Biotech "Tweets of the Week"
A Rainy Week Double Feature
(May 2-13, 2016)
In the News - $AEGR $BIIB $CEMP $CLVS $GILD $MDVN $NLNK $SRPT $TTPH $IBB $XBI
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
"Start Here" Conversation of the Week
Has anyone else noticed the near-total lack of buzz for #ASCO16?
— Adam Feuerstein (@adamfeuerstein) May 12, 2016
Now, "End Here" instead!
As seen on the stream
Is Adam Feuerstein the most feared man in biotech? https://t.co/Fqpt7SWbdh cc:@adamfeuerstein @RebeccaDRobbins
— Matthew Herper (@matthewherper) May 2, 2016
Struggling 2015 IPOs at intriguing valuations for long entry: $DNAI $MIRN $KURA $CHMA $LIFE $NVET $NVLS $ZSAN $SBBP $RGNX
— Daniel Ward (@danwardbio) May 2, 2016
$srpt there never has nor ever will be another Sarepta.. wild, wild ride.
— BATTLE THE BTK (@BioWino) May 2, 2016
$CEMP per fi ..... about time .... This CEO is credible, focused and delivers
— Tricia Dineen (@MsTriciaD) May 2, 2016
Very worrisome that good names selling off on good news $PETX $BLCM $ACAD
— 23Chromz (@23Chromz) May 2, 2016
What’s the biotech clinical trial equivalent to Leicester’s 5000-1? Whatever it is, hope we see one someday.
— Brad Loncar (@bradloncar) May 2, 2016
$BIIB Announces Intent To Spin Off Its Hemophilia Business
— Bio Stocks™ (@BioStocks) May 3, 2016
Today at #BloomBurton gonna be a little busy.. looking for $TRIL $ABUS $AQXP $NVDQ $XENE $CPHR presentations
— Joe (@GantosJ) May 3, 2016
Things that could ignite #biotechs again:
— Pawcio (@pawcio2009) May 3, 2016
1. $srpt AA
2. $rlyp buyout
3. Me exiting all my biotech positions
Most of the Biotech stocks are crashing BUT $SRPT is trading +2,29%. Insane
— Bursatil Biotech (@BursatilBiotech) May 3, 2016
Nice day for $VRX and general respite for spec pharma $MNK $PRGO $ENDP, biotech also $IBB bouncing off 265 level for 3rd days in a row.
— Jean Fonteneau (@JFinDallas) May 3, 2016
The first Western gene therapy, which costs $1 million, is a flop. $QURE https://t.co/sOgIL593sM
— Brad Loncar (@bradloncar) May 4, 2016
$XBI breaking down the 50MA & very close to the Channel's lower line, while Stochastics & RSI already in Over-Sold pic.twitter.com/ObohucSKSB
— Joe (@GantosJ) May 4, 2016
Peter Gabriel joins Boston's @PureTechH music-as-medicine startup @syncprojectco as an advisor https://t.co/FBGoAjuYpS
— Don Seiffert (@BosBizDon) May 5, 2016
BioPharmCatalyst updates: $ORMP Phase 2b data due ~ 2wks + $ARQL $ESPR $EXEL $INFI $LOXO $MGNX $NVAX $ONCE $OPHT https://t.co/SEm8nSv8ww
— BioPharmCatalyst (@crusadernz) May 5, 2016
— Jake King (@FajaJake) May 5, 2016
Critical med device being used by surgeons crashed after an antivirus scanner opened in the middle of the procedure: https://t.co/A36WFjUMMN
— David Maizenberg (@biologypartners) May 5, 2016
$CLVS anticipates CRL per FDA notification and has terminated enrollment in all ongoing sponsored clinical studies of rociletinib.
— Andy Biotech (@AndyBiotech) May 5, 2016
$CLVS dead meat. Yes they have $445m in cash, but don't forget the $280m in debt they have.
— Shane Blackmon (@shaneblackmon) May 5, 2016
Unfortunate $RLYP near term value is now inextricably linked to $AZN $ZSPH ZS-9 FDA decision/label;Long RLYP is almost like being"short"ZS-9
— Jason (@JasonHolman5) May 6, 2016
Second baby gets $clls "designer" cells to clear leukaemiahttps://t.co/A5FrMKBSG3
— Douglas Allan (@Dougallan1) May 6, 2016
$GILD's CEO Milligan tells me it's "time for us to go out and do important deals" -- read the full story on @business terminal.
— Caroline Chen (@CarolineYLChen) May 6, 2016
John Oliver’s piece on scientific studies applies at least 10-fold to #biotech cos.https://t.co/Ve1RydMlW5 pic.twitter.com/VQvGxSnx5r
— David Sable (@dbsable) May 9, 2016
"When you use a patient's own cells, it's a procedure, not a product," $CLLS tells @SquawkCNBC https://t.co/2UHvllI7GQ
— Meg Tirrell (@megtirrell) May 9, 2016
Companies offering news of dilution near all time lows don't read like blockbuster takeouts...$cemp
— Mahmissa (@Mahmissa) May 9, 2016
Bios some rotational leadership today. Can disappear as fast as it came, but working for today. $IBB
— Tim Parker (@autumnalcity87) May 9, 2016
@Mykalt45 Still early for sure.
— Michael Torres, PhD (@Mykalt45) May 9, 2016
A first: working on story where biotechs across the board are telling me what they're doing might not work. I like it.
— Lisa Jarvis (@lisamjarvis) May 9, 2016
$NLNK deserves to be investigated for this disastrous pancreatic trial result. A 3 month OS difference in wrong direction is outrageous.
— Adam Feuerstein (@adamfeuerstein) May 9, 2016
Top Funds Said to Tell Pharma Leaders to Defend Pricing: https://t.co/10DSR9xWu2 #biotech #pharma
— Caroline Chen (@CarolineYLChen) May 9, 2016
At one point $CMRX was up 20% on a ridiculous assertion of efficacy. Ended down 4% on reality. What a show
— John Carroll (@JohnCFierce) May 9, 2016
and you say there is never any good news for $MNKD - piper just doubled his target from $0.05 to $0.10
— zach (@zbiotech) May 10, 2016
@RxRegA @steveusdin1 @dgingery @ChazMac09 Anyone who has real certainty about $SRPT is wrong. The middle muddle is where it's at.
— Matthew Herper (@matthewherper) May 10, 2016
$TRXC -17% off ER & update
— Tom Wrigley (@WrigleyTom) May 10, 2016
cc link, happening now https://t.co/XM9j6hLAs4
$RMTI had awesome earnings! Losing .10 per share is good for +15%!!
— DeadCatBill (@getbillasap) May 11, 2016
$AEGR There are all kinds of goodies in the Aegerion Pharmaceuticals NT-10Q https://t.co/2fPLxUlvxK
— TradeHawk (@TradeHawk) May 11, 2016
#Pharma's Game of (Hep C) Thrones https://t.co/8s4Bpz9TRM $GILD $ABBV $MRK
— Bio Stocks™ (@BioStocks) May 12, 2016
Hate to say it but pushing P2 back until EOY makes this pullback rationale. $CFRX still like CF301 LT potential but not adding yet.
— John Hall (@johnhallnj) May 12, 2016
$CPXX Vyxeos Phase 3 trial at ASCO on June 4 and will follow up with an Analyst Day in Chicago that night.
— dough (@tgtxdough) May 12, 2016
$ONTX - bought a sizable position today. Uniquely positioned to lead RAS-targeting Tx. P3 underway
— Raj R (@rajramaswamy) May 12, 2016
$IBB Third time at the 200wk MA, which served as the bottom in Feb and March. pic.twitter.com/O2ITBzlMg2
— PropThink (@PropThinker) May 12, 2016
This is the @NYTimes article on cancer everybody should be reading. https://t.co/qfAd3XEYZ2
— Matthew Herper (@matthewherper) May 12, 2016
$PIRS EV of $36M is ridiculously low. This is potentially the best platform in S/M-cap biotech for I/O, and they have great partnerships.
— Jason Napodano, CFA (@JNapodano) May 12, 2016
$ADRO - $NVS dosed the first STING patient.
— Brad Loncar (@bradloncar) May 12, 2016
$TTPH FDA requiring Additional trial in cIAI planned for NDA
— Biotech Supernova (@biotechnova) May 12, 2016
$GILD -- JP Morgan's Cory Kasimov calls it a value trap, while maintaining buy rating. He says, rightly so, investors have lost patience.
— Adam Feuerstein (@adamfeuerstein) May 13, 2016
$LCI increased price of fluphenazine HCl by ~1,900% and terbutaline sulfate by ~220% despite gvnt investigation on digoxin price hike.[OpCo]
— Andy Biotech (@AndyBiotech) May 13, 2016
$XBI $IBB popping on Friday the 13th. It's not the start that is important but the finish. Strong finish would be good for investor psyche.
— Sheff (@SheffStation) May 13, 2016
$MDVN David Hung just commented on Barclays call re M&A: "ultimately it will be up to the shareholders to make the decision."
— Andy Biotech (@AndyBiotech) May 13, 2016
Darwin wishing all of #biopharma an evolutionary year. pic.twitter.com/yAaE02OCae
— Dr. Zoidberg (@psuvafan007) May 8, 2016