Biotech "Tweets of the Week"
Double Feature and a New Format
(October 5-16, 2015)
Featuring:
$XBI $IBB
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
Valeant's Drug Pricing Practices Invite Federal Scrutiny $VRX
The $VRX story was a front-pager this morning. pic.twitter.com/HwEOfRfPvG
— Brad Loncar (@bradloncar) October 5, 2015
@bradloncar price hikes are systemic, but recent example are extreme aberrations that deserve public exposure
— Alfredo Fontanini (@AF_biotech) October 5, 2015
$VRX: when it rains, it....rains really hard.
— Charley Grant (@CGrantWSJ) October 5, 2015
Breaking: Valeant Pharmaceuticals is under investigation by federal prosecutors http://t.co/LKGSN1kmaD
— Wall Street Journal (@WSJ) October 15, 2015
somebody at the US Attorney's office read the citron piece on $VRX
— Dan Rosenblum (@sharkbiotech) October 15, 2015
celebrating a 'no subpoena day' for $VRX - up 5%+
— zach (@zbiotech) October 16, 2015
Spark Therapeutics Delivers Gene Therapy Milestone $ONCE
$ONCE reports positive results from ph 3 study in rare forms of blindness, plans to file for US approval next yr: http://t.co/VlwgJ453hM
— Meg Tirrell (@megtirrell) October 5, 2015
Visual acuity was the secondary endpoint that failed. $ONCE
— Brad Loncar (@bradloncar) October 5, 2015
Very relieved after $CLDN & $AAVL GT fails, that $ONCE could push the envelope...now to focus on a $BLUE entry.
— Jason (@JasonHolman5) October 5, 2015
How $ONCE trades today will be a huge tell for biotech sentiment. A scientific breakthrough confirmed exactly when $XBI showed strength.
— Cody (@codytrades) October 5, 2015
$ONCE Positive Ph3 data is a big day for @ChildrensPhila for successful technology commercialization, still largest owner of company -- 36%!
— Andy Biotech (@AndyBiotech) October 5, 2015
Very cool. @FajaJake is contributing to Forbes! His $ONCE piece today: http://t.co/i8Szj6X5dV
— Brad Loncar (@bradloncar) October 5, 2015
$42 to $76 to $47. Two days in the life of $once.
— Joe (@Drchik23) October 6, 2015
$ONCE MT @Sport234a it "will" be 1st GT approved by FDA in 2016.. data looks clean & they have been working w/FDA on trial design since 2011
— 23aloha (@23aloha) October 10, 2015
Everything you need to know about Spark's gene therapy, the "holy grail" and investor inundation
http://t.co/1cwSN6bfgx $ONCE
— Caroline Chen (@CarolineYLChen) October 10, 2015
@RobertLangreth @CarolineYLChen My 9 year old daughter is legally blind and thinks this is pretty darn cool
— Ethan Weiss (@ethanjweiss) October 10, 2015
@adamfeuerstein 3 months ago this weekends data would be "validation of an exciting Gene Therapy platform." Today "$1M drug and tiny market"
— Dan Smithey (@dan_smithey) October 12, 2015
Theranos or Thera-not?
Bombshell investigation of Theranos by WSJ. Machines don't work, blood samples manipulated, regulators tricked. Great story.
— Adam Feuerstein (@adamfeuerstein) October 15, 2015
Time will tell. I cheer for @eholmes2003 and hope #Theranos delivers on promises. But if trust erodes, everything collapses. @john_evans3
— Bob More (@Bobmorevc) October 15, 2015
Breaking: Hot startup Theranos dials back lab tests at FDA's behest http://t.co/6ra9AHZenY
— Wall Street Journal (@WSJ) October 16, 2015
Clearly, John Carreyou is just gunning for Henry Kissinger's Theranos Board seat
— Ethan Weiss (@ethanjweiss) October 16, 2015
Tech investors in healthcare often under-estimate FDA. Medical regulation is not like getting uber past the city council. 23andme, Theranos.
— Bijan Salehizadeh (@bijans) October 16, 2015
Because of personalized medicine, the Dx business is growing/changing. New entrants are coming and @US_FDA is figuring it all out as it goes
— David Maizenberg (@biologypartners) October 16, 2015
@NathanAhron Not just young CEOs, CEOs who made themselves bigger than their companies hadn't done well in biopharma industry, unlike tech.
— JQ (@jq1234t) October 16, 2015
While I was asleep, @eholmes2003 told @CarolineYLChen on why it is only only doing one finger prick test. http://t.co/3m2xkNfDBX
— Matthew Herper (@matthewherper) October 16, 2015
Spot on #theranos article. Healthcare isn't tech. Respect the scientific process or stick to photo-sharing apps. http://t.co/cv1EViLc2p
— Nathan Sadeghi-Nejad (@natesadeghi) October 16, 2015
In tech, cos get billions before proof & profit. Not normally the case in health care. Clearly #Theranos a tech play. http://t.co/b2yGdnhpuu
— Michelle Fay Cortez (@FayCortez) October 16, 2015
Paging Dr. Zafgen... $ZFGN
$ZFGN said to have canceled from RBC road show slated for Tues. and Weds.; no reason cited http://t.co/EDSKC9xHPS
— Sasha Damouni Ellis (@SashaDamouni) October 12, 2015
$ZFGN — total radio silence. Company isn’t returning anyone’s calls or emails, from what I’ve been told. Analysts, investors, media.
— Adam Feuerstein (@adamfeuerstein) October 13, 2015
This $ZFGN drama is exactly why most investors/traders avoid the sector completely.
— BioBounce.com (@BioBounce) October 13, 2015
$ZFGN Insider were selling all September: pic.twitter.com/QkwY4G9L4i
— Tom Silver (@TomSilver39) October 13, 2015
$ZFGN put out a 'no comment' after its stock had dropped >50% in 2 days. That kind of zombie strategy is a disaster.
— John Carroll (@JohnCFierce) October 14, 2015
$ZFGN patient death - remains unknown
— zach (@zbiotech) October 14, 2015
$ZFGN disclosed death to FDA, working with them...will update as they get more info
— zach (@zbiotech) October 14, 2015
$ZFGN - just feels like someone must have been talking to investigators prior to this announcement
— Sasha Damouni Ellis (@SashaDamouni) October 14, 2015
Lot of lessons, good/bad, in $ZFGN brouhaha. For investors, small, public biotechs, IR folks, even Twitter-addicted loudmouths. Everyone.
— Adam Feuerstein (@adamfeuerstein) October 14, 2015
$ZFGN patient on TX arm. on partial clinical hold
— j l (@lomu_j) October 16, 2015
My soon-to-be-posted Bio Mailbag points out thrombosis safety risk w/ $ZFGN beloranib. This morning’s FDA partial hold & statement confirms.
— Adam Feuerstein (@adamfeuerstein) October 16, 2015
$ZFGN - my notes from April 2015. Read all the filings, always be skeptical. pic.twitter.com/DquK2ZooIR
— Biohazard (@schneeberger84) October 16, 2015
$ZFGN Future Imperiled by New Safety Risk Tied to Obesity Drug http://t.co/iana8SIxON
— Adam Feuerstein (@adamfeuerstein) October 16, 2015
Seen on the stream...
@bradloncar True, cos don't hold CCs when pre-announced quarterly financials are better than expected.
— Roy Friedman (@DewDiligence) October 5, 2015
$SRPT prices offering, 3.25M share priced at $39/share
— Bio Stocks™ (@BioStocks) October 6, 2015
People in shock still wondering WTF with biotech! 1-that's how mania ends 2-should have been paying attention months ago... #Biotech2015
— Jean Fonteneau (@JFinDallas) October 6, 2015
Whatever $JUNO ’s drinking, the rest of the biotech sector wants the recipe.
— Adam Feuerstein (@adamfeuerstein) October 6, 2015
$BDSI Doesn't care about $IBB or $XBI... $50 Million milestone payment, here we come!
— BioBreakout (@BioBreakout) October 6, 2015
@zbiotech Where were you? I seem to remember just about daily articles talking about the biotech bubble.
— David Sobek (@dsobek) October 6, 2015
Biotech investing is like grad school, you become numb to the daily ups and downs $IBB $XBI
— BayAreaBiotechI (@BayAreaBiotechI) October 6, 2015
@AndyBiotech They should have disclosed this matter even b4 receiving notice fm FDA. Incident occurred in August.
— Roy Friedman (@DewDiligence) October 6, 2015
Congratulations to Nobel winner Paul Modrich, PhD. Taught me in medical school. pic.twitter.com/U8rQDXNsky
— KSS, MD, PhD (@KSSMDPhD) October 7, 2015
@bradloncar Already happening. CytomX raised $80m in IPO. Even if it wasn't as much as planned still a lot of money for preclinical assets.
— Mandy Jackson (@ScripMandy) October 8, 2015
At #JPM15, talk of bubble at 3200 on NASDAQ:NBI. Today at 3200, discussion is whether biobubble has burst. Fascinating what 10 months does
— Bruce Booth (@LifeSciVC) October 9, 2015
Here is how biotech indices did this week. pic.twitter.com/pk5w2SYDJO
— Brad Loncar (@bradloncar) October 9, 2015
@codytrades @AdamSinger ibb xbi could be under a bit of pressure until elections. Overall, new emerging therapies will keep biotechs running
— PHARMD (@Pharmdca) October 10, 2015
@adamfeuerstein Almost 9 years ago, the first CETPi Phase 3 trial was halted by Pfizer (Torcetrapib). Big Pharma is a slow learner
— Dan Smithey (@dan_smithey) October 12, 2015
$ESPR is up 10%+ because $LLY is down -10%, let's see how fast that gets sold. Otherwise $ONCE reaction subdued so far...
— Jean Fonteneau (@JFinDallas) October 12, 2015
$ONCE red today, given this weekends very positive data, perhaps the clearest signal of a Biotech Bear market
— Dan Smithey (@dan_smithey) October 12, 2015
$BMRN (Long Idea)
- CEO, Cramer tonight
- Cramer said
"Key to bear market in Biotech"
"Best future for t/o or growth" pic.twitter.com/vsY6zTgm07
— Tom Wrigley (@WrigleyTom) October 12, 2015
$espr dropped 85%. Yet when competitor scraps a drug it can't even rally. Good luck trading this market. Same for $once & it's good data.
— Joe (@Drchik23) October 12, 2015
@sharkbiotech maybe all the weak hands have finally been shook out.
— Dave Johnson (@osok762) October 12, 2015
New York Attorney General Examining Whether Turing Restricted Drug Access, via @nytimes http://t.co/EzyN9BDfVN
— Meg Tirrell (@megtirrell) October 13, 2015
$ADAP IST trial death still being looked at
— j l (@lomu_j) October 13, 2015
@JNapodano He made an excellent call on $ESPR - even though none of us liked it!
— Sudhanva Raj (@SudhanvaRaj) October 13, 2015
@AdamSinger @23aloha @PsychoOnWallSt unable to watch the debate. If they talk about drugs will one of u guys/gals give me the run down
— E B (@Mazmasta) October 13, 2015
Congrats to the Minoryx team on the €19.4M round led by @YsiosCapital! Some really good things are happening in the Spanish #biotech sector
— Juan P. Serrate, DVM (@JPZaragoza1) October 14, 2015
Today marks the launch on @NASDAQ of an ETF based on my Loncar Cancer Immunotherapy Index. http://t.co/M58Tt5q5Sr
— Brad Loncar (@bradloncar) October 14, 2015
FDA confirms Nov 24 adcom for $BMRN's drisapersen, per Street Account: https://t.co/ApAzZZmooQ
— Meg Tirrell (@megtirrell) October 14, 2015
$SRPT Sarepta Therapeutics Announces Tentative FDA Advisory Committee Meeting to Review Eteplirsen as a... http://t.co/mfzhAQO2PP
— Joe (@GantosJ) October 14, 2015
Where is $adap "patient death investigation bounce" $adxs $zfgn
— Fabrice Bosom (@FBosom) October 14, 2015
2 reasons $GILD buys someone soon 1- valuations in $XBI way down 2- Harvoni no longer growing
— Dan Rosenblum (@sharkbiotech) October 14, 2015
wait wait wait $AFMD. you also go up?
— Jonathan (@McEuen) October 15, 2015
$FPRX saved the $IBB $XBI today showed #biotech investors they can make big money in the right plays
— Dan Rosenblum (@sharkbiotech) October 15, 2015
$PTCT Announces Results from Phase 3 ACT DMD Clinical Trial of Translarna™ (ataluren) in Patients w... http://t.co/IX67swj2Mr
— Joe (@GantosJ) October 15, 2015
@AndyBiotech Is it known how many prespecified subgroups there were? If 300-400 had + 47m what did other 129 do? $PTCT
— Maurice (@MauriceOnTW) October 15, 2015
@PropThinker will be a real signal as to sector sentiment. They report this last week and stock would be down 9000% (slight exaggeration).
— David Sobek (@dsobek) October 15, 2015
here comes the cavalry...barclays calls $PTCT data 'approvable'
— zach (@zbiotech) October 15, 2015
Should start an ultra-short clinical trial ETF - ticker #FAIL
— Red Acre Investments (@redacre) October 15, 2015
So Ph 2 not significant for DMD, but mined a cohort. Ph 3 not significant, mined a cohort. CF failed, mined cohort. Why fall for it? $PTCT
— Michael Torres, PhD (@Mykalt45) October 15, 2015
$xbi
We have a pulse
— S Manian (@DrSManian) October 15, 2015
Wow: Biotech CEO experimented on self with gene therapy to "reverse aging" http://t.co/zPqKtMId8C ht @OmicsOmicsBlog
— Daphne Zohar (@daphnezohar) October 16, 2015
$AZN receives CRL from FDA for saxagliptin / dapagliflozin fixed-dose-combination in type 2 diabetes.
http://t.co/8YwEI0ruPp
— Bio Stocks™ (@BioStocks) October 16, 2015
Two crl's this week. Maybe someone at the FDA woke up.
— NathanAaron (@NathanAhron) October 16, 2015
Life of biotech investors/traders... $PTCT doesn't meet primary endpoint and it's green, $CEMP does meet primary and it's red
— Shane Blackmon (@shaneblackmon) October 16, 2015
MT @Sport234a Have fun yet? This is why I LOVE BIOTECH..beats every industry sector I've invested in..so exciting, so dynamic, & so crazy..
— 23aloha (@23aloha) October 14, 2015