Biotech "Tweets of the Week"
Hints of Fall
(September 14-18, 2015)
Featuring:
$ADXS $AERI $AQXP $BLUE $CEMP $ESPR $FMI $FOLD $GILD $ITCI $LLY $NBIX $QURE $RPTP $SRPT $TGTX $VRTX $XNPT $XBI $IBB
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
Slow morning of news so far for a Monday. No M&A, no interesting data…boring.
— Brad Loncar (@bradloncar) September 14, 2015
$RPTP Topline Results From Phase 2b CyNCh Study Evaluating RP103 in Pediatric Nonalcoholic Steatohepatitis
#Fail
— Bio Stocks™ (@BioStocks) September 14, 2015
Barclays favorite Biotech names for year end balance are $VRTX $GILD $MDVN
— BioBounce.com (@BioBounce) September 14, 2015
$AQXP ↑ 30% PM. BB reported ~ 40% stake.
— Bio Stocks™ (@BioStocks) September 14, 2015
Another $RGNX AAV Licensee raising money. Dimension Therapeutics files for IPO $DMTX
http://t.co/pJMTapyO4v
— Zack (@BioTerp) September 14, 2015
$RPTP down 34% pre-market after phase 2 study in children's NASH fails to meet primary goal http://t.co/VRCdwKknlL
— Meg Tirrell (@megtirrell) September 14, 2015
AQXP i avoided completely. Everyone & their momma thought it was a no brainier long so that's why it probably tanked. I avoid herd trading
— Modern_Rock (@modern_rock) September 14, 2015
May be slow to this story but Stemcentrix is valued at $5B and $OMED $500M. Both CSC and one is significant ahead with multiple partnerships
— David Sobek (@dsobek) September 14, 2015
@GantosJ former. But only because, despite ongoing M&A talks, bidders are not offering proper value to pipeline. So I think line in sand.
— John Hall (@johnhallnj) September 15, 2015
@srqstockpicker It's far away in Nov. we need PR from $TRIL ASAP ..the 3Q almost done & only 2 weeks left .. the FDA should accept IND tho
— Joe (@GantosJ) September 15, 2015
$XNPT -28% Good call predicting today’s reaction to psoriasis data, Bio-Twitter. You proved your value once again.
— Adam Feuerstein (@adamfeuerstein) September 15, 2015
@DewDiligence They meant. "We're not stopping selling stock..."
— Abby Nachtomi (@anachtomi) September 15, 2015
You know your bio pick is doomed when...1) it PRs patent issuance in North Korea; 2) every new trial site in never-ending trial is PRd...
— Dirk Haussecker (@RNAiAnalyst) September 16, 2015
$ITCI says P3 schizo trial +ve
— j l (@lomu_j) September 16, 2015
60mg was barely better than pbo, doubt it'll beat active control in 2nd ph3. Equal as risp w/ fewer AEs is not a bullish argument $ITCI
— Juan P. Serrate, DVM (@JPZaragoza1) September 16, 2015
$FOLD downgraded to Neutral at Chardan, PT $17
— Bio Stocks™ (@BioStocks) September 16, 2015
@23aloha Um, no.
— David Miller (@AlpineBV_Miller) September 16, 2015
I am upgrading $fold to a buy and a $22 price target. Because today is Wednesday.
— Festo (@Festo50) September 16, 2015
$NBIX positive elagolix UF pII data, pIII to begin Q1'16
— zach (@zbiotech) September 16, 2015
@AF_biotech I should have listened to you, good call and analysis Alfredo!
— Juan P. Serrate, DVM (@JPZaragoza1) September 16, 2015
Seriously $ABBV, just buy $NBIX already.
— Jason Napodano, CFA (@JNapodano) September 16, 2015
Here is another opportunity w/ pullback this morning to grab some shares of some of your favorite biotechs. #IBB #XBI
— Sheff (@SheffStation) September 16, 2015
$CEMP negative sentiment could be a great buy opportunity for a low-risk P3 asset
— Dan Smithey (@dan_smithey) September 16, 2015
Also negative for $FMI is today's $ILMN MSKCC ctDNA deal. Academic centers want to do all of this Dx stuff on their own.
— Brad Loncar (@bradloncar) September 16, 2015
$BDSI Only a matter of time, my friends... Only a matter of time
— BioBreakout (@BioBreakout) September 16, 2015
@srqstockpicker let the rats flee the $QURE ship down on pathetic volume. Who knows more Cohen or traders? :-)
— Adam Singer (@AdamSinger) September 16, 2015
I have enough self awareness to admit I'm deaf to the $ESPR bear case. Where are the minutes? □
— Abby Nachtomi (@anachtomi) September 16, 2015
Twitter and Bloomberg team up to improve financial alerts with Twitter data https://t.co/b14bIUwtB7
— Gnip, Inc. (@Gnip) September 16, 2015
First question for $GILD at Morgan Stanley conference: "M&A???"
— Caroline Chen (@CarolineYLChen) September 16, 2015
Question two for $GILD at Morgan Stanley... "M&A???"
Question three... "M&A???"
— Caroline Chen (@CarolineYLChen) September 16, 2015
Carl June said that CRISPR may help make off the shelf cells possible, could be ten yrs away #dpjaward
— Pearl Freier (@PearlF) September 16, 2015
@Dougallan1 @zDonShimoda I agree with you and I have added on the way down but it is still brutal to watch it give back every gain.
— David Sobek (@dsobek) September 16, 2015
$BMRN doesn’t plan to start confirmatory study of drisa in exon-51 DMD patients until after expected adcomm, per ISI’s M. Schoenebaum.
— Adam Feuerstein (@adamfeuerstein) September 16, 2015
@PDRennert under-appreciated that 22% of the ipilimumab treated melanoma patients experienced very long term survival, some past 10 years
— Paul D. Rennert (@PDRennert) September 16, 2015
@HumbleBioTrader @Dougallan1 just about every onc SMID has data in the next 4-5 months
— David Sobek (@dsobek) September 16, 2015
re $LBIO @adamfeuerstein its the line in the press release that says no difference between arms got algos to sell no humans sold on that
— Dan Rosenblum (@sharkbiotech) September 16, 2015
Sold 50% of my pos $QURE with a nice gain and hold the rest pos through the data. After my $TTPH "adventure" I prefer a seat-belt ;))
— Kristina (@actaestfabulaXX) September 16, 2015
Aerie Pharmaceuticals Reports Positive Rhopressa™ Phase 3 Efficacy Results http://t.co/Wc0w2RhJtR via @Street_Insider
— HumbleBioTrader (@HumbleBioTrader) September 16, 2015
$ITEK may react -vely to $AERI timolol non-inf news
— j l (@lomu_j) September 16, 2015
$AERI Bottomline: How many patients will actually use this drug with all these horrible AEs and a limited label? pic.twitter.com/r3tfCXIJl0
— Andy Biotech (@AndyBiotech) September 16, 2015
$ITCI $NBIX $LBIO super fun day despite not making a dime :-)
— Alfredo Fontanini (@AF_biotech) September 16, 2015
The purported link between autism and vaccines is one of the most carefully studied, and thoroughly debunked, clinical questions
— Scott Gottlieb, MD (@ScottGottliebMD) September 17, 2015
. @RmanAudio @avidresearch $AERI regulatory and commercial risk are significant but also a long way off. Perfect trading set up.
— Adam Feuerstein (@adamfeuerstein) September 17, 2015
Sold $ACAD for an 8% gain. Held for a few weeks
— Stan D'Andrea (@stanleydandrea) September 17, 2015
$RLYP had pretty solid responses to nearly every issue raised by berens during their little chat...highlights the $ZSPH disparity a bit more
— zach (@zbiotech) September 17, 2015
oh, I'm surprisingly goosebumped by this!
Top Influencers of #cicon15: @aacr @cancerresearch @pdrennert @mayoclinic @thenci @pfizer @c_imt
— Paul D. Rennert (@PDRennert) September 17, 2015
$blue oh wait ash is coming?
— Joshua B (@srqstockpicker) September 17, 2015
Now that the PR+analyst upgrades machine is fully back on after the summer not surprising to see a bump in headline only driven bios. $XBI
— Jean Fonteneau (@JFinDallas) September 17, 2015
#NewsweekCover: The fake drug industry is exploding, deadly & we can’t do anything about it http://t.co/yH9YLLM2xc pic.twitter.com/yzNLm20aFO
— Newsweek (@Newsweek) September 17, 2015
Don't forget today...a quarter point interest rate increase will impact the outcome of all future cancer and gene Tx trials. Be prepared!
— Brad Loncar (@bradloncar) September 17, 2015
More cheap $$ for bio m&a!
— Joshua B (@srqstockpicker) September 17, 2015
Wow $ADXS pic.twitter.com/l1T7Dd1u86
— Dan Smithey (@dan_smithey) September 17, 2015
There's some computer out there with a major hangover this week. $LBIO $ADXS
— Brad Loncar (@bradloncar) September 17, 2015
$CLVS Non stop tear. 2 fully owned late stage assets
— Biotech Supernova (@biotechnova) September 17, 2015
Full $ONTY
— S Manian (@DrSManian) September 17, 2015
Biotech showing serious relative strength. flight to safety trade again?
— E B (@Mazmasta) September 17, 2015
$TGTX □ $CEMP □ $QURE □ $LBIO □
— Michael Goodman (@mikegoodma) September 17, 2015
$SRPT RT @given2tweet FDA HAS SEEN 4TH BIOPSY DATA
— 23aloha (@23aloha) September 17, 2015
CEA of my 4th line lung adenocarcinoma patient after 3 Opdivo doses. pic.twitter.com/v3ASVCshfl
— Maxim Kreditor, MD (@cancerdocNYC) September 17, 2015
@hydrogenblimp thx; never seen such a turn-around from hospice talk to feeling almost normal; appreciate NCCN listing.
— Maxim Kreditor, MD (@cancerdocNYC) September 17, 2015
.@BurbDoc @adamfeuerstein PBMs are one of the longest-running scams in the biz universe:
http://t.co/sBt6g4V8Lf
— Roy Friedman (@DewDiligence) September 17, 2015
President Bill Clinton speaking at Cancer Research Institute's annual dinner. Terrific. pic.twitter.com/M89CT2VeAp
— Brad Loncar (@bradloncar) September 18, 2015
Strategy into the remainder of the year remains the same. Obvious to say but difficult to implement. Buy value bottoms, sell the hyped tops.
— TurboResearch (@TurboResearch) September 18, 2015
$qure & $once data coming up soon. Time to see where these GT stocks go next?
— Joe (@Drchik23) September 18, 2015
Hands up who thought $LLY would outperform the NBI this year pic.twitter.com/89RCxAgLHO
— Jacob Plieth (@JacobPlieth) September 18, 2015
$CEMP
FDA Grants Qualified Infectious Disease Product Designation to Taksta(TM) Cempra's Fusidic Acid Antibiotic
http://t.co/tvnJdzVlBA
— Tom Wrigley (@WrigleyTom) September 18, 2015
$CEMP anyone else get the impression that someone knew about this designation yesterday? □
— Jason (@JasonHolman5) September 18, 2015
@Sport234a Does anyone believe the DMD adcomms are risk free? Geesh. That would be a mistake.
— Adam Feuerstein (@adamfeuerstein) September 18, 2015
Laden $TGTX BUY $26 very encouraged SPA both TG-1101+TGR-1202 combo withpotential broad label in both frontline and pretreated CLL
— dough (@tgtxdough) September 18, 2015
@BioBounce If you only knew!!!! Soon.
— Michael Torres, PhD (@Mykalt45) September 18, 2015
$QURE $33.25 in premarket. Abstract looks good, NAGLU present in cerebrospinal fluid.
— vlad33301 (@vlad33301) September 18, 2015
$BLUE reit will have updates on both 204/205 at ASH...not disclosed how many pts exactly, obv an v imp meeting
— zach (@zbiotech) September 18, 2015
@VexTrades @23aloha if today is a red day it would be nice for it to hold its 50 day
— Bio$$$Trees (@BioMoneyTrees) September 18, 2015
UK scientists apply for licence to edit genes in human embryos http://t.co/Ecsnysb1Nq pic.twitter.com/WwnZpeckj4
— Nature News&Comment (@NatureNews) September 18, 2015
@zbiotech Yep. $100B gets you the future leader in IO or the current and future leader in diabetes.
— David Sobek (@dsobek) September 18, 2015
@adamfeuerstein def. a bubble in the use of the word bubble
— Dan Rosenblum (@sharkbiotech) September 18, 2015
.@NIH's 1M person #PrecisionMedicine research cohort will focus on prevention and staying healthy, not just disease: http://t.co/hJwRkGl76A
— David Maizenberg (@biologypartners) September 18, 2015
Cool clock, Ahmed. Want to bring it to the White House? We should inspire more kids like you to like science. It's what makes America great.
— President Obama (@POTUS) September 16, 2015