Biotech "Tweets of the Week"
American Society of Hematology Conference (and more)
(December 5-11, 2015)
Featuring:
$ARIA $BLCM $BLUE $HZNP $ITCI $ONTY $OTIC $PBYI $PETX $QURE $RLYP $RPRX $SGMO $TXMD $XLRN $XBI $IBB #ASH15
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
ASH scene on the stream #ASH15
Get up, #ASH15 people!
— Adam Feuerstein (@adamfeuerstein) December 5, 2015Remaining 4/9 beta-thal pts (all β0/β0) are transfusion dependent, but transfusion need cut by >50% $BLUE #ASH15
— Jacob Plieth (@JacobPlieth) December 5, 2015Just realised my section in the myeloma session is full of patients and advocates - so great to see an active and engaged community! #ash15
— Sally Church (@MaverickNY) December 5, 2015Your tweets seen here. #ASH15 pic.twitter.com/UIzqjsApBi
— Brad Loncar (@bradloncar) December 5, 2015$blcm BPX-501 Clinical Data Demonstrating Disease-Free Outcomes in Patients with Genetic Diseases
https://t.co/G7XmCF2Rij
— Douglas Allan (@Dougallan1) December 5, 2015My wife probably wishes I went to #ASH15 because I am glued to the twitter feeds and not paying any attention to my family. In the doghouse.
— Timothy Sullivan (@tsullivan70) December 5, 2015Two competing views on $BLCM 1) Great data! 2) Switch not needed, Haplo safe alone.
While I find #2 stupid, how are both not bad for $BLUE?
— Skeptical PhD (@SkepticalPhD) December 5, 2015So who is winning at the ASH conference? Any science/data folks have an opinion?
— BioBounce.com (@BioBounce) December 5, 2015Quiet weekend for research, feed is blowing up w/ #ASH15 blurbs from biotech friends. Exciting/amazing advances in oncology/gene therapy.
— Ben Zhao (@ravenben) December 5, 2015A BIG thanks to all live Tweeting about ASH2015. □□□
— Dr. Zoidberg (@psuvafan007) December 5, 2015@JRand083 $BLUE has very important SCD data tomorrow morning. Depends on that.
— Brad Loncar (@bradloncar) December 6, 2015Overheard #ASH15 exhibits. Salesman: "Doc, what's wrong with sitting down with this pretty lady (his coworker) & learning about our drugs?"
— David Miller (@AlpineBV_Miller) December 5, 2015Follow @JacobPlieth today for all things CAR-T at #ASH15. He's the man.
— Adam Feuerstein (@adamfeuerstein) December 6, 2015@JacobPlieth I wasn't expecting a poor abstract a month ago, but did assume there would be more bad news at the conference after their call.
— Brad Loncar (@bradloncar) December 6, 2015@tgtxdough @CashRocket @OptionsHawk $BLCM $XLRN seem like winners
— Dan Rosenblum (@sharkbiotech) December 6, 2015@cornholelio Good #ASH15 for big biotech/pharma. $BLCM interesting. $BLUE horrible. $CLLS anyone's guess
— Jacob Plieth (@JacobPlieth) December 6, 2015"I don't like Mondays" #ASH
— burt berman (@bbu) December 7, 2015To #ASH15 and Biotech Black Monday @ScripLucie @CitelineRachelM @bradloncar @Datamonitor_JH pic.twitter.com/5P1F7SfKLX
— Jacob Plieth (@JacobPlieth) December 8, 2015A reality check for CAR-T. My take on the leading players' #ASH15 data, via @EPVantage https://t.co/Z71eDO46pC $NVS $JUNO $KITE
— Jacob Plieth (@JacobPlieth) December 8, 2015The best performing b-thal stock this week (and this year) has been $XLRN. There has been maybe 2 tweets about it.
— Brad Loncar (@bradloncar) December 9, 2015It isn't easy being bluebird $BLUE
$BLUE Sickle Cell Gene Therapy Falls Short of High Expectations —> https://t.co/KsQCPluFFM
#ASH15
— Adam Feuerstein (@adamfeuerstein) December 6, 2015I’m attending the $BLUE investor meeting tonight, just FYI. Expect tweeting. Who said nailing a “cure” would be easy?
— Adam Feuerstein (@adamfeuerstein) December 6, 2015@PredatorDiaries Certainly not just $BLUE management. A whole lot of people got over-excited in the biotech bubble. About everything.
— Adam Feuerstein (@adamfeuerstein) December 6, 2015@JacobPlieth @bradloncar LOL! Economics for manufacturing don’t work w/o SCD. Look for strat merger and Nick departure in 2016.
— Beck (@princetongb) December 6, 2015$BLUE Monday is all about BLUE. Will be watching closely. Glad to have closed out my position last month. #ASH15
— TurboResearch (@TurboResearch) December 6, 2015@adamfeuerstein Descent or decent? Either way it is accurate. $BLUE
— DeadCatBill (@getbillasap) December 7, 2015$BLUE Quick Summary: pic.twitter.com/PWDUI9ulOW
— Tom Silver (@TomSilver39) December 7, 2015$BLUE sold
It will take far more time to get to mkt than initially anticipated
This =research project I do not like to invest at that stage
— Pierre Bedard (@PRB51) December 8, 20157/ Biotechnology is hard, incredibly complex, fact that's seemingly lost on many when prices going up all the time & everybody is an expert
— Jean Fonteneau (@JFinDallas) December 8, 2015@Pharmdca @BigChodu @bradloncar anyone who bought $BLUE at $4B-$5b valuation needs head examined
— Dr. Paul DeSantis (@DrPaulyDeSantis) December 9, 2015Don't buy 500K of stock in your company when you've just sold 30M worth. It looks stupid. $BLUE
— Abby Nachtomi (@anachtomi) December 9, 2015Let's see if those who maligned @MartinShkreli for buying token amounts of $RTRX do the same to beloved Nick Leschly. I'm gonna guess no.
— Abby Nachtomi (@anachtomi) December 9, 2015$BLUE now $60! Clawing its way back in a more rational environment: hedgies are gone! swing traders are gone! 100% cure illusion is gone!
— Helen Ong (@Lin_ling_88) December 10, 2015@Lin_ling_88 First half of 2016 while BLUE is cash rich. Believe probability over 60 percent with NickL departing.
— Beck (@princetongb) December 10, 2015Bellicum is the belle of the ball? $BLCM
$blcm BPX-501 Clinical Data Demonstrating Disease-Free Outcomes in Patients with Genetic Diseases
https://t.co/G7XmCF2Rij
— Douglas Allan (@Dougallan1) December 5, 2015$BLCM Therapy Reduces Risk from Mismatched Stem Cell Transplants —> https://t.co/563qsSeAGK #ASH15
— Adam Feuerstein (@adamfeuerstein) December 7, 2015$BLCM and Astellas Announce License Agreement for Cancer Target PSCA in Cell and Gene Therapy. https://t.co/MC3gWeaVRV
— Brad Loncar (@bradloncar) December 11, 2015@bradloncar Pretty much these CAR-T companies have to go out licensing targets, probably similar to $BLUE $FPRX deals.
— JQ (@jq1234t) December 11, 2015$BLCM https://t.co/WxEB0GqpiQ &Astellas Announce License Agreement for Cancer Target PSCA-Was VERY excited..then read the PR-"Meh"announce.
— Jason (@JasonHolman5) December 11, 2015$BLCM is paying Astellas for rights to PSCA, not the other way other around.
— Adam Feuerstein (@adamfeuerstein) December 11, 2015Oncothyreon's data release causes confusion $ONTY
I practically begged $ONTY over past 24 hrs to clarify ‘380 data. They chose not to. I don’t know how to interpret any of it. Good luck.
— Adam Feuerstein (@adamfeuerstein) December 8, 2015disastrous? don't believe so but this is what a crap mgmt can do for you, $ONTY may have been better off w/PR titled: You Figure It Out
— zach (@zbiotech) December 8, 2015Geeze another twitterati biotech crashing $ONTY
— Dr. Paul DeSantis (@DrPaulyDeSantis) December 8, 2015$ONTY PR to become part of my intern educational regimen
— PropThink (@PropThinker) December 9, 2015.@codytrades Sold all $ONTY 2.65+, from 2.09 entry yesterday.
— Cody (@codytrades) December 9, 2015$ONTY..$2.16 had pop this am to $2.60+ but immediately sold off. Investors waiting to see the full data on Friday.
— Sheff (@SheffStation) December 9, 2015$ONTY investigator Dr. Hamilton saw new data at #SABCS15 as being stronger than results presented previously [Cowen] pic.twitter.com/0UX27AuUl2
— Andy Biotech (@AndyBiotech) December 10, 2015so after full day of digging/further analyzing $ONTY '380 data, is clear that data better than at SABCS'14/ASCO '15, now enter $PBYI ?s
— zach (@zbiotech) December 10, 2015Bought $ONTY ... on sale here, don't expect this PPS to last
— BioBreakout (@BioBreakout) December 10, 2015#SABCS15 Promising phase 1 results for ONT-380 in HER2+ breast cancer - very interesting brain mets data https://t.co/6j0GnPdDLW /via @mnt
— Julie Gralow (@jrgralow) December 10, 2015$ONTY..$2.34..on watch. Interested to see how share price recovers from initial CEO presentation. Lost a lot of momentum into YE. #SABCS15
— Sheff (@SheffStation) December 11, 2015@johnwelshtrades hey John - long some that you don't look at for a year. Nice XMAS gift next year. $ONTY
— Pelion Volos (@Pelion2001) December 11, 2015$ONTY doing better off competitor press releases than it did off its own. Sad.
— David Miller (@AlpineBV_Miller) December 11, 2015As seen on the stream...
P3 Study Of Jakafi Meets Primary Endpoint: https://t.co/wIdUD1IoTx $INCY [I own some b/c a friend has found their drug life changing]
— Adam Singer (@AdamSinger) December 6, 2015San Diego's Laguna Pharmaceuticals shuts down over safety concerns on lone drug. Raised $30M earlier thiis year. https://t.co/t9CM5yOycC
— Bruce V. Bigelow (@BVBigelow) December 6, 2015These days I get cautious when the consensus Twitter sentiment for a biotech stock is extremely optimistic despite price action. $BLUE $ESPR
— Cody (@codytrades) December 6, 20154 yr monthly $IBB chart; historically it has experienced huge runs following large pullbacks - will history repeat? pic.twitter.com/Tzcx0x5R9d
— BioBounce.com (@BioBounce) December 7, 2015Traders conditioned to biotech boom since 2008 fail to see change in macro. $IBB being sold 4 the year. Biotech riches much harder to find.
— Beck (@princetongb) December 7, 2015So many choices for tax write offs this year $BLUE $ZFGN $ESPR
— William Gerber (@WilliamGerber1) December 7, 2015$TXMD Therapeutics MD up 36% in late trading on successful ph 3 trial of hormonal gel capsule for vaginal pain in post-menopausal women.
— Caroline Chen (@CarolineYLChen) December 7, 2015Great for $ITCI to go high, because next P3 on schizophrenia will take it down significantly
— Alfredo Fontanini (@AF_biotech) December 8, 2015We know $rlyp won't comment on rumors. But their $sny comment is telling. Means "anything goes," IMO. They built in flexibility 4 a reason.
— Joe (@Drchik23) December 8, 2015BAML stopped covering $PETX "coverage placed under extended review".
— vlad33301 (@vlad33301) December 8, 2015$XBI Weekly chart, another test to the weekly uptrend line, IF closed below it this week then more sell off coming pic.twitter.com/GWUI1qTElX
— Joe (@GantosJ) December 9, 2015It sure looks like people have come back to their senses and the silly #EuropeanBiotech crash in over. $GLPG $MDG $MOR $PIRS
— Schulz (@portefeuillefun) December 8, 2015Spoke with $SGMO's CEO today on @US_FDA's granting of the 1st IND for a human study to use in vivo genome editing: https://t.co/OVVNw5yQ2o
— Zach Brennan (@ZacharyBrennan) December 8, 2015Do yourself a favor. Stay the HELL away from crowded & super bullish Twitter pumper trade especially biotech. Lots of nonsense
— $$$ Money $$$ (@BiotechMoney18) December 8, 2015@DewDiligence galderma is going to sell their botox-like stuff & restylane in Zeltique offices. so u get thin & unwrinkled in one shop!
— judith (@judith00639098) December 9, 2015@bradloncar interesting time to raise...ahead of major data releases in NHL next yr, my guess is Citi advised them to do it now just in case
— Dr. Paul DeSantis (@DrPaulyDeSantis) December 9, 2015@BioDueDiligence just like in sports, everyone loves you when you're winning. Let's see what a losing streak does to management. $BLUE
— Michael (@DrEnologist) December 9, 2015A thing I learned about @srqstockpicker is that he traveled all over to annual meetings long before he was on Twitter. Old-school investor!
— Brad Loncar (@bradloncar) December 9, 2015Counting on twitter to keep me updated on all the latest from #SABCS15
— Dr. Deanna Attai (@DrAttai) December 9, 2015Wow, another $TTNP ADCOM! This after 3 positive P3 trials, priority review, and one previously positive ADCOM. This seems bad to me.
— Jason Napodano, CFA (@JNapodano) December 9, 2015@WhiteCoatMafia Take the money and run...
— Lucy28 (@SuperLucy28) December 9, 2015Re. $blue, I will never say anything bad about this ticker, it's my highest profit play of all time.
— Pawcio (@pawcio2009) December 9, 2015shi krilli. #SenateAging
— Charley Grant (@CGrantWSJ) December 9, 2015FDA defends approval of Addyi, female libido pill sold by $VRX. Says women can make their own call on potentially life threatening risks.
— Michelle Fay Cortez (@FayCortez) December 9, 2015In 2011, C. difficile-related deaths in the U.S. surpassed those associated with HIV infection #antibiotics pic.twitter.com/RdmKqv9u2Z
— John (@JohnTuckerPhD) December 10, 2015I got my genome sequenced. Here's what I learned. Read on https://t.co/zafIV803qm & watch all day on @CNBC! https://t.co/DF91RnCGM0
— Meg Tirrell (@megtirrell) December 10, 2015$ARGS DMC recommends continuation of ph3 trial after 2nd interim analysis. Next one planned in next 6 mos. Approaching mid-point of events.
— Juan P. Serrate, DVM (@JPZaragoza1) December 10, 2015Excellent deep dive into Theranos: What went wrong, what’s at stake and what’s next: https://t.co/lHl4yBuBdQ by @sheelahk @CarolineYLChen
— Dan Diamond (@ddiamond) December 10, 2015$KITE priced too high & Jefferies, bleh... not a good track record as underwriter, this could get ugly and flush hard, would avoid until>$69
— Jean Fonteneau (@JFinDallas) December 10, 2015Sell in May, June, July, August, Sept, November and December, and then go away.
— The_Real_Fly (@The_Real_Fly) December 10, 2015#SABCS15 names with $XBI flat. Poster last night: $HRTX +4%, $ZIOP -3%. Poster this morn: $NLNK +3%, $TPIV -11%. Also: $ONTY +8%, $PBYI -10%
— Daniel Ward (@danwardbio) December 10, 2015Nothing in the briefing doc or questions sounds to me like the FDA is pushing to eliminate the LDL Hypothesis. $MRK $ESPR Panel on Monday.
— David Miller (@AlpineBV_Miller) December 10, 2015@ethanjweiss you are welcome to come do a test. Our team will follow up. look forward to it.
— Elizabeth Holmes (@eholmes2003) December 10, 2015$QURE blew conference strategy waffling on hemB “n" to present + missing #ASH15 4 JPM. Subsequent Q.1 equity raise will b compromised.
— Beck (@princetongb) December 10, 2015$QURE blew conference strategy waffling on hemB “n" to present + missing #ASH15 4 JPM. Subsequent Q.1 equity raise will b compromised.
— Beck (@princetongb) December 10, 2015@WilliamGerber1 @psuvafan007 I've heard fr ppl I respect that NL may get his walking papers, if the BOD thinks he's outlived his usefulness
— Helen Ong (@Lin_ling_88) December 10, 2015As further evidence that FDA is ok w/ $ADRO's LADD technology, they just dosed first patient in a lung cancer trial. https://t.co/Y0BqXSvddI
— Brad Loncar (@bradloncar) December 10, 2015@danwardbio Seriously, $RPRX + oncology? Haven't they been harmful enough to patients who just have non-life threatening conditions?
— Tony Friedman (@zzlangerhans) December 11, 2015$CTIC -- BVF discloses 15.5% stake, gets to name up to 2 directors. This'll be interesting to watch.
— Adam Feuerstein (@adamfeuerstein) December 11, 2015$SGMO Presents Phase 2 Data From Two SB-728-T HIV Studies https://t.co/FDO423RTOy
— Bio Stocks™ (@BioStocks) December 11, 2015$OTIC FDA Approves OTIPRIO For The Treatment Of Pediatric Patients Undergoing Tympanostomy Tube Placement Surgery
— Bio Stocks™ (@BioStocks) December 11, 2015Draft Guidance: Best Practices for Communication Between IND Sponsors and FDA During Drug Development https://t.co/59WztnDmPM
— Andrew G. (@BioDueDiligence) December 11, 2015@WilliamGerber1 @JMac_SI doubt any large buyer out there. Shorts are as good as it gets for $PBYI
— avidresearch (@avidresearch) December 11, 2015$ARIA Reimbursement for Iclusig in France delayed. Cuts 2015 rev to 110-115 from 13-140 M. https://t.co/To2X5KCkC4
— j l (@bio_clouseau) December 11, 2015$XBIT
XBiotech Announces Agreement With The NCIC Clinical Trials Group To Collaborate On Phase II Study In Non-Small Cell Lung Cancer -DJ
— Tom Wrigley (@WrigleyTom) December 11, 2015$HZNP - Acquire Crealta holdings for $510 mil in cash
— Sudhanva Raj (@SudhanvaRaj) December 11, 2015crealta a nice little 4-fold return in ~2yrs, closed the $SVNT deal in early '14 for ~120M $HZNP
— zach (@zbiotech) December 11, 2015@bio_clouseau Krystexxa is worth $500M now? How is this possible?
— Brad Loncar (@bradloncar) December 11, 2015$HZNP here's a throwback to a writeup of $SVNT KRYSTEXXA sales estimates from just before they went bankrupt https://t.co/kMA5oBF1oD
— Red Acre Investments (@redacre) December 11, 2015Ah $ZIOP! The future is always so bright at Ziopharm. Bet your bottom dollar that tomorrow....
— William Gerber (@WilliamGerber1) December 11, 2015$KITE underwriters filled the green shoe for an extra $37.5M.
— Brad Loncar (@bradloncar) December 11, 2015PCSK9 wars: UnitedHealth selects Praluent as preferred new cholesterol drug. https://t.co/Tz3guKcagi via WSJ
— Stefanie Ilgenfritz (@stefaniei) December 11, 2015So how much would surprise negative DDI data affect $rlyp SP?
— Mahmissa (@Mahmissa) December 11, 2015$OTIC still not finalized pricing but confirmed will remain in the previously disclosed range of $200-250
— zach (@zbiotech) December 11, 2015$OTIC still not finalized pricing but confirmed will remain in the previously disclosed range of $200-250
— zach (@zbiotech) December 11, 2015We warned y’all that stopping the Zytiga frontline trial early was a BAD idea. So it sadly came to pass. $mdvn $jnj
— Sally Church (@MaverickNY) December 11, 2015$DGX, $MYGN, $ILMN, $EXAS
Is lab testing the ‘Wild West’ of medicine? Largely unregulated industry under scrutiny https://t.co/bxw65mQlqx
— Sasha Damouni Ellis (@SashaDamouni) December 11, 2015$PBYI - uh oh.
— Rick (@Skipjackrick) December 11, 2015“@danwardbio: $PBYI #SABCS15 pic.twitter.com/JTK3IU6BBy” There's your $2.5B valuation right there.
— Michael Torres, PhD (@Mykalt45) December 11, 2015$PBYI has ben overvalued fo' eva just b/c of mgmt team vs $ONTY with better results and horrible mgmt team
— LifeSciencesMkt (@LifeSciencesMkt) December 11, 2015$cpxx keeps digging down hard .. trying to find a bottom
— S Manian (@DrSManian) December 11, 2015$RLYP just took my final so I've been missing the action. I mentioned yesterday that 26 looks like the retrace
— Tony (@tony__teo) December 11, 2015Does Cellectis have an infection problem? Analysis by me on Biotechr concerning $CLLS $BCLM $JUNO $KITE $NVS therapy https://t.co/RQ4Sae4zKG
— Robert Kruse (@RobertLKruse) December 11, 2015AstraZeneca in talks to buy cancer drugmaker Acerta Pharma for possibly more than $5B - DJ
— CNBC Now (@CNBCnow) December 11, 2015@adamfeuerstein I love the part where Congress gets to override an FDA rejection. That should be worth $50 million in campaign contributions
— John Carroll (@JohnCFierce) December 11, 2015I always buy panic fridays ... can't help myself...
— Gavin Parks (@gavparks) December 11, 2015A very special person turns 17 tomorrow..@austinandmax51
Have a great 17th birthday & many more, Austin...
— M. Richardson (@rhmconsultants) December 11, 2015This is awesome. Via https://t.co/VDpssHN68V. #stemcells #bmtsm pic.twitter.com/Qb8bO2XiLK
— Krishna Komanduri (@drkomanduri) December 9, 2015