Biotech "Tweets of the Week" for July 27-31, 2015Earnings season, PCSK9 fallout, buyout speculation, etc.
Featuring: $AEGR $AGN $AMGN $BIIB $ESPR $FMI $GILD $GLPG $MDVN $MNKD $MYL $NK $REGN $SGYP $SNY $TEVA $VTVT $IBB $XBI Check out the Biotech Tweets of the Week archive. |
|
$MYL down 12% pre-mkt, while $PRGO up 2% after $TEVA buys $AGN's generics business.
— Sasha Damouni (@SashaDamouni) July 27, 2015
If the knives weren't out before, they definitely are now after $BIIB. Expecting to see a lot of articles like this. http://t.co/xUcyupBvKX
— Brad Loncar (@bradloncar) July 27, 2015
'@brentlsaunders tells @JoeSquawk that he could have never imagined this deal happening 3 weeks ago #PharmaDeal $TEVA $AGN
— Squawk Box (@SquawkCNBC) July 27, 2015
$AEGR CEO and COO have resigned, company says
— Meg Tirrell (@megtirrell) July 27, 2015
The "rating upgrade but price-target cut" move by sell side deserves a name. What should we call it? $BIIB Bernstein.
— Adam Feuerstein (@adamfeuerstein) July 27, 2015
@Sport234a reading a label nowadays is more difficult than reading tea leaves lol
— Raj R (@rajramaswamy) July 27, 2015
Morgan Stanley was the joint book-runner for $RARE's $300M raise last week, today calls the valuation stretched. http://t.co/ELjL4QPnkZ
— Brad Loncar (@bradloncar) July 27, 2015
In 5-10 yrs when cancer immunotx proves itself (or not), will $Baire emperors of biotech Patrick Soon-Shiong & RJ Kirk be wearing clothes?
— Adam Feuerstein (@adamfeuerstein) July 28, 2015
$IBB is it the flush needed to start the next leg up towards the channel's upper line again !!!
— Joe (@GantosJ) July 27, 2015
@bradloncar I'm neutral to slightly bearish on broad mkt, but comfortable w the core stocks I own such as $ENTA $ABT. Added2 $MNTA last wk.
— Roy Friedman (@DewDiligence) July 27, 2015
1st name we bought back heavily today is $SGYP Confirmatory Ph3 data due out soon. All bankers&shrhldrs we speak to expect sale of co ~Q1'16
— Zachary Prensky (@Zackfoot) July 27, 2015
Ok I might have risked it a bit, but increased my $NBIX and $ADMS positions
— Alfredo Fontanini (@AF_biotech) July 27, 2015
After $AGN bought Naurex, Turing is worth more today than it was yesterday (Ketamine) @MartinShkreli
— Zachary Prensky (@Zackfoot) July 27, 2015
@VikramKhanna_ $AMGN maybe the flavor of the day but between now until $AGN does a deal all large caps will be speculated as a target
— David Sobek (@dsobek) July 27, 2015
@JohnCFierce are there 15 private ones left?
— Chris Morrison (@CT_Morrison) July 27, 2015
@sharkbiotech Talk about a refreshingly old-school move. Love it!
— Brad Loncar (@bradloncar) July 27, 2015
$PBYI July 2014 gap fill still has 25 points to go. Yikes.
— CR (@CashRocket) July 28, 2015
A $2B+ immunotherapy deal tonight, and tomorrow NantKwest is scheduled to set the record for largest biotech IPO. Doesn't get more exciting.
— Brad Loncar (@bradloncar) July 28, 2015
$IMMU $UCB fail both p3s for Epratzumab in SLE
— j l (@lomu_j) July 28, 2015
$IBB holds 370-372 level this week & slight bounce by Fri (380s), else if <370 for 2-3 days, then 330 next (I won't mind personally :) )
— Ponty (@pbmech) July 28, 2015
Sanofi to Join Regeneron in Quest to Unleash Immune System on Cancer http://t.co/K9xKn6I7Oe
— Brad Loncar (@bradloncar) July 28, 2015
Other than the large piles of money sloshing around, what's exciting about the $SNY $REGN cancer immunotherapy deal? Late. To. The. Party.
— Adam Feuerstein (@adamfeuerstein) July 28, 2015
Another day, another generics deal. Hikma buys Boehringer's U.S. generics bix for $2.65bn. Looks a decent valuation for Hikma. $HIK
— Helen Thomas (@helenwsj) July 28, 2015
$AGN Allergan price target raised to $366 from $333 at UBS.
— Chill Till (@ChillzTrading) July 28, 2015
effectively the 3rd miss in a row for orenitram but martine will still trumpet the future 1B drug which she named after herself $UTHR
— zach (@zbiotech) July 28, 2015
$gild earnings day last earnings 4/30 $gild +6% since $ibb +11% xbi +18% since that beat
— shmittahcapital (@ymscapital) July 28, 2015
had to happen: $REGN gets PD-1 program a prom-date, $SNY buys tux, boutineer. At the dance are other IO agents Lag-3, GITR, PD-L1 and TBD
— Paul D. Rennert (@PDRennert) July 28, 2015
With $33.75B from $TEVA deal (& $6.75B in TEVA shares) @nytimes says $AGN's @brentlsaunders is thinking M&A, transformational & tuck-in.
— Michael Goodman (@mikegoodma) July 28, 2015
$ITEK 16.76
- Bumps PT to $29 (from $9)
- reiterated Outperform
http://t.co/s8hDYyZG8z pic.twitter.com/FihQEh9s1v
— Tom Wrigley (@WrigleyTom) July 28, 2015
In 30 days, cancer immunotherapy has set a record for 1) largest upfront license 2) largest private round in Europe 3) largest biotech IPO.
— Brad Loncar (@bradloncar) July 28, 2015
@rajramaswamy You are right on that! I've never touched ACHN but it has been interesting to track.
— Jason (@JasonHolman5) July 28, 2015
$CELG beat expectations and raised guidance while $BIIB cut the guidance. $GILD will break the tie.
— avidresearch (@avidresearch) July 28, 2015
sold $ESPR at 74.75 from 69.9 yesterday
— BioResearch (@BioResearchFund) July 28, 2015
$IBB and $XBI flipped trend yesterday. A data catalyst ETF that considers cash burn rate. What's not to like about $SBIO?
— BioBounce.com (@BioBounce) July 28, 2015
Interestingly, $CLLS and $ADAP are still negative total returns since their respective March and May debuts, but $JUNO is a double (for now)
— David Maizenberg (@biologypartners) July 28, 2015
"We're just at the beginning of this immuno-oncology wave," $PFE CEO Ian Read says on earnings call
— Meg Tirrell (@megtirrell) July 28, 2015
I don't care how much money they made. The Hep C story is one of the greats of medicine/biology. It should be celebrated and rewarded.
— Ethan Weiss (@ethanjweiss) July 28, 2015
$gild releases numbers and the entire biotech sector breathes a sigh of relief. Casey did not strike out.
— Matthew Herper (@matthewherper) July 28, 2015
@avidresearch: List of companies that increased guidance in spite of forex challenges $GILD $CELG $BMY $MRK $PFE (or everyone minus $BIIB)
— avidresearch (@avidresearch) July 28, 2015
$IMMU files an 8k. Saving $ on PR? http://t.co/nhFBozKq4i
— j l (@lomu_j) July 28, 2015
@Skipjackrick < raises hand > Was an owner briefly this am, stopped out. Just sent you a screenshot..
— 23aloha (@23aloha) July 29, 2015
The 12.6% increase in US Rx spending in 2014 was the 1st time since 2003 there has been a double-digit increase. $GILD
— Jon Gardner (@ByJonGardner) July 29, 2015
Good job by $GILD to save the $IBB $XBI
— j l (@lomu_j) July 29, 2015
I don't care what you think about $ESPR potential road blocks but it is silly that $MNKD has a higher market cap than $ESPR
— David Sobek (@dsobek) July 29, 2015
Solid move in $ADAP in a sea of red.
— S Manian (@DrSManian) July 29, 2015
$FMI isn't a miss...it's a "Houston, we have a problem" quarter.
— Brad Loncar (@bradloncar) July 29, 2015
$VRTX kalydeco guidance is confusing. I wish they would quantify # of patients not on commercial Tx due to trial participation in Vx-661 p3
— Red Acre Investments (@redacre) July 29, 2015
@echo_nyc @JohnTuckerPhD @lisamjarvis Gov funds 40% of biomedical research, buys 40% of drugs, has zero say on drug pricing. Absurd.
— Jeffrey D. Sachs (@JeffDSachs) July 29, 2015
Owning up to my poor $ESPR call last week- was irresponsible. Daytrading never my forte. Fwiw remains a LT hold, my timeframe usually years
— Vikram Khanna (@VikramKhanna_) July 29, 2015
$CARA prices offering. 3.76M shares at $18.60/share
— Bio Stocks™ (@BioStocks) July 29, 2015
$FGEN drug --> Cyclists’ Positive Drug Tests Suggest Use of Chemical Meant for Lab Research, via @nytimes http://t.co/R09iqtUKuF
— Adam Feuerstein (@adamfeuerstein) July 30, 2015
$SGYP Announces Positive Results in the Second Phase 3 Trial of Plecanatide in Patients with CIC http://t.co/H6CYKtnmLz
— Bio Stocks™ (@BioStocks) July 30, 2015
Tigenix acquires its subsidiary Coretherapix. Allo SCs for acute myocardic infarctation. $TIG has a ph3 readout this qtr.
— Juan P. Serrate, DVM (@JPZaragoza1) July 30, 2015
$ABBV has option 2 license $GLPG '0634 for P3 in RA & assume developm't this year post completion of Darwin1 & 2. Decision expected Sept '15
— Michael Goodman (@mikegoodma) July 29, 2015
$SGYP Boom! 20% efficacy vs 12.8% in pbo and less than 5% diarrhea rate! That's a great result.
— Red Acre Investments (@redacre) July 30, 2015
$DEPO
purported: alleged, assumed, avowedly, claimed, in name only, ostensible, pretended, pretexed, professed, specious, so-called
— happyycamperr (@happyycamperr) July 30, 2015
$MACK Who's gonna be the MACK Daddy come mid October?
— BioBreakout (@BioBreakout) July 30, 2015
$SGYP data is great there just weren't any shorts left to blow up the stock price early. Good looking long from here though.
— Rick (@Skipjackrick) July 30, 2015
If I had a nickel for every time $UNIS talked up pharma collaborations...
— PropThink (@PropThinker) July 30, 2015
$SGYP..Lots of longs here who held & sold this a.m just looking now to re-establish a position at a lower price. Company in driver seat now!
— Sheff (@SheffStation) July 30, 2015
biotech is red across the board again $BBH $IBB
— Dan Rosenblum (@sharkbiotech) July 30, 2015
if you have a mind of your own, you should relish mkt disconnects relative to your investment views...not piss and moan about them
— zach (@zbiotech) July 30, 2015
@JohnCFierce And hire several of your relatives & give them shares. Your CEO could be a former pharma executive that had to quit abruptly.
— Pearl Freier (@PearlF) July 30, 2015
@adamfeuerstein To me, ? is, will they need to initiate CVOT before approval- not complete. Here, PCSK9i experience is good example
— Ethan Weiss (@ethanjweiss) July 30, 2015
$FMI execs have some "splainin" to do: http://t.co/7Ul1uTwk0t
— Andrew G. (@BioDueDiligence) July 30, 2015
$AMGN beat and raise
— Caroline Chen (@CarolineYLChen) July 30, 2015
@zbiotech I wonder if $VTL is running its magical plastic tube data through the $AEMD magical plastic tube for further cleaning?
— Adam Feuerstein (@adamfeuerstein) July 30, 2015
$ESPR have to watch few sessions as to how it behaves. Not carried away by this bounce. I need meds to relieve my stress. LOL
— Subramania Kaushik (@skaushi) July 30, 2015
$VTVT vTv Therapeutics had a #fugly #IPO. Priced at $15, closed near LOD $10.89
— Bio Stocks™ (@BioStocks) July 30, 2015
$JUNO FDA clearance of IND for Adult Relapsed/Refractory ALL
— Shane Blackmon (@shaneblackmon) July 30, 2015
@SashaDamouni "FOR SALE" $AMGN
— BiopharmHunter (@BiopharmHunter) July 30, 2015
@AlpineBV_Miller But again, will it be approved without a path toward completion of CVOT (like Zetia) or when CVOT is underway (PCSK9)?
— Ethan Weiss (@ethanjweiss) July 30, 2015
$VRTX $ENTA added to our WL. Starting to see signs of life - for now at least.
— BioBounce.com (@BioBounce) July 30, 2015
@ethanjweiss lol... :) Nice thing about it is we'll know in a few weeks what the FDA has to say.
— David Miller (@AlpineBV_Miller) July 30, 2015
$AMGN m&a with $Agn just went up 5 notches Brent Saunders old boss Fred Hassan added to $amgn board
— shmittahcapital (@ymscapital) July 30, 2015
Finally some pdufas approaching in August: $exel $sgen $amgn $bmy $alks
— Joe (@Drchik23) July 31, 2015
$MDVN what was all the fuss about? Blowout US #'s at $298m vs $262m consensus. At some point revenues become sexy again.
— Vikram Khanna (@VikramKhanna_) July 31, 2015
@ohmsonite @Ogut_Ozgur @VikramKhanna_ When even @MarkSchoenebaum 's group rates $AXON (banking client) BUY you know the system isn't working
— William Gerber (@WilliamGerber1) July 31, 2015
$AZN will proceed with brodalumab development http://t.co/q6by4EPq95 $AMGN
— Juan P. Serrate, DVM (@JPZaragoza1) July 31, 2015
Even with some of the one-time boosts, really was a stupendous quarter for Xtandi. Nearly $500M ww, hitting $2B run rate already. $MDVN
— Vikram Khanna (@VikramKhanna_) July 31, 2015
post a week of decent EPS reports from others in biotech, we see why $BIIB has been the only aberration so far...and if only they could M&A
— zach (@zbiotech) July 31, 2015
BREAKING: #Merck and #NewLink's #Ebola vaccine gives 100% protection after 10 days in #Guinea trial
— Ben Hirschler (@reutersBenHir) July 31, 2015
It's like a cool breeze on a hot summer day when you leave a VC pitch with actionable criticism and a specific timeline for reengagement.
— Ethan O. Perlstein (@eperlste) July 30, 2015