Biotech "Tweets of the Week" for June 22 - July 3, 2015Independence Day Double Feature
Featuring: $KITE $BLUE $SRPT $CELG $JUNO $QURE $AFMD $IBB $XBI Check out the Biotech Tweets of the Week archive. |
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BREAKING: Anthem proposes to acquire Cigna for $184/share in cash & stock in what would be a $53.8B deal at 35.4% premium. • $ANTM $CI
— CNBC Now (@CNBCnow) June 20, 2015
@zDonShimoda Agree. $EPZM is looking more interesting. It keeps US rights to anything $CELG takes
— Michael Goodman (@mikegoodma) June 20, 2015
Finally, at long last, some health care M&A to discuss!
— Charley Grant (@CGrantWSJ) June 20, 2015
@bradloncar @stocktilludrop ol market adage:: they sell for many reasons but only buy for one....& did Dr Frost buy. He won
— Jim Stebbins (@stocktilludrop) June 20, 2015
@WilliamGerber1 No, I don't short biotech stocks for personal reasons. I don't want to profit from patients being misled. Deeply personal.
— William Gerber (@WilliamGerber1) June 21, 2015
.@JasonHolman5 all good points but for my money, I hope $TGTX is sold long before it has to build a commercial organization
— Don Shimoda (@zDonShimoda) June 21, 2015
$ALXN expects the $GEVA deal to close before the open of trading tomorrow.
— Brad Loncar (@bradloncar) June 22, 2015
$KITE and $BLUE announce Collaboration to Advance Second Generation TCR Cell Therapy Products to Treat HPV-Associated Cancers
— Bio Stocks™ (@BioStocks) June 22, 2015
$JUNO 1st Form 4 filed post lock-up expiry, more to come -> Venrock sold ~$30M shares during 1st 2 trading sessions
http://t.co/tBVZQOJjyd
— Andy Biotech (@AndyBiotech) June 22, 2015
$CLVS CMO leaving to become CEO of new IO company
— zach (@zbiotech) June 22, 2015
@srqstockpicker $QURE looking good, need to print a higher high above the last $32.99 point then the 52W high $35.50
— Joe (@GantosJ) June 22, 2015
$IBB $XBI Biotech breakout continues...
— BioBreakout (@BioBreakout) June 22, 2015
This is thoroughly anecdotal, but it sure seems like Big #Pharma R&D has dialed down as #biotech R&D news dialed way, way up.
— John Carroll (@JohnCFierce) June 22, 2015
$KITE $BLUE nice collaboration - sector woulda gone crazy is this were a merger PR instead though ;-)
— Red Acre Investments (@redacre) June 22, 2015
@bradloncar Many bio marquee names were released from imprisonment of options expiry last week. Resumed the northerly march
— Helen Ong (@Lin_ling_88) June 22, 2015
@adamfeuerstein not now
— zach (@zbiotech) June 22, 2015
Roth Capital and HC Wainwright both initiated on $VICL this month with buy ratings. That’s the biotech bullshit market summed up well.
— Adam Feuerstein (@adamfeuerstein) June 22, 2015
$LABU (3x long $XBI) up 33% from its 6/15 low. That's 33% for an ETF - in 6 trading days.
— BioBounce.com (@BioBounce) June 22, 2015
Health insurers merging won't raise premiums sorta like the airlines esp when oil broke $50/barrel you saved ={ ? $ANTM $CI $AET $HUM $UNH
— LifeSciencesMkt (@LifeSciencesMkt) June 23, 2015
If $KITE is giving out hats, I think $JUNO should pull an Oprah and give everyone a new car at their investor day.
— Brad Loncar (@bradloncar) June 23, 2015
So this is what the $SRPT squeeze looks like...
— Bobby Shea (@robertcshea) June 23, 2015
$ESPR at JMP: ETC-1002 is almost a statin but it's not a statin but it's as good as a statin so you can think of it like a statin sort of.
— Roy Friedman (@DewDiligence) June 23, 2015
H/T @hydrogenblimp @danwardbio bluebird raise to help support potential European launch $blue oh and that #manufacturing word
— Joshua B (@srqstockpicker) June 24, 2015
$BLUE raised the entire enterprise value of $qure in 24 hours... wow love them both. Uniqure has room to run imo
— Joshua B (@srqstockpicker) June 24, 2015
$ADHD another fail
— j l (@lomu_j) June 24, 2015
$TTHI fails too
— j l (@lomu_j) June 24, 2015
$ADHD more than doubled YTD before today’s latest MDX failure. That’s your biotech bull market at work.
— Adam Feuerstein (@adamfeuerstein) June 24, 2015
@zbiotech Better than raising money at $170, $85 and $34, right?
— Adam Feuerstein (@adamfeuerstein) June 24, 2015
Today we have learned that $ADHD showed a statistically significant superiority to $TTHI in spinning a failed behavioral trial.
— Tony Friedman (@zzlangerhans) June 24, 2015
As of today I've been on the biotech beat for 1 year... so much I've learned, and SO much more to learn!
— Caroline Chen (@CarolineYLChen) June 24, 2015
@SheffStation $BLUE - re-initiated 1/3 position also ... would like a wee bit more pb to add more
— Tricia Dineen (@MsTriciaD) June 24, 2015
.@bradloncar You get 1 demerit for negative sentiment on biotwitter. we only allow bullish thoughts here please see our tweeting policy
— Red Acre Investments (@redacre) June 24, 2015
$CPXX =green, rest Biotech =red, what a crazy day...,
— Tom Silver (@TomSilver39) June 24, 2015
Last 9 months had nice trading gains. Great biotech market. Don't want to give it back! So 100% cash now and taking summer off. Thanks to u!
— HumbleBioTrader (@HumbleBioTrader) June 24, 2015
Stem cells. Oh, and be grateful for the little things. http://t.co/Y8su7CZHwQ
— Abby Nachtomi (@anachtomi) June 25, 2015
Hang on. More people have put a turd in the post than have taken Afrezza? $MNKD $EXAS
— Jacob Plieth (@JacobPlieth) June 25, 2015
Some credit due to $CLDN for spelling out unmitigated failure of Mydicar & proposing to hand cash back rather than pursuing some BS subgroup
— Jacob Plieth (@JacobPlieth) June 26, 2015
15 years ago today I announced the first sequence of the human genome with President Clinton at the White House. Cost $100m and 9 months.
— J. Craig Venter (@JCVenter) June 26, 2015
$OVAS buyers on strike for 8th straight session. $TTPH actin' a fool.
— CR (@CashRocket) June 26, 2015
Well this is a super handy insurer deal chart.
http://t.co/wK2nAQHwdW via @ZTracer pic.twitter.com/fNoPI41iw7
— Caroline Chen (@CarolineYLChen) June 26, 2015
$EPZM has given up all its gains from the other day. Buying opportunity in the $17-$18 range if it gets there.
— Juan P. Serrate, DVM (@JPZaragoza1) June 26, 2015
Not a bad day after all with $fold $tgtx rebounds. Also bought $espr 82.30 Sold stuff last week slowly buying back this week.
— Festo (@Festo50) June 26, 2015
Sean Parker's WSJ essay on philanthropy is a must read. And he even talks about Carl June and cancer immunotherapy. http://t.co/PjbvZogsDU
— Brad Loncar (@bradloncar) June 27, 2015
I've stopped following folks who 1) aggressively promote/defend one position, 2) seem to have an opinion about every stock or 3) are whiners
— Don Shimoda (@zDonShimoda) June 28, 2015
What does biotwitter think about Lilly sponsoring the Glen Campbell documentary tonight? Solanezumab won't be mentioned by name. #Alzheimers
— David Maizenberg (@biologypartners) June 29, 2015
. @AdamSinger @fezziwig2008 @dds_dave if $HALO cracks to the teens I'll be buying too.
— BioBounce.com (@BioBounce) June 29, 2015
Long $CRIS $ISIS #GreeceCrisis
— S Manian (@DrSManian) June 29, 2015
$ACUR - USPTO Issues Notice of Allowance for Novel Limitx(TM) Abuse Deterrent Technology.
— Brandon Hayward (@VexTrades) June 29, 2015
So far $VTAE Contour approach has been unimpressive. Whats point in speeding up drug discovery if drugs are flawed.Indictment of platform
— j l (@lomu_j) June 29, 2015
$SRPT Sarepta Therapeutics Completes NDA Submission to FDA for Eteplirsen for the Treatment of Duchenne Muscular Dystrophy
— BioBreakout (@BioBreakout) June 29, 2015
@bradloncar Last two $SRPT equity raises at $37 and $38. Didn’t want to raise sell new equity at lower price.
— Adam Feuerstein (@adamfeuerstein) June 29, 2015
$BMRN 134.84
BioMarin Announces EMA Validates MAA for Drisapersen
for Treatment of Duchenne Muscular ...
http://t.co/QDivfwe1rM
— Tom Wrigley (@WrigleyTom) June 29, 2015
$MCRB $43 pre-market. Closed over $50 on Friday. Need a neckbrace for the whiplash this morning. $SRPT $BMRN
— PropThink (@PropThinker) June 29, 2015
$SPY $IBB $XBI I'm taking out the shopping list...
— BioBreakout (@BioBreakout) June 29, 2015
$LBIO Mis-timed entry&adds here...feeling it now but not taking any loss-Small $TGTX & $CEMP adds-Going to enjoy the sun rest of day-GL!
— Jason (@JasonHolman5) June 29, 2015
$MCRB -18% must be Greece
— shmittahcapital (@ymscapital) June 29, 2015
$FGEN - Receives 120 mil license payment from AZN
— Sudhanva Raj (@SudhanvaRaj) June 29, 2015
$JUNO Celgene to buy 9.1m shares of $JUNO at $93/share
— Shane Blackmon (@shaneblackmon) June 29, 2015
— DCam (@dcamtrades) June 29, 2015
$JUNO. Unprecedented deal w $CELG, $1 billion option, expansion of pipeline, joint effort to cure cancer and inflammatory disease.
— Robert Nelsen (@rtnarch) June 29, 2015
$JUNO trumps Greece
— Stan D'Andrea, Ph.D. (@stanleydandrea) June 29, 2015
This must be one of the dumbest deals I’ve ever seen in biotech. For $CELG, not $JUNO, of course.
— Adam Feuerstein (@adamfeuerstein) June 29, 2015
So if $celg management just told Barclays that #CD47 is hottest immunotherapy target and they just paid a billion up front for cart $tril ??
— Joshua B (@srqstockpicker) June 29, 2015
Note, $JUNO can keep U.S. rights and limits $CELG ownership to 30%. Seller’s market, for sure
— Michael Goodman (@mikegoodma) June 29, 2015
$CELG 's new we own everything slide $JUNO pic.twitter.com/ZOsLzTBCbx
— Tyler (@TylerHCanalyst) June 29, 2015
Onus on Nick Leschly to prove $CELG wrong. He did say $BLUE would not just compete in CAR T, but LEAD the way
— Vikram Khanna (@VikramKhanna_) June 29, 2015
Added more $CEMP AH @ $31.96
— Raj R (@rajramaswamy) June 29, 2015
Added $qure, initiated $srpt today, thank you Greece.
— Pawcio (@pawcio2009) June 29, 2015
When u think about this kind of $juno deal then extrapolate to TRIL it gets silly, but we could be there a year from now
— jay arnold (@jayabacus) June 29, 2015
@VikramKhanna_ because Twitter cannot think past tomorrow.
— David Sobek (@dsobek) June 29, 2015
Ju-no you're in a hot biotech space when $CELG invests $1bn up front, cause Celgene likes to do early deals with lots of little steps. $JUNO
— Mandy Jackson (@ScripMandy) June 29, 2015
@bradloncar Deal was a win for $CELG too they got 50pct of everything $JUNO has for less than $400M with where the stock is now.
— Branden Muhl (@BrandenMuhl) June 30, 2015
$JUNO: Alaska Permanent Fund (via Crestline) owned 31% after the IPO in Dec 2014. At $CELG's $93/share, their piece is worth $2.5B today
— Bruce Booth (@LifeSciVC) June 30, 2015
Why is $JUNO trading in mid 50s when $CELG paid a nominal price of $93/sh? Answer is simple arithmetic:
http://t.co/nESt3tA7lG
— Roy Friedman (@DewDiligence) June 30, 2015
Kiss that 35 million goodbye $ETRM
— DeadCatBill (@getbillasap) June 30, 2015
With scientific progress in immunology, not doing anything is the riskiest strategy. Fortune favors the bold. @BiotechNews
— Bob More (@Bobmorevc) June 30, 2015
Investors flock to safe haven biotech sector
— Downtown Josh Brown (@ReformedBroker) June 30, 2015
. $BDSI Breaking out... what a difference a day makes, imagine come the fall PDUFA
— BioBreakout (@BioBreakout) June 30, 2015
Rising star Michael Jordan signs record setting deal with the Chicago Bulls, Morgan Stanley downgrades…calls deal limiting. $JUNO
— Brad Loncar (@bradloncar) June 30, 2015
@bradloncar @lomu_j @af_biotech That PR headline never fails…. well, actually, it does.
— Adam Feuerstein (@adamfeuerstein) July 1, 2015
$SRPT today announced Henri Termeer , industry leader and former CEO of Genzyme, will be a key advisor to the Company.
— Joe (@GantosJ) July 1, 2015
$XENE down 35% after Osteoarthritis failure
— Shane Blackmon (@shaneblackmon) July 1, 2015
Interesting that Henri Termeer was previously advisor to Prosensa. $BMRN $SRPT http://t.co/C2K2NMMYvV
— Brad Loncar (@bradloncar) July 1, 2015
See $SRPT picked up Thierry Henry ... they needed a solid striker
— Tyler (@TylerHCanalyst) July 1, 2015
$XENE no stat sig efficacy compared to placebo in OA. Pain trials arent easy...
but, it was well tolerated! lol!
— happyycamperr (@happyycamperr) July 1, 2015
more often than not, avoiding drugs with unknown MOA's, Ph3's w adhoc ITT, or trials with subjective endpoints has saved me $
— Don Shimoda (@zDonShimoda) July 1, 2015
$ZGNX from >150 mill, to less than 20mill shares floating. All we need is a good news, like partnership on dravet syndrome drug and kaboom.
— WiseRguy (@wiseRguy1971) July 1, 2015
@srqstockpicker man someone realllly wants retail out of $qure. Not happening.
— Adam Singer (@AdamSinger) July 1, 2015
Bought $blcm $20.45. Sold some $aldx $8.43. In this market, may be better to buy red & sell green rather than playing momentum? #sideways
— Joe (@Drchik23) July 1, 2015
Forrest tripped over $MGNX. Get up, Forrest, Get up.
— Don Shimoda (@zDonShimoda) July 1, 2015
$AFMD 14 dollars. Nicely done to all that added that dip 2 months back at 7 and change
— dougheuring (@dougheuringaria) July 1, 2015
A "cure" for cancer would be inserting a gene so no one gets cancer...ever. CAR-T is a therapy...not a "cure"
— Colfax (@ColfaxCapital) July 1, 2015
@paulwoll the timing of CNBC mention was perfect to get a bounce off 50MA, looks good IMO $JUNO
— Amit Gupta (@amitp_gupta) July 1, 2015
Can't handle it. $SGYP is going thru $10. Had to buy some after hours. Took 1600 shares for now. Gap and go tomorrow
— Rick (@Skipjackrick) July 1, 2015
$AGTC shares being bught by $BIIB at 20.63. About a 25% premium and not a $CELG premium
— j l (@lomu_j) July 2, 2015
@adamfeuerstein interesting and smart move for a cns company
— Alfredo Fontanini (@AF_biotech) July 2, 2015
For all the chatter about big managed care M&A, $CNC and $HNT the ones to get a deal done without all the talking
— Tyler (@TylerHCanalyst) July 2, 2015
@BioGraphica1 Lesson from $AAVL $CLDN failures was not to lump together all gene therapies & disease targets. $AGTC
— Adam Feuerstein (@adamfeuerstein) July 2, 2015
It’s easy to be a jerk on twitter. Try to do things which show some character. Be a good guy that actually contributes in a positive way!
— Sheff (@SheffStation) July 2, 2015