Biotech "Tweets of the Week" for August 3-14, 2015Red days!? And $AQXP defies the circuit breakers (and logic)
Featuring: $AQXP $AAVL $AMRN $BLUE $BXLT $GBT $GILD $ESPR $GLPG $JUNO $KITE $KPTI $OREX $QURE $RGLS $SHPG $SRPT $XBI $IBB Check out the Biotech Tweets of the Week archive. |
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New all time high for Galapagos. $GLPG
— BioStockAddict (@BioStockAddict) August 3, 2015$CLVS submitts NDA and MAA for Rociletinib
— Bio Stocks™ (@BioStocks) August 3, 2015In the U.S. drug spending equates to approximately 10% of total healthcare costs and roughly 95% of all healthcare cost-related outrage.
— Garrett Rhyasen (@MrStemCell) August 3, 2015.@PDRennert Maybe they were all just unappreciated b4, like most of biotech. Diamonds in the rough, waiting 2 b found by the capital mkts
— Bruce Booth (@LifeSciVC) August 4, 2015$SHPG move on $BXTL looks like the M&A equivalent of rubbing dung on yourself to keep others away.
— Lisa Urquhart (@LisaEPVantage) August 4, 2015Have to say I was very concerned about generalist perception of biotech after $BIIB. Thank heavens the other three horsemen pulled through.
— Brad Loncar (@bradloncar) August 4, 2015Now we know why $BXLT authorized a $1B share-repurchase plan only one month after coming into existence.
— Roy Friedman (@DewDiligence) August 4, 2015@AlpineBV_Miller @brianreid @alecgaffney Wait 5 years to disclose a CRL? Not serious.
— Adam Feuerstein (@adamfeuerstein) August 4, 2015Why is $GILD red again? Aha coz of $AAPL sales is China. Got it. Makes sense.
— avidresearch (@avidresearch) August 4, 2015Took a little off $KITE and added to $JUNO. Happy to add to whichever of these happens to be in the doghouse at a given time.
— Brad Loncar (@bradloncar) August 4, 2015You see plenty of tech founders under 45 creating unicorns but that's unheard of in biotech. Why? Don't just tell me "science is harder."
— Ethan O. Perlstein (@eperlste) August 4, 2015$qure on Cramer right now
— Joshua B (@srqstockpicker) August 4, 2015$BIIB is in a tough spot. Revs deteriorating. Pipeline dying. Little 2 buy. And the other big boys are crushing numbers. $GILD $REGN
— Joe (@Drchik23) August 5, 2015On call, $RGLS says real-world HepC cure rates of oral drugs are lower than clinical trials. $GILD, on its call, said exactly the opposite.
— Adam Feuerstein (@adamfeuerstein) August 5, 2015Honored for @editasmed to be recognized by #WEF as #techpioneers15 - http://t.co/ZYjPZY2K6T fascinating group of co's http://t.co/g4d1jaR5r5
— Katrine Bosley (@ksbosley) August 5, 2015Takeda takes cost of LIGHT study (which was terminated) and $OREX funds new CVOT. $300, 400 million? Complete 2022. http://t.co/udiQZc9sSD
— PropThink (@PropThinker) August 6, 2015I had a pharmacist try to extort me y'day for not filling a pt's harvoni with him - said he wouldn't fill pts other meds - crazy
— biotechnicality (@biotechnicality) August 6, 2015no further significant deterioration in remaining ambulatory 10 boys in etep study, all still walking $SRPT
— zach (@zbiotech) August 6, 2015Cecilia Kamara, age 6, after receiving news about the Ebola vaccine http://t.co/kNL7Uz8n24 (Image: Alphanso Appleton) pic.twitter.com/O11F0uIUmk
— Kyle Hill (@Sci_Phile) August 6, 2015$IBB $XBI Like a wild west train robbery...only quicker
— Stan D'Andrea (@stanleydandrea) August 7, 2015@redacre Actually $ESPR breaking down the $58.80 support line looks bad.. next support $49.65 or Fibo 61.8% $55.50
— Joe (@GantosJ) August 6, 2015choppy choppy choppy. Last 10 trades= losers.
— avidresearch (@avidresearch) August 6, 2015$ACAD enrollment completion for ADP P2 has moved from "around the end of the year" to 1st half of 2016
— j l (@lomu_j) August 6, 2015$MDVN is eligible to get milestone payments of $70M and $175M for net global sales over $1.2B and $1.6B respectively
— Juan P. Serrate, DVM (@JPZaragoza1) August 6, 2015The dark side of the immune-oncology bubble is that epigenetic targets (the previous darlings of the market) have lost their lustre
— David Grainger (@sciencescanner) August 7, 2015Strangest thing I've ever seen across the board... When a biotech reports EPS they blow up and drop 10-15% $XBI
— Shane Blackmon (@shaneblackmon) August 7, 2015$AQXP daily double double! +200%
— Bio Stocks™ (@BioStocks) August 7, 2015I have to be honest, I can't believe these bargains. $QURE under $24? Wow. Is everyone on vacation?
— Timothy Sullivan (@tsullivan70) August 7, 2015@jonathanrockoff thankfully, untruthful off-label marketing is still a no-no
— zach (@zbiotech) August 7, 2015The fact that $ESPR is up on a day like this is a big middle finger to Chardan. First thing I'll buy when $XBI stabilizes.
— Cody (@codytrades) August 7, 2015Here's $AMRN's 71-page court ruling about #Vascepa promotion
http://t.co/9pkMeHBivJ
— Jessica Adams (@RxRegA) August 7, 2015Days like this reminiscent of March-April/October 2014- takeaway was stocks that don't budge are more instructive than the ones that do
— Vikram Khanna (@VikramKhanna_) August 7, 2015@bradloncar lots of reversals today. Looks like $BLUE wants to fight to green. That would be something for sure
— David Sobek (@dsobek) August 7, 2015@ymscapital Epic and boring. Lol
— Subramania Kaushik (@skaushi) August 7, 2015A week to forget. $IBB $XBI pic.twitter.com/SZP8UQ4sMF
— Brad Loncar (@bradloncar) August 7, 2015@dsobek Well yes, but DEPO is a special case with the possible buyout lurking in the background.
— Walter T Dec CFA (@Wtdec) August 7, 2015Cool: Frank Gehry designed $KITE's I/O drug manufacturing plant, which broke ground last week. http://t.co/F1MrVQVpXa pic.twitter.com/yRObfCkyKy
— Arsalan Arif (@AKAarsalan) August 10, 2015$QURE gets 53 M more from $BMY through milestone and share purchase @ 29.67 http://t.co/n0SBJFq7tY
— j l (@lomu_j) August 10, 2015$QURE - It's a nice consolation to see that $BMY has been averaging down like the rest of us.
— Brad Loncar (@bradloncar) August 10, 2015@bradloncar bmy knows how to take advantage of these cheap shares. One step closer to Amsterdam : )
— Joshua B (@srqstockpicker) August 10, 2015so who does $AQXP have the ATM with? oh, that's right...cowen
— zach (@zbiotech) August 10, 2015$AQXP over 14.40's are all-time highs. All-time low to new high in a matter of days
— Shane Blackmon (@shaneblackmon) August 10, 2015$BDSI Adding to position, thanks for the cheap shares
— BioBreakout (@BioBreakout) August 10, 2015$ATNM - what a 5 days. Tough trader.
— DCam (@dcamtrades) August 10, 2015Nice "provides update" by $KPTI.
— Brad Loncar (@bradloncar) August 10, 2015$AQXP: People think any price is ok b/c Baker Bros own shares. But make no mistake: This is 1of biggest P&D moves in recent memory.
— Roy Friedman (@DewDiligence) August 10, 2015$TGTX last test of the 200SMA was early May, bounced nicely from there. Retesting it again today. If it's lost..please watch your position.
— CR (@CashRocket) August 10, 2015$AQXP now $20 from high of $55 this morning. If you liked roller coasters this was a crazy ride for me to watch from the sidelines!
— Sheff (@SheffStation) August 10, 2015Blog post on $NBIX $ABBV http://t.co/z2TCUNY90F
— Alfredo Fontanini (@AF_biotech) August 10, 2015#bios had a wild day. Now commodities & currencies having a wild night. Volatility seems to be creeping back in. Gonna weed out some folks.
— Joe (@Drchik23) August 11, 2015IBM Wants Artificial Intelligence to Help Identify Disease http://t.co/0AHpfcBLgH
— Ethan Weiss (@ethanjweiss) August 11, 2015There's no such thing as alternative medicine.
If it works, use it.
If it doesn't, don't.
http://t.co/xEJyTxRF04 pic.twitter.com/wucwrELBkO
— Tim Lahey (@TimLaheyMD) August 11, 2015$DXCM to collaborate with GOOG life sciences for next-gen sensors. That didn't take Alphabet long
http://t.co/EZiJufwHlS
— Tyler (@TylerHCanalyst) August 11, 2015@zbiotech at least they didn't say 'approval' of IND
— Red Acre Investments (@redacre) August 11, 2015By request for @bradloncar, in @dbsable style (no names): Potency is not a good fix for on-target side effects. @JohnCFierce
— Brian Culley (@CEO_Culley) August 11, 2015If anyone can offer a 140 character explanation for why $ATNM is down from $6 to $2 over 6 mo, I'm curious, having missed story. Thanks
— John Alan Tucker (@JohnTuckerPhD) August 11, 2015$axon New Low again.... Hit my Target Price
— Tom Silver (@TomSilver39) August 11, 2015$XBI up 67% for the year & my L/T bio portfolio looks like crap // major disconnect between indices & individual stock price action
— S Manian (@DrSManian) August 11, 2015@DewDiligence I think it feels more like frustration. $SPY has done nothing since Nov 2014. Putting in one heck of a base.
— David Sobek (@dsobek) August 11, 2015"Count the #FDA as one federal agency keeping up with the #Kardashians." -@Policito's @SarahKarlin
#KimKandtheFDA
http://t.co/OERLBG1XVd
— Jessica Adams (@RxRegA) August 11, 2015@ymscapital @bradloncar Really hope $ESPR doesn't collaborate. Rather see them list themselves on $EBAY.
— Abby Nachtomi (@anachtomi) August 12, 2015Glad I'm out of town and not following Twitter. Death Cross!!!!
— BioBounce.com (@BioBounce) August 12, 2015IPO
$GBT | Global Blood Therapeutics
6M shares at $20
Stat Sheet http://t.co/MMEPZbhzKG
(biopharm, blood-based disorders)
— Tom Wrigley (@WrigleyTom) August 12, 2015buy $EBIO - cos failed pIIs are the new guarantees for pIII success
— zach (@zbiotech) August 12, 2015Curing diseases with gene therapy won't remain un-sexy forever
— Stan D'Andrea (@stanleydandrea) August 12, 2015@ggl26 @Festo50 I got some at 15.30...#teamfold
— Randy (@lipscrl) August 12, 2015$BMY PDUFA 11/27 ... the U.S. FDA Extends Action Date for Supplemental Biologics License Application ... http://t.co/CmX3bdU3Hi
— Joe (@GantosJ) August 12, 2015Don't Be A Jerk: Top 10 Biotech Industry Etiquette Tips http://t.co/2r0XJS41zo By @dbsable
— Luke Timmerman (@ldtimmerman) August 13, 2015$KPTI so sepsis not uncommon in AML and has not been observed in really long follow ups in other indications so far. 40% drop? Mkt is genius
— avidresearch (@avidresearch) August 13, 2015$SRPT new 52 week high today
— BioBreakout (@BioBreakout) August 13, 2015$PTN Sprout's Pharma has PDUFA for Flibanserin. "Female Viagra" In June $PTN spiked on the ADCOM positive vote, expect this to be in play.
— Shane Blackmon (@shaneblackmon) August 12, 2015$tril let's pop this 20 and gooo. We might see some 13gs soon as the shares dry up like the sahara
— Joshua B (@srqstockpicker) August 13, 2015$JNJ dumps $AQXP. Sold 231,455 shares at an avg price of $31.66 on Aug 10 and sold 1,283,366 shares at an avg price of $20.74 on the 11th.
— Bio Stocks™ (@BioStocks) August 12, 2015Cowen Defending $KITE on Weakness pic.twitter.com/NlzgPMpJ2E
— dougheuring (@dougheuringaria) August 14, 2015$KITE & $JUNO opportunities today. Patient investors need not apply:)
— Sheff (@SheffStation) August 13, 2015stop limits have been my friend the last few weeks. $POZN
— DeadCatBill (@getbillasap) August 13, 2015Wow, remember how $AAVL tried to spin results as positive? They're abandoning the 2b plans now.
— Cody (@codytrades) August 13, 2015RA Capital 13F
Top 5 Buys: $AXON $COLL $ARDX $BPMC $MDCO
Top 5 Sells: $ABUS $DVAX $ZFGN $ZSPH $BCRX
— Bio Stocks™ (@BioStocks) August 13, 2015@rajramaswamy @johnoco27453655 @biotechnova I think big ones are holding up well b/c everyone still is anticipating M&A to happen any day.
— Brad Loncar (@bradloncar) August 14, 2015@JasonHolman5 yep. Come next yr, current prices would be a lifetime gift. $FGEN
— Raj R (@rajramaswamy) August 14, 2015RT @Emory_R: Wow. Not much of a premium. WuXi PharmaTech goes private in $3.3B deal http://t.co/eK7nvXuzm1 $WX
— Andrew G. (@BioDueDiligence) August 14, 2015% Movers | 8:00 a.m.
$PBMD +67%
$ONTX +31%
$KMPH +28%
$SD +22%
$AAVL -17%
$LOCO -15%
$KING -12%
$AEZS -7%
$AQXP -5%
— Tom Wrigley (@WrigleyTom) August 14, 2015$ALDR Sevin Rosen fund bought almost 5M shares 5/2014. Sold 1M 5/2015, 2M 6/2015, and 1.75M 8/11/2015. Reason for weakness.
— NSharma (@Sharma1981N) August 14, 2015CNS names - Movement: $ADMS $BITI $NBIX $NWRN $ALKS $LUN $NDRM $CYNA $ACOR $AMBS $TEVA
— Alfredo Fontanini (@AF_biotech) August 14, 2015BTW and in fairness, Cowen is guessing the $KITE rumor is no biggie just as much as bears are guessing it is. Nobody knows anything.
— Brad Loncar (@bradloncar) August 14, 2015@redacre @bradloncar Not necessarily. Many companies now rate events as Not Related or Related. May take some time to determine causality.
— dead_inside (@acretin) August 14, 2015according to @Sport234a the avg biotech stock is down 39% from all time highs. stealth bear market
— Dan Rosenblum (@sharkbiotech) August 14, 2015"Micro Cap BioCo today reported that it is a Friday and August."
Stock rips 250%.
— PropThink (@PropThinker) August 14, 2015'@LillyPad CEO: The cost of illness is almost always greater than the cost of medicine #PricePressure
— Squawk Box (@SquawkCNBC) August 14, 2015Took the customary photo with the bull today. pic.twitter.com/uv5NnXm8Rk
— Brad Loncar (@bradloncar) August 14, 2015