Biotech "Tweets of the Week" for May 4-8, 2015BLUE skies are here to stay
Featuring: $GILD $QURE $ACRX $NLNK $ISIS $TRIL $ALXN $GEVA $ADAP $FATE $BLUE $AMRN $VRTX $XBI $IBB Check out the Biotech Tweets of the Week archive. |
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LOL, this is awesome! --> RT @ApexHurley: Amazing "Management Translation Guide" from WFC Retail team pic.twitter.com/LhXyB74rYT
— Andy Biotech (@AndyBiotech) May 2, 2015
@JohnCFierce $4.5B in Q1 HepC sales is quite the “gaffe.” I”m sure none of $GILD’s competitors want to make the same mistake.
— Adam Feuerstein (@adamfeuerstein) May 4, 2015
And as investors becomes much harder to risk-adjust revenues and valuation in gene tx stocks if 'cure' suddenly isn't a given
— Vikram Khanna (@VikramKhanna_) May 4, 2015
Sorry to be missing the @bloomburton hc conference this year. Gr8 to see their gutsy "all in" on Canadian HC Inv Banking (in 2008!) pay off
— David Sable (@dbsable) May 4, 2015
$QURE exited starter position down $.50 in IRA... moving to sidelines as more negative sentiment in gene therapy this morning. Being patient
— Shane Blackmon (@shaneblackmon) May 4, 2015
Valuations in health-care are "generally at the high end of what we'd consider reasonable," Sarissa's Denner says at #Sohn2015
— Meg Tirrell (@megtirrell) May 4, 2015
$ES_F+40 from Thursday afternoon low
— Dan Rosenblum (@sharkbiotech) May 4, 2015
$PCYC "Imbruvica sales disappoint, but that's AbbVie's concern now."--@porgesg at Bernstein Research.
— Matthew Herper (@matthewherper) May 4, 2015
Careful with $QURE
— BioBounce.com (@BioBounce) May 4, 2015
@adamfeuerstein Are you "suggesting" there might be more to the data than the positive PR? ; )
— David Sobek (@dsobek) May 4, 2015
$FOLD gap filled. Still think this is a great takeout candidate.
— Jake King (@FajaJake) May 4, 2015
9 #Biotech #IPOs Scheduled This Week
TUE $OPGN
WED $ADAP $GLSS $MVIR!
THU $LIFE $COLL $KLOX
FRI $ANTE
Day-to-Day $CLCD
— Andy Biotech (@AndyBiotech) May 4, 2015
FDA denies $ACRX's request for a Type B meeting and restated that a clinical study is required.
— Brad Loncar (@bradloncar) May 4, 2015
$ACRX "Hello FDA can we meet with you?
FDA "NO!"
— keith clark (@keithc71) May 4, 2015
Lucky for $PTCT that this suspended dosing happened in the last 48hrs so they could disclose with earnings and not violate RegFD
— Leo (@BiotechLeo) May 4, 2015
@bradloncar well, that's not encouraging - if data are good, companies usually signal it #dataminingfail
— Sally Church (@MaverickNY) May 5, 2015
There once was a company NewLink
Its statisticians didn't know how to think
So it kept changing plan
And kicked the statistical can
$NLNK
— biotechtoreador (@biotechtoreador) May 5, 2015
$TRIL for my Q Is there any potential pharma co partnership.... they prefer at this point to keep the propriety & not sign any deal so early
— Joe (@GantosJ) May 5, 2015
$ISIS EPS transcript will read 'bayer bayer bayer, bayer bayer bayer bayer....then bayer and bayer, finally bayer bayer bayer'
— zach (@zbiotech) May 5, 2015
bitoech longs everywhere looking for the ASCO bounce...nowhere in sight $IBB $xbi
— Red Acre Investments (@redacre) May 5, 2015
$ACAD "Earnings" conference call on Thursday...more manufacturing excuses?
— LifeSciencesMkt (@LifeSciencesMkt) May 5, 2015
Sold $TTPH June $35 puts for $2.95, Max 8.4% profit in 6 weeks or assigned at $32.05 (not bad for best-in-class asset, offering at $35).
— DCam (@dcamtrades) May 5, 2015
#Biosimilars rivals band together. Shld be interesting since Amgen, Sandoz, others disagree on policy issues. http://t.co/JD552kWop9
— steve usdin (@steveusdin1) May 5, 2015
hark, what's that green beacon i see off in the distance $QURE
— Don Shimoda (@zDonShimoda) May 5, 2015
$ONVO signs deal with L'Oreal. Presumably L'Oreal will provide the lipstick for this pig?
Could not even make that up….
— biotechtoreador (@biotechtoreador) May 5, 2015
$ALXN buys $GEVA for $115 cash and 0.6581 $ALXN shares
— Bio Stocks™ (@BioStocks) May 6, 2015
@VikramKhanna_ activity sure has picked up in 2015 (despite all the valuation rhetoric). With inversions off the table, this bound to happen
— Colfax (@ColfaxCapital) May 6, 2015
$ALXN paying ~10-14x peak sales for Kanuma depending on whose forecasts you believe. Typical rule of thumb is 4-5x! Scarcity premium again
— Vikram Khanna (@VikramKhanna_) May 6, 2015
$ALXN $GEVA Just did a quick check, 135% one-day premium seems to be the highest premium for any $5B+ M&A deal in biotech in the last decade
— Andy Biotech (@AndyBiotech) May 6, 2015
$ITCI initiated at Buy at SunTrust, PT $50
— Bio Stocks™ (@BioStocks) May 6, 2015
$FATE halted
— Shane Blackmon (@shaneblackmon) May 6, 2015
$CLVS looking forward hearing the pipelines & update ah today, trading right at support.
— $$$ Money $$$ (@BiotechMoney18) May 6, 2015
I think we are living through the greatest exit environment in the history of the biotech space.
— Bijan Salehizadeh (@bijans) May 6, 2015
$GILD Gilead acquires EpiTherapeutics for $65M. http://t.co/9vQ7P8wXwh
— Chill Till (@ChillzTrading) May 6, 2015
Wed the new Monday lol
— NathanAaron (@NathanAhron) May 6, 2015
hey guys, i think you forgot to label the y-axis here... $ALXN $GEVA pic.twitter.com/K3JAWIRwNE
— zach (@zbiotech) May 6, 2015
$GILD DID say they were ready to do deal during the Q1 call - ;-)
— Red Acre Investments (@redacre) May 6, 2015
@happyycamperr It's easy to trash big, costly deals. But they usually end up being the best ones.
— Brad Loncar (@bradloncar) May 6, 2015
@Sport234a @given2tweet scary. I love shorting, but you only have to be very wrong one time if you are selling calls
— DeadCatBill (@getbillasap) May 6, 2015
$RARE, $BMRN both up pre-mkt on $ALXN $GEVA deal - "only solidifies pref for rare-disease focused investment opps" Baird's Raymond says
— Meg Tirrell (@megtirrell) May 6, 2015
@adamfeuerstein that thesis worked for $AEGR. Still may wind up true for LAL-D as well but the short trade has gone bust
— avidresearch (@avidresearch) May 6, 2015
something like $ESPR with late stage possible blockbuster looks silly cheap now after $GEVA EV of $2 billion
— Dan Rosenblum (@sharkbiotech) May 6, 2015
Machine learning in health care is the future: @IBMWatson to guide cancer therapies at 14 centers: http://t.co/6OsZi0Sg0b @HarvardHBS #RCTOM
— Ariel Dora Stern (@arieldora) May 6, 2015
$fate fade
— DeadCatBill (@getbillasap) May 6, 2015
@AlpineBV_Miller $XLRN trades so poorly on good news $CELG could offer a 100% premium and it would still go down.
— David Sobek (@dsobek) May 6, 2015
Adaptive raising $195M Series F!! One of the largest rounds for a private dx co.
— Vikram Khanna (@VikramKhanna_) May 6, 2015
Soros sure got lucky getting into a microcap biotech right before it tripled
— Vikram Khanna (@VikramKhanna_) May 6, 2015
$LBIO - sliding. $10 ton of sec by insider sales. Not touching until $10+
— Raj R (@rajramaswamy) May 6, 2015
$XOMA. One data point away. One exacerbation away. Should check off one overhang soon
— Tanmoy Kumar (@kumareyna) May 8, 2015
$TLOG Halts Trial Due to Cranial Nerve Palsies Observed in First Cohort
— Bio Stocks™ (@BioStocks) May 6, 2015
Welcome back $qure
— Joshua B (@srqstockpicker) May 6, 2015
objectivity is not, by definition, bearish
— zach (@zbiotech) May 6, 2015
Looking like $ADAP will have a semi-reasonable opening. Currently auctioning in the $19-$20 range.
— Brad Loncar (@bradloncar) May 6, 2015
$TLOG 2.30 in cash... BUT lots of debt and liabilities. Biotech with debt is bad news
— Shane Blackmon (@shaneblackmon) May 6, 2015
$BMRN $SRPT at conferences drisa and eteplirsen have always acted like siamese twins, difficult to see them separated as they move into NDA
— Dirk Haussecker (@RNAiAnalyst) May 6, 2015
$GILD considered great deal makers, esp re returns on those deals that've been key strategic fits...yet still no major deal, says something
— zach (@zbiotech) May 6, 2015
an immunotherapy oncology IPO in red on opening day. Unimaginable just a DAY ago,
— avidresearch (@avidresearch) May 6, 2015
$SRPT 168 weeks data PR 01/12/2015 Then 192 data around 06/29.. and will be at SPRT hands around 05/30
— Joe (@GantosJ) May 6, 2015
$FATE - bought a starter now at sig discount to what $JUNO paid :-)
— Raj R (@rajramaswamy) May 6, 2015
Congrats to the gutsy (?) folks on my stream who stuck with $ONCE and bought yesterday's low in $QURE. I am not among you, alas. cc @23aloha
— David Maizenberg (@biologypartners) May 6, 2015
$CLCD IPO opens at $8.50. Priced at $10
— Bio Stocks™ (@BioStocks) May 6, 2015
$SRPT NOV CALL BUYING
— JE$US (@WallStJesus) May 6, 2015
$TLOG: It was a choice of unwinding the offering, or facing a menacing lawsuit from the buyers. @shaneblackmon @bradloncar
— Roy Friedman (@DewDiligence) May 6, 2015
$tril "a dozen interested parties in our lead asset" ya don't say? #CD47
— Joshua B (@srqstockpicker) May 6, 2015
@Billy_Jacob don't forget about their secret $TRIL position ))
— Don Shimoda (@zDonShimoda) May 6, 2015
$PTBI Announces $10 Million Private Placement.
— Brandon Hayward (@VexTrades) May 6, 2015
AIDS Healthcare Foundation has sent 5 speakers to the $GILD annual mtg, asking co. to drop prices and predicting a "day of reckoning".
— Caroline Chen (@CarolineYLChen) May 6, 2015
Sold $AGIO for flat trade. No quick bounce
— Stan D'Andrea, Ph.D. (@stanleydandrea) May 6, 2015
@codytrades HC Scamwright (all ex-Rodscam&Renshaw ppl) doing what they do best.
— BuyersStrike (@BuyersStrike) May 6, 2015
"Mid-cap biotechs need to either grow through acquisitions, or are likely to be acquired themselves," Bernstein's Porges says re: $ALXN deal
— Meg Tirrell (@megtirrell) May 6, 2015
Nice $ARRY candle and buyer today of 3000 Jan 2016 8C for 1.55 on wide spread. Great EPS in the rearview.
— CashRocket (@CashRocket) May 6, 2015
Nice to see the good old days of $ssrpt are back!
— jay arnold (@jayabacus) May 6, 2015
$BLUE - "...we look forward to presenting our first clinical data in sickle cell disease at EHA in June…"
— Brad Loncar (@bradloncar) May 6, 2015
EHA abstracts are May 21. $BLUE
— PropThink (@PropThinker) May 6, 2015
As much as $blue has positively changed my financial well being I can only hope the patients can benefit with life changing health
— Joshua B (@srqstockpicker) May 6, 2015
You think CLDN top was bad imagine if BLUE comes up short in any way.
— Festo (@Festo50) May 6, 2015
Bio-Twitter is convinced $BLUE has cured sickle cell disease. What happens if you’re wrong?
— Adam Feuerstein (@adamfeuerstein) May 6, 2015
But, hey, I'm not complaining... the mrkt miss-pricing risk/reward is how I make my living
— Don Shimoda (@zDonShimoda) May 6, 2015
$AFMD prices offering of 5M shares at $7.15.
— Brandon Hayward (@VexTrades) May 7, 2015
$SRPT Pre-NDA meeting with FDA calendared for second quarter 2015 -
- NDA submission for eteplirsen planned for mid-year 2015
— Joe (@GantosJ) May 7, 2015
$CELG Ooops --> EPO Revokes Polymorph Patent
— Andy Biotech (@AndyBiotech) May 7, 2015
Lets try to remember people - Inhaled drugs for non-pulmonary indications DO NOT SELL. $ALXA $MNKD $NKTR / Up next = $ACOR
— Jason Napodano, CFA (@JNapodano) May 7, 2015
Biotech wreck? Only 6 of 10 biotech IPOs this week got done: 3 broke issue $OPGN $CLCD $HTGM; rest barely above IPO price $LIFE $COLL $ADAP
— Renaissance Capital (@IPOtweet) May 7, 2015
$aria missed on revenue. Scumbag move by Denner to pump right before earnings when he knew they would miss.
— NathanAaron (@NathanAhron) May 7, 2015
$AMGN granted a motion for a prelim injunction against $NVS that will delay the launch of Zarxio until the court resolves Amgen's appeal.
— Andy Biotech (@AndyBiotech) May 7, 2015
$srpt certainly would not be spending much needed capital on manufacturing capacity if they did not believe NDA filing coming soon
— jay arnold (@jayabacus) May 7, 2015
@zbiotech Financial sense = Strategic sense + free(ish) money
— David Miller (@AlpineBV_Miller) May 7, 2015
@MarkSchoenebaum Comment on @CNBC yest. about bio acquirers facing ticking clock on low-interest $ is stuck in my head. h/t @bradloncar
— David Miller (@AlpineBV_Miller) May 7, 2015
$AFMD: crummy deal pricing 5,000,000 of common shares at $7.15 per common share. On watch here for a position.
— Sheff (@SheffStation) May 7, 2015
I love Nick Leschly because he just said failures are okay. $BLUE
— Adam Feuerstein (@adamfeuerstein) May 7, 2015
You watching this $OVAS
— The LincolnList (@TheLincolnList) May 7, 2015
@dougheuringaria Disappointed the $CELG bears could not get a wash out low this morning. Wanted to buy that (apparently like everyone else)
— David Sobek (@dsobek) May 7, 2015
Out half $BLUE 149.59 from 129 for 14%. We'll see if we get more of a run into EHA abstract.
— BioBounce.com (@BioBounce) May 7, 2015
$TGTX..$13.10 expecting this to ramp up into #ASCO15. So much activity this year with clinical studies.
— Sheff (@SheffStation) May 7, 2015
$adap did 8.3M in volume yesterday. Today probably 400k.It's like everyone got up and left. Weird.At least it's higher, but still below $17.
— Joe (@Drchik23) May 7, 2015
@bradloncar Added more $SRPT under 15 let's hope that is last opp.
— Adam Singer (@AdamSinger) May 7, 2015
Bought 500 $TKMR at 13.98 for total 5000 #zzporte shares cost basis 18.13 @portefeuillefun
— Tony Friedman (@zzlangerhans) May 7, 2015
The most highly anticipated n=1 data of all time - good grief $BLUE won't stop.
— BioBounce.com (@BioBounce) May 7, 2015
Nothing new in the $ACAD press release. It says they are still on track for a 2H15 NDA submission.
— Brad Loncar (@bradloncar) May 7, 2015
$MGNX & $TGTX nice day&close. Definitely good deals presented w/both. Really excited for both LT& also $KPTI - All 3 w/abstracts nxt week.
— Jason (@JasonHolman5) May 7, 2015
All of twitter holding breath as $amrn halts!!
— Festo (@Festo50) May 7, 2015
$ESPR "estimates that current cash resources are sufficient to fund the Company through 2018 and the expected approval of ETC-1002."
— David Miller (@AlpineBV_Miller) May 7, 2015
$AMRN Amarin suing the FDA seeking a judicial declaration to allow disclosure of clinical study results. http://t.co/N5NNMWCLJO
— TradeHawk (@TradeHawk) May 7, 2015
$LJPC Discontinues GCS-100 and LJPC-1010.
— Brandon Hayward (@VexTrades) May 7, 2015
Kevin Tang no longer loves fruit pectin. $LJPC
— Adam Feuerstein (@adamfeuerstein) May 7, 2015
Also, $PETX expect results from AT-003 (the Exparel product) "in the second half of July."
— Brad Loncar (@bradloncar) May 7, 2015
$BIIB 5B share repurchase program, w/in 5yrs
— zach (@zbiotech) May 7, 2015
@pawcio2009 That's the way it often is - good companies seem expensive to buy but go higher $BLUE
— Douglas Allan (@Dougallan1) May 7, 2015
Nomura" $CELG We think Celgene will appeal today’s decision,EU decision will have limited read-through for the U.S.,in our opinion, TP=$147"
— Tom Silver (@TomSilver39) May 7, 2015
$MDVN: very exciting new data in triple negative BC to be presented @ASCO 6/1
— HumbleBioTrader (@HumbleBioTrader) May 7, 2015
$IBB $XBI Seeing a lot of biotech charts that pulled back significantly, but look ready for major bounces
— BioBreakout (@BioBreakout) May 7, 2015
P/B in $MDVN a/h is a good buyop. Expect this to be b/o soon
— S Manian (@DrSManian) May 7, 2015
$BLUE Amazing run. Nearly $5 Billion MC. That's almost $1 billion per patient.
— Dan Smithey (@dan_smithey) May 8, 2015
$AMRN weak Q1 Vascepa sales explains the lawsuit.
— Adam Feuerstein (@adamfeuerstein) May 8, 2015
$OREX net contrave first full qtr net sales of $11.5m, $VVUS reported qsymia Q1'15 sales of $12.6m and was launched over 2yrs ago (sept '12)
— zach (@zbiotech) May 8, 2015
@JasonHolman5 with 110 million in the bank now. Hoping WEISS is done with ATM til after ASH @TGTherapeutics
— dougheuring (@dougheuringaria) May 8, 2015
Austin has been on drug 25 weeks. We saw undeniable benefit that shocked us both today $SRPT http://t.co/psLYClBDOg
— jenn mcnary (@jennmcnary) May 8, 2015
$SGEN Baker Bros raises stake to 24.1%
— Bio Stocks™ (@BioStocks) May 8, 2015
#FDA briefing documents out for $VRTXs #Kalydeco proposed #PrecisionMedicine for #CysticFibrosis
#homozygous #F508del
http://t.co/5OMpcB2ew2
— SAC Tracker (@FDAadcomm) May 8, 2015
$CUR - Also expecting P1 data in cSCI in Q4-2015, and china stroke trial moves from P1 to P2 (signifying that the P1 was safe).
— Jason Napodano, CFA (@JNapodano) May 8, 2015
$AERI Gapper... Cantor Fitzgerald Upgrades Aerie Pharmaceuticals to Buy, Announces $15.00 PT
— BioBreakout (@BioBreakout) May 8, 2015
There's a dog barking in the background of the $PETX call, which is kind of perfect.
— Brad Loncar (@bradloncar) May 8, 2015
$GILD should swoop in and buy $VRTX while stock is down before the positive vote on Tuesday.
— Adam Feuerstein (@adamfeuerstein) May 8, 2015
$QURE +19.94% since this release.
— 23aloha (@23aloha) May 8, 2015
$160 wowza (no ticker needed)
— Brad Loncar (@bradloncar) May 8, 2015
selling/shorting $BLUE on the $CLDN fail looking dumber by the day
— Dan Rosenblum (@sharkbiotech) May 8, 2015
Sold my last shares of $BLUE here at 164. What a ride. Thanks all
— Stan D'Andrea, Ph.D. (@stanleydandrea) May 8, 2015
I sure hope $VRTX CF drug is safe and effective and if so gets approved so it can help all those with CF - like myself
— Curtis (@biocurtis) May 8, 2015