Biotech "Tweets of the Week" for May 18-22, 2015Game Changers
Featuring: $ENDP $BLUE $EBIO $ACHN $ICPT $KITE $SRPT $PBYI $PBMD $OTIC $ATMN $ONTY $XBI $IBB Check out the Biotech Tweets of the Week archive. |
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$ENDP Endo to Acquire Par Pharmaceutical for $8.05B before its planned IPO
http://t.co/qXXL45cmCr
— Andy Biotech (@AndyBiotech) May 18, 2015The corporate playbook for the times we are living in: get as big as possible, as fast as possible. $ENDP
— Brad Loncar (@bradloncar) May 18, 2015$EBIO Top-Line Results From Ph. 3 Study Of EBI-005 In Patients With Moderate To Severe Dry Eye Disease Did Not Achieve Primary Endpoints.
— Bio Stocks™ (@BioStocks) May 18, 2015The cautionary tales about the new generation of public biotechs are beginning to pile up? Will that influence investors? $EBIO, $CLDN, etc
— John Carroll (@JohnCFierce) May 18, 2015It's been a tough year for Ophthalmology assets. $EBIO
— PropThink (@PropThinker) May 18, 2015Attention algo's $EBIO is not $LBIO. Thank-you for your attention to this matter.
— Don Shimoda (@zDonShimoda) May 18, 2015$BLUE..Roth Capital Previews bluebird bio Ahead of EHA Abstract. http://t.co/h0RuD8Q6PQ
— Sheff (@SheffStation) May 18, 2015I guess public market investors assume every trial will succeed. As does management. We are all in denial. It's the engine of growth.
— Michael Gilman (@michael_gilman) May 18, 2015@adamfeuerstein @mcbio316 @Sport234a @AndyBiotech I agree that it is odd. More data and earlier is better.
— David Sobek (@dsobek) May 18, 2015Pretty cool to see how far urology social media has come since I was the top Tweeter at AUA. #AUA15 trending. Congrats!
— David Miller (@AlpineBV_Miller) May 18, 2015@Drchik23 yea it's a lonely trade. I think when the market moves to 6-8 weeks in a few years $enta is still going to struggle
— BioRunner59 (@BioRunner59) May 19, 2015$JUNO & $KITE very weak this a.m.
— Sheff (@SheffStation) May 18, 2015$SGYP up 15% when Paulson buys 2% stake, pretty freakin stupid. Nobody cares that Baker Bros sold their stake? LOL
— Shane Blackmon (@shaneblackmon) May 18, 2015$TRIL making the double "This is Spinal Tap" move
— Don Shimoda (@zDonShimoda) May 18, 2015The greed-versus-fear paranoia level seems pretty high. @CarolineYLChen @23aloha @business
— Bob More (@Bobmorevc) May 18, 2015With $juno near 52wk low, not sure next month's IPO lockup will be a welcomed event? It happens June 17th. $kite #CART
— Joe (@Drchik23) May 19, 2015$EBIO elevn bio became Three-seventy-five bio today...
— Red Acre Investments (@redacre) May 19, 2015$BLUE small n's +ve for $SRPT?
— j l (@lomu_j) May 19, 2015$ICPT announces ph3 trial design of OCA in NASH, called REGENERATE: intended to support initial approval on interim 72-wk histology endpt
— Meg Tirrell (@megtirrell) May 19, 2015@rajramaswamy @LifeSciVC all I am saying is that euphoria/generalized negativity have no part in a serious scientific process
— Alfredo Fontanini (@AF_biotech) May 19, 2015@LifeSciVC absolutely agree.
— Alfredo Fontanini (@AF_biotech) May 19, 2015Summing up $BLUE call Q&A:
“Congrats!”
“Congratulations!”
"Congrats!”
“Congrats!”
“Congratulations!”
Attn: @ArmstrongDrew
— Adam Feuerstein (@adamfeuerstein) May 19, 2015biotech twitter is basically 4 groups: Bought $blue, wishes they bought $blue, just bought $blue, sold $blue too soon
— DeadCatBill (@getbillasap) May 19, 2015. @sharkbiotech Exactly, it was a rare moment of sell-side candor (at least in print) which will never happen again. $KITE
— Adam Feuerstein (@adamfeuerstein) May 19, 2015$KITE sell off was dumb. Fundamentals are intact. KITE & NCI are not fools; they know how to execute cancer trials. Nothing has changed.
— Michael Goodman (@mikegoodma) May 19, 2015Is "buy on weakness" biotech's "great quarter guys"?
— Drew Armstrong (@ArmstrongDrew) May 19, 2015lost on $GNFT - they'll have to blow even more $$ on a more sizeable pIII for which they have no data to support achievability of endpts
— zach (@zbiotech) May 19, 2015@23aloha Headline risk strikes both ways
— Stan D'Andrea, Ph.D. (@stanleydandrea) May 19, 2015@23aloha any buy under 50 on $kite is a steal. I added in 40s.
— Adam Singer (@AdamSinger) May 19, 2015By my count, this is the second time @LifeSciAdvisors has "initiated" coverage of $ARDM. First on Oct 2013 and again today...what a racket
— Don Shimoda (@zDonShimoda) May 19, 2015$RARE major rally since the $GEVA deal. Looking great.
— Brad Loncar (@bradloncar) May 19, 2015WOW! I gave up on that $DSCO short way too soon. PIKER!!!
— DeadCatBill (@getbillasap) May 19, 2015$BLUE how cute! Wedbush raises PT to $222
— Shane Blackmon (@shaneblackmon) May 19, 2015With its new path to approval, bluebird bio is now worth more than Dunkin’ Donuts $BLUE $DNKN http://t.co/wt1ZNwUt3o
— Don Seiffert (@BosBizDon) May 19, 2015@redacre That would put it at $33B market cap. Give it 5+ years and its not impossible but I understand your point about the lovefest.
— David Sobek (@dsobek) May 19, 2015All out of $CPRX swing 3.91. Entry was 3.28. I expect 4 to be resistance, I already had the meat of the trade, not going to push.
— Cody (@codytrades) May 19, 2015$SRPT to submit rolling DNA following today's Pre-NDA meeting with FDA.
— Brad Loncar (@bradloncar) May 19, 2015— zach (@zbiotech) May 19, 2015
Special shout out to @ianestepan $SRPT
— 23aloha (@23aloha) May 19, 2015$ICPT NASH Study to be Larger, Riskier and Delayed - Leerink http://t.co/o93poOGAls
— Bio Stocks™ (@BioStocks) May 19, 2015@jennmcnary @fundDuchenne @TerriEllsworth Take a bow, ladies. You've earned it. Awesome work and finally awesome results. $srpt
— beauregard (@beauregard2) May 19, 2015I don't really bond w stocks on an emotional level, but $SRPT & $FOLD are special. When things go well I am happy whether or not I am long
— Alfredo Fontanini (@AF_biotech) May 19, 2015Congrats to $SRPT. Great news! Longs, just remember that acceptance <> approval, and it's not over yet. It's OK to take some profits.
— Matthew Herper (@matthewherper) May 19, 2015$ACHN is CONFIDENT they can treat the last 5 people in the US with HCV with their HCV drug once approved
$JNJ
— LifeSciencesMkt (@LifeSciencesMkt) May 19, 2015Billy's reaction when I told him the news...Happy tears....$SRPT pic.twitter.com/omVlbXLSaJ
— Terri Ellsworth (@TerriEllsworth) May 19, 2015$ACHN down 3% -- disappointed investors hoping for a phenom buyout? Strange times when a $1.1B development deal looks weak. #biotech
— John Carroll (@JohnCFierce) May 19, 2015$LPTN another eye disease biotech stock failed. Others: $OCUL, $EBIO, $AERI. Next to watch: $AAVL
— Nick zheng (@pick1998_2) May 20, 2015You know you're a biotech reporter when your phone autocorrects "am" to AAN
— Meg Tirrell (@megtirrell) May 20, 2015@robertcshea just sold PM for +10%.
— Bobby Shea (@robertcshea) May 20, 2015$FGEN is cheap as they have 2 possible blockbusters in mid/late trials but funds arent that interested yet as no real news for another year
— Dan Rosenblum (@sharkbiotech) May 20, 2015@BioStocks $MDCO deal on this product is coming, IMHO.
— Roy Friedman (@DewDiligence) May 20, 2015$SRPT now up 48%... CEO told me yesterday his focus: "we made sure we gave [FDA] exactly what they asked for."
http://t.co/npLIo3yqRE
— Caroline Chen (@CarolineYLChen) May 20, 2015— Stan D'Andrea, Ph.D. (@stanleydandrea) May 20, 2015
$GNCA PT raised to $18 from $14 at Piper
— Bio Stocks™ (@BioStocks) May 20, 2015. @gvcassel @JacobPlieth @jimcramer If u like a marginally effective breast cancer drug which causes near-fatal diarrhea, $PBYI is for you!
— Adam Feuerstein (@adamfeuerstein) May 20, 2015$GENE pop.
— Brandon Hayward (@VexTrades) May 20, 2015Sold last half srpt 26.25 +79th%...also took short at that price
— Randy (@lipscrl) May 20, 2015$PBMD $6+ ↑ 300%
#FuckingInsane
— Bio Stocks™ (@BioStocks) May 20, 2015$PBMD is trash, we all know this... ALL that matters right now is trapped shorts tripping over each other to cover. Ends when it ends
— Shane Blackmon (@shaneblackmon) May 20, 2015The 10x move on $PBMD is why I continue to hold my $GBIM.
— Joel Thomson (@JSTBiotech) May 20, 2015$SRPT an example of why one should never join a very crowded short
— Dan Rosenblum (@sharkbiotech) May 20, 2015Drug development (& funding it!!) is difficult enough without chatter & theatrics. Note to self: focus on patients, focus on patients...
— Laura Strong (@scientre) May 20, 2015@bradloncar LOL.As though this were a new discovery.
— Roy Friedman (@DewDiligence) May 20, 2015Trash bios popping left and right. $IBB within reach of ATHs. Business as usual, no point fighting it.
— Cody (@codytrades) May 20, 2015$srpt fading into the close #classic
— BioRunner59 (@BioRunner59) May 20, 2015I don't want to over-hype this b/c it's early, but watching this co release data is actually historic. Like I'll remember where I was. $BLUE
— Brad Loncar (@bradloncar) May 21, 2015Best feeling is that I got some friends/family/coworkers in $blue in the 30s. Great to see them hit it big!!!
— Joshua B (@srqstockpicker) May 21, 2015BREAKING: $BLUE First Look at Gene Therapy for Sickle Cell Disease http://t.co/RLJ83COjPX via @TheStreet
— Adam Feuerstein (@adamfeuerstein) May 21, 2015One thing we've learned is the insiders at $blue are terrible stock traders:)
— Festo (@Festo50) May 21, 2015Bluebird revolutionizing medicine and @cnbc is a snooze. Maybe 5 hours from now they will mention $blue
— Joshua B (@srqstockpicker) May 21, 2015Q for the gallery: which do you think was the more important news for $BLUE this week? A) the regulatory guidance or B) today's SCD data?
— Brad Loncar (@bradloncar) May 21, 2015Congrats @DrSManian on $ATNM. MOFO in pre
— DeadCatBill (@getbillasap) May 21, 2015@PropThinker I'm sorry but you'll have to hand in your biotech analyst card for posting a potentially negative tweet about $BLUE
— Red Acre Investments (@redacre) May 21, 2015Urologists treat sickle cell patients all the time (priapism and eventual ED) so please read up on $blue peeps
— daviesbj (@daviesbj) May 21, 2015BAM sees upside to $PTCT even assuming NO APPROVAL IN US for ataluren
— zach (@zbiotech) May 21, 2015Anyone knows why $ATNM trading that cheap given the potential (bear thesis)? Data looks incredible
— avidresearch (@avidresearch) May 21, 2015@srqstockpicker $BLUE is definitely an example of insider sales not meaning jack. They were selling in the $30's back before #ASH14 too.
— Brad Loncar (@bradloncar) May 21, 2015$AMPE, a subgroup of an unknown, unprespecified, subgroup showed a benefit. Could not even make that up.
— biotechtoreador (@biotechtoreador) May 21, 2015#BioTurds flying all over the place this week: $AMPE $AVEO $ISR $PBMD $PRAN $SPHS
Worrisome sign shows how crazy this tape is...
— Andy Biotech (@AndyBiotech) May 21, 2015Right people, right problem, right place, right time means a lot in science and start-ups. @eperlste @cbtadvisors
— Bob More (@Bobmorevc) May 21, 2015Out of $TRIL for now.
— Ozgur Ogut (@Ogut_Ozgur) May 21, 2015I've only owned $fgen for 3 days yet it feels like 3 years : (
— Joshua B (@srqstockpicker) May 21, 2015$ATNM holding up very well given widespread bios selloff
— S Manian (@DrSManian) May 21, 2015Oops added 100 more $tril at 22.49 : )
— Joshua B (@srqstockpicker) May 21, 2015. @Skipjackrick yeah baby! Healthy consolidation on $ONTY the last 4 days... ramp into May 30th ASCO?
— Shane Blackmon (@shaneblackmon) May 21, 2015@PropThinker will it be a calm before a merger Tuesday storm?
— David Sobek (@dsobek) May 21, 2015I'm assuming the $CELG May 22nd call activity is rumor related. Anyone catch if those were bought or sold?
— David Sobek (@dsobek) May 21, 2015I stopped wondering why $SAGE trades so much better than $MRNS a couple of months ago, decided to trust the market and focus only on $SAGE
— Alfredo Fontanini (@AF_biotech) May 21, 2015$SAGE going strong
— BioBounce.com (@BioBounce) May 21, 2015$cfrx welcome back to the 5 club
— Joshua B (@srqstockpicker) May 21, 2015@ErikNeelsen @DrSManian $SGEN uses antibodies to target cancer cells with chemo. $ATNM will do the same with radiation, Huge market
— Douglas Allan (@Dougallan1) May 21, 2015@Festo50 I'm a card carrying member of #teambdsi. It's a small card though...
— Greg (@ggl26) May 21, 2015$tgtx must be hitting the ATM tapper today.
— Festo (@Festo50) May 21, 2015With all these analysts coming out +ve on $BLUE abstract,sure looks like an opportunity here to enter/add for a run into 06/13 presentation
— Amit Gupta (@amitp_gupta) May 21, 2015$OMER shareholders meeting tomorrow & CHMP EU is like 90% in the bag same day, you will thank me later & by year end. Lock & loaded baby!!
— $$$ Money $$$ (@BiotechMoney18) May 21, 2015$OTIC Phase 2b Topline Data for OTO-104 in Meniere's Disease.
#OUCH
— Bio Stocks™ (@BioStocks) May 21, 2015$OTIC missed primary endpoint in ph 2b meniere's trial, says it "narrowly" missed w. p= 0.067
— Caroline Chen (@CarolineYLChen) May 21, 2015$AMBS files to effect a 1-for-150 reverse split. No effective date listed yet, but expect soon.
— Jason Napodano, CFA (@JNapodano) May 21, 2015Poor $CVM. Looks like $35M stock offering thru FBR is kaputzky. In its place, Dawson James will be cold-calling seniors in Boca del Vista.
— Adam Feuerstein (@adamfeuerstein) May 21, 2015@bradloncar Raising at $29.25 in January doesn’t look so bad now.
— Roy Friedman (@DewDiligence) May 21, 2015Picked up few otic at 26...add later. Pdufa in dec
— Randy (@lipscrl) May 21, 2015They are talking $SRPT as a > $100 or < $10 binary event this year on Fast Money. That's going to add fuel to the already insane fire.
— Brad Loncar (@bradloncar) May 21, 2015@SheffStation @bradloncar cant see SRPT going to 100 unless drisa is denied + we see some data from other exons
— Dan Rosenblum (@sharkbiotech) May 21, 2015$SGYP Beauty of a move
— BioBreakout (@BioBreakout) May 21, 2015Potential plays to watch $AKAO $NSPH $ATNM $CALA $PTX $AMDA $ARNI $SRPT
— S Manian (@DrSManian) May 22, 2015Oppenheimer initiates $qure with a buy & $47 PT.
— Joe (@Drchik23) May 22, 2015$SGYP initiated at Buy at Canaccord, PT $11.
— Bio Stocks™ (@BioStocks) May 22, 2015$OMER Omidria Receives Positive Opinion from European Medicines Agency's Committee for Medicinal Products for Human Use cc: @BiotechMoney18
— BioBreakout (@BioBreakout) May 22, 2015EMA CHMP May Highlights
http://t.co/fpuKpEu3eQ
Positive opinions:
$AMGN Evolocumab
$MRK Keytruda
$BMY Opdivo
$UTHR UNITUXIN
$OMER Omidria
— Andy Biotech (@AndyBiotech) May 22, 2015@BioStocks dang - they're starting to cover this... just waiting for the SS note that says "The Next BLUE"
— Red Acre Investments (@redacre) May 22, 2015$BMY Evotaz CHMP +ve recommendations Treatment of HIV-1 infected adults without known mutations associated with resistance to atazanavir
— Joe (@GantosJ) May 22, 2015Latest BioPharmCatalyst updates for $OTIC $AFMD $BIOD $GNCA http://t.co/DNnMKQTfNn
— BioPharmCatalyst (@crusadernz) May 22, 2015$PCYC 259.55
European Medicines Agency Issues Positive Opinion, Recommends Full Approval of IMBRUVICA® (ibruti...
http://t.co/tdhpFwYugZ
— Tom Wrigley (@WrigleyTom) May 22, 2015@23aloha I'm not selling yet, catalysts still in place, definitely BTFD... $ONTY $SGYP $STEM
— BioBreakout (@BioBreakout) May 22, 2015anyone see the notes on the $ESPR downgrade? $55 price target. don't see sell calls like that too often.
— Chris Ahlstrand (@ahlstrac) May 22, 2015issues and risks to approval for drisa and/or etep clearly remain, but how one worth 10x the other is beyond me given same MOA $SRPT $BMRN
— zach (@zbiotech) May 22, 2015Unlike most dev stage bio runners, 61% $ONTY float owned by institutions and BVF who is well regarded in bio circles, owns 14% as of 3/31.
— Pelion Volos (@Pelion2001) May 22, 2015$CLDX..$27.65..strong early volume. Looking for the $28 break.
— Sheff (@SheffStation) May 22, 2015this may have gotten lost in the earnings release but $AFMD is pursuing CD19/NK trgt in addition to CD19/CD3
— Don Shimoda (@zDonShimoda) May 22, 2015@sharkbiotech @23aloha I bet kids at Sacred Heart Schools were selling their shares through market orders bleeding the stock (Form144 today)
— Ralph (@StuckInStock) May 22, 2015.@BioBounce 13 consecutive green daily bars wonderful chart for capital to be participating $CMRX
— Gonzo Chinaski (@AlgoSniffer) May 22, 2015@VikramKhanna_ What's ailing Dx stocks $FMI $NVTA $GHDX? Slow revenue stream? Competition fr private co's? 1000 lb gorilla $ILMN All above?
— Mark Whittier (@MarkWhittier1) May 22, 2015@codytrades and buy calls 6 months out. They will pay. No need to buy the stock. Ha!
— Rick (@Skipjackrick) May 22, 2015Prediction: $ESPR back to 110 on analyst defense on Tuesday. Seriously, Chardan who?
— Cody (@codytrades) May 22, 2015CNBC to the rescue. $ESPR
— BioBounce.com (@BioBounce) May 22, 2015$zfgn sellers are done; runup back to 40 next few weeks.
— S Manian (@DrSManian) May 22, 2015another pre-asco call w/doc who is underwhelmed by extenet, says APHINITY could make it obsolete, and says '380 'one to watch' $PBYI $ONTY
— zach (@zbiotech) May 22, 2015$HZNP babyyyyyy
— CashRocket (@CashRocket) May 22, 2015Let's get 23s $tril. Hoping to tweet some great info next Wednesday from Trillium HQ
— Joshua B (@srqstockpicker) May 22, 2015@bradloncar absolutely. Free money getting less free (says the fed president today) and investors OK with overpaying.
— David Sobek (@dsobek) May 22, 2015$AMGN nixes collaboration w $AZN for brodalumab given suicidal ideattion and behavior issues w/the program
— zach (@zbiotech) May 22, 2015Assuming some large funds bought into $CLLS today. Volume over $1.6 million shares
— HumbleBioTrader (@HumbleBioTrader) May 22, 2015$amgn gives PR of + CHMP decision b4 market opened. Terminates $azn collab & PR's fri AH b4 holiday weekend. #notcool #notcool
— Joe (@Drchik23) May 22, 2015@MikeNGladstone Biology is complicated.
— Michael Gilman (@michael_gilman) May 23, 2015Big week of outperformance for #biotech indices. #ASCO15 starts 5/29! Have a nice holiday weekend. $IBB $XBI $LCINDX pic.twitter.com/0SxiXUp3C3
— Brad Loncar (@bradloncar) May 23, 2015