Biotech "Tweets of the Week"
Sarepta and DMD Advocates get long-awaited FDA panel review
(April 25-29, 2016)
Headlines - $SRPT $ABBV $GILD $MDVN $VRX
In the News - $ACAD $AMGN $BLCM $BMY $CNCE $CPRX $ONTY $PETX $RXDX $SGYP
$XBI $IBB $LABU
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
A long Monday in Maryland $SRPT
Special Sunday story!
— Adam Feuerstein (@adamfeuerstein) April 24, 2016
An Investors’ Guide to $SRPT Eteplirsen FDA Advisory Panel Meeting —> https://t.co/foWHGcMT9a
If we're going to make approvals dependent on after-the-fact arguments about FDA meetings, we need concurrent minutes. $SRPT
— Matthew Herper (@matthewherper) April 25, 2016
#GOBilly! #Makeduchennehistory not a dry eye in the room after that video
— jenn mcnary (@jennmcnary) April 25, 2016
Final $SRPT presentation blurring the line on what should be included in co. presentation and what should be in the open public hearing
— Zach Brennan (@ZacharyBrennan) April 25, 2016
Woodcock: failing to approve a drug that actually works -- in devastating diseases, these consequences are extreme $SRPT
— Meg Tirrell (@megtirrell) April 25, 2016
Those not here can't see audience shifting in their seats and having a very obvious different opinion of walking after fracture $SRPT #Adcom
— Boston Captain (@BosCaptn) April 25, 2016
@Pathophilia yes although dr woodcocks initial presentation described that more flexibility can be used.
— CDMD at UCLA (@cdmducla) April 25, 2016
$SRPT FDA has been telling them to do placebo-controlled studies since 2011... wow
— Brometheus (@biotechvalue) April 25, 2016
When was last time heard top FDA official accuse drug sponsor of presenting misleading data at adcomm? It just happened! Incredible. $SRPT
— Adam Feuerstein (@adamfeuerstein) April 25, 2016
"Making .9% is amazing. It let's me feed myself." --Austin, about $SRPT; he and broth Max got the drug. Heartrending.
— Matthew Herper (@matthewherper) April 25, 2016
Who put these onions near me... $SRPT #DMD
— Andrew Colburn (@AceOfSpades2007) April 25, 2016
Everyone in this room wants a drug that works for DMD. Two sides just very far apart on whether etep is proven to be that drug. $SRPT
— Meg Tirrell (@megtirrell) April 25, 2016
Had only $SRPT had as many patients in its trial as public speakers.
— BiotechSage (@BiotechSage) April 25, 2016
#FDA Woodcock: Question 2 is a question about approvability ... 'Do you follow me?' she asks$SRPT
— Donna Young (@ScripDonnaDC) April 25, 2016
My stream went silent on that vote for #2. $srpt
— 23aloha (@23aloha) April 25, 2016
"hit the wrong button"
— Colfax (@ColfaxCapital) April 25, 2016
It's very insulting 2 #DMD kids 2suggest that motivation is what keeps them walking Suggesting tht some kids don't try-Is this science? #FDA
— Terri Ellsworth (@TerriEllsworth) April 25, 2016
7) Do clinical results of single historically-controlled study provide substantial evidence eteplirsen is effective?
— SAC Tracker (@FDAadcomm) April 25, 2016
3-Y
7-N$SRPT
3 abstain
Beyond belief that the chairman of neurology of a medical college, believes the drug works but yet voted against it because of semantics.
— Douglas Allan (@Dougallan1) April 26, 2016
no matter where you stood on this hard not to feel just horrible after today I need a long shower
— Dan Rosenblum (@sharkbiotech) April 25, 2016
$SRPT opens $7.85
— Bio Stocks™ (@BioStocks) April 26, 2016
Looks like some of that is happening today.
— Joe (@Drchik23) April 26, 2016
$SRPT unbelievable comeback!
— Ani Anirudhan (@pnani456) April 26, 2016
Let's Make a Deal! $MDVN $ABBV $GILD
Tim Anderson at Bernstein on $mdvn: just a matter of price...and buyer.
— Matthew Herper (@matthewherper) April 28, 2016
Abbott to acquire St Jude. Remarkable MedTech consolidation last 5 years. Bad for startups. Fewer buyers. https://t.co/CFrIoR1Ssj
— Bijan Salehizadeh (@bijans) April 28, 2016
Holy smoke unicorn! $ABBV acquiring Stemcentrx for $5.8 billion in cash and stock
— Andy Biotech (@AndyBiotech) April 28, 2016
Holy M&A day, drug/device industry:$SNY offers $9.3B for $MDVN$ABT to pay $25B for $STJ$ABBV paying $5.4B for Stemcentrx
— Meg Tirrell (@megtirrell) April 28, 2016
All before 8am!
@jq1234t @DewDiligence All I know is when I put my house up for sale, I want $abbv to be 1 of the bidders. $pcyc
— Joe (@Drchik23) April 28, 2016
$AZN $PFE $NVS all weighing $MDVN bid, per Bloomberg
— OptionsTrader32 (@optionstrader32) April 29, 2016
That $MDVN entry at $36 or so after the drug pricing letter panic was quite the opportunity. Wish I held.
— Bobby Shea (@robertcshea) April 29, 2016
$GILD @AndyBiotech @PredatorDiaries @CGrantWSJ Actually, John Milligan said, "There's no Sofosbuvir & there's no Viread out there."
— Roy Friedman (@DewDiligence) April 29, 2016
Sigh, more Valeant $VRX
Joe Papa swaps out $PRGO's frying pan for the $VRX fire. Tested & true or going up in smoke? https://t.co/nUQSUuLJMZ w/ @CynthiaLKoons
— Michelle Fay Cortez (@FayCortez) April 26, 2016
"It's using patients as hostages. It's immoral," Sen. McCaskill says of $VRX business model. "It's time to slaughter some hogs."
— Meg Tirrell (@megtirrell) April 27, 2016
@CGrantWSJ Patient assistance is the new specialty pharmacy!
— Meg Tirrell (@megtirrell) April 27, 2016
$VRX panel bottom line. a) Execs sorry b) Ackman w enthusiastic PR c) 10-k Friday d) Papa Monday d) stock up. e) Policy chgs post election.
— CGB3 Beck (@princetongb) April 27, 2016
Sen. Warren nails co-pay shell game. Medicare/Medicaid prohibits because hides total cost of drug, would cost taxpayers billions more. $VRX
— Francine McKenna (@retheauditors) April 27, 2016
Evercore ISI says they "Don't see a major new investigation we were unaware of" in $VRX 10-K. I see more than one.
— Charley Grant (@CGrantWSJ) April 29, 2016
*VALEANT CEO PEARSON FY15 PAY INCLUDED $140.3M STOCK AWARDS
— modest proposal (@modestproposal1) April 29, 2016
helluva job Mikey
Sigh, my Twitter feed is dominated by $VRX nonsense yet again. Great political theater, useless actual info.
— Dan Smithey (@dan_smithey) April 27, 2016
As seen on the stream
Very interesting week, my watch list: $SRPT $MSTX $CYTR $FB $AAPL $TSLA $CELG $ABBV $AMZN $AMGN $BMRN $GILD ..... Good luck
— Tom Silver (@TomSilver39) April 25, 2016
While everyone is busy with $SRPT I'm buying $BLCM on $JUNO CSO licensing/acquisition comments.
— 23Chromz (@23Chromz) April 25, 2016
@Liquid_Biopsy $BLUE is down a lot but still standing...
— Jean Fonteneau (@JFinDallas) April 26, 2016
Have not seen a biotweet bout Baker Bros holdings for a while. Maybe b/c they hold onto companies they should have dumped months ago. $CPRX
— Sheff (@SheffStation) April 26, 2016
[-] % Movers$CPRX 52$SRPT 47$CPLP 37$UBIC 10$DRXX 8$CNI $WHR 6$HSY $COH 4
— Tom Wrigley (@WrigleyTom) April 26, 2016
@bradloncar $PETX went from $2.7 to $8 in 2.5 months so the good news is baked into the share price "sell the news"
— roy vimer (@roiev123) April 26, 2016
$XBI down -4%
— BioAlert (@biotrader4gain) April 26, 2016
Because my good stocks are going to down in value and I want to have cash to buy them back for much less. @Pharmdca @allincapital
— WhiteCoatMafia (@WhiteCoatMafia) April 26, 2016
If you really regret raising prices it's pretty easy to lower them
— NathanAaron (@NathanAhron) April 27, 2016
BioPharmCatalyst updates: FDA requests further trials from $CPRX. $COLL FDA Approval + $SMMT $NVIV updates https://t.co/5vjNtJNJcF
— BioPharmCatalyst (@crusadernz) April 27, 2016
$NVS Jimenez: 20 yrs form now, really think companies like NVS will be paid based on outcome, not on # of pills we sell #WMIF16
— Lisa Jarvis (@lisamjarvis) April 27, 2016
$EDIT 80% float short? Has that ever happened????
— kcprinters (@kcprinters) April 27, 2016
#LSHC2016 Peter Van der Goes Goldman Sachs: '12-'14 $NBI $XBI runup caused a false sense of security for generalist investors. @MergerEvents
— Amit Jolly (@amitkjolly) April 27, 2016
#ASCO abstract watch $ADRO, $ARIA, $IMMU, $ONTY, $TRIL#CD47 first look $TRIL$IMMU interesting asset
— BioHunter (@TheBio_Hunter) April 27, 2016
$EW fills the gap into my lap.
— HumbleBioTrader (@HumbleBioTrader) April 27, 2016
Long $108.76
Bought $OPHT @ $47.51
$RLYP ER on 4 May AHs w/CC@5 pm ET;All about Veltassa revs/Rx#s; Otherwise big focus will be $ZSPH ZS-9 label/pending FDA approval decision.
— Jason (@JasonHolman5) April 27, 2016
72.5% of all tickers in $IBB $XBI $SBIO $BBC $BBP are above their 50ma.
— BioBounce.com (@BioBounce) April 27, 2016
@redacre Couldn't sell the company, no fat bonus for Jacobs Gary, more dilution to commercialize,doesn't want to stay to see paint dry $SGYP
— Joan Bar (@JoanBar2) April 27, 2016
$BMY huge beat for Opdivo and Eliquis
— Andy Biotech (@AndyBiotech) April 28, 2016
Opdivo: $704M vs $590M consensus
Eliquis: $734M vs $623M consensus
$NK Soon-Shiong's private def of 'cancer moonshot': creating personality cult and scheme your way to astronomical pay packages.
— Dirk Haussecker (@RNAiAnalyst) April 28, 2016
Pre Market Movers$SRPT +17,7%$MDVN +7,4%$INFN -16,1%$XLRN -3,9%
— Bursatil Biotech (@BursatilBiotech) April 28, 2016
Billionaires, If you want to cure all diseases this century, I suggest you start at a rate of one per month and then accelerate
— Stan D'Andrea (@stanleydandrea) April 28, 2016
Sad thing about the $IRWD report debacle is that it undermines good work done by @PhaseVResearch to expose $NWBO
— Jacob Plieth (@JacobPlieth) April 28, 2016
$ONTY chugga chugga choo choo... to ASCO we go
— BioBreakout (@BioBreakout) April 28, 2016
@briefsofbrandon sell my shares from 11s? Nope.
— Adam Singer (@AdamSinger) April 28, 2016
$GILD declining to flat sales. No growth in near term from pipeline. Lots of cash. Sector a lot cheaper. What were they waiting for again?
— David Sobek (@dsobek) April 28, 2016
$GILD has manifold NASH programs b/c NASH is complex, multifaceted disease (according2 CC).
— Roy Friedman (@DewDiligence) April 28, 2016
@srqstockpicker in sure a lot of idiots will says its a biotech problem when is really an HCV company problem
— Colfax (@ColfaxCapital) April 28, 2016
In China's tougher drug market, minnows open back door for 'Big Pharma' https://t.co/VsJF911ER6
— Brad Loncar (@bradloncar) April 28, 2016
$cara $petx
— S Manian (@DrSManian) April 29, 2016
2 stocks where smart money is loading up here after shaking out weak hands
Expect major upside in 3-4 months
Buy the dips
$RXDX Offering 8M shares at $6.25 https://t.co/Ce6flij3NB
— Odi (@odibro) April 29, 2016
$ALDR Good amount of general CGRP market discussion in $AMGN Q&A
— NSharma (@Sharma1981N) April 29, 2016
$CNCE Positive Data from Multiple Dose Ph1 Clinical Trial of CTP-656, Lead Candidate for #CF Treatment @AF_biotech https://t.co/twc5dmSTqw
— Joe (@GantosJ) April 29, 2016
$ACAD..$33 pre-mkt. A 3.6B MC for a comp w/no product so will be interesting to see how much more an approval moves the SP.
— Sheff (@SheffStation) April 29, 2016
$ACAD PDUFA is Sunday. Place your bets
— PropThink (@PropThinker) April 29, 2016
Kind of wish I could take that $prtk buy back and make it a short...
— Mahmissa (@Mahmissa) April 29, 2016
$CELG 103 up to 110 now back to 103. Baffles the mind sometimes INSANE
— dough (@tgtxdough) April 29, 2016
$REGN $SNY Praluent Q1 $13M vs $16M cons.$AMGN Repatha Q1 $16M vs $27M cons.
— Andy Biotech (@AndyBiotech) April 29, 2016
77% prescription rejection rate at the pharmacy per $AMGN
Do listen to @DanChenMDPhD & Dr Ron Levy talk about how they remember Dr Holbrook Kohrt https://t.co/7WMo9eu6Qp cc @StanfordMed @sitcancer
— Pieter Droppert (@3NT) April 29, 2016
@PDRennert The true test is how they react.
— Michael Gilman (@michael_gilman) April 29, 2016