Biotech "Tweets of the Week"
Summertime and the living ain't easy
(June 11-24, 2016)
Headlines - $AGIO $CASC $EXAS $GILD $INFI $ONCE $PRTK $QURE #EHA16 #BREXIT
In the News - $ACAD $ALNY $CPXX $EPZM $GBT $INO $MRK $MRNS $NOVO $RNVC $SCYX $SRPT $IBB $XBI
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
Biotech Braces for Brexit
Ive got to say, tomorrow morning is a great chance for companies to dump bad news.
— Charley Grant (@CGrantWSJ) June 24, 2016
I think potential regulatory disruption is a bigger concern here than the economic impact for biopharma. EMA leadership has a big job ahead.
— Brad Loncar (@bradloncar) June 24, 2016
Dear God
— S Manian (@DrSManian) June 24, 2016
Some biotech M&A news would be nice for tomorrow.. really
Sincerely,@DrSManian
Big pharma #Brexit stock moves: Sanofi -8.5%, Merck KGaA -6.3%, GSK down a mere 1.3%, Roche -4.2%, Novartis -4.7%, AZ -3%.
— Kristen Hallam (@kristen_hallam) June 24, 2016
German pharma lobby says EU drug regulator must leave London https://t.co/MMMxlQIAOr
— Arsalan Arif (@AKAarsalan) June 24, 2016
Green in local £ currency, of course. So you also have to factor in the currency swing for those outside of U.K.
— Brad Loncar (@bradloncar) June 24, 2016
Seems that the official line in UK biotech now is "Keep calm and carry on" Because that's what you say in a crisis.
— John Carroll (@JohnCendpts) June 24, 2016
"...biotech has generally little exposure to UK which is a region that has already had lower reimbursement for drugs than the EU." -- RBC
— Adam Feuerstein (@adamfeuerstein) June 24, 2016
Note to 'leavers' who take over in Govt, as @CommonsHealth chair I will be asking when & how this pledge is honoured pic.twitter.com/vLLgQB39r0
— Sarah Wollaston MP (@sarahwollaston) June 24, 2016
UK life science startups are now on sale. Hard as ever to time the buy but certainly US investors should be taking a close look @ theses cos
— David Maizenberg (@biologypartners) June 24, 2016
@JasonHolman5 On a side note, if interested in EU biotech, $ABLX (no pos.), has a great LT build out w/a likely short term opportunity here.
— Jason (@JasonHolman5) June 24, 2016
.@JohnCendpts doesn't like the look of UK biotech's future: https://t.co/LcDRlGuZMs
— Matthew Herper (@matthewherper) June 24, 2016
Neil Woodford: Brexit isn't as bad as it looks: https://t.co/Vz76x5Kpk6
— Matthew Herper (@matthewherper) June 24, 2016
@JPZaragoza1 Can they blame Brexit?
— Jacob Plieth (@JacobPlieth) June 24, 2016
#Brexit upside: £ revenues & EPS of global UK-domiciled BioPharma just got a 10% currency boost. No need for 10%+ price increases in US!
— Bruce Booth (@LifeSciVC) June 24, 2016
@pawcio2009 we in biotech are a bit more accustomed to batshit crazy volatility.
— vlad33301 (@vlad33301) June 24, 2016
i'm thinking jefferies prob sees UK decision as negative for $SRPT
— zach (@zbiotech) June 24, 2016
@matthewherper @JohnCendpts Pharma workers have the most transferable skills globally. Expect more UK Pharma talent to leave for higher pay
— exMBB (@exMBB) June 24, 2016
#Brexit spells upheaval for EU and UK drug #regulation https://t.co/cz3Pdo4Xe8 #EMA
— Ben Hirschler (@reutersBenHir) June 24, 2016
Oryzon Genomics, one of the few European biotechs I see green $ORY
— Juan P. Serrate, DVM (@JPZaragoza1) June 24, 2016
Strolling the aisles with my shopping cart. $IBB
— CGB3 Beck (@princetongb) June 24, 2016
I love sales!!!
— DeadCatBill (@getbillasap) June 24, 2016
#Brexit Conundrum: How Does MHRA Work With EMA Moving Forward - See more at: https://t.co/pg7jX3daEf
— Zach Brennan (@ZacharyBrennan) June 24, 2016
I'm going to delete all my holdings from my watch list except $BIS
— Tony Friedman (@zzlangerhans) June 24, 2016
Researchers reeling as UK votes to leave the European Union https://t.co/twAhrLpkNX #BrexitVote pic.twitter.com/WXzCZ3hThJ
— Scientific American (@sciam) June 24, 2016
from the way #biotech acts today one would think they are all HQ'd in London
— Dan Rosenblum (@sharkbiotech) June 24, 2016
European Hematology Association conference #EHA16 $ONCE $AGIO $QURE
Busy Saturday morning with many #EHA16 data PR:$AGIOhttps://t.co/02LYnycNs3$ALNYhttps://t.co/r8lcawKD5i$QUREhttps://t.co/tTICrRvH2K
— Andy Biotech (@AndyBiotech) June 11, 2016
True North Anti-C1S Ab probably the most interesting #EHA16 data this morning, great news for #ColdAgglutinin pts!https://t.co/zwFa5hF06m
— Andy Biotech (@AndyBiotech) June 11, 2016
$ONCE's updated hemophilia data look pristine: https://t.co/vONEKy0rQQ $QURE $SGMO
— Dirk Haussecker (@RNAiAnalyst) June 13, 2016
Here we go again. Canaccord raises $AGIO PT to $90 from $50. Adjusted peak sales numbers for ‘348 based on incomplete data in 18 pats.
— Adam Feuerstein (@adamfeuerstein) June 13, 2016
$QURE getting smoked - down 15%.
— BioBounce.com (@BioBounce) June 13, 2016
Dang, that was fast! $ONCE THIS A.M. said changed Heme A strategy to go alone & cash wouldn't be enough to fund. https://t.co/tdqx2W1rke
— William Gerber (@WilliamGerber1) June 13, 2016
$CPXX Announces Positive Results In Patients With FLT3 Mutation From The Phase 3 Trial In High-Risk AML https://t.co/kKmTATWKZX #EHA16
— Bio Stocks™ (@BioStocks) June 14, 2016
Infinity Pharma strikes out again $INFI
$INFI weaker than expected ORR of 46% in DYNAMOTM. Will restructure and close down discovery org https://t.co/VLGcJ8QZQP $TGTX
— j l (@bio_clouseau) June 14, 2016
First $GILD stops 6 trials of Zydelig - toxicity. Now $ABBV pulls plug on duvelisib for lack of efficacy. The last PI3K standing wins. $TGTX
— Michael Goodman (@mikegoodma) June 14, 2016
Ut oh - $INFI slashes 21% of workforce as it closes discovery unit and in discussions with $ABBV about collab future https://t.co/NswRHsZ1NP
— Lisa LaMotta (@BioWriterChik) June 14, 2016
If you want to see how hard drug discovery is, just take a look at the ten years for Infinity Pharmaceuticals: https://t.co/d98wVECyT4 $INFI
— Derek Lowe (@Dereklowe) June 14, 2016
Infinity's Sad RUD https://t.co/v9PiKRoEFE
— Keith Robison (@OmicsOmicsBlog) June 22, 2016
Oncothyreon rebrands and reloads $CASC $ONTY
$casc (formerly $onty)https://t.co/UBQPBd3qA6
— Joe (@Drchik23) June 14, 2016
Downloading $CASC (former $ONTY) slides from y’day’s R&D Day well worth your time. Clear, concise summary of data & future plan for ‘380.
— Adam Feuerstein (@adamfeuerstein) June 15, 2016
$CASC CEO planning to buy a grand total of 50K worth of stock in offereing.13.8M to BVF
— j l (@bio_clouseau) June 22, 2016
$CASC offering 35M shares at .80/share
— Odi (@odibro) June 23, 2016
@SheffStation Everyone knew this was coming. Good to see the overhang out of the way. $CASC
— David Miller (@AlpineBV_Miller) June 23, 2016
What's an embargo again? $EXAS $NOVO
Hey @AmDiabetesAssn -- people are breaking your #leader embargo on Twitter at #ada2016
— Drew Armstrong (@ArmstrongDrew) June 13, 2016
Can a bunch of doctors keep an $8 billion secret? Not on Twitter. https://t.co/MGUMaS4Fxe via @FayCortez $NOVO
— Caroline Chen (@CarolineYLChen) June 14, 2016
$EXAS +400M mkt cap in past day
— zach (@zbiotech) June 15, 2016
This must be the week for weird embargo shenanigans. Here's why $EXAS has been moving. #JAMA #USPSTF #coloncancer pic.twitter.com/Y3yEXmriTY
— Michelle Fay Cortez (@FayCortez) June 15, 2016
Exact Sciences' Cologuard Included in Final USPSTF Colorectal Cancer Screening Recommendations https://t.co/WWVMl5wreR $EXAS
— Exact Sciences (@ExactSciences) June 15, 2016
Paratek: Good data, weak financing $PRTK
$PRTK antibiotic meets all primary + secondary endpoints. https://t.co/Qm2odeYPEe
— Matthew Herper (@matthewherper) June 16, 2016
$PRTK: up 40% after-hours.
— Bhavneesh Sharma (@bs2537) June 16, 2016
$PRTK 52w high 30
— S Manian (@DrSManian) June 16, 2016
Anything under 20 is a steal with ++ data
Still cheap a/h
Expect Baupost will be active here
Antibiotic space is hot
$PRTK seems like this has some room to run -post market rxn so far is mild.
— Red Acre Investments (@redacre) June 16, 2016
$PRTK traded $22+ post resumption after halt on positive data...prices secondary at $13 days later
— zach (@zbiotech) June 22, 2016
"Start Here" conversation of the week
$GILD mega oncology deal doesn't seem it would be on the cards now. Story on the terminal https://t.co/94CZC6SAUv pic.twitter.com/uurDm0FMut
— Sasha Damouni Ellis (@SashaDamouni) June 22, 2016
As seen on the stream
BREAKING: Walgreens announces immediate termination of Theranos partnership, says in "customers’ best interests to terminate...partnership"
— CNBC Now (@CNBCnow) June 13, 2016
$MRNS Announces Top-Line Results from Phase 3 Trial in Adult Focal Onset Seizures. #Fail
— Bio Stocks™ (@BioStocks) June 13, 2016
Some1 on my stream said they wanted 2buy $RVNC after RT001 (topical) failure. Now's your chance.
— Roy Friedman (@DewDiligence) June 13, 2016
update. $AEGR +42% $QLTI +31%.
— Schulz (@portefeuillefun) June 15, 2016
$ONCE back>$46, going red to green would be the sweet spot to really get us going, already 3X avg daily volume traded.
— Jean Fonteneau (@JFinDallas) June 15, 2016
$MRK Keytruda Keynote-024 (1st line NSCLC, PD-L1+ tumors) hits PFS & OS endpoints. Study stopped. No data provided.
— Adam Feuerstein (@adamfeuerstein) June 16, 2016
What happened to $MRK? Yesterday they took all the 1L lung share
— Tyler (@TylerHCanalyst) June 17, 2016
BioPharmCatalyst updates 6/16: $PRTK meets Phase 2 endpoints. $SUPN PDUFA delay+ $AERI $BLPH $CCXI $CRBP $KPTI $ONCS https://t.co/GuQPcmgQFU
— BioPharmCatalyst (@crusadernz) June 17, 2016
Biotech IPO week ahead: 6/22 Selecta $SELB in $64M deal & 6/23 Gemphire $GEMP in $45M deal$GEMP roadshow pitch: https://t.co/axkIIfMFXm
— Brian Gallagher, Jr. (@bmgallagherjr) June 17, 2016
$ALXN $BIIB both came back to 2013 levels this week $GILD $CELG $REGN still have 10-12% or so to go
— Dan Rosenblum (@sharkbiotech) June 17, 2016
@realrobcopeland @DowJones Visium heavy in healthcare (42% of portfolio) including bunch of biotech. Explains recent weakness in sector.
— Peter (@Biomaven) June 17, 2016
. @Sport234a I spoke w. $SAGE Jeff Jonas Friday. He promises unambiguous results frm PPD. It works or not. “I won’t have a zombie program."
— Adam Feuerstein (@adamfeuerstein) June 20, 2016
Simplest way of thinking about $EPZM data. If results were good, they'd have presented at EHA instead of meeting no one knew about.
— Adam Feuerstein (@adamfeuerstein) June 20, 2016
Looks like the market can't figure out the difference between Circassia and Cicassia https://t.co/qLbNWz9kSe
— Juan P. Serrate, DVM (@JPZaragoza1) June 20, 2016
$INO is the worst:
— Adam Feuerstein (@adamfeuerstein) June 20, 2016
Friday night: $50M ATM.
Monday morning: Zika PR.
Data. Dilution.
— Adam Feuerstein (@adamfeuerstein) June 20, 2016
Data. Dilution.
Data. Dilution.
Data. Dilution.
Data. Dilution.
And on and on it goes. Biotech Summer 2016.
Money Behind First CRISPR Test? It’s from Internet Billionaire Sean Parker https://t.co/eAxRE8Uh0m
— Antonio Regalado (@antonioregalado) June 20, 2016
$SCYX Announces Launch of Public Offering of Common Stock and Warrants #Guggenheim #Bookrunner https://t.co/N8EFQt8sfV
— Helen Ong (@Lin_ling_88) June 20, 2016
$GBT Prices 6.4m shares at $18.75
— Shane Blackmon (@shaneblackmon) June 21, 2016
$ACAD.."not going to give sales guidance for several quarters." (JMP conf)
— Sheff (@SheffStation) June 21, 2016
$once PT raised to $72 from $64 -Suntrust. Hemophilia B data is the most robust among similar programs- supports its AAV-based GT platform
— Douglas Allan (@Dougallan1) June 21, 2016
$IBB weakness continues
— Tom Wrigley (@WrigleyTom) June 21, 2016
watching the TL here (daily) pic.twitter.com/g9Mfw7eMcw
If only there was a company working in an area of biotech that is relatively shielded from drug price reform...
— Zack (@BioTerp) June 21, 2016
Hint: Animal Health & $PETX
One comment by John Orwin is that $ZSPH still has not disclosed 52-wk safety data of ZS-004E even though it's already completed. Why?? $RLYP
— exMBB (@exMBB) June 21, 2016
$ACAD downgraded to Neutral from Buy at BofA
— Bio Stocks™ (@BioStocks) June 22, 2016
Semi-annual changes to the cancer immunotherapy index have been made. Happy to welcome new members $BGNE and $CGEN. https://t.co/BTB3zxfTVT
— Brad Loncar (@bradloncar) June 22, 2016
Possibly another reason for $XBI $IBB $NBI weakness https://t.co/fIq4OmUCq1
— j l (@bio_clouseau) June 22, 2016
Surprisingly wide gap between DC analysts and NYC sell-side of IPAB likelihood/outcomes. bio investors = sorta paranoid /vs/ DC = chill out
— Drew Armstrong (@ArmstrongDrew) June 22, 2016
Visium liquidation. Medicare IPAB questions. Failed trials... and brutal raises. Biotech due for a bit of relief.
— 23aloha (@23aloha) June 22, 2016
Big #cancer partnership between @Celgene & @HopkinsMedicine, @PennCancer, @IcahnMountSinai, @Columbia https://t.co/aYFKNP7kFw#endcancer
— Anirban Maitra (@Aiims1742) June 22, 2016
xbi looks good to me but ibb looks like another 8-10% lower. gild, biib, regn, alxn looks like shit. When both jive...I'll be back in. Big.
— Randy (@lipscrl) June 22, 2016
#biotech been up once in the last 12 sessions
— Dan Rosenblum (@sharkbiotech) June 22, 2016
Pharma stocks, Biotech stocks all flying upwards on this #IPAB news. Removes major overhang for the industry.
— Drew Armstrong (@ArmstrongDrew) June 22, 2016
By @dbsable: "the roots of intraday biotech stock movement are not planted in a field watered by logic and sense" https://t.co/EACcSka8XV
— Luke Timmerman (@ldtimmerman) June 22, 2016
Listen to Episode 13: "Immunotherapy or Bust" features Dr Johanna Bendell, @JeromeGalon & Dr Stephen Liu https://t.co/5lstc38E8N #ImmunoOnc
— NovelTargets Podcast (@TargetsPodcast) June 23, 2016
Pres. Obama thinking about ideas for next job: "think about something like precision medicine" https://t.co/h1fzKizgFF via @business
— Luke Timmerman (@ldtimmerman) June 23, 2016
$IBB - So someone slipped in $3M worth of July $250 puts at the bell $3.07/$3.08
— Joe Kunkle (@OptionsHawk) June 23, 2016
@adamfeuerstein V interesting precedent. At the least it demonstrates suitable reg pathway. Not sure what $BLCM 's plan is in the EU, though
— Jacob Plieth (@JacobPlieth) June 24, 2016
$SRPT & $CPXX green
— Bursatil Biotech (@BursatilBiotech) June 24, 2016
Okei........
Active buying $SRPT Aug $35 calls despite the -ve sentiment in the market post #Brexit
— Joe (@GantosJ) June 24, 2016
Jefferies: #Brexit impact on biotech limited, other than nearterm risk-off. Its look at covered cos' EU exposure: pic.twitter.com/wYoGxTUEhI
— Meg Tirrell (@megtirrell) June 24, 2016