Biotech "Tweets of the Week" for June 8-12, 2015AXON brings back the bio-bubble talk
Featuring: $POZN $QLTI $NBIX $AXON $SAGE $BLUE $RCPT $REGN $SNY $AMGN $MYL $ESPR $AAVL$GILD $FOLD $SNY $AEGR $DRNA $GSK $QURE $XBI $IBB Check out the Biotech Tweets of the Week archive. |
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$LXRX Announces Presentation Of Manuscript At The American Diabetes Association Diabetes Care Symposium http://t.co/WKp9qHTT8l
— Brandon Hayward (@VexTrades) June 6, 2015
the squeeze in $MNKD has been rather impressive
— Chris Ahlstrand (@ahlstrac) June 8, 2015
$POZN and $QLTI both halted. Maybe this is Adams' second go at QLTI after $AUXL
— PropThink (@PropThinker) June 8, 2015
$XBI thru it's ATH - let's see how it moves from here.
— BioBounce.com (@BioBounce) June 8, 2015
$PARN..pivotal readout for Zydax for OA in dogs is coming as company expects to release full results at potential Investor Day this month!
— Sheff (@SheffStation) June 8, 2015
$fgen $tril $qure yeah boyyyyy
— Joshua B (@srqstockpicker) June 8, 2015
$POZN acquires $TRX.TO Tribute for $146M;
$350M Capital Commitment from Deerfield and $QLTI; Renames to Aralez
http://t.co/xbNtXm40wG
— Andy Biotech (@AndyBiotech) June 8, 2015
$QLTI acquires $INSV for $0.178/share in an all-share deal;
Invest $45M in $POZN for 9% stake;
Return $25M via redeemable convertible notes.
— Andy Biotech (@AndyBiotech) June 8, 2015
Biotie increases offering of ADS for US IPO http://t.co/6IimnQh1IV cc @AF_biotech ht @iitoLifeScience
— Juan P. Serrate, DVM (@JPZaragoza1) June 8, 2015
@dcamtrades Out 2nd 1/2 $9.00 +36%. #TeamPOZN...errrrr #TeamAralezzzzz
— DCam (@dcamtrades) June 8, 2015
In a bull market like this, buy strength. Don't buy weakness.
— BioBounce.com (@BioBounce) June 8, 2015
@shaneblackmon Nice timing ahead of $SGYP data
— Stan D'Andrea, Ph.D. (@stanleydandrea) June 8, 2015
$NBIX —The dreaded “clinical update” strikes again:
http://t.co/MGaSojCDh3
— Roy Friedman (@DewDiligence) June 8, 2015
$AXON RT @TerryMSmith 29 yo ceo's mom and bro granted almost 1M options at $0.90 for "consulting services"
— BioBreakout (@BioBreakout) June 9, 2015
$SAGE positive data from a n=4 open label depression trial when 547 used as adjunctive therapy. Placebo controlled trial to follow
— j l (@lomu_j) June 9, 2015
Generalist VC firms that gave up on biotech a few years back must be kicking themselves right now (good -- i hope it hurts a bit)
— Dan Primack (@danprimack) June 9, 2015
$SAGE interesting thing is that it might validate the neurosteroids hypothesis in PPD, some animal work exist but these are first human data
— Alfredo Fontanini (@AF_biotech) June 9, 2015
$SAGE up ~20% (~$400M in mkt cap) on N=4, open-label, adjunctive therapy data... that's ~3X of $MRNS's mkt cap
— Andy Biotech (@AndyBiotech) June 9, 2015
The past year I've been EVP of Business Development for a private (stealth mode) biotech. Today we sold our 1st asset http://t.co/dYycvTY9VI
— David Sobek (@dsobek) June 9, 2015
According to the pitches I'm getting for #BIO2015, random European countries are "the new Silicon Valley"
— Caroline Chen (@CarolineYLChen) June 9, 2015
FDA DMD guidance is + for $BMRN (if you are a $BMRN supporter)
FDA DMD guidance is + for $SRPT (if you are a $SRPT supporter.)
— Adam Feuerstein (@adamfeuerstein) June 9, 2015
Comparison of leading GT Co Market Caps. $BLUE = $6.1B and $QURE $656M or approx 1/10 of BLUE. Biggest winner on ++ve EHA may be QURE.
— Beck (@princetongb) June 9, 2015
$TEVA $MYL saga is getting very childish. Get the boards together and figure it out.
— avidresearch (@avidresearch) June 9, 2015
Muted all my Greek news sites today.
Helped me to concentrate on only price action! $RCPT, $HALO, $ESPR, $CELG, $CLVS, $CLDX
— HumbleBioTrader (@HumbleBioTrader) June 9, 2015
@BioStocks so with $60 m IPO, this equates to $13.3 PPS which is .83c pre-split $CYNAD
— Raj R (@rajramaswamy) June 9, 2015
@AndyBiotech Blue Skies baby blue skies $SNY $REGN
— LifeSciencesMkt (@LifeSciencesMkt) June 9, 2015
@bradloncar and biotech is not a straight line even for high quality companies.
— David Sobek (@dsobek) June 9, 2015
Why is $SNY up tonight? Simple...the tradition of this sector is that FDA gives an inch and the industry takes a mile. It's all they needed.
— Brad Loncar (@bradloncar) June 9, 2015
"We're in a hyper M&A environment. Everything's for sale" - Heather Bresch $MYL at GS conference
— Caroline Chen (@CarolineYLChen) June 9, 2015
$BIOS short interest 20,245,854sh Days to cover 19.8 #SqueezeAlert
— S Manian (@DrSManian) June 10, 2015
$REGN down 3.7% after FDA adcom votes for approval of cholesterol drug #Praluent but w cautious language on how broad; $AMGN's turn today
— Meg Tirrell (@megtirrell) June 10, 2015
Favorite de risked plays: $RCPT $FOLD $CEMP $RDUS $CLVS
— Biotech Supernova (@biotechnova) June 10, 2015
Sold 75 $blue at 181 thanks to the gift last night from 171... bought 125 $espr 84.46 all pre market
— Joshua B (@srqstockpicker) June 10, 2015
$XOMA $LBIO $AGIO $ARWR Orphan DD means drug treats a rare disease with few treatments... does NOT predict trial outcome or FDA approval
— BioBreakout (@BioBreakout) June 10, 2015
@dougheuringaria EHA this weekend lots of data on $BLUE
— Dan Rosenblum (@sharkbiotech) June 10, 2015
@bradloncar @adamfeuerstein ratings should be interpreted as follows: buy = neutral; neutral = sell; sell = run away
— Juan P. Serrate, DVM (@JPZaragoza1) June 10, 2015
@BioBounce BTFD
— Red Acre Investments (@redacre) June 10, 2015
@matthewherper He's good at that... But he's wrong here (at least for now).
— Ethan Weiss (@ethanjweiss) June 10, 2015
China beginning to make headway in biotech industry following years of investment and effort http://t.co/y7QDtQvac0 cc @bradloncar #biotech
— Mario Roa (@mariohroa) June 10, 2015
Long $KITE 56.95, swing. Market ripping, biotech back green and these recent big runs in CAR-T names took the necessary breather. Stop 55.8.
— Cody (@codytrades) June 10, 2015
$RCPT the rumors yesterday may have been BS but it sure reminded folks how super cheap it is.
— avidresearch (@avidresearch) June 10, 2015
$GILD has surpassed $MRK mkt cap again
— Tyler (@TylerHCanalyst) June 10, 2015
Attention gene therapy nerds: I asked @AF_biotech to preview the upcoming $AAVL wet AMD study results. Take a look —> http://t.co/reGzzpS8Ez
— Adam Feuerstein (@adamfeuerstein) June 10, 2015
@zDonShimoda Some of my stocks appear hung over from partying too early. I'm looking at you $AFMD and $XNCR
— David Sobek (@dsobek) June 10, 2015
@dsobek $3B isn't a gap, it's a sinkhole
— Don Shimoda (@zDonShimoda) June 10, 2015
$AAVL is under-appreciated by a lot. Freq eye injections is a HUGE BURDEN on elderly people
— avidresearch (@avidresearch) June 10, 2015
$GILD breaking out the All-Time High $116.83 & printing a new high $117.20 ..will wait for closing candle pic.twitter.com/jNuh9PQAmC
— Joe (@GantosJ) June 10, 2015
$RCPT management no dummies. Auction action drives price higher.
— Adam Feuerstein (@adamfeuerstein) June 10, 2015
$FOLD 150mm offering
— zach (@zbiotech) June 10, 2015
$ALNY Files Trade Secret Misappropriation Suit Against $DRNA http://t.co/byNW9kO1pb. @RNAiAnalyst
— V.S. Schulz (@portefeuillefun) June 10, 2015
FDA panel votes 15-0 in favor of approval of $AMGN's Repatha in homozygous familial hypercholesterolemia (HoFH) $AEGR
— Meg Tirrell (@megtirrell) June 10, 2015
2 biggest regrets over the last year not buying $RCPT not shorting $AEGR
— Dan Rosenblum (@sharkbiotech) June 10, 2015
$RCPT whoever said it's not nice to spread rumours didn't realize how much $$$ they produce
— Julia Skripka-Serry (@JuliaSkripkaSer) June 10, 2015
@matthewherper Anyone who thought $ESPR had a chance of avoiding CVOT even before today didn't know the FDA very well
— David Grainger (@sciencescanner) June 10, 2015
No surprise on $fold raise. Executing plan as they have stated in cc's. Recent hires and filings on time.
— Festo (@Festo50) June 11, 2015
@lomu_j Used to be that stuff out of Big Pharma garbage bin untouchable/uninvestable. How times have changed.
— Dirk Haussecker (@RNAiAnalyst) June 11, 2015
added $DRNA on theory that if $ALNY is suing them, they must have something lol
— Don Shimoda (@zDonShimoda) June 11, 2015
$ARWR generating an early day #VSBD1 and crossing above key 50EMA level. Received orphan drug designation yesterday for ARC-AAT.
— CR (@CashRocket) June 11, 2015
Unum hits the gas on next-gen CAR-T tech after banking $65M round: Hot on the heels of executing a $645 millio... http://t.co/fsWfXe5UDZ
— Biotech World (@BiotechWorld) June 11, 2015
$BITI $18. Secondary was priced at $14.88
— Bio Stocks™ (@BioStocks) June 11, 2015
Well then $AXON at $2.5 billion valuation.
— Caroline Chen (@CarolineYLChen) June 11, 2015
Meanwhile $AXON HOD
— Bio Stocks™ (@BioStocks) June 11, 2015
Ok, with $AXON IPO, it's official, #biotech2015 has jumped the shark.
— Michael Torres, PhD (@Mykalt45) June 11, 2015
sad that companies like $AXON bolster the 'frothy' arguments while many companies are legitimately undervalued.
— avidresearch (@avidresearch) June 11, 2015
@srqstockpicker @jordixiol @avidresearch $TRIL will submit the IND during 3Q & depend on the FDA reply will start Ph1 trial in 4Q
— Joe (@GantosJ) June 11, 2015
I've been informed by @stocktilludrop that Summer Trading Hours are in effect Mon-Thurs only....Fridays you're on your own.
— Don Shimoda (@zDonShimoda) June 11, 2015
$FOLD greenies....exactly what I would expect from pure quality
— happyycamperr (@happyycamperr) June 11, 2015
Cramer's Guests tonight
$AXON 29.39
$ISIS 68.10 pic.twitter.com/dgTVvTH4HY
— Tom Wrigley (@WrigleyTom) June 11, 2015
@pbmech it is quite the race. RCPT better do it today or tomorrow tho if they want to win
— Chris Ahlstrand (@ahlstrac) June 11, 2015
$VICL $TKMR $THRX $AMDA $ARWR $NVTA Preemptive positioning and patience = high probability of profit $$
— S Manian (@DrSManian) June 11, 2015
Resume sent to Axovan $AXON , these guys are geniuses, they just printed $2B out of thin air, I want to get in on that business.
— Jean Fonteneau (@JFinDallas) June 11, 2015
@VikramKhanna_ same asset outside pharma worth >> than inside pharma because once it's out there's chance pharma may want to bring it in ;-)
— Chris Morrison (@CT_Morrison) June 11, 2015
@SkepticalPhD @redacre what idiots sold $qure today. Just algos I'm guessing. Red to green. Easy easy btd.
— Adam Singer (@AdamSinger) June 11, 2015
@olddoggnewtrix my CNS contingent gave me a deep red yday and a massive green today.
— Alfredo Fontanini (@AF_biotech) June 11, 2015
While market is frothy IPO investors can get in & out before any possibility of negative news. Guaranteed profit at the expense of the longs
— David Grainger (@sciencescanner) June 11, 2015
@bioacumen Not sure thats correct. Risk = HUGE; Reward = HUGE. One day a good project in #Alzheimers will come along - it just isn't $AXON
— David Grainger (@sciencescanner) June 11, 2015
Whoa, this is important: FDA staff compared company press releases with the actual FDA complete response letters: http://t.co/Wan5SeAdzN
— Larry Husten (@cardiobrief) June 11, 2015
$FOLD prices 17M shares at $13.25, very strong pricing
— Andy Biotech (@AndyBiotech) June 12, 2015
I don't own $fold anymore. But I'll root for John Crowley forever. Incredible story, amazing person:
http://t.co/hjZSLGq5dO
#hopeintheworld
— Joe (@Drchik23) June 12, 2015
"Flibanserin is to a lady-Viagra as one of those chalky Valentine's hearts is to molly" http://t.co/gAQn2Jw0pa by @boobsradley
— Matthew Herper (@matthewherper) June 12, 2015
$gsk probably feels like France after the Louisiana Purchase $axon
— Joshua B (@srqstockpicker) June 12, 2015
FWIW the biotech IPO news from today was in my tech-Twitter stream too.
— Laura Strong (@scientre) June 12, 2015
@bradloncar Along lines of biotweeps: Geez. A single, unapproved asset at significant premium to recent transaction.
— Laura Strong (@scientre) June 12, 2015
The issue of drug companies lying about FDA rejection letters is now moot because FDA doesn’t reject drugs any longer. Problem solved!
— Adam Feuerstein (@adamfeuerstein) June 12, 2015
@adamfeuerstein I think $ALXN probably worries much more about Soliris #biosimilars than this $ALNY drug...
— Andy Biotech (@AndyBiotech) June 12, 2015
Sold $MEIP at $1.95 from $2.02. Patience ran out
— Curtis (@biocurtis) June 12, 2015
Sold 1k shares $fold at 14.01 for the quick cash #tryingnottobegreedy
— Joshua B (@srqstockpicker) June 12, 2015
A weekend challenge for biotech bulls: read through $AXON's S-1 filing and tell me we're not in a biotech bubble http://t.co/AuFTK0Qe2q
— Jacob Plieth (@JacobPlieth) June 12, 2015