Biotech "Tweets of the Week"
Friends don't let friends own a Speciality Pharmacy
(October 19-23, 2015)
Featuring:
$ABBV $BIIB $BLUE $ENTA $ESRX $GILD $MACK $RLYP $VRX
$AMGN $SNTA $SPPI $SRPT $XBI $IBB
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
It's not Always Blue Skies When N=1 $BLUE
$BLUE bluebird bio Announces Presentation at Cooley’s Anemia Foundation Symposium
— Blink (@BlinkX90) October 19, 2015
$BLUE - subject 1003 has recently required two blood transfusions after experiencing clinical symptoms of anemia. (Issues?)
— Rick (@Skipjackrick) October 19, 2015
$BLUE halted at the brink of the gap... oh boy
— BioBreakout (@BioBreakout) October 19, 2015
$BLUE over-reaction to old (inferior) gene therapy version 1.0, but does drop hint about what will happen if #ASH15 data aren’t good.
— Adam Feuerstein (@adamfeuerstein) October 19, 2015
$BLUE @JohnCFierce Not really fresh questions, rather highlight concerns on durability. Mkt needs to adjust expectation for a lifetime cure.
— Andy Biotech (@AndyBiotech) October 19, 2015
Good decision by $BLUE 2not pick ‘ONCE’ as ticker symbol :-)
— Roy Friedman (@DewDiligence) October 19, 2015
JPM defends $BLUE "We see the sharp drop-off in shares as an overreaction, though not necessarily surprising given sentiment recently"
— Adam Feuerstein (@adamfeuerstein) October 19, 2015
Can Oprah please buy into $BLUE??
— Dan Smithey (@dan_smithey) October 19, 2015
$BLUE JPM coming to the rescue...but any strength more than likely will be sold in the coming weeks. ASH will be critical.
— TurboResearch (@TurboResearch) October 19, 2015
Low 70s, once in a $BLUE moon
— Stan D'Andrea (@stanleydandrea) October 19, 2015
— Isaac M (@ymscapital) October 19, 2015
$BLUE CMO sold 2k shares on Oct 15th... LOL
— Shane Blackmon (@shaneblackmon) October 19, 2015
@sharkbiotech @avidresearch Better to have opposing view than everyone being giddy on $BLUE. GT is much longer term story than many assume.
— JQ (@jq1234t) October 20, 2015
$BLUE - the @BioTerp rally is on.
— Brad Loncar (@bradloncar) October 23, 2015
Biogen Beats Earnings but Outlook is Hazy $BIIB
Remember when $CELG bought $RCPT ? Mkt was giddy. Hope $BIIB does an acquisition in AM along with earnings.
— avidresearch (@avidresearch) October 20, 2015
Here are the current top five holdings of the $IBB. Biogen is nearly 8% of the index. pic.twitter.com/8stJWmEaGN
— Brad Loncar (@bradloncar) October 21, 2015
$BIIB halted. That’s rather ominous, isn’t it? For earnings?
— Adam Feuerstein (@adamfeuerstein) October 21, 2015
Now thats how you do a PR $BIIB reduces workforce by 10%, reports failed trial data results, but beat e/r and raises guidance.
— PsychoOnWallst (@PsychoOnWallSt) October 21, 2015
@bradloncar shouldn't it really be can't innovate so sadly have to cut jobs? $BIIB
— Isaac M (@ymscapital) October 21, 2015
there is/was a reason $BIIB was trading at 'zero pipeline value'
— zach (@zbiotech) October 21, 2015
Feel for my friends at $BIIB.
— Michael Gilman (@michael_gilman) October 21, 2015
3 of 8 pipeline 'opportunities' highlighted in $BIIB release are in Alzheimer's. Wouldn't hold your breath
— PropThink (@PropThinker) October 21, 2015
$BIIB pops 7.5% in early trading after Q3 beat & raise, restructuring to cut 11% of jobs, despite Tysabri failure in SPMS
— Meg Tirrell (@megtirrell) October 21, 2015
$BIIB does not address issue of raising prices on legacy MS drugs like Avonex.
— Adam Feuerstein (@adamfeuerstein) October 21, 2015
$IBB lod as $BIIB goes lod (10AM)
— Tom Wrigley (@WrigleyTom) October 21, 2015
EMA tecfidera update isn't a big (-), but calling it 'benign' when it s a reco for 2-4x as frequent blood tests vs FDA req is weak $BIIB
— zach (@zbiotech) October 23, 2015
A New Bullseye on Valeant's Back $VRX
Sign of times --> #Valeant CEO sees new #pricing environment for all #pharma companies, says $VRX to keep increases to 10% or less next year
— Ben Hirschler (@reutersBenHir) October 19, 2015
$VRX @DewDiligence @matthewherper ICYMI @SIRF_Report excellent investigative reporting on Valeant and Philidor yday:
https://t.co/gX6unuLOzk
— Andy Biotech (@AndyBiotech) October 20, 2015
$VRX Citron hit-piece. PT $50
— Bio Stocks™ (@BioStocks) October 21, 2015
BREAKING: Citron tweet WIPES $20B in Mkt cap $VRX
— The Daytrade (@d4ytrad3) October 21, 2015
$VRX halted -27% and having already traded its average daily volume.
— 23aloha (@23aloha) October 21, 2015
Whether or not the issues afflicting $VRX stick, it's a major problem for them. Lower stock makes it harder to buy new assets.
— Matthew Herper (@matthewherper) October 21, 2015
months ago...everybody either wanted to be, or was looking for, the 'next' $VRX - now, you can't distance yourself enough $ENDP $HZNP $AGN
— zach (@zbiotech) October 21, 2015
Valeant Calls Short Seller's Report Erroneous After Stock Falls https://t.co/L09AVubbeK via @business
— Elyse Tanouye (@ElyseTanouye) October 21, 2015
"It was one of the scariest declines I've seen in 35 years of investing," @jimcramer says of $VRX on @MadMoneyOnCNBC
— Meg Tirrell (@megtirrell) October 21, 2015
$VRX downgraded to Market Perform from Outperform at BMO.
— Bio Stocks™ (@BioStocks) October 22, 2015
do we not understand that the issue re $VRX isn't the actual amount of revenue at stake, but the consistent pattern of piss poor disclosure?
— zach (@zbiotech) October 22, 2015
$VRX holding call Monday am w 10 participants from co and board to address @CitronResearch allegations
— Meg Tirrell (@megtirrell) October 22, 2015
@armstrongdrew dude. powerpoint takes time
— Jonathan (@McEuen) October 22, 2015
So what time is $VRX scheduled to turn red today? because who wants to be around for the Monday AM office raid or whatever next shoe drop?
— Jean Fonteneau (@JFinDallas) October 23, 2015
"Approval is the new CRL" $RLYP $MACK
$RLYP Veltassa (patiromer) approved by FDA to treat hyperkalemia.
— Adam Feuerstein (@adamfeuerstein) October 21, 2015
$RLYP hits 52 week lows amidst brutal sell off and then gets approved after hours! biotech investing at its best □□
— Subramania Kaushik (@skaushi) October 21, 2015
Awesome $rlyp approved, this likely means we pop and finish red tomorrow, because biotech gods are pissed off right now.
— Pawcio (@pawcio2009) October 21, 2015
$RLYP Box warning spooking folks. Worries 6-hr dose separation recommendation will pinch sales. $ZSPH bulls piling on. Show me launch story.
— Adam Feuerstein (@adamfeuerstein) October 22, 2015
@Mykalt45 or who got out in premarket above 19.
— dough (@tgtxdough) October 22, 2015
.@adamfeuerstein This EV list of nephrology co should help to put things into perspective...
$RLYP <$200M EV
$KERX $350M EV
$RMTI $450M
— Andy Biotech (@AndyBiotech) October 22, 2015
Drug approved; good label; competitor 6 mo behind; $7/sh cash.
In this market it gets you PPS that goes $35 to $10 in 3 months.
#silly $rlyp
— Joe (@Drchik23) October 22, 2015
imagine if the FDA declined $RLYP
— The_Real_Fly (@The_Real_Fly) October 22, 2015
$MACK approved.
— Adam Feuerstein (@adamfeuerstein) October 22, 2015
$MACK fucking brutal. Zero mercy
— PsychoOnWallst (@PsychoOnWallSt) October 22, 2015
Approval is the new CRL.
#biotech
— Bio Stocks™ (@BioStocks) October 22, 2015
Brean $MACK view the current stock sell- off as overdone and maintain our $16 target price. Merrimack disclosed a monthly cost of $11,200
— dough (@tgtxdough) October 23, 2015
Liver Safety Scare Rattles the HCV Market $ABBV $ENTA $ESRX $GILD
$GILD $ABBV real-world SVRs of 97% - that's pretty amazing
— Red Acre Investments (@redacre) October 20, 2015
Timing of $ABBV $ENTA V-pak news couldn't be much worse. It's shoot first, ask much, much later in bios
— PropThink (@PropThinker) October 22, 2015
@adamfeuerstein Just read that. Sounds like $ESRX is partially to blame here
— Tyler (@TylerHCanalyst) October 22, 2015
$ABBV $ENTA -- Here are the data summary of serious liver injury risk with Viekira Pak and Technivie.
$GILD #HCV pic.twitter.com/oblEyIeu5x
— Andy Biotech (@AndyBiotech) October 22, 2015
FDA warns $ABBVs Viekira Pak can cause serious liver injury
$ABBV down 11%
$GILD up 6%
ESRX down 4.8%
$ENTA down 28%
https://t.co/Suudeh4lbe
— Meg Tirrell (@megtirrell) October 22, 2015
I nibbled $ABBV down 16% on what may be a 1% hit to revenue
— Dan Rosenblum (@sharkbiotech) October 22, 2015
honestly am glad it was $ABBV and not $GILD that got that liver warning. Just imagine if it was the other way around. Holy moly !!
— avidresearch (@avidresearch) October 22, 2015
$ESRX comments on $ABBV label change in email; closely reviewing all new clinical evidence to determine if added action necessary
— Tyler Silver (@tsilver_apex) October 22, 2015
Why I added $ENTA today at $20.03:
https://t.co/d88CQOV1lX
— Roy Friedman (@DewDiligence) October 22, 2015
Why did Barclays do a 180? Defended $ENTA last night with $45pt. This morning downgrades with $16pt. Strangest overnight 180 I've ever seen.
— Shane Blackmon (@shaneblackmon) October 23, 2015
Seen on the stream...
@srqstockpicker added to more $QURE on this dip with $BLUE.
— Adam Singer (@AdamSinger) October 19, 2015
@JNapodano @happyycamperr Great. I have no need to outperform every quarter. I'm happy to add when good companies are on sale.
— David Sobek (@dsobek) October 20, 2015
Gene therapy is in its infancy. There will be wild gyrations in stock price for both bulls and bears. We can take turns being right…
— Stan D'Andrea (@stanleydandrea) October 20, 2015
@BioDueDiligence wow not so much negative as futile? so many people gave me a hard time for being meh over that agent!
— Sally Church (@MaverickNY) October 20, 2015
.@JeffCNYC #Biotech bull mkt is driven by multiple factors:
- Macro: low interest
- R&D innovation
- FDA leneicy
- Drug pricing power
- M&A
— Andy Biotech (@AndyBiotech) October 21, 2015
The Fallout: What Happens When Biotech Companies Fail? | International Business Times via @AdamSinger https://t.co/mMiqHeCKfx
— ENDPOINTS [trending] (@endpts) October 21, 2015
23andMe Will Resume Giving Users Health Data https://t.co/KliiZxZlYS
— Linda (@lindaavey) October 21, 2015
Today's the future date M. MacFly went to in Back to the Future pic.twitter.com/Ug5NVGT0TY A good day to donate to @MichaelJFoxOrg #Parkinsons
— Daphne Zohar (@daphnezohar) October 21, 2015
Long time ago I wrote a piece for @ChimeraResearch on $ISIS HD program (at the time it was preclinical). Happy to see it making to clinical
— Alfredo Fontanini (@AF_biotech) October 21, 2015
$AGN down 9% should probably be the opposite for recognizing the mess early on
— PropThink (@PropThinker) October 21, 2015
Made a little coin on a $rlyp bounce for +1.25. Needed that to get back in groove.
— DeadCatBill (@getbillasap) October 22, 2015
Amgen Requires Patients in Repatha Copay Program To Surrender Their Privacy https://t.co/c3O8Z41Q2p via @cardiobrief
— Ethan Weiss (@ethanjweiss) October 22, 2015
Repatha patients need to know: ”If you' re not paying for the product, you are the product." pic.twitter.com/gLJw81TB5U
— Larry Husten (@cardiobrief) October 22, 2015
I have downgraded my biotech portfolio from "hold" to "junk", in a related story wife downgraded me from "bedroom" to "basement".
— Pawcio (@pawcio2009) October 22, 2015
Lamenting Dimension Rx IPO as a setback? It's a $350M pre- clinical data story. Prior to crazy expectations, most would call that a big win
— Bruce Booth (@LifeSciVC) October 22, 2015
$SPPI Receives Complete Response Letter (CRL) from U.S. Food and Drug Administration (FDA) for EVOMELA(TM) (melphalan) for Injection.
— Brandon Hayward (@VexTrades) October 23, 2015
So is this the final straw for the most hated ceo of healthcare smallcaps?
— NathanAaron (@NathanAhron) October 23, 2015
$SPPI good time to buy, over reaction to delay: RBC
— Douglas Allan (@Dougallan1) October 23, 2015
MER reinstates $SRPT with a buy and 49 PT
— j l (@lomu_j) October 23, 2015
On video game for ADHD from team at Akili. Funded by PureTech, Shire. Pfizer evaluating to dx Alzheimer's https://t.co/X5PKcOR5Fb
— Laura Strong (@scientre) October 23, 2015
If biotech sits today's rally out .....
— BioBounce.com (@BioBounce) October 23, 2015
$SPY $IBB G'morning world!!! Euphoria mode on!!!
— $$$ Money $$$ (@BiotechMoney18) October 23, 2015
Imprimis Pharmaceuticals plans to sell a $1 alternative to Martin Shkreli's $750 pill: https://t.co/zTamCPmHrX pic.twitter.com/efYdzIPZpD
— Stat (@statnews) October 23, 2015
@PDRennert & sad that old friend $BIIB has wandered into the middle - failed innovation, bureaucratic bloat = Rx inflation (avonex e.g.)
— Paul D. Rennert (@PDRennert) October 23, 2015
$OCUL Double Whammy -40%
Ph3 primary endpt of conjunct. redness #FAIL
Ph2b Glaucoma #FAIL
https://t.co/Oq9XGZqcsk pic.twitter.com/crVPhdrgAT
— Andy Biotech (@AndyBiotech) October 23, 2015