Biotech "Tweets of the Week"

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Abstracts Galore
​(May 16-20, 2016)

As always, enjoy the round-up of highlights, news and discussion from the biotech Twitter stream, curated by @23aloha and @BioDueDiligence. Thanks for your interest, and feel free to Contact Us with any feedback.

Headlines - $ADRO $ANAC $ONCE $ORMP $PFE #ASCO16 #EHA16
In the News - $ABBV $CHRS $CPXX $EDIT $EPRS $MGNX $PETX $RLYP $TRVN $TXNP $IBB $XBI


Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.

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Pfizer-Anacor deal ignites new round of buyout chatter $PFE $ANAC

$PFE buying $ANAC

— j l (@bio_clouseau) May 16, 2016

Watch bios off this $ANAC $PFE buyout today, could light up the sector

— Quoth the Raven (@QuoththeRavenSA) May 16, 2016

@AndyBiotech $PFE bought $ANAC well before PDUFA date Jan 7, 2017. Could be more biotech deals if sellers forget about their 52-week highs.

— JQ (@jq1234t) May 16, 2016

Sold $ANAC. +1,446 %

— 4th Quarter Capital (@4thQuarterCap) May 16, 2016

@jq1234t @AndyBiotech interesting deal was -30% below all time high, maybe it sets the tone going forward

— Dr. Paul DeSantis (@DrPaulyDeSantis) May 16, 2016

@robertcshea I did not sell any of these on the initial pop yesterday. In fact, I added a bit this morning. $ANAC $AGN $NVS

— Bobby Shea (@robertcshea) May 17, 2016

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Like so many others, Aduro falls short in pancreatic cancer trial $ADRO

Twitter sentiment running heavily against $ADRO ahead of their 9 am call.

— John Carroll (@JohnCFierce) May 16, 2016

$ADRO Ph2b pancreatic cancer data #FAILhttps://t.co/kl1B8V1BlI

CRS-207 + GVAX combo did worse than chemo: 3.8mo vs 4.6mo mOS$ADXS oops

— Andy Biotech (@AndyBiotech) May 16, 2016

$ADRO ouch. control arms did better

— avidresearch (@avidresearch) May 16, 2016

Patient-nonspecific cancer vaccines maintain their track record of complete futility $ADRO

— Michael Gladstone (@MikeNGladstone) May 16, 2016

$TRVN ↓ 15% $ADRO ↓ 29% PM

— Bio Stocks™ (@BioStocks) May 16, 2016

$ADRO CRS207 is i think 3rd BTD drug to fail clin trial after $BMRN drisa in DMD and $NVS bimagrumab in sporadic inclusion body myositis

— j l (@bio_clouseau) May 16, 2016

$PFE + $ANAC > $ADRO TRVN

— 23aloha (@23aloha) May 16, 2016

$ADRO quietly up around 40% or so off intra day lows

— Biotech Supernova (@biotechnova) May 16, 2016

$adro back to where it was b4 pancreatic failure

— Boaty McBoatface (@srqstockpicker) May 18, 2016

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Oramed hazy "positive" diabetes data release gets a cool reception $ORMD

$ORMP PRs "positive results" w/ zero data ("pending analysis" - hm?) except 4 a whopping 6.5% benefit - I think we've seen this movie before

— Julia Skripka-Serry (@JuliaSkripkaSer) May 18, 2016

$ORMP My bullshit detector is at 11.

— Adam Feuerstein (@adamfeuerstein) May 18, 2016

That $ORMP is up only 17% says longs don't even buy this.

— Jake King (@FajaJake) May 18, 2016

$ORMP story just seems to me yet further evidence that the public markets for biotech are broken

— David Grainger (@sciencescanner) May 18, 2016

$ORMP geez what's the point to host a call when you are not gonna discuss any meaningful outcome measures or break out two doses...

— Andy Biotech (@AndyBiotech) May 18, 2016

$ORMP down 7% as conference call lacks details. Some smell a rat.

— BenAdamsFierce (@PharmaceuticBen) May 18, 2016

$ORMP call over- bottomline, nothing to look fwd to, back to the old drawing board. Pretty juicy short with 75% downside to cash

— Vikram (@biotechinvstr) May 18, 2016

Trying to listen to y'day's $ORMP call - it's not on website & they've offered to call me, but haven't sent me recording/transcript. Hmmm

— Madeleine (@medtech_ma) May 19, 2016

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ASCO and EHA abstracts arrive #ASCO16 #EHA16 $ONCE $QURE

Some of these Stocks with abstracts due at EOD are struggling to hold their gains from early a.m. #ASCO16

— Sheff (@SheffStation) May 18, 2016

#ASCO2016 andddd awayyyy they go! https://t.co/q5qEUlb7Qz

— BioMedTracker (@BioMedTracker) May 18, 2016

$CLVS PARP Rucaparib in panc enrollment stopped due to lack of response in 1st 15 pats https://t.co/bmqxjvlrMx $AZN $TSRO $MDVN

— j l (@bio_clouseau) May 18, 2016

Cant find a single exciting #ASCO16 abstract, radioTx + CPI looks quite interesting though:https://t.co/FGGn8SIY7Bhttps://t.co/3KdlxiG5uV

— Ohad Hammer (@ohadhammer) May 18, 2016

@bradloncar $ASCO16 Oncolytic Polio/Rhinovirus for grade IV malignant glioma vs historical control mOS=12.6 vs 10.5m https://t.co/A1k4v3sSDy

— JQ (@jq1234t) May 19, 2016

#EHA16 abstracts outhttps://t.co/brxumZBvJT

— Andy Biotech (@AndyBiotech) May 19, 2016

$QURE Announces Oral Presentation of Clinical Data from Ongoing Phase I/II Study of AMT-060 in Hemophilia B #EHA16 https://t.co/aO04gGWEyt

— flosz (@floszcrxl) May 19, 2016

ok I gather EHA abstracts also out? yikes, where's my shovel?#ASCO16#EHA16#datadump

— Paul D. Rennert (@PDRennert) May 19, 2016

Pretty solid update data from $BMY in #ASCO abstracts. A bit of a sleeper data dump so far otherwise?

— Jonathan (@McEuen) May 19, 2016

$ONCE huge vert +20% with a 95 RSI

— The LincolnList (@TheLincolnList) May 19, 2016

Researcher on $ONCE trial says it's highest level of Factor IX she's seen reported from any hemophilia B trial. https://t.co/C93a0VsRI9

— Caroline Chen (@CarolineYLChen) May 19, 2016

The AE profile for Hu5F9-G4 CD47 drug bodes well for $TRIL differentiated SIRPa-targeted approach. #ASCO16https://t.co/FKFeVFL8yw

— David Miller (@AlpineBV_Miller) May 19, 2016

I'm really impressed with the $ONCE data, with normal caveats -> totally new vector. Bar has been raised for $QURE

— Jake King (@FajaJake) May 19, 2016

Suntrust"ASCO: $ADAP=Solid, $CELG=Solid, $CRIS=progress poster, $JUNO=encouraging data, $KITE=awaiting update, $MDVN=limited data, $MRTX=mix

— Tom Silver (@TomSilver39) May 19, 2016

"Start Here"

Now that we've whet your appetite for ASCO, this week's "Start Here" features ASCO abstract links assembled by @AndyBiotech. Just click the tweet below and you'll see the rest of the strand.

I/O combo at #ASCO16$AZN PD-L1+PARP; BTK+PD1$BMY PD1+CTLA4 in GBM,CRC$MRK $PFE PD1+CD137

Roche PD-L1+OX40; +MEK(CRC); +Abraxane(TNBC)

— Andy Biotech (@AndyBiotech) May 17, 2016

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Coda for Theranos?

Breaking: Theranos corrects tens of thousands of blood-test reports, including voiding 2 years of Edison results https://t.co/oI40FHX8CF

— Wall Street Journal (@WSJ) May 19, 2016

@daviesbj @bijans Why haven't they been shut down yet? Website says they r still hiring incl writer job w/ "excellent storytelling" skills

— Pearl Freier (@PearlF) May 19, 2016

This Theranos story is a great example of so many things. Us in the industry knew it was bullshit, but Wall Street does love a story.

— vermithrax (@Vermithrax16) May 19, 2016

Theranos' Last Defense Crumbles by @matthewherper via @forbes https://t.co/ht95xs3yhd

— John Carreyrou (@JohnCarreyrou) May 19, 2016

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As seen on the stream

One thing the 60 Min story illustrates well is how every patient who participates in a clinical trial contributes something so important.

— Brad Loncar (@bradloncar) May 15, 2016

LSD-Like Drugs Are Out of the Haze and Back in the Labs https://t.co/RZJzoDbNkk

— Arsalan Arif (@AKAarsalan) May 16, 2016

$EDIT and Cystic Fibrosis Foundation Therapeutics sign pact to develop CRISPR-based CF therapies.

Follows $VRTX CRISPR Therapeutics pact.

— Adam Feuerstein (@adamfeuerstein) May 16, 2016

$XBI having a great day, but approaching a key level. Hopefully it breaks above. Otherwise its likely back to the bearish business as usual.

— David Maizenberg (@biologypartners) May 16, 2016

other Strong Biotech, across mkt cap class

+5% or more/above avg vol$ANAC $EDIT $PRTA $INO $PBYI $TSRO$ATRA $AGIO $XON $DERM $CHRS $CEMP

— Tom Wrigley (@WrigleyTom) May 16, 2016

$BIIB head of cell/gene therapy says #CRISPR is ``clearly a must-have," looking for a good deal. @DoniBloomfield story on @business terminal

— Caroline Chen (@CarolineYLChen) May 16, 2016

Who knows if this drug could prolong healthy lifespan in humans, but I had fun meeting some of the dogs testing it https://t.co/mgYiEYIPSj

— Amy Harmon (@amy_harmon) May 16, 2016

@MugatuCapital it isn't happening it's a scenario that doesn't exist. They *have to* have warning for sodium-restricted patients $RLYP

— Adam Singer (@AdamSinger) May 16, 2016

$rlyp below $13 in AH on weak script numbers.

— Joe (@Drchik23) May 16, 2016

Thus the $RLYP life cycle continues.

"Omg buyout!" Stock soars.
"Omg slow!" Stock sinks.

Rinse repeat. @crossdefault

— WhiteCoatMafia (@WhiteCoatMafia) May 16, 2016

BAKER Bros Top Holding: $INCY $SGEN $ALXN $ABBV $ACAD $BMRN
Top sells: $GILD $DYAX $MDVN $LIFE $CPRX
Top adds: $QURE $VTAE $AGIO $BLUE

— Bio Stocks™ (@BioStocks) May 17, 2016

@BioStocks trade at or below cash value of ~$0.75 as EPRS iEPRS has ~$19m cash, enough to fund a few months of operations.OUCH

— dough (@tgtxdough) May 17, 2016

The Power Of Genes, And The Line Between Biology And Destiny https://t.co/TYFoPGnYyy

— Odi (@odibro) May 17, 2016

Large-cap #biotech near worst case valuations, trading only 20-35% above doomsday levels: Citi's Robyn Karnauskas

— Douglas Allan (@Dougallan1) May 17, 2016

the purpose of this letter is to explain our achievements in a more stockholder-friendly manner." $rgrx

— Joe (@Drchik23) May 17, 2016

$ABBV down, $CHRS up --> Humira IPR petition instituted

— Andy Biotech (@AndyBiotech) May 17, 2016

Inhibition of autophagy leads to tumour regression in mice. Great! But what happens in cancer pats? #aacrpm

— Sally Church (@MaverickNY) May 17, 2016

@Pharmdca added more $tril to my asco list with $onty $cytr $cpxx

— Pharm. D (@Pharmdca) May 17, 2016

$NVS splits pharma division into Novartis Pharmaceuticals & Novartis Oncology; David Epstein leaving https://t.co/lSh3sSYxs6

— Meg Tirrell (@megtirrell) May 17, 2016

@ErikNeelsen Insurance co's only move when the time & $$ is right. GILD & Turing left a lasting impression not likely to change soon.

— Mike Robinson (@mhrob) May 17, 2016

@andybiotech Way ahead of Sep 1 PDUFA!

— Jessica Adams (@RxRegA) May 17, 2016

$TRVN almost back to even since BLAST-AHF failure [oliceridine]$ADRO just shy as well [CDN -STING]

— PropThink (@PropThinker) May 17, 2016

$AGIO and $CELG establish a collaboration in metabolic I-O. Agios receiving $200 million upfront.

— Brad Loncar (@bradloncar) May 17, 2016

@JasonHolman5 Do like $DVAX PH3 data&plan to re-enter prior to PDUFA, just a sparse catalyst calendar, high volatility&high burn until then.

— Jason (@JasonHolman5) May 17, 2016

$PETX 2 down one to go. Next ADUFA around the corner 6/7. Management continues to deliver

— BioHunter (@TheBio_Hunter) May 17, 2016

@rajramaswamy @SheffStation @bradloncar possible. This is the 2nd deal $PETX signed with Elanco. Considering this space is M&A/BD driven...

— Zack (@BioTerp) May 17, 2016

$MGNX License Agreement with Janssen to Develop New DART Molecule for Treatment of Cancer. $75M upfront. $JNJ https://t.co/GQdToej03f

— Bio Stocks™ (@BioStocks) May 18, 2016

BioPharmCatalyst updates - $PTN Phase 3 data due 3Q + updates for $BLRX $CFRX $NAVB https://t.co/ov6WgasDJf

— BioPharmCatalyst (@crusadernz) May 18, 2016

$AFMD Enrollment slow in AFM13 P2a study run by GHSG. AFM11 ALL Trial delayed to 3Q vs 1H16

— j l (@bio_clouseau) May 18, 2016

Slide 31 of $NVIV Investor Presentation shows they used $STEM STEM121 cytoplasmic marker. Wonder if they are “talking”.

— Jason Napodano, CFA (@JNapodano) May 18, 2016

$HZNP 15% price increases on Rayos, Vimovo and Duexis. 2nd price increases this year. yolo

— Thug Biotech Analyst (@Thug_BioAnalyst) May 18, 2016

Robyn (Citi) CC-uber $CELG bull "CELG is our Top-Pick ...I&I could be worth to 10 times what is in the current share price" Oncology upside

— rc (@pharmamaven) May 18, 2016

.@codytrades Sold 1/3 $AGN 229.2 (from 223.88 entry) to lock in some gains, looking for 240s for the rest. Moved stop to entry.

— Cody (@codytrades) May 18, 2016

Tecentriq, bladder cancer immunotherapy from $ROG.VX 's Genentech, receives @US_FDA approval

— Jonathan Rockoff (@jonathanrockoff) May 18, 2016

Except for $SRPT ,most bios are working -50% under avg volume. $CELG $CPXX $FPRX $JUNO $EDIT $BLCM

— Bursatil Biotech (@BursatilBiotech) May 18, 2016

And we get our periodic reminder that biotech stocks are apparently very sensitive to interest rates.

— Charley Grant (@CGrantWSJ) May 18, 2016

Just bought 5k of $ACAD at $32.45 to go along with my 50 June calls I tweeted about yesterday. Unique drug + great price action+Baker Bro's

— HumbleBioTrader (@HumbleBioTrader) May 18, 2016

@HumbleBioTrader one thing for sure $AGN $TEVA $BIIB $LLY $PFE $JNJ all looking at NEURO deals IMHO $NBIX $ACAD $ITCI $SAGE look RIPE

— dough (@tgtxdough) May 18, 2016

If you didn't know @Jodyms, cofounder of #BCSM, you can read about the amazing thing she helped create here: https://t.co/qxSBH4fPGV

— Liz Szabo (@LizSzabo) May 18, 2016

$APPY Was up 50% this AM, now down 23%... PUMP n DUMP by $MGT buying it up

— Shane Blackmon (@shaneblackmon) May 18, 2016

$TRIL triggers a potential breakout at 11.30. Initial hard stop at 9.69. I'll post updates as the trade moves along.

— BioBounce.com (@BioBounce) May 18, 2016

You’ve been served two heaping portions of biotech bullshit today. $ORMP for breakfast and $ZIOP $XON for dinner.

Yum!

— Adam Feuerstein (@adamfeuerstein) May 18, 2016

@Eli75NY disappointing. Seems like they have no urgency to get trials completed.

— David Sobek (@dsobek) May 18, 2016

Today’s approval marks the first major tx advance in 30+ yrs for people w/ type of advanced #bladdercancer

— Dan Chen (@DanChenMDPhD) May 18, 2016

$CPXX great data and wonderful news from FDA. BTD based on phase III data means what FDA really likes the data, and quick approval. GREAT!

— Nick zheng (@pick1998_2) May 19, 2016

$TNXP Tonix Pharmaceuticals Reports Positive Topline Results from Phase 2 AtEase Study of TNX-102 SL in Post-Traumatic Stress Disorder(PTSD)

— The Daytrade™ (@d4ytrad3) May 19, 2016

I'm out of $TNXP with a nice gain of 43% for my position :) Great start in the day! Gains locked, enough for me, great stock, will revisit!

— Biowonderland (@actaestfabulaXX) May 19, 2016

$PZRX: Seattle's first IPO since 2014: Biotech PhaseRx goes public on Nasdaq - Puget Sound Business Journal https://t.co/ssp3wPJU1F

— Helen Ong (@Lin_ling_88) May 19, 2016

$CPXX 15% $CCXI 5%

— Casu Consulto (@olddoggnewtrix) May 19, 2016

$SAGE
Kevin Starr/Third Rock sells 850,000 shares? Not a ringing endorsement of upcoming milestones.

— happyycamperr (@happyycamperr) May 19, 2016

$ONTY '380 mPFS of 6.5m looks solid relative to kadcyla TH3RESA mPFS of 6.2m which enrolled no pts w/brain mets or perjeta failures (cowen)

— zach (@zbiotech) May 19, 2016

Added 100 $GILD at $81.77, now 200 #zzporte shares, cost basis $85.27. @zzlangerhans

— Schulz (@portefeuillefun) May 19, 2016

$SRPT June $40 calls are active last two days... today with 2058 calls on a very high open interest 22153 contracts !!!!

— Joe (@GantosJ) May 19, 2016

@psuvafan007 Did $RHHBY abandon own PD-1 mAb in lieu of PD-L1 for product differentiation / competition reasons? $MRK $BMY

— Dr. Zoidberg (@psuvafan007) May 19, 2016

I talked with @Adaptimmune about taking questions from the twittersphere during their quarterly calls. Think they're going to do it.

— Brad Loncar (@bradloncar) May 19, 2016

The house of the 1000 shoe drop..

— Jean Fonteneau (@JFinDallas) May 19, 2016

best acting biotech last couple months has been $IMMU
never thought that was possible

— Dan Rosenblum (@sharkbiotech) May 19, 2016

$TGTX..$7.03 hit a 52wk low of $6.96. That one bounces soon and recovers soon to high $7's soon. Too much going on there! #ASCO16

— Sheff (@SheffStation) May 19, 2016

@Mazmasta They're meeting with the FDA on filing an NDA but nothing material aside from that. Unusual action indeed.

— Biotech Supernova (@biotechnova) May 19, 2016

.@POTUS bestows Nation Medal of #Science on BRCA1 gene discoverer Mary-Claire King#STEMmedals #breastcancer pic.twitter.com/kKN0vJCICF

— Donna Young (@ScripDonnaDC) May 19, 2016

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