Biotech "Tweets of the Week" for May 11-15, 2015#ASCO15 abstract excitement
Featuring: $ADRO $JUNO $VRTX $NLNK $SPPI $OREX $BLUE $CLVS $PBYI $ONTY $GLPG $SRNE $XBI $IBB Check out the Biotech Tweets of the Week archive. |
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Your biotech company has a lousy balance sheet when… You’re reading the latest 10Q and see Series U warrants.
— Adam Feuerstein (@adamfeuerstein) May 11, 2015
$ADRO initiated at Outperform by Leerink.
— Bio Stocks™ (@BioStocks) May 11, 2015
How can I convince peeps that I seriously think $ACT will buy $ADMS without sounding like a brain dead pumper? Wait ... maybe I just did it?
— Alfredo Fontanini (@AF_biotech) May 11, 2015
$CYNAF resolution for reverse split approved at 1-for-5 to 1-for-25, with 97.8% of the shareholders voting "Yes".
— Jason Napodano, CFA (@JNapodano) May 11, 2015
@yoldash718 $VRTX adcom should get things going tomorrow. No clue which way though!
— BioBounce.com (@BioBounce) May 11, 2015
$JUNO buys Stage Cell Therapeutic
— Shane Blackmon (@shaneblackmon) May 11, 2015
Didn't think FDA was going to be okay with a new statistical plan. $NLNK
— Brad Loncar (@bradloncar) May 11, 2015
@ElliotTurn @bradloncar that's is what it looks like. Trying to boost $XON by throwing $ZIOP under the bus
— David Sobek (@dsobek) May 11, 2015
$ATHX Received notification from $PFE no longer intended to invest in the cell therapy program & would terminate the 2009 license agreement
— Joe (@GantosJ) May 11, 2015
After a stake in $FATE, $JUNO makes another move this time with a Euro cell therapy company. They're aggressive, getting interesting.
— Cody (@codytrades) May 11, 2015
How is $NLNK down only 16% in AH? Probability of trial succeeding is minimal
— Juan P. Serrate, DVM (@JPZaragoza1) May 11, 2015
$MNTA breakout triggered earlier at 20.44. It closed at 20.17, so still a chance to get in. Target 23.98 (+17%) Abandon price 18.08.
— BioBounce.com (@BioBounce) May 11, 2015
JMP reiterates outperform & $143 PT for $mdvn
— Joe (@Drchik23) May 11, 2015
so it is armistice w 5.4% stake pushing for partial or full sale of $SPPI
— zach (@zbiotech) May 12, 2015
I love the way $PTIE can't bring themselves to say "Pfizer" in any of these PRs only "former corporate partner" they seemed really pissed!
— Blink (@BlinkX90) May 12, 2015
@MarkSchoenebaum cmon. another bubble poll?
— Colfax (@ColfaxCapital) May 12, 2015
$OREX Termination of Light STudy
— Shane Blackmon (@shaneblackmon) May 12, 2015
@AndyBiotech so we should expect it in 2017
— Gavin Parks (@gavparks) May 12, 2015
$INSV CC cancelled. Sees funding lasting only into July.
— Bio Stocks™ (@BioStocks) May 12, 2015
That's right $nlnk you go straight to placebo hell from whence you came
— BioRunner59 (@BioRunner59) May 12, 2015
can we not crash before ASCO abstracts plzz
— avidresearch (@avidresearch) May 12, 2015
Checking in from the $VRTX panel. Dr. Morrato, a panel member, grills co. about meaningfulness of Orkambi data. She’s not impressed.
— Adam Feuerstein (@adamfeuerstein) May 12, 2015
@RNAiAnalyst good move imo. Respect for posting
— Joshua B (@srqstockpicker) May 12, 2015
$TTHI CEO tells me would explore a sale if Ph 2 data works for agitation, aggression in Alzheimer's pts, data expected mid-July: Bloomberg
— Sasha Damouni (@SashaDamouni) May 12, 2015
$ARNA Closed ARNA here at $4.28 for -4% on the failed continuation I was expecting.
— TurboResearch (@TurboResearch) May 12, 2015
$SGYP..$3.40 you would never know they have huge pending catalysts in late Q2/early Q3 timeframe.
— Sheff (@SheffStation) May 12, 2015
@adamfeuerstein Pretty much. Also, $OREX has had the data since March 26, refused to release, he says.
— Matthew Herper (@matthewherper) May 12, 2015
New Orleans is the place to be this week. Just done #AAI2015. Tomorrow #ASGCT starts then it's on to #AUA15 pic.twitter.com/YBsEJZdCds
— Pieter Droppert (@3NT) May 12, 2015
By the end of the day, $VRTX may wish it hadn't dropped HCV.
— Roy Friedman (@DewDiligence) May 12, 2015
$OREX No recent positions, but adding to my "conviction do not ever long" list
— Stan D'Andrea, Ph.D. (@stanleydandrea) May 12, 2015
.@skaushi @avidresearch pssst, want to know the secret to making $ in bio's? Buy stuff u like when it's out of favor and WAIT $LBIO
— Don Shimoda (@zDonShimoda) May 12, 2015
.@LifeSciencesMkt $BMY snippet not good news for $TKMR.
— Roy Friedman (@DewDiligence) May 12, 2015
$VRTX - can't wait for all the notes parsing Ad Comm comments for what it might mean for reimbursement - pricing is next major issue.
— Red Acre Investments (@redacre) May 12, 2015
$VRTX reopens up 5.2% to $130 in after hrs on positive FDA advisory committee panel vote on Orkambi for cystic fibrosis
— Meg Tirrell (@megtirrell) May 12, 2015
$OREX has angered (1) FDA, (2) their own primary investigator, (3) their business partner Takeda, and (4) investors. Is there anyone left?
— Brad Loncar (@bradloncar) May 12, 2015
Dr. John Faessel, last seen pumping Star Scientific until it blew up in his face, is now being paid by $CVM to promote MultiKine. Be warned.
— Adam Feuerstein (@adamfeuerstein) May 12, 2015
So much drama. Takeda threatening to end collaboration with $OREX, tho say they are working to avoid termination: http://t.co/PTbcWH2PqW
— Caroline Chen (@CarolineYLChen) May 13, 2015
$EXEL refined P3 RCC data timeline as early Q3 in BofA presentation yesterday. Prev late Q2/early Q3
— j l (@lomu_j) May 13, 2015
Re: #ASCO15, I can say now (bc $BMY issued curtain raiser PR) elotuzumab ph3 ELOQUENT-2 in r/r multiple myeloma will be out tonight.
— Adam Feuerstein (@adamfeuerstein) May 13, 2015
$ROSG Receives Additional U.S. Patent Protection for the Cancer Origin Test(TM).
— Brandon Hayward (@VexTrades) May 13, 2015
the 'drama' that was the $VRTX panel will look like a speck of dandruff on a black cat when it comes to DMD AC $BMRN $SRPT
— zach (@zbiotech) May 13, 2015
Koppel: today, payers may not be structured or incentivized to cover gene therapies #ASGCT
— Pieter Droppert (@3NT) May 13, 2015
Nice slide on #GeneTherapy players across diff Tx areas
https://t.co/VHHVX0HfXF
$BLUE $QURE $ONCE $AAVL $JUNO $KITE
pic.twitter.com/7BjiLQqjY0
— Andy Biotech (@AndyBiotech) May 13, 2015
everything is either a 'sleeper', has crazy upside 'optionality', or worst case is only 50% upside...my 2yo daughter shares same view as DB!
— zach (@zbiotech) May 13, 2015
Glad I waited on $CELG. I know it's trade pattern. Strength.....weakness.
No position. I like $BMY much better as an #ASCO15 run up!
— HumbleBioTrader (@HumbleBioTrader) May 13, 2015
@chillipickle7 @zDonShimoda @GantosJ you know what $azn just paid $iphyf upfront for an innate target. As big as entire $tril mcap
— Joshua B (@srqstockpicker) May 13, 2015
$SRPT Mendell presenting week 168 data for eteplirsen at ASGCT. Has no doubt whatsoever it works.
— Dirk Haussecker (@RNAiAnalyst) May 13, 2015
Retail MM flush going on into #ASCO15 and OpEx expiration Friday I see.
— Market Intelligence (@EXPstocktrader) May 13, 2015
@dbsable @biotech69 that's a great line! It also applies to @mentions sometimes better not to engage
— Sally Church (@MaverickNY) May 13, 2015
You know there's a scientific conference in town when this ad is over the TSA area: pic.twitter.com/gCYpYx1eUE
— Katrine Bosley (@ksbosley) May 13, 2015
@matthewherper First webcast I've heard that had a disclaimer for forward &BACKWARD-looking statements. $OREX
— Roy Friedman (@DewDiligence) May 13, 2015
What do ya know - $VRTX was a good short. Congrats to twitter peeps who took that like @Skipjackrick . No position
— DeadCatBill (@getbillasap) May 13, 2015
#HRS2015 is one giant geek-fest. But all this cool and expensive technology is used to help the human heart in amazing ways.
— Wayne (@Toaster_Pastry) May 13, 2015
$CLVS green but not before scaring me out of my position. Nerves !!
— avidresearch (@avidresearch) May 13, 2015
COO and another insider selling 9-10k shares each $BLUE COO $2 exercise, $160's sales... I'm jealous again
— Shane Blackmon (@shaneblackmon) May 13, 2015
$SGMO delay in starting beta-thal clinical programs.
— Adam Feuerstein (@adamfeuerstein) May 13, 2015
hmmm, i wonder why $PBYI didn't give us these details like a yr ago
— zach (@zbiotech) May 13, 2015
$NLNK story unraveling
— avidresearch (@avidresearch) May 13, 2015
$CRIS - Did we previously know that they did not reach maximum tolerated dose in this Phase 1? CC: @ColfaxCapital
— Rick (@Skipjackrick) May 13, 2015
So far the big #ASCO15 after hours winner is $SHAK.
— Brad Loncar (@bradloncar) May 13, 2015
@MudsharkOX $TGTX IMHO that's the biggie. Triplet therapy SAFETY. IMHO The KOLS will be pleased so far
— dougheuring (@dougheuringaria) May 13, 2015
Wow, that was fun. Now we don’t have to attend the actual #ASCO15 meeting, right? We can just hang out in Chicago and drink beer?
— Adam Feuerstein (@adamfeuerstein) May 13, 2015
$CLLS Cellectis to Present Data on Genome Engineering for Adoptive Immunotherapy at the American Society of Clinical Oncology Annual Meeting
— Joe (@GantosJ) May 13, 2015
#ASCO15 $CALA CB-839 (glutaminase inhibitor) not looking too hot
http://t.co/qHYrwYXlTc
0% ORR, only SD, 20% Grade≥3 treatment-related AEs
— Andy Biotech (@AndyBiotech) May 13, 2015
$ONTY ↑ 15% $PBYI ↓ 25% AH. #ASCO15
— Bio Stocks™ (@BioStocks) May 13, 2015
Bio data everywhere if you are into that kind of stuff.
— BioBounce.com (@BioBounce) May 13, 2015
$GILD BofA: We spend a lot of time thinking about M&A, but we hardly ever think about $VRTX.
— Roy Friedman (@DewDiligence) May 13, 2015
Is it just me, or is #ASCO15 abstract day getting less interesting?
— Matthew Herper (@matthewherper) May 13, 2015
@Ogut_Ozgur As of today, CAR-T is last line of therapy. To move up to earlier line, safety profile needs to be improved.
— JQ (@jq1234t) May 14, 2015
As far as I can see so far, the ASCO abstracts confirmed each and every sell-side analyst's stock recommendations. What are the chances.
— Helen Thomas (@helenwsj) May 14, 2015
@megtirrell Comparing pharma v. biotech analysts never gets old...
— Matthew Herper (@matthewherper) May 14, 2015
@Skipjackrick out $PBYI $171 avg.
— Rick (@Skipjackrick) May 14, 2015
$ONCS: approved a 1 for 20 reverse stock split for its common stock, in preparation for the stock's listing on the NASDAQ (0.27)
— Sheff (@SheffStation) May 14, 2015
Wow $217M! Denali breaks $JUNO's record of largest Series A round in biotech history?
https://t.co/T5Oxy1t3HS pic.twitter.com/b062dG75eM
— Andy Biotech (@AndyBiotech) May 14, 2015
$STEM StemCells Issues Encouraging Update on HuCNS-SC Phase 1/2 in Intramedullary Transplantation http://t.co/J3CQk21U3r
— BioBreakout (@BioBreakout) May 14, 2015
Remember $BIOZF $BITI is not a quick trade - LT story IMO, so if you don't have patience don't get into it.
— Alfredo Fontanini (@AF_biotech) May 14, 2015
covered $DSCO at 1.03 from 1.27
— DeadCatBill (@getbillasap) May 14, 2015
$OMED selloff here is downright silly & creates a great buyop.
— S Manian (@DrSManian) May 14, 2015
Billionaires panicking there won't be enough youngsters to support all the oldsters = more $ for startups/co's researching healthy longevity
— David Maizenberg (@biologypartners) May 14, 2015
$GLPG opens at $46.30, IPO priced at $42.05
— Bio Stocks™ (@BioStocks) May 14, 2015
I don't care what the market thinks, the $SAGE data look great and I think the company has lots of promise.
— Matthew Herper (@matthewherper) May 14, 2015
Added more $GILD.
— BioStockAddict (@BioStockAddict) May 14, 2015
$sgmo what a gift at 11
— S Manian (@DrSManian) May 14, 2015
@OptionsTrader31 pssht 11% was SO 15 minutes ago
— DCam (@dcamtrades) May 14, 2015
ORBIMED Now owns 19.56% of $AFMD
Bought a bunch @7.73
— HumbleBioTrader (@HumbleBioTrader) May 14, 2015
.@megtirrell Nice of Pat Mahaffy to hold a call with JP Morgan clients today. Clearly nothing important was said. $CLVS
— Brad Loncar (@bradloncar) May 14, 2015
Small, quiet accumulation of $BMRN Jun 135 calls today paying 3.20-3.30. The flow continues.
— CashRocket (@CashRocket) May 14, 2015
$MRNS the Rapunzel biotech stock let down your hair, so that I may climb the golden stair?
— happyycamperr (@happyycamperr) May 14, 2015
@bradloncar This is wall street at its worst $CLVS. Why everyone distrusts the system.
— Shane Blackmon (@shaneblackmon) May 14, 2015
@dcamtrades Gotta love bio twitter land. We are all helping eachother out somehow someway!
— SwoleStreet (@yoldash718) May 14, 2015
$AEGR CFO resigns.
— Brad Loncar (@bradloncar) May 14, 2015
$KPTI did something break today? No pos for me. I will dd more on this. I trust no one or any analysts
— $$$ Money $$$ (@BiotechMoney18) May 14, 2015
In a comment to this story, I detail the steps I've taken to try to get a response from Orexigen. http://t.co/xYTPykkroA
— Matthew Herper (@matthewherper) May 15, 2015
$SAGE initiated with a Buy at Goldman.
— Bio Stocks™ (@BioStocks) May 15, 2015
Oppenheimer initiates $tril w/ outperform & $32 PT.
— Joe (@Drchik23) May 15, 2015
Oppenheimer initiates $TRIL w a PT that's 72% higher than yesterday's close.
— 23aloha (@23aloha) May 15, 2015
Big drawdown in I/O space, $blcm -29%, $juno -30%,$kite -42%, $tril -38%, $lbio -33%, $afmd -37.5%...good entry here, imo
— jay arnold (@jayabacus) May 15, 2015
"SIRPαFc could form the backbone of therapy for high-risk MDS/AML" OpCo used the "b" word...be still my heart $TRIL
— Don Shimoda (@zDonShimoda) May 15, 2015
$JUNO $KITE $CLLS CAR-T stock weakness yesterday likely due to lackluster data from $NVS/Penn's EGFRvIII CART: No CR/PR, only SD+PD (n=6).
— Andy Biotech (@AndyBiotech) May 15, 2015
At #aua15 on my 3rd conference of the week #zombie
— Sally Church (@MaverickNY) May 15, 2015
$MACK Merrimack Pharmaceuticals Director Porter Buys 8,284 Shares @$11.79/Share
— BioBreakout (@BioBreakout) May 15, 2015
$HZNP 28.40 | Initiated Buy, PT $37 -Jefferies
$SAGE 58.29 | Initiated Buy, PT $80 -Goldman
$AAVL 35.95 | Reiterated OW, PT $52 -Piper
— Tom Wrigley (@WrigleyTom) May 15, 2015
$SRNE — Patrick Soon-Shiong is paying $90M upfront for Cynviloq with THE POTENTIAL for another $1.2B in future payments.
— Adam Feuerstein (@adamfeuerstein) May 15, 2015
Soon-shiong just moved $90 million from one pocket to the other. $SRNE
— PropThink (@PropThinker) May 15, 2015
$ONTY..$2.10 continuation from yesterday end of day run. Shorties saying uncle!
— Sheff (@SheffStation) May 15, 2015
@23aloha owes me for $ONTY karma
— LifeSciencesMkt (@LifeSciencesMkt) May 15, 2015
SP: today an abundance of capital; science advancing, especially genetics/gene therapy, immunotherapy; but hype is high #cvforum15
— Robert Plenge (@rplenge) May 15, 2015
Each year, your iPhone gets better, costs the same. Your drugs stay the same, cost more. Can't continue. Simplified Stelios. #cvforum15
— Michael Gilman (@michael_gilman) May 15, 2015