Biotech "Tweets of the Week"
Triple edition for the dog days of summer
(August 17 - September 4, 2015)
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
Week 1: August 17-21, 2015 $KITE $ESPR $VRX Addyi $XBI $IBB
$KITE confirms 1 death early on - NOT related to study drug + confirms multiple complete responses in ongoing KTE-C19 trial
— Red Acre Investments (@redacre) August 17, 2015$KITE tips their hand re data, forced by selective disclosure of pt death. Stock goes up, legal worries go away, sticky feeling left.
— Beck (@princetongb) August 17, 2015Interesting day to be on vacation and willfully ignoring my cell phone. $ESPR $SGEN Congrats to those who did the work to understand both.
— David Miller (@AlpineBV_Miller) August 17, 2015Bottomline: stocks are vehicles of probabilities/expectations.If $2B in peak revs was a given, $ESPR would be a $5B co.It isn't,and it's not
— Vikram Khanna (@VikramKhanna_) August 17, 2015$ESPR buy the rumor, sell the news. Let's see what happens after that
— Stan D'Andrea (@stanleydandrea) August 18, 2015SEC Short Sale Rule 201 is in Effect : ESPR (NASDAQ) $espr
— Jamie Lissette (@jamielissette) August 18, 2015@avidresearch $KITE and $JUNO are in the doghouse. They're just simply overvalued.
— Adam Gefvert, CFA (@Shiningboy) August 18, 2015@VikramKhanna_ Those with late stage assets not striking deals got punished almost the same way: $ACAD $CLVS $ESPR $ICPT $SGYP$VSAR $ZFGN
— JQ (@jq1234t) August 19, 2015$VRX buys Sprout for $1b in cash + share of future profits upon achievement of milestones
— Shane Blackmon (@shaneblackmon) August 20, 2015We've reached a stage where you wake up, see the futures, and want to go right back to bed.
— Brad Loncar (@bradloncar) August 20, 2015Chardan should drop $espr & cover $vrx. At least then he'd have a real reason to always change his notes & PT's.
— Joe (@Drchik23) August 20, 2015From the NYT: Maker of Addyi, ‘Female Viagra’ Drug, to Be Sold to Valeant for $1 Billion-
Safe, effective, satisfying- completely misleading
— John Carroll (@JohnCFierce) August 20, 2015fine give the bears their 5-10% and then rally back in a week. everyone is happy.
— avidresearch (@avidresearch) August 20, 2015And $MRK down 4.4% on $LLY diabetes study
— Meg Tirrell (@megtirrell) August 20, 2015$ESPR dropski
— Bio Stocks™ (@BioStocks) August 20, 2015@sharkbiotech decent volume across the board
— Gavin Parks (@gavparks) August 20, 2015President Carter is getting Merck's immune-onc drug Keytruda, docs confirm. @business $MRK
— Drew Armstrong (@ArmstrongDrew) August 20, 2015$XBI declined 18% since all time high in July, near bear market territory, $IBB -10% from hi. Not pretty.
— HedgeMind (@HedgeMind) August 20, 2015@jq1234t @Sharma1981N Agreed. There are quite a few silently making money and/or running important trials that they’re well funded to finish
— Ozgur Ogut (@Ogut_Ozgur) August 20, 2015@bradloncar well, perhaps this helps: $XBI was down 24.5% last Spring, down 20% now :)
— Dan Smithey (@dan_smithey) August 20, 2015If all pullbacks were alike investing would be easy. Enough w/ the charts! Stick to your convictions LT, hold some cash, enjoy the summer
— Vikram Khanna (@VikramKhanna_) August 20, 2015Yuck yuck yuck
— avidresearch (@avidresearch) August 21, 2015@scientre Yea this month in particular has been brutal. It's the whole stock market, not just biotech.
— Brad Loncar (@bradloncar) August 21, 2015Remember when we were just worried about a CVOT? LOLOL. Good times.
— Abby Nachtomi (@anachtomi) August 24, 2015Week 2: August 24-28, 2015 Flash Crash $SRPT $AMGN PCSK9
Hopefully your core bio holdings raised a lot of cash in last 12 months
— Joshua B (@srqstockpicker) August 24, 2015$GILD green. Absolutely wild.
— Brad Loncar (@bradloncar) August 24, 2015"Didn't buy enough" everyone
— DeadCatBill (@getbillasap) August 24, 2015$GILD..$86 to $106 in a matter of hours. I wish all my biotechs did that but $GILD is the main blue chip of the bunch! $IBB $XBI
— Sheff (@SheffStation) August 24, 2015$IBB - Green
— Sudhanva Raj (@SudhanvaRaj) August 24, 2015@sharkbiotech @AlpineBV_Miller $CELG down 20%+ at the open is panic selling.
— David Sobek (@dsobek) August 24, 2015So that triple levered biotech ETF is down 40% since its debut in June $UBIO
— Charley Grant (@CGrantWSJ) August 24, 2015Day traders are the big winners over the last 3 days - actually for the last 3 months.
— BioBounce.com (@BioBounce) August 25, 2015@dougheuringaria Yea, hard to go wrong with $CELG. One of those stocks that corrections like this are meant for.
— Brad Loncar (@bradloncar) August 25, 2015$SGYP initiated at Buy at BTIG, PT $11
— Bio Stocks™ (@BioStocks) August 25, 2015This biotech move today so far being led by the large caps. Not convincing rally for the mid & small cap biotechs yet. $IBB $XBI
— Sheff (@SheffStation) August 25, 2015Too low to fade.
Too high to buy.
— Northy (@NorthmanTrader) August 25, 2015closed my $VTL butterfly for $1.01 from $0.35. reasonable I suppose
— Chris Ahlstrand (@ahlstrac) August 25, 2015FDA accepts $SRPT filing for eteplirsen in DMD; pdufa Feb 26, 2016
— Meg Tirrell (@megtirrell) August 25, 2015FWIW, just a reminder that the drisa PDUFA is December 27th. $SRPT $BMRN
— Brad Loncar (@bradloncar) August 25, 2015$SRPT Lost in the foregone conclusion is the critical role parents & patient advocacy groups played in getting @US_FDA back on track.
— John Hall (@johnhallnj) August 26, 2015@adamfeuerstein @JohnCFierce you forgot the "in mice"
— Andrew G. (@BioDueDiligence) August 26, 2015@mykalt45 What you are doing IS what's going on in #bioland. None of the rest of it is all that important.
— David Sable (@dbsable) August 26, 2015$ISIS @eperlste If Stand Crooke is a "Great eg of a scientist CEO in biotech", then it's too depressing to be an investor in biotech...
— Andy Biotech (@AndyBiotech) August 26, 2015What is really funny, on 04/21/2014 $SRPT reach $44.99 in PM after PR will submit NDA & Today only $33 after the NDA got ACCEPTED
— Joe (@GantosJ) August 26, 2015Q4...DMD, game on, $PTCT $SRPT $BMRN
— zach (@zbiotech) August 26, 2015This is the ---> "Enjoy the rip while you can...then GTFO" strategy lmao
— TurboResearch (@TurboResearch) August 27, 2015there is panic to get out and then there is panic to get in
— Gavin Parks (@gavparks) August 27, 2015@srqstockpicker lol, you're a $trilionaire
— Jon Gullett (@RedRaven563) August 27, 2015Comparison of FDA PR approval indications. Highlighted is the only difference. $AMGN $REGN pic.twitter.com/C5oOWOorPP
— David Miller (@AlpineBV_Miller) August 27, 2015$AMGN release includes lots of language on working with payers, including on "innovative pricing programs" linking price to LDL reductions
— Meg Tirrell (@megtirrell) August 27, 2015Week 3: August 31- September 4, 2015 $ALNY $MDCO $FOLD $TRVN $ARIA $ACAD
$ALNY $MDCO ALNPCSsc Achieves Quarterly & Potentially BiAnnual Subcutaneous Dose Regimen for Effective LDL-C Lowering http://t.co/KDDrSbr9vA
— BioBreakout (@BioBreakout) August 30, 2015$FOLD Acquires Scioderm, Adds Drug for Rare Skin Disorder to Pipeline http://t.co/S1666GFXBm
— Adam Feuerstein (@adamfeuerstein) August 31, 2015I'd be a buyer of $FOLD on any significant selloff on lower prob of M&A. 2 late stage orphans w/ decent peak sales potential under $1.5B EV
— Vikram Khanna (@VikramKhanna_) August 31, 2015Glad to see $FOLD expanding - I'd rather invest in clever strategies, good pipelines and smart peeps rather than hypothetical buyout odds
— Alfredo Fontanini (@AF_biotech) August 31, 2015$ICPT FDA Accepts NDA for OCA. Grants Priority Review. PDUFA 02/29/16
— Bio Stocks™ (@BioStocks) August 31, 2015$MDCO pic.twitter.com/UsEQr4bFqq
— zach (@zbiotech) August 31, 2015$IBB will be down about 10.5% for the month, $XBI 12.5%+.
— Brad Loncar (@bradloncar) August 31, 2015$TRVN
Trevena Announces Positive Results from Phase 2b Study of TRV130 in Acute Postoperative Pain
http://t.co/hZQ79YT9GK
— Tom Wrigley (@WrigleyTom) August 31, 2015$NK had worst August for biotech stocks which matter -41%
$CLDX -35%
$ZIOP -30%
$OPK -30%
$OVAS -29%
$ICPT -28%
$ONCE -27%
$XON -26%
— Adam Feuerstein (@adamfeuerstein) August 31, 2015@23aloha @danravicher I can't believe I sold in 32s. I know how to pick winners and not hold them.
— Adam Singer (@AdamSinger) September 1, 2015Congrats $VRX! You just paid $100m for a project with consensus 2020 sales of $43m and a link with suicide http://t.co/blbzRwboQE $AZN $AMGN
— Jacob Plieth (@JacobPlieth) September 1, 2015Overvaluing speed to market. Voucher deals gone $67.5M -> $125M -> $245M -> $350M in a few months. http://t.co/5uvxzpbMxv $BMRN $ABBV $RTRX
— Juan P. Serrate, DVM (@JPZaragoza1) September 1, 2015Looks like September wants to pick up right where August left off.
— Brad Loncar (@bradloncar) September 1, 2015Defensive move, anyone? pic.twitter.com/WLVd6jhuwS
— Jacob Plieth (@JacobPlieth) September 1, 2015Bio PR's should only come in 3 forms:
1. "It worked!"
2. "It didn't work."
3. "We don't know if it worked."
— PsychoOnWallst (@PsychoOnWallSt) September 1, 2015I love the smell of validated platforms in the morning. $TRVN
— Michael Goodman (@mikegoodma) September 1, 2015$PETX is consistently the first green stock of mine on days like today. Bodes well for the long-term.
— Brad Loncar (@bradloncar) September 1, 2015$AMGN and $NVS Collaboration For Alzheimer's Disease And Migraine Programs
— Bio Stocks™ (@BioStocks) September 1, 2015If $ARIA is truly in play, why didn’t these insiders (legally) terminate 10b5-1 plans?
http://t.co/wVjZqmQJ17
http://t.co/MdGrMyHwAy
— Roy Friedman (@DewDiligence) September 1, 2015$BMY gets BTD for Nivo in previously treated squamous NSCLC. PDUFA January 2, 2016.
— j l (@lomu_j) September 2, 2015$VRX buying $SURG $6.50/sh in cash
— zach (@zbiotech) September 2, 2015$BXLT talks w $ARIA broke down over price....and CFO just punted stock, nice
— zach (@zbiotech) September 2, 2015$espr 52wk range:$15-121. Institutions recently added & PPS still down >55%. Wonder if FDA minutes can reverse? Or only partnership? Or M&A?
— Joe (@Drchik23) September 3, 2015@BioStocks initiated at "why you no give us banking fees?"
— Red Acre Investments (@redacre) September 3, 2015$ACAD "Get the NDA done, the job is yours." Davis permanent.
— PropThink (@PropThinker) September 3, 2015$AXON T minus 1 week
— zach (@zbiotech) September 3, 2015Karyopharm Therapeutics (KPTI) Announces SINE Compounds Being Evaluated as ALS Treatment http://t.co/wC1zcPmw2r via @Street_Insider
— HumbleBioTrader (@HumbleBioTrader) September 3, 2015@happyycamperr it makes sense considering concerns around delay - plus is $ACAD price action is alway exuberant
— Alfredo Fontanini (@AF_biotech) September 3, 2015$PTCT gets FDA Orphan Designation for Ataluren for treatment of aniridia http://t.co/rQ3IkC0XIO
— TradeHawk (@TradeHawk) September 3, 2015I love the Citi analyst's comments on $RARE. Terrific stock in just about every way possible, but that doesn't mean it's not expensive.
— Brad Loncar (@bradloncar) September 3, 2015$XBI $SBIO both triggered potential up trends
— BioBounce.com (@BioBounce) September 3, 2015Interesting: Moody's just issued a "Positive" outlook for the global pharma industry. Had been "Stable" or "Negative" since October 2007.
— Dan Diamond (@ddiamond) September 3, 2015Someone please buy 1 share of $tril at the ask....lets get this thing moving:)
— Festo (@Festo50) September 3, 2015Once again $IBB $XBI was a good leading indicator for the rest of the tape all morning... $QQQ
— Jean Fonteneau (@JFinDallas) September 3, 2015new rule please peeps:
don't pump off my stuff
don't dump off my stuff
I just do science, that's all I'm good at.
Peace, PDR
— Paul D. Rennert (@PDRennert) September 3, 2015@brentlsaunders @bradloncar How cool, the CEO of $AGN was first on my timeline with the news that Allergan's acquiring AqueSys!
— 23aloha (@23aloha) September 3, 2015@DrSManian Yes, also, many have crossed the bio valley of death before and know this will also pass.
— Pierre Bedard (@PRB51) September 3, 2015Looks like $qure Sanfilippo data will be a keynote presentation http://t.co/d7f0UtzVmS Intra-Cerebral Administration of AAV2/5
— Joshua B (@srqstockpicker) September 4, 2015$CMRX, $OPHT, $RLYP, $ZSPH were all upgrades to Buy from Citi. Ones w/ highest return are $OPHT at 98% upside & $RLYP w/ 89% from current $.
— Sheff (@SheffStation) September 4, 2015$ALXN Receives Notification Of PDUFA Date Extension For Kanuma.
— Bio Stocks™ (@BioStocks) September 4, 2015— BioResearch (@BioResearchFund) September 4, 2015
.@ymscapital Good Q, I was surprised by that.
— Luke Timmerman (@ldtimmerman) September 4, 2015$ABBV just increased the WAC price of Humira by another 7.9%, that's an easy blockbuster in the making by the price hike alone...
— Andy Biotech (@AndyBiotech) September 4, 2015@psuvafan007 @hydrogenblimp Given the way adcoms/PDUFAs have gone in the rare disease or even in general, I would say no.
— Michael Torres, PhD (@Mykalt45) September 4, 2015Health innovations save lives - and big ideas can come from anyone, anywhere. http://t.co/sy5yYFkD3h via @PATHtweets pic.twitter.com/0E0NyimYaH
— Sue Desmond-Hellmann (@SueDHellmann) September 4, 2015One of the first books that got me hooked on science as a kid was The Man Who Mistook His Wife For A Hat. RIP @OliverSacks
— Ethan O. Perlstein (@eperlste) August 30, 2015