Biotech "Tweets of the Week"
End of 2nd Quarter Data Deluge
(June 27 - July 1, 2016)
Headlines - $AMPE $CYAD $ESPR $GALE $GWPH $ICPT $MRNS $RGLS $TSRO
In the News - $AGN $ARNA $CLVS $GILD $LPCN $SRPT $XNCR $XON $ZIOP $IBB $XBI
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
GW Pharma delivers another win with cannabis drug $GWPH
$GWPH Epidiolex LG study results: 44% vs. 22% median reduction in monthly seizures. Stat sig.
— Adam Feuerstein (@adamfeuerstein) June 27, 2016
Could have bought $GWPH AFTER the PR and 5 mins later make 15%+.
— Andrew Colburn (@AceOfSpades2007) June 27, 2016
$GWPH says Epidiolex meets main goal of ph3 study, reducing seizures in Lennox-Gastaut syndrome; shrs up 20% pre-mkt https://t.co/5Xb4Sz5A7W
— Meg Tirrell (@megtirrell) June 27, 2016
responder rate one of many secondary endpts tho only commentary i caught was 'supportive', ie. not stat sign...v imp relative to EMA $GWPH
— zach (@zbiotech) June 27, 2016
From the makes no sense department, $ZYNE up more than $GWPH on $GWPH phase III data (again), minimal read-through for $ZYNE
— Tony Friedman (@zzlangerhans) June 27, 2016
@matthewherper kind of perfect timing actually. If trial failed they would have a win. Clients didnt lose money on data and can now short
— NathanAaron (@NathanAhron) June 27, 2016
$GWPH prob had data last friday but wasn't a good day to release...seems today wasn't either...maybe august will be better
— zach (@zbiotech) June 27, 2016
COWEN $GWPH 2 positive Ph. III Epidiolex be approved during H1:18,project worldwide sales of $895MM in 2020 DCF-based price target is $135.
— dough (@tgtxdough) June 28, 2016
Regulus falls further behind the HCV field with clinical hold $RGLS
Regulus forced to suspend lead hep C RNA program after a second case of jaundice$RGLS lead program even more iffyhttps://t.co/7NNgD7vIVM
— John Carroll (@JohnCendpts) June 27, 2016
$RGLS seems done. A serious liver-related SAE with a drug where dosing cannot be controlled or interrupted is huge problem.
— Adam Feuerstein (@adamfeuerstein) June 27, 2016
@RNAiAnalyst interesting to see whether it impacts closing o $30M financing announced the other day. $RGLS
— Dirk Haussecker (@RNAiAnalyst) June 27, 2016
$RGLS RG-101 hold is one day in front of $GILD PDUFA for SOF/VEL fixed dose combo (pan-genotypic). Insult to injury.
— Jake King (@FajaJake) June 27, 2016
$RGLS should pull the plug on RG-101, but based on today's CC they will almost certainly continue 2waste $ on it.
— Roy Friedman (@DewDiligence) June 27, 2016
$rgls downgrades beginning. Wedbush cuts PT from $35 to $15. Still a 500% premium to current price.
— Joe (@Drchik23) June 28, 2016
F is for fail... $CYAD $AMPE $MRNS $GALE
$CYAD Ph3 #FAIL, yet PR with heavy spin...https://t.co/Evtiinc0WN CC @Ogut_Ozgur
— Andy Biotech (@AndyBiotech) June 28, 2016
$CYAD devotes 1 sentence in the PR acknowledging the ph3 study failure. If you blink, you miss it. Amazing.
— Adam Feuerstein (@adamfeuerstein) June 28, 2016
How many stem cell therapies for heart failure have we seen blow up? $CYAD just the latest.
— Adam Feuerstein (@adamfeuerstein) June 28, 2016
$MRNS Announces Results from Phase 2 Study of Ganaxolone in Fragile X Syndrome #Fail
— Bio Stocks™ (@BioStocks) June 28, 2016
$MRNS Initiate Phase Iin RSE, 2Q16; 2)Data from Phase II trial PCDH19 pediatric epilepsy, mid-2016; 3)Initiate Phase II/III trial inRSE,2H16
— dough (@tgtxdough) June 29, 2016
Was anyone really expecting the $GALE trial to be positive? No surprises here
— Sally Church (@MaverickNY) June 29, 2016
$GALE now ↓ 80% PM
— Bio Stocks™ (@BioStocks) June 29, 2016
$GALE Craters on Breast Cancer Vaccine Study Failure https://t.co/YjrmABAgB2 via @TheStreet
— Adam Feuerstein (@adamfeuerstein) June 29, 2016
$AMPE (-39.8% pre) Ampio Pharma Provides Results from Ampion Trials - Street Insider https://t.co/bd4L6PJC0S
— Open Outcrier (@OpenOutcrier) June 30, 2016
$AMPE Ampio to request FDA approval for Ampion for knee osteoarthritis. https://t.co/Rt6qFXRkTy
— Chill Till (@ChillzTrading) June 30, 2016
$AMPE anyone who really thought this would succeed - please hand in your biotech trading card...
— Red Acre Investments (@redacre) June 30, 2016
Another bump in the road for Esperion's cholesterol drug $ESPR
$ESPR just got $AMRNized first it was triglycerides. Now even LDL no guarantee for approval
— avidresearch (@avidresearch) June 28, 2016
If $ESPR does not CVOT, no payer will reimburse. Especially true if FDA de-emphasizes LDL-C as key biomarker. https://t.co/XHyp5kTioF
— John LaMattina (@John_LaMattina) June 28, 2016
When a company abandons its Twitter feed that's kind of a bad omen, no @EsperionInc?
— Abby (@anachtomi) June 29, 2016
@RxRegA I think I would go with: A CVOT, a CVOT, my kingdom for a CVOT!
— Larry Husten (@cardiobrief) June 29, 2016
$ESPR -34% in pre-market plunges after FDA unclear on cholesterol drug regulatory pathway. (Former Twitter cult stock)
— PrecisionTrade365 (@BiotechMoney18) June 29, 2016
Can Esperion Therapeutics Ever Regain Wall Street's Trust? $ESPR $AMRN https://t.co/dpsgxYXH10
— Matthew Herper (@matthewherper) June 29, 2016
$ESPR down -90% from the highs, bubble popped pic.twitter.com/3L5MNfVsKU
— Dr. Paul DeSantis (@DrPaulyDeSantis) June 29, 2016
Tesaro's ovarian cancer data spurs PARP resurgence $TSRO
Congrats to the team at $TSRO
— Garrett Rhyasen (@grhyasen) June 29, 2016
$TSRO Niraparib Significantly Improved Progression-Free Survival for Patients With Ovarian Cancer in Both Cohorts of the Phase 3 NOVA Trial
— The Daytrade™ (@d4ytrad3) June 29, 2016
$TSRO +$1.8B in market value
— Jake King (@FajaJake) June 29, 2016
TESARO $TSRO to Offer $300M in Common Stock (follows 108% stock surge on positive data) https://t.co/GeXXc7bQ4d
— Streetinsider.com (@Street_Insider) June 30, 2016
@tgtxdough $TSRO is a BEAST and data IMHO damn good. Don't know about today but IMHO stock going HIGHER
— dough (@tgtxdough) June 30, 2016
@HumbleBioTrader $TSRO another example of efficient drug development through buying shelved assets. Paid $7M to $MRK for Niraparib & backup
— exMBB (@exMBB) July 1, 2016
$TSRO priced 4,650,000 shares at $81.00. There’s also a standard underwriter’s option.
— Brad Loncar (@bradloncar) July 1, 2016
On the topic of debt $ICPT
$ICPT 400m debt offering
— zach (@zbiotech) June 29, 2016
$ICPT doing a convert, have these biotechs learned nothing ?
— Dan Rosenblum (@sharkbiotech) June 29, 2016
@bradloncar @AdamSinger debt comes in lots of flavors. ....converts, low & high rates,
— happyycamperr (@happyycamperr) June 29, 2016
Low & high leverage...really is situation specific
Would love to hear more on this! Seems like all I hear is "debt is always bad" - which can't possibly be true. https://t.co/kXB7HcC1Yz
— Dr. Zoidberg (@psuvafan007) June 30, 2016
@psuvafan007 Debt is your friend. Has a bad rap in biotech but the notion that debt is always bad is absurd.
— Abby (@anachtomi) June 30, 2016
For as much flack as $LBIO took on twitter for the post-financing move (+66% from private placement $), the stock has held up really well.
— Jake King (@FajaJake) June 29, 2016
$TSRO $INCY $ANAC worked well with convertible debt. Any other bio cos, @dbsable? What factors make it successful? https://t.co/sOBzAi1FQU
— Amit Jolly (@amitkjolly) June 30, 2016
@amitkjolly 1. convert as % of cap structure 2. timing in overall funding cycle 3. who holds and how hedged 4. degree cd hurt subs funding
— David Sable (@dbsable) June 30, 2016
$RXDX is taking out a new loan (and giving out warrants) to repay an old loan. The debt slippery slope in action. https://t.co/EoZ7qX21G0
— Brad Loncar (@bradloncar) June 30, 2016
@bradloncar oh biotech, the American dream
— Amit Jolly (@amitkjolly) June 30, 2016
As seen on the stream
I've created this public sheet that will automatically show updated quotes for European BioPharma stocks. #Brexit https://t.co/wucvLdSt0N
— Brad Loncar (@bradloncar) June 27, 2016
Ouch. Even the nerds on "Silicon Valley" are mocking Theranos now.
— Dan Diamond (@ddiamond) June 27, 2016
$MRK mkt cap now ~50% premium to $GILD
— zach (@zbiotech) June 27, 2016
$GILD New 52-week lows today
— Biotech Supernova (@biotechnova) June 27, 2016
Oh boy $BLUE with a $36 handle, no mercy for story stocks when in full #RiskOff mode... $EDIT
— Jean Fonteneau (@JFinDallas) June 27, 2016
$HZNP Horizon Pharma explores potential stake sale ( have hired $BAC ) - sources https://t.co/YxhLXuDlXI
— Daniel Ward (@danwardbio) June 28, 2016
$nvs $xncr in bispecific ab deal. 150m u/f costs shared
— j l (@bio_clouseau) June 28, 2016
$PGNX..$4.25..trying to crawl back from the big drop yesterday. PDUFA is July 19th from 3 month extension from April.
— Sheff (@SheffStation) June 28, 2016
Humbled to see my tweet appears at this slide at #DIA2016 ...How Do #DMD Patients Speak About Their Condition? $SRPT pic.twitter.com/3Giet71n9f
— Joe (@GantosJ) June 28, 2016
$gild Epclusa list price - $74,000 for 12 weeks
— Douglas Allan (@Dougallan1) June 28, 2016
Healthcare, Bio lead (long day)
— Tom Wrigley (@WrigleyTom) June 28, 2016
nHod-Europe close 5m$XNCR $ICPT $ONCE $ALNY $BLUE$JUNO $UTHR $AZN $INCY $INO$TEVA $FOLD $NBIX $ACAD $RDUS
If "meets primary endpoint" is not in the headline of your biotech, just hit sell
— Steve Feffer (@sfef84) June 28, 2016
New compilation of cystic fibrosis catalysts (some imminent): https://t.co/eqQMtjOwR8 $VRTX $GLPG $ABBV $PRQR $CNCE $PTI $PTCT $CRBP $NVLS
— Andrew G. (@BioDueDiligence) June 29, 2016
BioPharmCatalyst updates 6/28: $ANTH $CYAD $ESPR fall on news. $EGLT Adcom 8/4+ $ACRX $BLRX $INFI $ITCI $MRNS +MORE! https://t.co/6pRWoRaWRk
— BioPharmCatalyst (@crusadernz) June 29, 2016
$LPCN CRL this is why it is always super dangerous to hold through an FDA decision. I did not as I tweeted the other day.
— @super_trades (@super_trades) June 29, 2016
$CASC Cascadian Therapeutics Receives ONT-380 Fast Track Designation from FDA for the Treatment of Advanced HER2+ Metastatic Breast Cancer
— BioBreakout (@BioBreakout) June 29, 2016
$AGN moving. Are we finally going to get this deal closed and passed us?
— David Sobek (@dsobek) June 29, 2016
Merck, Moderna tie up in $200M deal to develop mRNA-based ‘personalized’ cancer vaccines: https://t.co/PoD4YHc23Y $MRK by @StacyALawrence
— FierceBiotech (@FierceBiotech) June 29, 2016
"Pharma gets bad press because they do some bad things" -- $REGN's Len tells @businesshttps://t.co/fSdrpgJ9Xc #focusonpharma
— Caroline Chen (@CarolineYLChen) June 29, 2016
$BIIB supposedly looking for late stage neurology assets. CSFB: list today of attractive SMID takeover targets. 3 neuro's $ADMS $ALDR $PRTA
— HumbleBioTrader (@HumbleBioTrader) June 29, 2016
Video- Orbimed's Isaly: #Biotech Slump 'Has Been Overdone' https://t.co/V1wKg3OM0D
— Odi (@odibro) June 29, 2016
$srpt nHOD
— S Manian (@DrSManian) June 29, 2016
Tic toc
Crazy bouncy biotech week.
— Adam Feuerstein (@adamfeuerstein) June 29, 2016
So, today Jefferies(and others) initiated coverage on fake #IPO $NH at Buy(shock) and on that momentous occasion $NH made a new all time low
— Jean Fonteneau (@JFinDallas) June 29, 2016
https://t.co/f1fnjpaNFb https://t.co/AMFKQAu34m More $PRTK insider buys, definitely a good sign for the future of this holding.
— Jason (@JasonHolman5) June 29, 2016
@AdamSinger The fact that they need one speaks positively about how many moving pieces they have on the commercial front.
— Brad Loncar (@bradloncar) June 29, 2016
$CLVS confirms CRL on rociletinib, but investors already have forgotten that debacle, pushing shares up 22% on PARP hopes.
— Caroline Chen (@CarolineYLChen) June 30, 2016
Had a lot of fun doing this today, but what matters is making and testing the compounds. pic.twitter.com/zYkxiLPxs8
— John (@JohnTuckerPhD) June 30, 2016
VP Biden got angry Weds. about pharma price hikes. "Tell me. Tell me. Tell me, what is the justification for that?" https://t.co/xNNvoZLxo9
— Joseph Walker (@joewalkerWSJ) June 30, 2016
ok morning for $MYGN too. Their myChoiceHRD is what $TSRO uses to determine BRCA mutation carrier status. Good news overall for #companionDx
— David Maizenberg (@biologypartners) June 29, 2016
@Mahmissa Only explanation I can offer is that run up trades into catalysts have become less reliable
— Stan D'Andrea (@stanleydandrea) June 29, 2016
@KSSMDPhD @Lin_ling_88 added $AUPH today. But surprised it hasn't moved much on 7 pts data which was darn good IMO
— Raj R (@rajramaswamy) June 29, 2016
Biotech translation for "The science is really interesting" = "I'm smarter than you, but I don't know how business works".
— Biotech, Beats & BBQ (@BiotechBbqBeats) June 30, 2016
Tweeting and rule breaking at conferences https://t.co/n0ugUzyP4a #hcsm cc @mtmdphd
— Miguel Perales M.D. (@DrMiguelPerales) June 30, 2016
$OPK acquiring $TTHI for $60M or $1.55 per share https://t.co/myOA4KM0yT #pharma #biotech
— Donna Young (@ScripDonnaDC) June 30, 2016
I love this quote from Califf: “We ought to pick the winners and make sure the losers don’t get out there too much" https://t.co/8rw1V2IELw
— Matthew Herper (@matthewherper) June 30, 2016
$AMPE + $GALE: a good week for some truth and justice in the biotech universe...
— Andy Biotech (@AndyBiotech) June 30, 2016
$XON trades 30% of $ZIOP royalties for $120M in preferred shares, which implies NPV of their program is only $400M. Terrible for $ZIOP.
— Adam Feuerstein (@adamfeuerstein) June 30, 2016
$MSTX..$.39 has been a classic catalyst trade from $.30 to $.45-.$.50 range. Gave specific timeline for July. Some traders leaving b4 data.
— Sheff (@SheffStation) June 30, 2016
FDA's Jenkins raising some big Qs on transparency and the meaningfulness of breakthrough therapy designation #DIA2016
— Zach Brennan (@ZacharyBrennan) June 30, 2016
$RLYP now over last weeks highs next spot is over 20.50 area for TL breakout
— DK1 (@canuck2usa) June 30, 2016
Many know Ernie Johnson from Sport TV. But not many know his story at home dealing with #DMD son $SRPT needed #espn https://t.co/4rwTuPDj8c
— Joe (@GantosJ) June 30, 2016
wow the current @TheLancetOncol - obinutuzumab, pembro, nivo, nivo/ipi, dabrafenib plus trametinib, you name ithttps://t.co/0LrCwtWQbU
— Paul D. Rennert (@PDRennert) June 30, 2016
@PearlF @JohnCendpts Midwest university towns, lots of talent to hire, cost of living low, just need to be close to a major airport
— David States (@statesdj) June 30, 2016
Sold the SRPT shares I bought on Monday at $19.22 today. Don't typically do that but 13% in 3 days.... Works.
— John Hall (@johnhallnj) June 30, 2016
$BLUE Going Well
— FonsieTrader (@FonsieTrader) June 30, 2016
Attn: Biotech peeps...@HumbleBioTrader got a few polls today
— Tom Wrigley (@WrigleyTom) June 30, 2016
Take a look, as he's a great contributor
He's making some trades w/your input
Rapastinel is IV. AV-101 is oral. $AGN paid $572M to get a weaker, less convenient drug than what $VTGN has right now.
— Jason Napodano, CFA (@JNapodano) June 30, 2016
Well that was unfortunate timing...lol.
— Festo (@Festo50) June 30, 2016
@fascination_bio @biotechnova I think it is clear that biotech is in the despondency stage. https://t.co/XVr8UXi1mc
— David Sobek (@dsobek) June 30, 2016
@FBosom @dsobek @23aloha @fascination_bio @biotechnova That's why so few are successful long term in investing :)
— Dan Smithey (@dan_smithey) June 30, 2016
One simple thing BioPharma can do to really put patients first? Blog.
— Ethan O. Perlstein (@eperlste) June 30, 2016
Blog about R&D in real-time. Blog about budgets, pricing and costs.
Remember when $ARNA was $MNKD before $MNKD was $MNKD?
— Adam Feuerstein (@adamfeuerstein) June 30, 2016
Fun times…
Sold $XNCR +45%, some $TSRO +62% (Lonnie Moulder bankable CEO) and $HTWR 92%
— 4th Quarter Capital (@4thQuarterCap) June 30, 2016
@23aloha I sat through a presentation on Tue that was mostly about cervical cancer. Walked away very angry at those who are against vaccine.
— Brad Loncar (@bradloncar) July 1, 2016
Humira approved for *tenth* FDA indication:https://t.co/MJWxBSM59Y $ABBV
— Roy Friedman (@DewDiligence) July 1, 2016
OraSure $OSUR, AbbVie $ABBV Terminate OraQuick HCV Rapid Antibody Test Agreement Early https://t.co/FOEkr7oZY4
— Streetinsider.com (@Street_Insider) July 1, 2016
JPM took $AXLN and $BIIB off their "Research Focus List" this morning
— Tyler (@TylerHCanalyst) July 1, 2016
Except for $JUNO (14,8%), $INO (16,6%) & $LBIO (16,6%), im so happy to see mainstream COs having less than 10% Short Float. Great news!
— Bursatil Biotech (@BursatilBiotech) July 1, 2016
$lpcn pane wasn't needed either. That went well. $PTIE
— DeadCatBill (@getbillasap) July 1, 2016
$exel a standout in recent beat down
— Boaty McBoatface (@srqstockpicker) July 1, 2016
$gbt big position accumulated below 17,16 and in 15's. added more $pgnx
— Pharm. D (@Pharmdca) July 1, 2016
Of all the bios to rebound after a crash, $GALE? Really? Broke as a joke and no pipeline. Hopefully shortable when playtime is over.
— Tony Friedman (@zzlangerhans) July 1, 2016
@tgtxdough @SheffStation @AF_biotech @HumbleBioTrader @super_trades $NBIX is near the top of my buyout lists. Pretty attractive target IMO
— BioHunter (@TheBio_Hunter) July 1, 2016
"Trading below cash" is an irrelevant comment for a biotech stock, as long as the Co is still staying the course on value destruction.
— Biotech, Beats & BBQ (@BiotechBbqBeats) July 1, 2016
Happy first day of q3 to all
— Boaty McBoatface (@srqstockpicker) July 1, 2016