bradloncar) May 1, 2015Close out $ESPR for loss today. Could get a dead cat bounce off GILD earnings to salvage some of the damage.
— BioBounce.com (@BioBounce) May 1, 2015@colfaxcapital Getting there. $XBI is down 12.8%. The amazing thing about this one is how fast it has been. Those highs were on April 23rd!
— Brad Loncar (@bradloncar) May 1, 2015$LBIO Prices 4.75M Common Secondary Offering at $10/Share
— HumbleBioTrader (@HumbleBioTrader) May 1, 2015$TLOG is offering 6.25m shares at $4.00/share
— Sheff (@SheffStation) May 1, 2015$PCYC Q1 IMBRUVICA net rev $247M.
— Bio Stocks™ (@BioStocks) May 1, 2015Yest was best day to buy $adro if you missed the IPO. Today is second best.
— Adam Singer (@AdamSinger) May 1, 2015Citi expects 60%+ global market share for $gild near term in hcv. Zydelig sales peaking at $700M due to competition & side-effect profile.
— Joe (@Drchik23) May 1, 2015$AMRN Closed flat. Failed bounce. It fell below the levels I was looking for.
— TurboResearch (@TurboResearch) May 1, 2015If you want to buy something, buy into the end of the day!
— HumbleBioTrader (@HumbleBioTrader) May 1, 2015Cowen May Biotech Thermometer
Most Loved: $ALNY? $BLUE $BMRN $CLDX $INCY
Most Hated: $AKAO $KERX $IMGN $SRPT $XNPT pic.twitter.com/yP3K4Yajy6
— Andy Biotech (@AndyBiotech) May 1, 2015Been debating whether to post this for a while now. figure why not. https://t.co/QYM85c6pr9
— Chris Ahlstrand (@ahlstrac) May 1, 2015@bradloncar i was gonna chime in with this last night when u were discussing impact of these new therapies. i'm living proof of their impact
— Chris Ahlstrand (@ahlstrac) May 1, 2015