Biotech "Tweets of the Week" for June 15-19, 2015
Featuring: $BLUE $QURE $SRPT $AXON $AAVL $TKMR $SAGE $JUNO $MNKD $KYTH $AGN $SGYP $RARE $RCPT $BMRN $TGTX $KITE $MYL $TEVA $XBI $IBB #BIO2015 Check out the Biotech Tweets of the Week archive. |
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My internal data release alarm clock just went off.
— Festo (@Festo50) June 13, 2015
$BLUE session starting now, room already packed #EHA2015
— Georg Bio (@GeorgBio) June 13, 2015
Looks like scd patient transfusion free for more than 3 months! $blue
— Joshua B (@srqstockpicker) June 13, 2015
"After six months follow-up, the sickle cell patient's blood contained 40% "marked" beta globin" per @adamfeuerstein http://t.co/yqQXDDlWgQ
— Bobby Shea (@robertcshea) June 13, 2015
Camera phones come out for @bluebirdbio sickle cell anemia data slide #EHA15 $BLUE pic.twitter.com/tFbx2xzJwu
— Mike Huckman (@MikeHuckman) June 13, 2015
$BLUE CEO "You just changed a 13-year-old kid's entire view of the world. That's the human side which drives us." Per AF article.
— 23Chromz (@23Chromz) June 13, 2015
$BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE $BLUE
— Ponty (@pbmech) June 13, 2015
Gotta imagine some news channel runs a story on how Twitter lighting up at 3am for a smidcap biotech data release screams 'bubble'
— Vikram Khanna (@VikramKhanna_) June 13, 2015
Repeat after me. It's one patient $blue
— daviesbj (@daviesbj) June 13, 2015
.@redacre @psuvafan007 ...the $BLUE sympathy play would be $QURE
— BioBreakout (@BioBreakout) June 13, 2015
Screw the stock & endless bubble debates. I'm really happy for SCIENCE. Exciting times we live in. $BLUE
— Cody (@codytrades) June 13, 2015
Interestingly, once biotech traders reach a certain level of sophistication, management's lack of transparency actually becomes beneficial.
— Tony Friedman (@zzlangerhans) June 14, 2015
@SkepticalPhD @AdamSinger Look at $blue May 2014->June2015 now erase ticker and write in $QURE - hang tight
— Red Acre Investments (@redacre) June 14, 2015
The only thing more tired than the biotech bubble discussion is the Greek discussion and it looks like tomorrow/tonight we have both.
— David Sobek (@dsobek) June 15, 2015
$RDHL positive p3 data as expected. Cure rates in line w/ SoC.Didn't disclose cure rates in pbo arm, but must have beaten it.CC @ 8:30 am ET
— Juan P. Serrate, DVM (@JPZaragoza1) June 15, 2015
$CLLS down 7% this morning
— Shane Blackmon (@shaneblackmon) June 15, 2015
. @Sport234a re $ESPR one can make the case this turns out how $ICPT did when it was at $140 last December no CVOT = stock doubling
— Dan Rosenblum (@sharkbiotech) June 15, 2015
$XOMA strong support 3.53/3.51, 'significant' catalyst next month, should do well
— Amit Gupta (@amitp_gupta) June 15, 2015
$SRPT a lonely patch of green in a sea of red.
— greblok (@greblok) June 15, 2015
@Sport234a @zbiotech $AXON in September - can't wait :)
— Red Acre Investments (@redacre) June 15, 2015
@Skipjackrick At this point anyone who didn't cover is just keeping their mouth shut.
— Tony Friedman (@zzlangerhans) June 15, 2015
$LBIO WOAH!
— E B (@Mazmasta) June 15, 2015
Boger: Kids he talks to often play video games for <30 days. Tells science is video game w no grey wall...will never let u down #BIO2015
— Laura Strong (@scientre) June 15, 2015
$AAVL - 50 to 30
— Sudhanva Raj (@SudhanvaRaj) June 15, 2015
$AAVL - this is one of those calls where if it's all roses from mgmt and they don't acknowledge the stock move, very bad sign.
— Brad Loncar (@bradloncar) June 15, 2015
$AAVL insider sales right in front of AVA-101 data. Oh man…. 10b5-1 strikes again!
— Adam Feuerstein (@adamfeuerstein) June 15, 2015
Rule #1 of biotech trading/investing(w/ few exceptions)"A" biotechs are complete turds. $AMRN $ARNA $AEZS $AAVL $APPY $ATHX $AVEO $ACST etc.
— Chet Stedman (@ChetStedman5) June 15, 2015
Gene Therapy hasn't yet proven the model works as a whole... 1 "BIG" winner in $BLUE, but then you have $CLDN and $AAVL
— Shane Blackmon (@shaneblackmon) June 15, 2015
$AAVL
A/H
$ 52
(16:04:44 PM)
$ 21.96
(16:18:10 PM)
Welcome to biotech trading.
— S Manian (@DrSManian) June 15, 2015
.@jayabacus if OpEx works according to plan, I'll own $TKMR for the first time on Sat
— Don Shimoda (@zDonShimoda) June 15, 2015
$SYN..$2.35 down 15% at the open.
— Sheff (@SheffStation) June 16, 2015
When you read sell-side report defending $AAVL and maintaining lofty PT pic.twitter.com/5GqXOELyW1
— LifeSciencesMkt (@LifeSciencesMkt) June 16, 2015
weird, it's like there's a rotation in biotech, (stocks to stocks) longed a lil $OVAS 38.08
— E B (@Mazmasta) June 16, 2015
So biotech. $BLUE cures something and gets hammered. $AERI changes rules of a study to make failed data look better and +50%. Study.
— Klaus Daimler (@KDaimler) June 16, 2015
$SAGE lockup was ~50%, stock off 12% since so far w/yest volume ~2x typical... $JUNO lockup is 87%, will be fun one to watch
— zach (@zbiotech) June 16, 2015
@BioStocks Someone is going to use the $BLUE pullback to make a biotech bubble argument in 3 ... 2... 1...
— David Sobek (@dsobek) June 16, 2015
$ANTH up ~400% YTD w/o real significant news, up ~50% this month on some meaningless data at EULAR... Good times...
— Andy Biotech (@AndyBiotech) June 16, 2015
@DewDiligence I think $enta is 1 of the few "safer" co's in that list. Most of them, I would stay away from. Too risky IMO.
— Joe (@Drchik23) June 16, 2015
$AAVL down 55% after yday's gene therapy data in wet AMD. CEO Tom Chalberg joins us tonight on @CNBCFastMoney to discuss AVA-101. Tune in!
— Meg Tirrell (@megtirrell) June 16, 2015
I see $AXON has been trailing down, losing about a half billion in market cap. Now just stupidly absurd rather than absurdly stupid.
— John Carroll (@JohnCFierce) June 16, 2015
Remember when $ARNA was $MNKD?
— Adam Feuerstein (@adamfeuerstein) June 16, 2015
This should be good. Fast Money's teaser for the $AAVL segement is "…so is the CEO buying shares with his own money?"
— Brad Loncar (@bradloncar) June 16, 2015
$AAVL CEO - Asked if he will buy stock….DODGED THE QUESTION!!! Asked again, and he DODGED AGAIN!!!
— Brad Loncar (@bradloncar) June 16, 2015
— Bio Stocks™ (@BioStocks) June 17, 2015
Today's trade... long $SGYP short $IRWD
— BioBreakout (@BioBreakout) June 17, 2015
$CELG Announces Additional $4 Billion Share Repurchase Authorization
— Bio Stocks™ (@BioStocks) June 17, 2015
$SGYP almost $1.4 billion fully diluted valuation at $7.50. $IRWD at $1.7b.
— PropThink (@PropThinker) June 17, 2015
$SGYP congrats longs. Next in line for data this month is $RDUS
— $$$ Money $$$ (@BiotechMoney18) June 17, 2015
@SpartanBiotech @pbmech if you have diarrhea you dont take the drug, they give out free samples. Only patients who do well then prescribe
— Shane Blackmon (@shaneblackmon) June 17, 2015
@ymscapital Not especially. I'm lukewarm, at best, on Kybella. Moreover, $AGN is so levered now it had to use stock4r 20% of deal.
— Roy Friedman (@DewDiligence) June 17, 2015
$BLUE may have a date with 50MA, lack of near term catalyst I believe
— Amit Gupta (@amitp_gupta) June 17, 2015
$RARE all time high.
— BioBounce.com (@BioBounce) June 17, 2015
$SRPT 30 is big. Long and short.
— 23aloha (@23aloha) June 17, 2015
These days, it's not great to be a bio with a lockup expiration. $JUNO
— Joe (@Drchik23) June 17, 2015
$PARN Data from confirmatory OA study will be released tomorrow. Expect positive and a nice pop.It's the only veterinary stock I like
— Juan P. Serrate, DVM (@JPZaragoza1) June 17, 2015
$IRWD went public at $11.25 about 5.5 years ago. I tried to get them to buy Synergy's drug when it was worthless. There is a lesson here.
— Timothy Sullivan (@tsullivan70) June 17, 2015
Suntrust Top 5 Picks Over Next Six Months: $CEMP $TTPH, $ITCI -Blockbuster market $CPRX -competition has been over-stated, $SRPT FDA Meeting
— Tom Silver (@TomSilver39) June 17, 2015
$SGYP n HOD. +60%
— Bio Stocks™ (@BioStocks) June 17, 2015
$IMMU some 1 placing huge bet in 7 calls
— StockTalk (@bman_alerts) June 17, 2015
$PBYI now down over 50% from Aprils high
— Dan Rosenblum (@sharkbiotech) June 17, 2015
@riverstonecap every "best" biotech was once a small cap biotech.
— David Sobek (@dsobek) June 17, 2015
Covered $BMRN at 132 from 135 in the after-hours. Got what I wanted [more or less] off that partial hedge. @Mazmasta
— CR (@CashRocket) June 17, 2015
I see the $RCPT see saw continues in AH.
— BioBounce.com (@BioBounce) June 17, 2015
I just noticed Piper initiated $BMY as sell. And they kept $AAVL as buy. I think they should umm... stay away from the pipe.
— Cody (@codytrades) June 18, 2015
waiting because I didn't like the dose escalation issue and placebo effect. $SGYP has a cult following.. cult will drive the price
— Olddogwithnewtrix (@olddoggnewtrix) June 18, 2015
@adamfeuerstein @matthewherper until durability is conclusively shown to be better than Hgh, premature to get too excited on these data
— Vikram Khanna (@VikramKhanna_) June 18, 2015
no note is complete from DB without mention of the clearly improbable 100% success for every pipeline drug and resulting takeout price
— zach (@zbiotech) June 18, 2015
$BMRN
151 ➜ 170 SunTrust
140 ➜ 156 Deutsche
135 ➜ 156 Jeff
150 ➜ 156 Barclays
140 ➜ 151 JPM
123 ➜ 147 Piper
125 ➜ 145 RBC
136 ➜ 143 Leerink
— Tom Wrigley (@WrigleyTom) June 18, 2015
@bradloncar yes ! $RTRX is another co that's ramping up quietly in heels of $RARE (OD, acq growth, revenue etc)
— Raj R (@rajramaswamy) June 18, 2015
Blue sky in the bio-land .. $IBB printing new All-Time-High pic.twitter.com/z1bRJKXBDp
— Joe (@GantosJ) June 18, 2015
This is why late stage assets are so hot!
$ASPX $GEVA $KYTH
$ACAD $RCPT $RLYP $ZSPH $CEMP $TTPH
pic.twitter.com/NJZsAYv5VC via @BioPharmaJosh
— Andy Biotech (@AndyBiotech) June 18, 2015
When you start seeing all these preclinical biotechs you never heard of filing IPOs, you know trouble is looming.
— John Carroll (@JohnCFierce) June 18, 2015
The results reported today significantly de-risk the ongoing 1101+Ibrutinib GENUINE registration trial in high-risk CLL $TGTX
— Don Shimoda (@zDonShimoda) June 18, 2015
$XOMA heavy bullish option positioning, but caveat is same pattern seen with $ARWR with rising short interest before data bust
— Vikram Khanna (@VikramKhanna_) June 18, 2015
Sold 1k share $cemp at 35 from buy last week at 33.42 #tryingnottobegreedy
— Joshua B (@srqstockpicker) June 18, 2015
Sold $tgtx 17.82 from 15.75
— Festo (@Festo50) June 18, 2015
As if Alzheimer's research wasn't hard enough already, we've also got fraudulent publications with faked data... http://t.co/rquhtrYpK2
— Bruce Booth (@LifeSciVC) June 18, 2015
Random trivia about $ZLTQ: it was inspired by kids who eat a lot of popsicles get dimples, b/c the cold reduces fat cells in your cheeks.
— Brad Loncar (@bradloncar) June 18, 2015
Going through my catalyst tracker- rubber hitting the road for some of the 2014 IPOs. Dead in the water $AQXP, pot play $CARA, $VTAE as well
— Vikram Khanna (@VikramKhanna_) June 18, 2015
Remember how everyone panned $ALXN for overpaying for $GEVA? Stock up 17% since. Wonder if this has anything to do with $RARE movement.
— robert cyran (@rob_cyran) June 18, 2015
$SGYP n HOD
— Bio Stocks™ (@BioStocks) June 18, 2015
Biggest regret of the last month is SEEING the writing on the wall - but not ACTING - when Adams joined $POZN.
— Jake King (@FajaJake) June 18, 2015
$cemp 15/35 = 42% yeah, this stock still has a long way to go. For those that watch, yeah, I'm out $ttph. I'm all in $cemp
— Jon Gullett (@RedRaven563) June 18, 2015
Ah man, $KITE broke down after all. Oh well. A safe trade is a good trade. Can't confuse retrospective coulda-woulda with real-time reality.
— WhiteCoatMafia (@WhiteCoatMafia) June 18, 2015
P&D ploy 4insiders: 1)Set price/amnt4 10b5-1 sales;2)Announce participtn in healthcare confrnce;3)Cancel(during window4 10b5-1 sale);4)Sell.
— Roy Friedman (@DewDiligence) June 18, 2015
$TEVA must have accumulated the 4.6% stake in $MYL by now. Mkt still not taking the bid seriously?
— avidresearch (@avidresearch) June 18, 2015
Im all out $SGYP right here, can’t resist
— PVBTrader (@PVBTrader) June 18, 2015
All out $bis 2.75 there was no real pull back.. Needless to say I got destroyed. I'll admit it, I F'ed up bad
— Keith Stocks (@KeithStokes14) June 18, 2015
$TEVA tender offer for $MYL likely imminent - Citi
— Bio Stocks™ (@BioStocks) June 18, 2015
@akaarsalan @johncfierce It amazing what an exciting time biotech is going through yet it gets such little respect like that.
— Brad Loncar (@bradloncar) June 18, 2015
$ZGNX..$1.57 will do 1:8 r/s.
— Sheff (@SheffStation) June 18, 2015
Very happy w sizable $BIOZF position, reducing $CYNA to minimal core
— Alfredo Fontanini (@AF_biotech) June 18, 2015
As a general observation, I've noticed the folks who complain the most about short-term price action have done the least dd.
— Don Shimoda (@zDonShimoda) June 19, 2015
$ACHN $CYCC $AKAO $PTX $CTIC $NSPH $CALA $CTIC $BIOS $LOXO potential in play tomorrow
— S Manian (@DrSManian) June 19, 2015
leerink co-leads $HRTX offering and discovers a previously hidden ~50% upside...tgt 26 to 38
— zach (@zbiotech) June 19, 2015
$PTBI Announces Name Change to Abeona Therapeutics to Reflect Broader Rare Disease Commitment http://t.co/S1C6aCJ5OI via @Street_Insider
— HumbleBioTrader (@HumbleBioTrader) June 19, 2015
Congrats @daphnezohar @DavidASteinberg team --> .@PureTechH raises $171M in London IPO
http://t.co/9EeO9bwp4P
— Andy Biotech (@AndyBiotech) June 19, 2015
$TKMR spox confirms ebola vaccine found to be futile (no benefit) after statistical analysis. Addt’l analysis required for final conclusion.
— Adam Feuerstein (@adamfeuerstein) June 19, 2015
If anyone has made money on some of my DD on $ITCI $SAGE $BITI $BIOZF $ADMS please remember that research and patients need your money!
— Alfredo Fontanini (@AF_biotech) June 19, 2015