Biotech "Tweets of the Week" for June 1-5, 2015#ASCO15 festivities, Part Two (the fall-out)
Featuring: $POZN $HRTX $SYN $IMGN $ONTY $QURE $PBYI $CRIS $RXDX $RGLS $JUNO $CYTR $SRPT $CLLS $BLUE $OPK $SAGE $PTN $REGN $SNY $RARE $XBI $IBB Check out the Biotech Tweets of the Week archive. |
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The end is near for $POZN... Welcome Adrian Adams. Loves selling companies. sepracor kos inspire
— DeadCatBill (@getbillasap) June 1, 2015
Today I am announcing a partnership with ETC to launch a cancer immunotherapy ETF. http://t.co/L6YZClzcub
— Brad Loncar (@bradloncar) June 1, 2015
@BioStocks @bradloncar congrats Brad...way to take a vision and make it happen
— steve engen (@seetokyo) June 1, 2015
$HRTX $21+ pre-market - efficacy was never the issue here - CMC was - that's still a black box
— Red Acre Investments (@redacre) June 1, 2015
$syn $12 analyst pt. only 6x current price.
— vaheelfan (@vaheelfan) June 1, 2015
$IMGN..14.55 up 62%. Solid #ASCO15 winner. $ONTY $3.80 now traded $5.25 pre-mkt but pulled back at the open. $CTIC high of $2.46 now $2.19.
— Sheff (@SheffStation) June 1, 2015
@BioTerp I should clarifiy this is for clinical gene therapy manufacturing
— Zack (@BioTerp) June 1, 2015
$PBYI -- LOL, so where is that simultaneous NEJM publication that mgnt has promised and everyone is waiting for?
— Andy Biotech (@AndyBiotech) June 1, 2015
$qure just listened to Jeffries presentation. CFO did a great job. Manufacturing, 4d therapeutics, synpromics, $bmy partnerships $$$$
— Joshua B (@srqstockpicker) June 2, 2015
imagine docs telling patients "well you may live a bit longer but you will be on the toilet the entire time" $PBYI
— Dan Rosenblum (@sharkbiotech) June 1, 2015
Side fx don't matter, price-vs-performance doesn't matter, lack of Tx-guiding biomarkers don't matter, until suddenly they all matter a lot.
— David Maizenberg (@biologypartners) June 1, 2015
Congrats to $IMGN. Hoping this means that folate on tumor cells can actually be targeted effectively. Many wondering after $ECYT failures.
— William Gerber (@WilliamGerber1) June 1, 2015
$HRTX will be a great short once traders stop tripping over their stops
— S Manian (@DrSManian) June 1, 2015
It's cool when data at a conference unearths a new company. Even after the $TEVA deal, think many are hearing about $RXDX for 1st time today
— Brad Loncar (@bradloncar) June 1, 2015
Following @Skipjackrick in to the trade. Back in to $CRIS at $3.25 avg. Traded this several times this and last year. Looking for a $4 spike
— TurboResearch (@TurboResearch) June 1, 2015
Happy for $IMGN mgmt. For as often as I wrote critically about their drugs or valuation, they always stayed engaged & cordial. Good people.
— David Miller (@AlpineBV_Miller) June 1, 2015
i have a bad taste left from $CRIS but the DLBCL responses are hard to ignore....2yrs late but no denying the drug is active
— Don Shimoda (@zDonShimoda) June 1, 2015
I want to know more about $RXDX...
— Matthew Herper (@matthewherper) June 1, 2015
vilification=great headlines/twitter fodder but behind institutions are ppl working to do gd things in misincentivized mess of healthcare
— Laura Strong (@scientre) June 1, 2015
I bet that 150M shelf $RXDX has is looking pretty good to management right about now...
— hermann (@newtostocks23) June 1, 2015
My #ASCO15 work is done. Thank you for your attention to my tweets, stories and Periscopes. Time for Chicago fun before flight tomorrow.
— Adam Feuerstein (@adamfeuerstein) June 1, 2015
$RGLS CEO Kleanthis Xanthopoulos steps down from CEO role, board, to pursue biotech investment opps; CMO Paul Grint appointed CEO
— Meg Tirrell (@megtirrell) June 1, 2015
You don't forget a name like Kleanthis Xanthopoulos. $RGLS
— Jon Gardner (@ByJonGardner) June 2, 2015
$SYN Expands Clinical & Regulatory Leadership Team with Addition of Klaus Gottlieb, MD, FACG. (Has worked for the FDA).
— Brandon Hayward (@VexTrades) June 2, 2015
$POZN Adrian Adams' first move --> Let's get an Irish address ;)
— Andy Biotech (@AndyBiotech) June 2, 2015
Every day $JUNO cuts some sort of deal while $KITE ….crickets.
— Brad Loncar (@bradloncar) June 2, 2015
#Biotech Data by Mid-Yr
$AAVL wAMD
$AQXP Ph2s
$BLUE SCD
$BMRN '111
$CARA Ph2
$ESPR 014
$EXEL RCC
$PBYI FB-7
$REPH Ph2
$SGYP CIC
$XOMA Ph3
— Andy Biotech (@AndyBiotech) June 2, 2015
$IMGN phase I data in #ovariancancer comes as surprise winner at #ASCO15 http://t.co/0mVW85VlKV
— EP Vantage (@EPVantage) June 2, 2015
See anything wrong ?
$QURE - 660M
$JUNO - 5.5B
$KITE - 2.4B
$BLUE - 6.3B
3 B's & 1 M. Later has approved product too :-)
— Raj R (@rajramaswamy) June 2, 2015
@ldtimmerman not just biotech. Anyone really. My thoughts: no CEO likes to confront "mortality"
— Michael Koeris (@mkoeris) June 3, 2015
“@bradloncar: $CYTR settled..." Literal crooks. If some kid from the Bronx tried that kinda stealing from bodega they'd be in jail.
— biotechtoreador (@biotechtoreador) June 2, 2015
Out 1/2 $7.61 +15%, move stop to entry. Next target: Moon. #TeamPOZN
— DCam (@dcamtrades) June 2, 2015
$SHPG sees ophthalmology as area of interest for acquisition opportunities that would enable co. to support lifitegrast product, CFO says
— Sasha Damouni (@SashaDamouni) June 2, 2015
@given2tweet My hunch End of June Early July for $SRPT completion of rolling NDA submission, AdCom Sep-Oct
— Joe (@GantosJ) June 2, 2015
The post-ASCO #biotech sell-off was so short I didn't even get a chance to "call the bottom" :)
— V.S. Schulz (@portefeuillefun) June 2, 2015
Covered $pbyi at 147 from 189
— Chris Ahlstrand (@ahlstrac) June 2, 2015
sold my $juno puts @ 2.50 from 1.85 i bought earlier
— hermann (@newtostocks23) June 2, 2015
#ASCO15 takeaway 1: Everything is about the immune system, even when it isn't.
— David Miller (@AlpineBV_Miller) June 2, 2015
#ASCO15 takeaway 2: Checkpoints are the new chemo - The new 'baseline' that everything else will be added to or dosed around.
— David Miller (@AlpineBV_Miller) June 2, 2015
#ASCO15 takeaway 3: Checkpoint combos are toxic. Just like combo chemo. It will take time to max efficacy & minimize AEs. Just like chemo.
— David Miller (@AlpineBV_Miller) June 2, 2015
#ASCO15 takeaway 6: Conference hashtag feeds are still useful, but a well-chosen list or follower feed is PRICELESS.
— David Miller (@AlpineBV_Miller) June 2, 2015
Y! Msg Board Pro-Tip:
The only way to verify if $JUNO is an M&A target is to drive by the Co's HQ
— LifeSciencesMkt (@LifeSciencesMkt) June 2, 2015
$RARE on a tear. Up 60% in a month.
— Douglas Allan (@Dougallan1) June 2, 2015
Hopefully more CNS companies soon? Yes @TuringPharma I am looking at you.
— Alfredo Fontanini (@AF_biotech) June 2, 2015
Bought 500 $EPZM at 18.85 for #zzporte, because we didn't already have more positions than the Kama Sutra @portefeuillefun
— Tony Friedman (@zzlangerhans) June 2, 2015
Weill Cornell Medical College & $CLLS Announce Research Alliance http://t.co/49oGv8Aq5n
— David Sobek (@dsobek) June 2, 2015
It's kind of funny when you go from $BLUE options, wider than the Grand Canyon, to managing $SPY trades, bid/ask tight as a drum.
— CR (@CashRocket) June 3, 2015
$ARDX buys back Tenapenor from $AZN or AZN returns it depends on how u look at it. ARDX had to pay 4 it though.Also raising ~77M
— j l (@lomu_j) June 3, 2015
$FOLD files migalastat for full approval of Fabry in Europe. New drug name: Galafold
— Adam Feuerstein (@adamfeuerstein) June 3, 2015
@MaverickNY @adamfeuerstein @LifeSciVC 'it is different this time'
— zach (@zbiotech) June 3, 2015
Post #ASCO15 tweetup, celebrating @JPZaragoza1's graduation. pic.twitter.com/3wkHP8gaoL
— Jacob Plieth (@JacobPlieth) June 3, 2015
$SAGE and $ESPR with nice PT increases. Market looks good for a nice open, hopefully it keeps going!
— BioBounce.com (@BioBounce) June 3, 2015
Damn that $blue scd patient video has over 300 views now
— Joshua B (@srqstockpicker) June 3, 2015
Nice CNS action today as well $ADMS $SAGE
— Alfredo Fontanini (@AF_biotech) June 3, 2015
.@BiologyFool Might as well get used to it. These kinds of non-news news stories are going 2b commonplace in the Twitter era.
— Roy Friedman (@DewDiligence) June 3, 2015
Fed Circ Judge Lourie at $AMGN v $NVS: If intent of #biosimilars law was to avoid litigation it already failed
— Donna Young (@ScripDonnaDC) June 3, 2015
. @danwardbio cash runway is one metric that is equally important to short term traders and long term investors.
— BioBounce.com (@BioBounce) June 3, 2015
$IBB brick wall at 366/367. EHA coming up June 11-14
— PropThink (@PropThinker) June 3, 2015
If we get a massive selloff in the next 2 weeks, I will be buying: $CELG, $ESPR, $RCPT, and think about a small position in $BLUE
— HumbleBioTrader (@HumbleBioTrader) June 3, 2015
Unless I’m mis-interpreting, $CELG chose a single target from $BLUE CAR-T collaboration, with all other targets reverting back to $BLUE?
— Adam Feuerstein (@adamfeuerstein) June 3, 2015
Biotechs regaining rights seems to be the flavor of the day
— Vikram Khanna (@VikramKhanna_) June 3, 2015
@dougheuringaria I did....nothing different than asco....same slides and info...breakout session so no QA on webinar.
— Festo (@Festo50) June 3, 2015
Anybody find it shady? March 26th rumors that $SGYP was talking to advisors about a sale. BUT SGYP sold 2m shares with ATM offering in April
— Shane Blackmon (@shaneblackmon) June 4, 2015
$kite Director Nussbaum sold >$21M in stock last 3 days in 2 separate transactions.
— Joe (@Drchik23) June 4, 2015
$OPK using that overvalued equity to buy $BRLI at a hefty premium
— zach (@zbiotech) June 4, 2015
When no one takes your diagnostic tests seriously, buy a lab business with your overvalued stock. $OPK $BRLI
— Adam Feuerstein (@adamfeuerstein) June 4, 2015
Pharmaceutical drug costs are "important subplot" in trade negotiations http://t.co/KVquvVIVen
— Joseph Walker (@joewalkerWSJ) June 4, 2015
@AndyBiotech @BioRunUp You don't mean to tell me that $AVEO could be massaging this to pump its stock and tout its prospects? Oh, my.
— John Carroll (@JohnCFierce) June 4, 2015
Great to see @BioTerp, @srqstockpicker and others at our annual shareholder meeting today! pic.twitter.com/9EQB0zLYXO
— bluebird bio (@bluebirdbio) June 4, 2015
$fgen green again great sign after yesterdays gain
— Joshua B (@srqstockpicker) June 4, 2015
@DewDiligence Agreed. However, a 14% stake gives'em a lot of leverage to steer things in a certain direction, if they choose to...
— Bio Stocks™ (@BioStocks) June 4, 2015
Sold $FOLD at $12.41 for a 7.5% gain over a couple months. Will keep an eye on it for re-entry
— Stan D'Andrea, Ph.D. (@stanleydandrea) June 4, 2015
Hurts the biotech M&A juggernaut thesis that $ALXN been struggling to break through the pre-deal price. CEOs pay attention to this
— Vikram Khanna (@VikramKhanna_) June 4, 2015
@AndyBiotech I thought that was the prevailing theory esp given the relative weakness in $CELG, that they bet on the wrong horse.
— Vikram Khanna (@VikramKhanna_) June 4, 2015
$MDVN getting to interesting levels
— Juan P. Serrate, DVM (@JPZaragoza1) June 4, 2015
Bragalert (don't read if you don't like me bragging) $SAGE and $JUNO lead my acct to a massive beat over stingy $IBB $XBI
— Alfredo Fontanini (@AF_biotech) June 4, 2015
@dcamtrades someone just took 1/2 my shares AH at $15.23 +13% $SUPN Beautiful breakout excited to see what tomorrow brings.Strong on red day
— DCam (@dcamtrades) June 4, 2015
.@Jason_Buck TRIL and QURE only have one letter in common, so, I'd say you are diversified but maybe add some AFMD just to be safe )))
— Don Shimoda (@zDonShimoda) June 4, 2015
$PTN long 1.13
— StockTalk (@bman_alerts) June 4, 2015
#ASCO15 Power of social media?
https://t.co/0kuwgYrzB4
— Andy Biotech (@AndyBiotech) June 5, 2015
@dougheuringaria $GILD has so many catalysts:
$NASH & #HBV readouts
#HCV sales ROW
#buyouts
#buybacks
#dividend
#GS9620 as a cure to #HIV
— biotech 2050 (@Biotech2050) June 5, 2015
Barclays starts $bmrn at overweight. $150 PT.
— Joe (@Drchik23) June 5, 2015
$PTN Palatin Technologies Shares Rise 70% Premarket Following Thursday's positive FDA Adcom of HSDD Treatment for Women, Flibanserin
— BioBreakout (@BioBreakout) June 5, 2015
Rejected twice, yday recommended for approval. What do you think of #flibanserin for female sexual dysfunction? We discuss on @SquawkCNBC
— Meg Tirrell (@megtirrell) June 5, 2015
And so begins the march of PCSK9 inhibitors: #US_FDA #EMDAC brfg documents for 6/9 #Praluent mtg posted $SNY $REGN http://t.co/OK7JAuxTga
— Sue Sutter (@PinkSheetSutter) June 5, 2015
I think people are confused and think $PTN got the thumbs up from FDA Advisory panel. It was their competitor Sprout Pharma
— Shane Blackmon (@shaneblackmon) June 5, 2015
@ymscapital I think it's a mixture of both. Too behind on the low-hanging fruit targets (CD19) and unclear on efficacy for others.
— Brad Loncar (@bradloncar) June 5, 2015
$REGN FDA statistics reviewer not a fan dual-dose proposal, which is considered as a marketing advantage over $AMGN. pic.twitter.com/i0kAsZOh1g
— Andy Biotech (@AndyBiotech) June 5, 2015
BAR $BMRN initiation includes 'conservative value for drisa of $35/sh at 90% odds of success'...ie. 5.6B in mkt value $SRPT
— zach (@zbiotech) June 5, 2015
$PTN PT raised to $6 from $4 at Canaccord
— Bio Stocks™ (@BioStocks) June 5, 2015
$REGN clear skies
— avidresearch (@avidresearch) June 5, 2015
$RARE 87.03
PT Bump to $97 (from $78)
Shares are Buy-rated
-Canaccord
— Tom Wrigley (@WrigleyTom) June 5, 2015
@sharkbiotech EHA is on its way.
— David Sobek (@dsobek) June 5, 2015
The Biotech Hedge Fund Pre-Summer Internship Aptitude Test - Forbes http://t.co/Gcft2xZ0BU // another must read from @dbsable
— Emory Redd (@Emory_R) June 5, 2015