Biotech "Tweets of the Week" for July 13-24, 2015Summer double feature, starring Alzheimer's disease data from #AAIC15, Celgene's big purchase and Biogen's stumble
Featuring: $ANAC $AXON $BIIB $BMY $CELG $DEPO $EXEL $HZNP $LLY $RARE $RCPT $SNSS $XOMA $XBI $IBB Check out the Biotech Tweets of the Week archive. |
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Hope $ANAC results are positive tomorrow b/c otherwise it's a $4B toenail fungus company. A good proxy of some biotech valuations lately.
— Brad Loncar (@bradloncar) July 12, 2015
$ANAC hit all endpts across the board
— zach (@zbiotech) July 13, 2015
$ANAC ↑ 40% PM
— Bio Stocks™ (@BioStocks) July 13, 2015
@GantosJ It's so rare that my background as a PT has any application to biotech. In this instance, it does.
— 23aloha (@23aloha) July 13, 2015
$QURE waking up 1st day $BMY can add
— shmittahcapital (@ymscapital) July 13, 2015
@VikramKhanna_ Pipeline *is* an issue for them. Just picking up someone’s anti-PD-1 isn’t enough.
— Ozgur Ogut (@Ogut_Ozgur) July 13, 2015
iPhones are like biotech companies - charge when you can, not when you need to.
— Jake King (@FajaJake) July 14, 2015
@VikramKhanna_ haha.....the biotech trader/investor circle of life
— Chet Stedman (@ChetStedman5) July 14, 2015
Yes, my dream come true--my two faves: $CELG and $RCPT
— Jim Cramer (@jimcramer) July 14, 2015
I was just thinking back to the $GILD led biotech panic in December seems like a distant memory $CELG 25 points higher $RCPT a double since
— Dan Rosenblum (@sharkbiotech) July 14, 2015
Congratulations to Faheem Hasnain and team at $RCPT for flawless execution. Well-deserved!! #theymakeitlookeasy
— Troy Edward Wilson (@troyewilson) July 14, 2015
$CELG deal with $RCPT seen as positive for $ARNA with the S1P1 agonist connection, Piper says
— Sasha Damouni (@SashaDamouni) July 15, 2015
$RCPT has been a buyout candidate for the last few months and given the small premium would think it would be bearish for $ARNA
— j l (@lomu_j) July 15, 2015
Talking about buyouts, $FOLD is a nice candidate
— Juan P. Serrate, DVM (@JPZaragoza1) July 15, 2015
Somehow, I suspect $9 bn increase in $CELG market cap following $7.2 bn $RCPT deal will encourage more biotech deals.
— robert cyran (@rob_cyran) July 15, 2015
$CLDX Closed out at $28 today for +10% on the trade. Nice recovery in the past couple sessions. Will look to get back in again on dips.
— TurboResearch (@TurboResearch) July 15, 2015
sold 1/2 of my wife's position in $RARE at $133 from $51.
— Chris Ahlstrand (@ahlstrac) July 15, 2015
Is Theranos over-hyped? (Maybe.)
Are there reasons to believe it's for real? (Yes.)
Great @matthewherper deep dive: http://t.co/GlYnbzzVwB
— Dan Diamond (@ddiamond) July 15, 2015
@codytrades @Mykalt45 I'm short ONCE via puts but my only concern is data before the lock-up expiry. They say 2H15.
— Abby Nachtomi (@anachtomi) July 16, 2015
I disagree with his choice of companies, but I love the title! http://t.co/27kY4k10pW
— Brad Loncar (@bradloncar) July 16, 2015
@dsobek Another day another dollar. I've been surprised for the last $5
— Jake King (@FajaJake) July 16, 2015
It's back. $KITE pic.twitter.com/vIdIb3k5mf
— Brad Loncar (@bradloncar) July 16, 2015
Have to say, I was one of the cautious ones going into '15, looking for a plateau/drawback on biotech $$$. Didn't happen.
— John Carroll (@JohnCFierce) July 16, 2015
Excitement of days like today in #Bio more than make up for the solemn brooding during the pullbacks.
— Jason (@JasonHolman5) July 16, 2015
One more time: Am I the only one finding that #Afrezza doesn't work so well after several months? Not nearly as effective... #DOC #diabetes
— Amy Tenderich (@AmyDBMine) July 16, 2015
Oh BioTwitter, how I've missed you.
— Skeptical PhD (@SkepticalPhD) July 16, 2015
Amazing: $XBI is up 11.3% over the last 6 trading sessions. $IBB up 9.1%. #biotech
— Brad Loncar (@bradloncar) July 17, 2015
What a brilliant acquisition by $CELG They paid zero to acquire $RCPT. Market cap boom !
— Scott Thomas (@carpetscott) July 17, 2015
@vlad33301 thanks for pointing this out. Sloppy work by Cowen. They got some other info wrong in the AMT-110 section as well
— Zack (@BioTerp) July 17, 2015
NantKwest #IPO goes week after next, with lots of interest. What does Twitterville think of flipping a $60M biotech into a $2.2B player?
— John Carroll (@JohnCFierce) July 17, 2015
@redacre @avidresearch agree that is a good deal for $GILD but it will not move their multiple.
— David Sobek (@dsobek) July 17, 2015
@FajaJake They need to admit they're a one note piano and accept an offer.
— Tony Friedman (@zzlangerhans) July 17, 2015
$RARE prices at 120 and back to 132 minutes later.
— BioBounce.com (@BioBounce) July 17, 2015
@codytrades I'm still so puzzled by why that fund blew out of their shares that caused drop to mid-40's. Wow, sad to be w/o shares anymore.
— DCam (@dcamtrades) July 17, 2015
Anyone interested in understanding how bio mgmt misleads investors about regulatory/FDA interaction, listen to $AMPE call. Educational.
— Adam Feuerstein (@adamfeuerstein) July 17, 2015
$DEPO mgmt dilemma...too early to sell for the right price and too early to pay the right price...HZNP knows that which is why they timed it
— happyycamperr (@happyycamperr) July 18, 2015
@Jabookie75 @stt2318 @bangersnpip @leopoldtrader73 Nice look! A/D Line is strong. It's on my watchlist.
— Brandon Hayward (@VexTrades) July 18, 2015
And now for a refresher on how Wall Street "research" works, Axovant Sciences $AXON coverage... pic.twitter.com/w608sjjbNo
— Jean Fonteneau (@JFinDallas) July 19, 2015
Hi to you too #AAIC2015. Looking forward to the data updates. $BIIB $AXON $LLY #Alzheimers #Alzheimersawareness pic.twitter.com/qi9Bkv0Qvs
— Edny Inui (@BMTEdny) July 19, 2015
Even sell-side analysts have warned investors off making bets that this solanezumab data is good. That says everything you need to know.
— Jon Gardner (@ByJonGardner) July 20, 2015
$EXEL Announces Positive Top-Line Results From METEOR, The Phase 3 Pivotal Trial Of Cabozantinib
— Bio Stocks™ (@BioStocks) July 20, 2015
$EXEL - balance sheet here is horrendous. I hope longs know what they are paying for here. I see $5.5 max upside on this data. Personally
— Rick (@Skipjackrick) July 20, 2015
Another $BMY winner- CheckMate -025, a Pivotal Phase III Opdivo (nivolumab) Renal Cell Cancer Trial, Stopped Early http://t.co/IJIttqlHys
— Joe (@GantosJ) July 20, 2015
$EXEL gets about an hour to savor Cometriq kidney cancer victory and then... $BMY drops an Opdivo bomb on the party. Unreal.
— Adam Feuerstein (@adamfeuerstein) July 20, 2015
$EXEL..At $5.89 now on 4.9m shares after getting to $6.80 on their early a.m PR then as low as $5 after $BMY PR. Lots of trading action!
— Sheff (@SheffStation) July 20, 2015
Poor $EXEL, it's like turning up to the Oscars in the same dress and everyone saying $BMY wore it better.
— Lisa Urquhart (@LisaEPVantage) July 20, 2015
$TKMR To Change Its Corporate Name To Arbutus Biopharma Corp http://t.co/NwLiEx4QaB
— Bio Stocks™ (@BioStocks) July 20, 2015
last i'll say re RCC, nivo study allowed crossover and still halted early for primary endpt OS in overall pop...cabo no crossover allowed
— zach (@zbiotech) July 20, 2015
$BMY and $HZNP. Two core holdings that are going to be delivering good news like this for a long time to come.
— Brad Loncar (@bradloncar) July 20, 2015
Block that metaphor!
•"LinkedIn 4 cancer" http://t.co/A95sVeZ6OX
•"Facebook 4 proteome" http://t.co/NXR04CaYLL
•"Uber 4 HC" (a dime a dozen)
— Frank David (@Frank_S_David) July 20, 2015
Whoever thought finding a cure for Alzheimer's would have been impeded by a shortage of contract lawyers? http://t.co/HxKvkL2WJW
— Dr. Adam D. Kline (@DrADKline) July 20, 2015
Sold 1500 $TKMR at 11.28 for #zzporte loss of $10275, still have 3500 shares cost basis 18.13. Bullet, meet bite. @portefeuillefun
— Tony Friedman (@zzlangerhans) July 20, 2015
.@Sport234a Since $CELG partnership deal announcement, $JUNO EV down ~$300M while $KITE EV up ~$500M...
— Andy Biotech (@AndyBiotech) July 21, 2015
Bought on way down sold on way up now hoping to buy again on way down. Always watching $fold $espr $cemp
— Festo (@Festo50) July 21, 2015
$BCDA BioCardia #IPO postponed.
— Bio Stocks™ (@BioStocks) July 21, 2015
— S Manian (@DrSManian) July 21, 2015
5 stocks I recently sold out of and the price I'd buy them back for if a sell-off comes: $ESPR $79 $RARE $80 $LGND $75 $FPRX $21 $ADAP <$16.
— Brad Loncar (@bradloncar) July 21, 2015
$BLUE offering still not completed ?? This is getting interesting now.
— Ponty (@pbmech) July 21, 2015
@zbiotech Probably never happened b4.
— Roy Friedman (@DewDiligence) July 21, 2015
@AdamSinger I actually bought a few more in my couch cushion account today
— Joshua B (@srqstockpicker) July 21, 2015
when data doesn't exactly pan out...of course, 'please remember this is a small study'
— zach (@zbiotech) July 22, 2015
the amyloid hypothesis staggers on, next meaningful data to come in 2017/18
perspective:
http://t.co/jhvrdvFhv4
#alzheimers $LLY $BIIB
— Paul D. Rennert (@PDRennert) July 22, 2015
$BIIB -- I added the 6mg data to the data chart from MS.
6mg MMSE close to 1mg, while ARIA-E% close to 10mg, oops... pic.twitter.com/u38FilkLkb
— Andy Biotech (@AndyBiotech) July 22, 2015
$XOMA Good night Irene... it was fun while it lasted, thanks for the pump and run up play
— BioBreakout (@BioBreakout) July 22, 2015
So much waffle and faffing over meh $BIIB $LLY data. Until we have new science and better targets, nothing changes
— Sally Church (@MaverickNY) July 22, 2015
@adamfeuerstein Best part about placebo therapy is the risk profile. Sooooo safe!
— Elby (@ThePursuit7) July 22, 2015
.@adamfeuerstein biotech is like watching my 9-year-old's Little League team, except occasionally Nolan Ryan shows up.
— Matthew Herper (@matthewherper) July 22, 2015
$ISRG some PT's today
517 ➜ 615 Canaccord
616 ➜ 675 Jefferies
575 ➜ 625 Barclays
540 ➜ 565 RBC
— Tom Wrigley (@WrigleyTom) July 22, 2015
CRISPR was the fifth Beatle, can play all Nirvana songs backward, and is the real secret behind the Star Wars cantina. #crisprfacts
— Matthew Herper (@matthewherper) July 22, 2015
$AXON is completer’s analysis of a failed study. The data echo what $GSK previously disclosed, except Vivek does his analysis from Bermuda.
— Adam Feuerstein (@adamfeuerstein) July 22, 2015
Hard to think that $BIIB hopes to build its future on anti-lingo and adu - if I were more cynical and risk prone I'd short them
— Alfredo Fontanini (@AF_biotech) July 22, 2015
BREAKING: Anthem nears deal to buy Cigna for around $187/share; deal could be announced as soon as Thursday - DJ • $ANTM $CI
— CNBC Now (@CNBCnow) July 22, 2015
.@HowarthChuck he's not perfect. Also gave full blessings to $AERI before it crashed and burned. No analyst gets them all right.
— CR (@CashRocket) July 22, 2015
Seriously (for a moment), congrats to Ron (@biotech69) and the entire RaNA team for an impressive financing for their terrific science.
— Michael Gilman (@michael_gilman) July 23, 2015
@23aloha I'm not a fan of the stock, but this one should stick. Getting a placebo comparator gives them some breathing room.
— Brad Loncar (@bradloncar) July 23, 2015
Sweet rally $MRNS has been on lately. My personal strategy here is to lighten up, and it's a good stock to let the house's money run.
— Brad Loncar (@bradloncar) July 23, 2015
$BMY Committed to diversified portfolio in I-O & beyond including fibrosis, heart failure. good note for $QURE :)
— Joe (@GantosJ) July 23, 2015
@AlpineBV_Miller so long as the memory remains strong!
— Bruce Booth (@LifeSciVC) July 23, 2015
. @PropThinker Or triples...
— PropThink (@PropThinker) July 23, 2015
@matthewherper "Ask your financial advisor if treating your tumor is right for you"
— Paul Wicks (@PaulLikeMe) July 23, 2015
$AAVL CEO no longer king of the mountain...resigns
— zach (@zbiotech) July 23, 2015
UnitedHealth's OptumRx has a pay for performance deal with $GILD for its hep C drugs, @ZTracer reports: http://t.co/cQqQcKSV6H
— Caroline Chen (@CarolineYLChen) July 23, 2015
$XOMA Baker has sold roughly 11m shares at $1.09 avg since the blowup... no more Form 4's or 13D's since under 5%
— Shane Blackmon (@shaneblackmon) July 23, 2015
@happyycamperr @PropThinker Opposite. $sage has better odds of success so MCap higher. Here, $itek has better odds but lower (still) MCap.
— Joe (@Drchik23) July 24, 2015
$GSK Malaria vaccine receives positive opinion from CHMP. $AGEN
— Bio Stocks™ (@BioStocks) July 24, 2015
"A hugely significant moment." Malaria vaccine a little nearer to reality http://t.co/8Q4synZy8B pic.twitter.com/ZE7vB4smNI
— BBC World Service (@bbcworldservice) July 24, 2015
Finally had a chance to read @LifeSciVC's latest volley of venture financing insight. Good stuff, as always. http://t.co/zH2vJRfxRd
— Michael Gilman (@michael_gilman) July 24, 2015
$BIIB drops revenue growth guidance to 6-8% for rest of '15. Current consensus was 13%. Blame weak Tecfidera sales. EPS guidance drops, too
— Adam Feuerstein (@adamfeuerstein) July 24, 2015
well done by $BIIB mgmt, bury the pII tysabri stroke miss in last paragraph of the release of a weak Q2
— zach (@zbiotech) July 24, 2015
$SNSS Going to get trashed FDA are going to want more trials & they will need more money. Thought MAA was in what have they been doing ?
— Bio Penny Picks (@pennystocksusa) July 24, 2015
Long $MGNX $SRNE $TGTX $CEMP $LBIO $DVAX $KPTI $TTOO $OMER $SGMO -futures healthy-Lets have a fulfilling&quick Fri. work day into the wknd!
— Jason (@JasonHolman5) July 24, 2015
Bernstein research suggests physicians will use $REGN and $AMGN PCSK9s widely, regardless of labeling, Porges writes in note today
— Meg Tirrell (@megtirrell) July 24, 2015
Ole my goodness. Ole my whoa nelly GS raises target on $CELG to 82 from 78. I am not kidding. UNREAL
— dougheuring (@dougheuringaria) July 24, 2015
Rule of thumb. If a sell side analyst puts out a note day before earnings that "real story" is 3 years from now, earnings arent good. $BIIB
— Charley Grant (@CGrantWSJ) July 24, 2015
$BIIB earnings --- just a bit off course pic.twitter.com/MpN72ZkuJw
— BioBounce.com (@BioBounce) July 24, 2015
$SNSS You know it's bad when Roth downgrades you to a SELL.
— Shane Blackmon (@shaneblackmon) July 24, 2015
if scangos had the slightest clue right now he'd be reconsidering a bid for $RCPT $BIIB $CELG
— zach (@zbiotech) July 24, 2015
Big bio/pharma needs ph3 approvable drugs. I am looking at you $rlyp
— Joshua B (@srqstockpicker) July 24, 2015
$BIIB ~4B in cash, barely any debt...wtf they waiting to do w/that?
— zach (@zbiotech) July 24, 2015