Biotech "Tweets of the Week"
Slow News Week?
(April 11-15, 2016)
Headlines - $CLVS $NTLA $PTCT $REGN $VRX
In the News - $CHMA $DEPO $HZNP $MDVN $RLYP $SNTA
$XBI $IBB $LABU
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
Valeant is back in the news $VRX
$VRX Senate committee moves to hold Pearson in contempt after he didn’t show up for a scheduled deposition todayhttps://t.co/eV5xf7rKi6
— Andy Biotech (@AndyBiotech) April 9, 2016
$VRX board says Pearson in disc w Senate cmte, after BBG reports may be held in contempt https://t.co/68FC6wmM2Jhttps://t.co/MCUwn4obQe
— Meg Tirrell (@megtirrell) April 11, 2016
What's going on here, that the board has to ask the CEO to cooperate with a Congressional subpoena? https://t.co/yXwEtq6YjX Answer: Valeant!
— Drew Armstrong (@ArmstrongDrew) April 11, 2016
Centerbridge just giving $VRX a workout. This headline is simply gamesmanship.
— CGB3 Beck (@princetongb) April 12, 2016
Valeant Pharma (VRX) Provides More Details on Centerbridge Default Notice in 8-K https://t.co/4veHjyHDDw via @Street_Insider
— HumbleBioTrader (@HumbleBioTrader) April 13, 2016
$VRX CEO Deposition Slated for April 18
— Bio Stocks™ (@BioStocks) April 13, 2016
$VRX said to be working with investment banks to 'Review Options' -RTRS
— Open Outcrier (@OpenOutcrier) April 14, 2016
Regeneron reloads pipeline with Intellia deal $REGN $NTLA
$REGN, Intellia Therap Announce Collaboration to Discover and Develop CRISPR/Cas Therapeutics https://t.co/CYXqrrjChm via @Street_Insider
— HumbleBioTrader (@HumbleBioTrader) April 11, 2016
$125M in cash for Intellia in this $REGN deal. As I said before, Intellia is run by very sharp peoplehttps://t.co/8FOe01BIrL
— John Carroll (@JohnCFierce) April 11, 2016
$NTLA @intelliatweets inks $REGN deal and files for $120M #IPO https://t.co/yWNOLGK1Km$EDIT #CRISPR competitor pic.twitter.com/dh3RnuxdPF
— Andy Biotech (@AndyBiotech) April 11, 2016
Great fit and perfect kind of deal for NY-based Regeneron today - always been a genetics and technology-driven biotech
— Jonathan Mandelbaum (@biotechbaumer) April 11, 2016
So now it's clear that $REGN has done all these non-MAb-related (mouse) genetics studies w/ orphan/genome editing drug dev in mind.
— Dirk Haussecker (@RNAiAnalyst) April 11, 2016
FDA, Advisory Committee take dim view of Clovis lung cancer drug $CLVS
$CLVS #rociletinib #FDA #ODAC briefing docs up https://t.co/SKSX84ABzp#pharma #cancer #biotech
— Donna Young (@ScripDonnaDC) April 8, 2016
The timeline is there for a reason. 11/09/2015 -- FDA objected to $CLVS data, noting it included unconfirmed tumor responses.
— John Carroll (@JohnCFierce) April 8, 2016
Where are all those SS analysts who gave me such a hard time after we said $AZN leapfrogged $CLVS?! Crickets.
— Sally Church (@MaverickNY) April 8, 2016
current avg rociletinib sales est in '20 among 5 sell side firms per bbg is 485M $CLVS
— zach (@zbiotech) April 8, 2016
I have $CLVS FDA panel webcast in background, but seems like FDA reviewer is raining hell down on roci safety profile.
— Adam Feuerstein (@adamfeuerstein) April 12, 2016
$CLVS #AdComm VOTE: Should results of TIGER-3 be submitted before FDA makes a regulatory decision? #rociletinimb #NSCLC
— SAC Tracker (@FDAadcomm) April 12, 2016
12-Yes
1-No
$CLVS over $100 a year ago. $PBYI over $200 a year ago….
— Michael Torres, PhD (@Mykalt45) April 12, 2016
$CLVS Show me 1 case where debt on a drug company in clinical trials worked, I'll show you 10 others that didn't. Terrible idea
— Shane Blackmon (@shaneblackmon) April 12, 2016
JPM:" $CLVS Roci is Officially Down for the Count...Now it All Comes Down to Ruca; d/g to Neutral, TP=Down to $15..."
— Tom Silver (@TomSilver39) April 14, 2016
Internet mogul Sean Parker enters immuno-oncology fray
Internet whiz Sean Parker gives quarter billion for cancer immunotherapy https://t.co/BhzIXQFLAq
— Antonio Regalado (@antonioregalado) April 13, 2016
Parker immunotherapy news making many front pages today. Terrific. https://t.co/ptXGdt96aC
— Brad Loncar (@bradloncar) April 13, 2016
Glad @SParker is supporting immunotherapy research – another critical step in @VP’s cancer moonshot https://t.co/LCDTVGh8Xd @HopkinsMedicine
— Mike Bloomberg (@MikeBloomberg) April 14, 2016
Investments in immuno-oncology will change much more than oncology. Autoimmune, infectious disease, and on and on. @ScripMandy @statnews
— Bob More (@Bobmorevc) April 14, 2016
PTC gets reimbursement nod from UK price watch dog $PTCT
NICE recommends $PTCT's Ataluren for Duchenne's. With no evidence at all that it helps patients.https://t.co/gdMTZPTRh0
— John Carroll (@JohnCFierce) April 15, 2016
NICE rejects everything except the one drug that doesn’t actually work. Makes a lot of sense. $PTCT
— Brad Loncar (@bradloncar) April 15, 2016
$PTCT avg is 7.31... gotta give a shout out to @MerrillLynch for that market order fill off halt
— Steve Feffer (@sfef84) April 15, 2016
$PTCT up 55% as NICE recommends $PTCT's Ataluren for Duchenne's.
— Joe (@GantosJ) April 15, 2016
Then, $SRPT & $BMRN will get European approval without doubt !!!
$PTCT Jefferies spoke to UK NICE and learned that NICE recommendation would not apply if Translarna does not receive EMA full approval.
— Andy Biotech (@AndyBiotech) April 15, 2016
As seen on the stream
And the q1 spec pharma estimate misses are beginning...like clockwork lol
— NathanAaron (@NathanAhron) April 11, 2016
And for proponents of "high short interest, bullish, squeeze!.." $INSY 82% short interest, one of the highest on the street... $STUDY
— Jean Fonteneau (@JFinDallas) April 11, 2016
$ENTA finally pushed thru $30. Note: $ABBV still has an FDA priority-review voucher, which might be used4 next-gen HCV cocktail w $ENTA PI.
— Roy Friedman (@DewDiligence) April 11, 2016
@given2tweet @Sport234a if those "points to consider" in the original BD's were the questions, and if they remain then its bad for SRPT.
— Terry Smith (@TerryMSmith) April 11, 2016
Hoping to see some timely after hours biotech news to get this sector bouncing back!
— BioBounce.com (@BioBounce) April 11, 2016
BioPharmCatalyst updates: $ARIA initiates Phase 3 Brigatinib trial. $VKTX and $BOTA updates. $CRTV added to database https://t.co/1oSHoSjVdY
— BioPharmCatalyst (@crusadernz) April 12, 2016
How easy is it to secure Orphan Drug Designation from FDA? Fill out a form w/ 8 questions! —> https://t.co/CUi5EIcpJl
— Adam Feuerstein (@adamfeuerstein) April 12, 2016
$TTNP..$5.93 here. This one is getting stronger here today regardless of what the biotech market is doing. Looking for a $6 break today!
— Sheff (@SheffStation) April 12, 2016
@tgtxdough $HZNP - Stifel defending: Buy $45 TP - Remain Confident in 2016 Guidance and Orphan Business
— dough (@tgtxdough) April 12, 2016
Hmmm just got off a plane to hear the $SNY $MDVN speculation. Not a good partnership for $MDVN
— Sally Church (@MaverickNY) April 12, 2016
@avidresearch HBV tougher to cure than HCV. Need more $/funding. Mgmt not always credible. Data in monkeys. Take your pick.
— Joe (@Drchik23) April 13, 2016
some % pre
— Tom Wrigley (@WrigleyTom) April 13, 2016
[+]$RPRX 37$FELP 24$CERC 19$ARWR 15$SID $UQM $SGY 12$MDVN $MNKD $MT $PTIE $ACUR 8$JAZZ $HOG $FCX 5
[-]$BTU 55$BCEI 9
$IBB back to $280 from $240 1st Q low!
— HumbleBioTrader (@HumbleBioTrader) April 13, 2016
Prescription Drug Spending Hits Record $425 Billion in U.S. https://t.co/QVCwjwG0oD #pharma pic.twitter.com/mvfNHTGr1n
— Bio Stocks™ (@BioStocks) April 14, 2016
$CHMA Acromegaly Drug Headed for FDA Rejection, Investor Says https://t.co/pHJ48I4LdD FDA decision expected tomorrow.
— Adam Feuerstein (@adamfeuerstein) April 14, 2016
$CHMA If rejected by FDA will have ~ 6/share. If additional trial reqd EU trial reads out late 2018
— j l (@bio_clouseau) April 14, 2016
$AGN now down 6 straight days
— Dan Rosenblum (@sharkbiotech) April 14, 2016
$TRIL Classic downtrend channel's breakout, then retesting the channel's line & bouncing back, next target $11.75 pic.twitter.com/oaJTnv7I79
— Joe (@GantosJ) April 14, 2016
Because $SNTA +61% w todays news, investors are flocking to reverse merger candidates: $LPTN +29% $EBIO +27% $TLOG +15% $GBIM +10% $MCUR +9%
— Daniel Ward (@danwardbio) April 14, 2016
No IPO in sight: GenSight Biologics withdraws $65 million IPO $GNST $ONCE $IPO #IPO https://t.co/rzlrrEbt0D
— Renaissance Capital (@IPOtweet) April 14, 2016
Starboard with a quick victory. $DEPO decides not to pursue reincorporation https://t.co/Sbw5AW6hoA
— Kevin Ketcham (@KPKetcham) April 14, 2016
@bmgallagherjr @rickberke @statnews @TimmermanReport Click-crack ;-)
— Stan D'Andrea (@stanleydandrea) April 14, 2016
@AdamSinger @JMac_SI @Zackfoot $rlyp was lingering in 11-12 for some time and most twtr feeds were bearish; great opportunity was than
— Pharm. D (@Pharmdca) April 14, 2016
I don't care if our a bull or bear but this $rlyp news from benzinga seems funny, large lots of puts expiring tomorrow were traded
— Syed Shah MPH (@shahofNY) April 15, 2016
$rlyp trading strategy: sell the unconfirmed +ve rumor, buy the unconfirmed -ve rumor. Ignore the noise in between the rumors.
— Pawcio (@pawcio2009) April 15, 2016
#Epigenomics’ Epi proColon gets the green light from the FDA, a step closer to profitability $ECX #diagnostics https://t.co/CvoiGFnXJq
— EdisonHealthcare (@EdisonHealth) April 15, 2016
Sad when political pressure trump scientific evidence...
— Andy Biotech (@AndyBiotech) April 15, 2016
Brazil president signs law legalizing renegade cancer pillhttps://t.co/qoLpliHCkW
$FPRX - Oncology play Five Prime bottomed some time back at $28 but has been ripping higher ever since. Broke $48 today. #StillWorking
— Dan Wessler (@danwessler) April 15, 2016
These April 2016 Beaten Bios have been most active this week 4/11: $CERU $ONTY $DRRX $MSTX $PIRS $SYN $CYCC $GBIM $CRBP $CYTR $SGYP $CNAT
— Sheff (@SheffStation) April 15, 2016
@Mahmissa that is guaranteed. Stocks always go higher after I sell and lower after I buy
— David Sobek (@dsobek) April 15, 2016
The Theranos / Elizabeth Holmes saga is an excellent reminder for Silicon Valley that healthcare is a far more serious world than tech.
— Nathan Sadeghi-Nejad (@natesadeghi) April 13, 2016
