Biotech "Tweets of the Week"
Slamming the Door on the 3rd Quarter
(September 28 - October 2, 2015)
Featuring:
$BLUE $ESPR $FOLD $GILD $SRPT $TRIL $VRX $VSTM $XBI $IBB
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
Here's a quick Google trends search for "drug price" filtered for the United States. pic.twitter.com/KbRkKoO1jm
— Brad Loncar (@bradloncar) September 27, 2015
Every biotech sell-side analyst is holding a "Stay CALM!! All is WELL!!!" conference call today.
— Adam Feuerstein (@adamfeuerstein) September 28, 2015
$VSTM stops enrollment in meso trial due to futility
— j l (@lomu_j) September 28, 2015
Arguably $VSTM IPO was starting gun for the biotech bull run/bubble (depending on your perspective). Irony if its failure also marks the end
— David Grainger (@sciencescanner) September 28, 2015
$TTNP FDA Accepts NDA for Probuphine. PDUFA 02/27/16
— Bio Stocks™ (@BioStocks) September 28, 2015
Enough with the injustice about the $ibb pullback. Who is trading for a cure to cancer? You're trading for $, period. So honor the trend.
— Mahmissa (@Mahmissa) September 28, 2015
This chart shows why #biotech and #pharma are so sensitive to drug pricing fears
[CS] pic.twitter.com/fNexz8YTmo
@adamfeuerstein $IBB $XBI $DRG
— Andy Biotech (@AndyBiotech) September 28, 2015
@CGrantWSJ @adamfeuerstein $GILD almost always looks smart. (It's the IBs who incessantly prod GILD about M&A who look dumb.)
— Roy Friedman (@DewDiligence) September 28, 2015
#SEC charges 5 (including 2 lawyers) w/ #insidertrading in $GILD acquisition of Pharmasset
#Sovaldi #pharma #biotech
— Donna Young (@ScripDonnaDC) September 28, 2015
House oversight committee Democrats request subpoena for Valeant Pharma $VRX - Bloomberg (-8%)
— Streetinsider.com (@Street_Insider) September 28, 2015
feels like capitulation
— Chris Ahlstrand (@ahlstrac) September 28, 2015
Glass half-full and half-empty. $BLUE up 148% in last 1 yr, $BLUE down $54 in last 6 days
— Shane Blackmon (@shaneblackmon) September 28, 2015
In June $BLUE raised $500 million in 3 hours, today no bid. A great textbook example for behavioral finance and sentiment $STUDY
— Jean Fonteneau (@JFinDallas) September 28, 2015
Wow, finding water on Mars is easier than finding a buyer for the NASDAQ biotech index $NBI
— Bruce Booth (@LifeSciVC) September 28, 2015
Not sure what this means but $GILD yielding more than a 5 year treasury and close to same as 7 year. Would rather own $GILD.
— David Sobek (@dsobek) September 28, 2015
Interesting how being 75% cash and "only" 25% invested can still suck
— DeadCatBill (@getbillasap) September 28, 2015
“@Mazmasta: .@iMouse123 nope. Biotech is dead to me for now.” #Biotech2015. Pour one out for my homie!
— Michael Torres, PhD (@Mykalt45) September 28, 2015
@rajramaswamy honestly I'm debating pulling 1/2 my $SRPT (after dyst data) to get in $BLUE. I see more upside there at these lvls
— Andrew Colburn (@AceOfSpades2007) September 28, 2015
There's a clear difference b/w $ESPR's previous PR and this one, unfortunately. Which is:
"…will not require"
vs
"…could be required."
— Brad Loncar (@bradloncar) September 28, 2015
@rajramaswamy It's been through every Presidential election year now for 2 decades.
— David Miller (@AlpineBV_Miller) September 28, 2015
RT @Sport234a Been in this bios rodeo long enough.. it is days like last 6 keep on reminding me - dont do margin, evah..
— 23aloha (@23aloha) September 28, 2015
I get why biotech stocks have traded down past week - but why have emerging growth HCIT stocks been hit so hard?
— Bijan Salehizadeh (@bijans) September 29, 2015
In other words, if you rented it you now own it. $ESPR
— Brad Loncar (@bradloncar) September 29, 2015
@bradloncar @dbsable @redacre You make 300X your investment by holding, not trading,good co's, but it still sucks to lose so much so quickly
— Douglas Allan (@Dougallan1) September 29, 2015
@redacre they LOL'ed all the way from 120! :(
— Subramania Kaushik (@skaushi) September 29, 2015
A lot of news flow in Bio / Healthcare
$PTCT $BPMC $ZGNX $BMRN $SRPT
$NEOT $KMPH $PIRS $ADMA $DYAX
$TRIL $TEVA $CERU $OGXI $MDWD ...
— Tom Wrigley (@WrigleyTom) September 30, 2015
what an amazing chance to buy some of these biotechs if you have cash
— Hermann (@BioStockGuy23) September 29, 2015
Great life-altering drugs should get a price premium. Innovation is hard & should be rewarded. G8 medicines improve lives & reduce costs 1/2
— Bruce Booth (@LifeSciVC) September 29, 2015
But exploiting FDA red tape re age-old drugs to jack prices, with no R&D risk-taking, is just not right. Hurts the industry & innovators 2/2
— Bruce Booth (@LifeSciVC) September 29, 2015
The $ESPR reaction says lots about the perceived value of their team, and how one word changed that. The value of their asset is unchanged
— Ethan Weiss (@ethanjweiss) September 29, 2015
@adamfeuerstein I just assumed btechs went from green to red every fall.
— biotechtoreador (@biotechtoreador) September 29, 2015
$LCINDX is now being quoted live on the NYSE Arca Global Index Feed (GIF). Proud to be carried there.
— Brad Loncar (@bradloncar) September 29, 2015
Packing it in for the year +40% (down from 60%). Still tons of room for growth. Only holding 3% positions in $TGTX $TRIL #ProtectGains
— DCam (@dcamtrades) September 29, 2015
That positive $nvax news gave the stock a bump up for maybe 5 minutes. Not good when even good news can't reverse the trend.
— Joe (@Drchik23) September 29, 2015
$IBB $XBI ↑ = Volume of Tweets ↑
$IBB $XBI ↓ = Volume of Tweets ↓
also
$IBB $XBI ↓ = Dead silence
— LifeSciencesMkt (@LifeSciencesMkt) September 29, 2015
Quick update: still long $NBIX and $SAGE - sold some less interesting stocks
— Alfredo Fontanini (@AF_biotech) September 29, 2015
Chardan: $ESPR Bear case re-confirmed, guidance missed again, amid new CVOT controversies, Sell rating, TP=$18.
— Tom Silver (@TomSilver39) September 29, 2015
$tril since buying in 2013 this IND filing is a huge step and long awaited. Congrats to management for delivering as promised.
— Joshua B (@srqstockpicker) September 30, 2015
$ESRX's Neville: "Our goal is to never take a drug off formulary, but I just want a 50 or 60% discount for that drug." #PSANYC15
— Jessica Merrill (@Jessicaemerrill) September 30, 2015
twitter is so depressing these days
— Dan Rosenblum (@sharkbiotech) September 30, 2015
If $BLUE turns out to be a hoax, I have to say they've accumulated the most all-star line-up of believers I've ever seen in a hoax.
— Tony Friedman (@zzlangerhans) September 30, 2015
While I regret losing money on biotech stocks, I'm sure to get it all back with the imminent and massive price reductions on all my meds ;-)
— Stan D'Andrea (@stanleydandrea) September 30, 2015
Ding, ding ding… Say goodbye to Q3.
$IBB -18%
$XBI -26%
We start fresh tomorrow!
— Adam Feuerstein (@adamfeuerstein) September 30, 2015
@adamfeuerstein $ESPR is the only one on the list that didn't have a trial failed.
— JQ (@jq1234t) September 30, 2015
Really enjoyed meeting with the @MITBiotechGroup — meeting students always makes you feel good about the future of the #biotech industry.
— David Sable (@dbsable) September 30, 2015
$FOLD files to sell 5.92M shares for holders
— Bio Stocks™ (@BioStocks) September 30, 2015
$IBB's lousy quarter: pic.twitter.com/g2Y4spJC2v
— Brad Loncar (@bradloncar) September 30, 2015
$SRPT Therapeutics Announces Additional Long-Term Efficacy and Safety Data from Pivotal Phase I... http://t.co/7ivKrzaIHK via @YahooFinance
— Joe (@GantosJ) October 1, 2015
$SRPT latest walk test data matches our experience with Max- virtually no change in walking ability from last data point- Max is stable.
— jenn mcnary (@jennmcnary) October 1, 2015
Significant improvement $SRPT - Dr. Mendell, remaining ambulant is critical, prev scoliosis - breathing better, better heart #improvelife
— Christine McSherry (@fundDuchenne) October 1, 2015
$SRPT
1. etep boys still walking
2. matched control supportive
3. exon-skip confirmed
4. dystrophin production confirmed
5. safe
Approvable
— Adam Feuerstein (@adamfeuerstein) October 1, 2015
The other side of biotech is shown with $srpt R&D trying to save boys lives vs Turing just jacking up prices on 60 year old drugs
— Joshua B (@srqstockpicker) October 1, 2015
@adamfeuerstein accumulated deficit of $1.2 billion or so. Stunningly bad use of capital. Yet well never seems to run dry. Only in biotech.
— Bijan Salehizadeh (@bijans) October 1, 2015
I'm really hoping the "where's there's smoke there's fire" theory doesn't hold true for $BLUE
— Abby Nachtomi (@anachtomi) October 1, 2015
Most people are still doing damage control, meaning bounces will be sold for a little while. Don't count on a ripping relief rally $IBB $XBI
— PropThink (@PropThinker) October 1, 2015
Bristol-Myers' newly approved 2-drug combo immunotherapy for melanoma will cost about $256,000 for 1st year of treatment $BMY
— Peter D. Loftus (@Loftus) October 1, 2015
Today's biggest gainer and loser in the Nasdaq Biotech Index tell a genomics story: $PACB up 35% on faster sequencer news; $ILMN down 9.1%
— Meg Tirrell (@megtirrell) October 1, 2015
@SudhanvaRaj so much for all the insider buying near $1.50. Good number of shares going off at the bid. $IMNP
— Sheff (@SheffStation) October 1, 2015
I want to point out that the massively oversubscribed $BLUE secondary last year was at $85/share. Right where stock seems to bounce off
— Zachary Prensky (@Zackfoot) October 1, 2015
.@PearlF @antonioregalado @HankGreelyLSJU @LifeSciVC $CDNA down ~40% and $VCYT down ~30% on CMS' newly proposed reimbursements rule this wk…
— Andy Biotech (@AndyBiotech) October 2, 2015
PIPER Potentially Transformative Pipeline Drugs - $ACAD $ADMS $AIMT $BIIB $BLUE $BMRN $CARA $CLCD $COLL $CYAD $EGRX $FLKS $GWPH $INNL
— dough (@tgtxdough) October 2, 2015
MS upgrades $VRTX $ALXN $REGN / downgrades $GILD $VRX
— The Daytrade (@d4ytrad3) October 2, 2015
MS on VRX: "We now believe that large price increase (PI) drugs contributed more to 2Q:15 sales than we initially characterized"
— zerohedge (@zerohedge) October 2, 2015
We added a biotech trade to our WL last night, which could be a good sign. Lots of work though for Biotech to be back.
— BioBounce.com (@BioBounce) October 2, 2015
$ADAP CFO was asked about the patient death…there was nothing he could really add other than to say it's still being looked at.
— Brad Loncar (@bradloncar) October 2, 2015
@Sport234a maybe we see $once & $ptct data next week
— Isaac M (@ymscapital) October 2, 2015
FDA minutes becoming as much of a binary event as trial readouts are. $FOLD $ESPR
— vlad33301 (@vlad33301) October 2, 2015
$FOLD Trying to make the market futures look good...
— BioBreakout (@BioBreakout) October 2, 2015
@AndyBiotech The desperate Scioderm deal was also an indication.I call it desperate based on the clinical data
— j l (@lomu_j) October 2, 2015
Last read is 14.85M shares short, or 21% of the float. I heard once that $FOLD mgmt tends to "disappoint". Credibility issue at $FOLD
— Juan P. Serrate, DVM (@JPZaragoza1) October 2, 2015
$FOLD is getting destroyed, down almost 60%. Just like $ESPR. Will other CEOS learn a lesson from this? Probably not…
— Adam Feuerstein (@adamfeuerstein) October 2, 2015
Sold $FOLD at $7.60 ... I'll take the ~30%➕. Good luck to all!
— Jason (@JasonHolman5) October 2, 2015
Sold $fold on this bounce...gave back chunk of profits on great trades on way up this year.
— Festo (@Festo50) October 2, 2015
@humblebiotrader @srqstockpicker For a bad day, there's definitely a decent mix of green. Good sign.
— Brad Loncar (@bradloncar) October 2, 2015
@biotechtrader34 thats a great purchase. you cant live in stock certificate. good luck.
— Colfax (@ColfaxCapital) October 2, 2015
Despite the early drop after the unemployment numbers, the $IBB & $XBI having an impressive recovery
— Joe (@GantosJ) October 2, 2015
Congrats to my friend and Lord Hobo drinking buddy @michael_gilman for his 2015 Fierce 15 honor. @PadlockTx
— Adam Feuerstein (@adamfeuerstein) September 30, 2015
@michael_gilman my son! So fierce! So proud!
— Maxine Gilman (@seeseen) October 1, 2015