Biotech "Tweets of the Week"
Back to School, Back to Biotech
(September 12-16, 2016)
Headlines - $AERI $CELG $NVAX $SPPI $SRPT
In the News - $AGN $AGTC $AMRN $ARLZ $BLUE $CRBP $GERN $GILD $GLPG $HZNP $RNVC $RPTP $TSRO $VRTX $VTAE $XBI $IBB
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
Celgene releases IBD "data" $CELG
$CELG GED-301 data out; stock down 1.2% pre-market https://t.co/ZErBy7HLzg
— Meg Tirrell (@megtirrell) September 12, 2016
$CELG vaguest data PR in while... even placebo can have "a proportion of patients w/ endoscopic improvement"https://t.co/FkLVDJGGyk
— Andy Biotech (@AndyBiotech) September 12, 2016
@JPZaragoza1 @bradloncar @chasingthealpha they have been guiding to very vague PR for awhile. No one should be surprised at this.
— David Sobek (@dsobek) September 12, 2016
And if there had been a relationship between duration and response, $CELG would have said so
— Andrew G. (@BioDueDiligence) September 12, 2016
Celgene Data Offer A Rorschach Test To Wall Street $CELG https://t.co/3gG434fMxg
— Matthew Herper (@matthewherper) September 12, 2016
Sarepta takes a wild ride on something, everything, or nothing $SRPT
Seems like Ron Farkas is no longer at the @US_FDA cc $SRPT
— jenn mcnary (@jennmcnary) September 13, 2016
Worth pointing out $SRPT is $29 up 13% in AH's
— Shane Blackmon (@shaneblackmon) September 13, 2016
@BiotechBbqBeats Sarepta serpent stock cannot be tamed. You can only hope to ride it the right way.
— Adam Singer (@AdamSinger) September 13, 2016
a soap opera w/many twists & turns...awaiting the final outcome cannot drive the stake of anxiety any deeper for all those DMD affects $SRPT
— zach (@zbiotech) September 14, 2016
The FDA confirms that Sarepta nemesis Ronald Farkas has left the agency $SRPT https://t.co/VJ9frHGLDu
— ENDPOINTS (@endpts) September 14, 2016
I think this is the first day in almost 3 months $SRPT options sellers have a loss
— Dan Rosenblum (@sharkbiotech) September 14, 2016
Needham just raised $srpt PT from $26 to $47.
— Joe (@Drchik23) September 14, 2016
Jefferies saying to sell $SRPT , reit $7 price tgt, spoke to FDA regulatory expert , sees no change for approval
— Marc Lehman (@markflowchatter) September 14, 2016
Spectrum and Dr. Raj take their medicine at FDA panel $SPPI
$SPPI FDA Regulatory History slide cc @adamfeuerstein pic.twitter.com/eHQpik79ON
— SAC Tracker (@FDAadcomm) September 14, 2016
#ODAC biostatisticians tearing into $SPPI data package on #apaziquone
— Sue Sutter (@PinkSheetSutter) September 14, 2016
@BioRunUp They missed every endpoint. Over and over
— daviesbj (@daviesbj) September 14, 2016
VOTE: Has substantial evidence of a treatment effect for #apaziquone over placebo been demonstrated? $SPPI #Qapzola
— SAC Tracker (@FDAadcomm) September 14, 2016
0-Yes
14-No$SPPI
$SPPI, FDA and the Buried Truth about a Bladder Cancer Drug Meeting https://t.co/1PAmALHWoQ This keeps happening...
— Adam Feuerstein (@adamfeuerstein) September 16, 2016
@dbsable Maybe this will mistake will become moot if SEC and FDA start policing misleading biotech management teams. <not holding breath.>
— Adam Feuerstein (@adamfeuerstein) September 16, 2016
Aerie Pharma cashes in on positive glaucoma data $AERI
$AERI
— Tom Wrigley (@WrigleyTom) September 14, 2016
Aerie Pharmaceuticals: Roclatan(TM) Successfully Achieves Primary Efficacy Endpoint In Mercury 1 Study -Dow Jones
$AERI was semi-warning people that it would be ok to miss a timepoint so it's positive that they hit all 9.
— Brad Loncar (@bradloncar) September 14, 2016
$AERI +53% after hours
— PrecisionTrade365 (@BiotechMoney18) September 14, 2016
$AERI BOOM!!!! Core position, may this be the first of several for the rest of the year. Loving the market reaction, too!
— Keith Abrams (@DeepSouthDoctor) September 14, 2016
@odibro That didn't take long.
— Brad Loncar (@bradloncar) September 15, 2016
What I hear from $AERI fans is Rhopressa is just as poorly tolerated as other glaucoma drugs. Is that the effective marketing message?
— Adam Feuerstein (@adamfeuerstein) September 15, 2016
$AERI secondary priced $29.50/share
— Bio Stocks™ (@BioStocks) September 16, 2016
Up-sized by $25M
$AERI two offerings at once...50M ATM in a day wasn't enough so did a 75M RD as well...why not also issue a convert?
— zach (@zbiotech) September 16, 2016
Novavax plunges after RSV trial fails $NVAX
$NVAX wowza.. horrible results
— avidresearch (@avidresearch) September 15, 2016
$NVAX been around for 30 years and public for 20 with nothing but losses and failures to show for it yet somehow marketcap was > $2 bill.
— Dan Rosenblum (@sharkbiotech) September 15, 2016
$NVAX was seeing Heavy Put buying ALL month long. pic.twitter.com/KWBLtbpb3P
— S Manian (@DrSManian) September 15, 2016
biotech is hard. $NVAX
— Charley Grant (@CGrantWSJ) September 15, 2016
This. $NVAX trial involved 60 sites, 11,800+ patients. https://t.co/eBPycEeSxR
— Caroline Chen (@CarolineYLChen) September 15, 2016
@adamfeuerstein @megtirrell no no no, you can't start hyping a zika vaccine right after your stock went to 0 in 5 seconds
— healthnut (@brianhealthnut) September 15, 2016
Just leaving the dentist to see $NVAX news more painful than my filling. RSV vax trial failed P3 trials in older adults. Stock down 86% AH.
— Mandy Jackson (@ScripMandy) September 15, 2016
@redacre Vaccine development is for sadists.
— Dr. Zoidberg (@psuvafan007) September 16, 2016
.@adamfeuerstein @megtirrell Guess what $NVAX R&D chief had to say about the RSV attack rate 4 months ago? pic.twitter.com/iksq9JqGPz
— Jacob Plieth (@JacobPlieth) September 16, 2016
$NVAX PT lowered to $1 from $14 at Piper, to $1.50 from $12 at Citi.
— Bio Stocks™ (@BioStocks) September 16, 2016
How far is $NVAX going to fall from its 2.3B marketcap. The investor and analyst day will be awkward
— j l (@bio_clouseau) September 15, 2016
"Start Here" for the tweetstorm and the conversation that ensued
Warning: brief tweetstorm upcoming. On the topic of "don't trust your investors, they are out to screw you..."
— Michael Gilman (@michael_gilman) September 15, 2016
As seen on the stream
#Biotech Data Remaining in September$AERI Ph3$DPRX Ph3$ESPR Ph2$GNCA Ph2b$GWPH Ph3 LGS$KITE ZUMA-1$MSTX Ph3 SCD$NVAX Ph3
— Andy Biotech (@AndyBiotech) September 12, 2016
$HZNP buys $RpTP for $9.00 cash.
— Brad Loncar (@bradloncar) September 12, 2016
It's fitting that $HPTX and $RPTP ended up under the same roof. Companies were always on the same track.
— Brad Loncar (@bradloncar) September 12, 2016
$gern insufficient number met protocol defined efficacy. This is actually really bad
— Patrick Sikorski (@pharmacreep) September 12, 2016
$AMRN selling off due to "continue as planned" - company has been guiding this for ages - investors till get their hopes up ¯\_(ツ)_/¯
— Red Acre Investments (@redacre) September 12, 2016
$TSRO Receives FDA Fast Track Designation For Niraparib, Initiates Rolling NDA Submission
— Bio Stocks™ (@BioStocks) September 12, 2016
UChic Philipson says patients willingness to go bankrupt due 2 drug costs shows value of products. #drugprices
— Sarah Karlin-Smith (@SarahKarlin) September 12, 2016
Israeli startup lets paralyzed people stand again - on four wheels. By the founder of $RWLK https://t.co/uooCO8E8cP
— Odi (@odibro) September 12, 2016
University of Michigan to invest in Baker Brothers hedge fund
— Douglas Allan (@Dougallan1) September 12, 2016
Largest % Inc Short Int: $stem $imnp $amda $admp $aveo $ears $ptla $nvcn $evok $scln $cara $mrns $mdvn $nymx $eglt $arlz $aegr
— Joe (@Drchik23) September 13, 2016
Link 2 follow
Janney lowered $AGTC to sell with a $11FV. Can't blame them after last night's update. That was an entertaining press release.
— Brad Loncar (@bradloncar) September 13, 2016
Ego, ambition, and turmoil: Inside one of biotech’s most secretive startups https://t.co/s8KAHxW2HV
— Andrew Ryan (@bbioshock) September 13, 2016
@JPZaragoza1 @statnews I haven't seen their data so can't comment on the substance (aka. the steak). But the story certainly has sizzle.
— Bruce Booth (@LifeSciVC) September 13, 2016
At $3B and $2.7B respectively, believe this is the closest $JUNO and $KITE have been to valuation parity.
— Jake King (@FajaJake) September 13, 2016
$gild and Takeda could be going after same targets raising bids $xbi $ibb #billions
— Boaty McBoatface (@srqstockpicker) September 14, 2016
@abbynach agreed. I never know how much attention to pay to these things
— I.M.Opinion (@subset_member) September 14, 2016
Potential Silver Lining Of Pharma Price Pressure: More Biotech Deal-making? https://t.co/5orSBGT2ix
— Bruce Booth (@LifeSciVC) September 14, 2016
$VTAE Allergan to acquire Vitae Pharmaceuticals for $21.00 per share in cash. $VTAE closed at $8.10 yesterday!
— Chill Till (@ChillzTrading) September 14, 2016
Comparing $vtae price from 2 years ago seems foolish. $ibb is not going to $400 anytime soon folks.
— Festo (@Festo50) September 14, 2016
$VTAE +158% #Buyout #PreMarket $AGN
— Bursatil Biotech (@BursatilBiotech) September 14, 2016
Could there be another reason for $CRBP insider purchases beyond data anticipation, in this hot M&A environment? Just thinking aloud.
— Michael Torres, PhD (@Mykalt45) September 14, 2016
$ARLZ classic bear raid on PDUFA day!
— Shane Blackmon (@shaneblackmon) September 14, 2016
$VRTX acknowledges Orkambi "slowness to refill" trend in July-August
— Andrew G. (@BioDueDiligence) September 14, 2016
$VRTX WTF pic.twitter.com/SuNd2Xzq0t
— TradingFloor (@UTradingFloor) September 14, 2016
Hey a lady on a panel at last! RT @scientre: Here we go... #BioPharmAmerica https://t.co/iJNDY2cfjt
— Sally Church (@MaverickNY) September 14, 2016
DNA services are revealing biological relationships that once were cloaked in anonymity https://t.co/VHVbHgBSVg by @chrissyfarr
— Pily Modroño (@Pilymodrono) September 15, 2016
$ITEK from 30k to 400k+ volume in 15 mins...heavy buying
— Joel Thomson (@JSTBiotech) September 14, 2016
Most founders raising Series A are asking for too little $, says @bmgallagherjr. #BioPharmAmerica
— Steven Dickman (@cbtadvisors) September 14, 2016
VOTE: Based on the data…what would u recommend 4 $PFE #Chantix?
— SAC Tracker (@FDAadcomm) September 14, 2016
10-A Remove boxed warning RE neuropsychiatric events
4-B Modify
5-C Keep
@Jeddacath @medscape My take: nobody "understands" how it works; Hard to take; Cardiologists not ready to Rx DM drugs; Payer resistance?
— Ethan Weiss (@ethanjweiss) September 14, 2016
Biotech companies who pay dues to BIO, congratulations, here’s your dollars at work:https://t.co/gALdCqTymJ
— Arsalan Arif (@AKAarsalan) September 14, 2016
High volume and call activity on Euronext and Nasdaq for Galapagos. No news. GLPG $ABBV $GILD
— BioStockAddict (@BioStockAddict) September 15, 2016
Check out my first initiation report: Kiadis Pharma, a smart approach to HSCT https://t.co/NMki7tMcQP $KDS $BLCM $MLM @EdisonHealth
— Juan P. Serrate, DVM (@JPZaragoza1) September 15, 2016
@adar170 Sort of surprised that they don't have one around given that they seem to have a finger in just abt. every other type of asset.
— Max Nisen (@MaxNisen) September 15, 2016
@dereklowe Publish or perish vs. publish and perish
— Stan D'Andrea (@stanleydandrea) September 15, 2016
$ARLZ Aralez Pharma receives FDA approval for YOSPRAL
— BioBreakout (@BioBreakout) September 15, 2016
Holding combos here: both $clvs and $tsro plus $akba and $fgen let market decide which one will be big winner on acquisition front
— Pharm. D (@Pharmdca) September 15, 2016
@srqstockpicker $VTAE was at 7 or 8 bucks past few mos, then KaBoom! $TRIL has so much more under the hood - hoping it gets taken out at $22
— Michael Goodman (@mikegoodma) September 15, 2016
$CEMP - knocking at $25 :-)
— Raj R (@rajramaswamy) September 15, 2016
@zbiotech $AGIO $SAGE very well received secondaries Bodes well for $IBB $XBI moving forward??
— dough (@tgtxdough) September 15, 2016
Finished trimming $CHMA at $2.69 today. Plan to hold other half for ~$3.00+. Doubled $SGNL by averaging up with buy at $0.50, avg is $0.49
— Daniel Ward (@danwardbio) September 15, 2016
Agora writes a note on $ITEK yday, and now $ZIOP today, pushing shares of both companies up. How legit is this?
— Sasha Damouni Ellis (@SashaDamouni) September 15, 2016
$ACAD looks delicious here pic.twitter.com/Jsnzleqlzb
— CR (@CashRocket) September 15, 2016
Good day in My Stocks universe: $ARIA new High, $MSTX +17%, $AAPL +$3.5, $ACRX +11%, LXRX almost New High...
— Tom Silver (@TomSilver39) September 15, 2016
$BLUE: Sold Oct 80 calls at $2.40 - 2.45 over 1/4 of my holding. Order was filled immediately at "ask". More legs on this rally.
— Helen Ong (@Lin_ling_88) September 15, 2016
Here are the top 10 weightings in $IBB. Imagine if $GILD, $AMGN, $BIIB or $CELG start dishing out good news pic.twitter.com/xTT2X2dtof
— BioBounce.com (@BioBounce) September 15, 2016
@codytrades Thanks, this has been a monster, never expected this to work so well, was just betting on vol. expansion.
— Jean Fonteneau (@JFinDallas) September 15, 2016
Biotech movers 9/15:$ACRX $ACST $APPY $ARLZ $BLUE $CLCD $NVAX $NWBO $SGYP $TKAI
— BioPharmCatalyst (@crusadernz) September 15, 2016
Pipeline updates: $CARA $CLSNhttps://t.co/LOujqSHIl5
@prospern23 Sold some $SGYP too myself.. Looking to add a few $EGLT as well... $PTIE on watch ahead of #PDUFA as well..
— Gotham City Capital (@TravisMKnight) September 16, 2016
Enjoyed interviewing @InnatePharma CEO Dr Hervé Brailly yesterday while visiting Marseille @Immunopole & #CIML40 pic.twitter.com/XjOEAo7mRl
— Pieter Droppert (@3NT) September 16, 2016
My top 6 bios have substantive inflection catalysts in 4Q16; $MGNX $OMER $CEMP $PIRS $FGEN $PRTK ;4Q election keeps me a bit nervous, tho.
— Jason (@JasonHolman5) September 16, 2016
EMA CHMP Sep. Mtg highlightshttps://t.co/rT6e2Cjw2L
— Andy Biotech (@AndyBiotech) September 16, 2016
Positive opinions:$PFE Ibrance$LLY olaratumab$AMGN etelcalcetide$AAAP edotreotide
Valeant promised discounts on 2 vital drugs. Here's what really happened: https://t.co/fdcXempAw1 via @CynthiaLKoons @JaredSHopkins
— Zachary Tracer (@ZTracer) September 16, 2016
$GILD pricing $5B of debt (https://t.co/Vcau9JbzNM) suggests it's "likely close to one or several deals," Jefferies says
— Meg Tirrell (@megtirrell) September 16, 2016
@tgtxdough @bradloncar with $35B $GILD could buy $KPTI $HALO $ZIOP $TGTX $SGMO & a controlling interest in $CELG
— biotech 2050 (@Biotech2050) September 16, 2016
$CRBP an absolute beast. Stared at this for 2 weeks in February at $1 thinking about their upcoming 4th quarter. Buy and hold can be done.
— Brice Foose (@PharmDFoose) September 16, 2016
As of September 15, Baker Brothers raised their stake in $SGEN to 31.4%
— HumbleBioTrader (@HumbleBioTrader) September 16, 2016
Also massive positions in $INCY, $ACAD, $BLCM 18%
$RVNC —No news I'm aware of, but valuation dirt-cheap. I stand by this post (from June):https://t.co/AyjKF3wLEs@bradloncar
— Roy Friedman (@DewDiligence) September 16, 2016
There's a long and pricey distance to travel between a product "should already exist" in theory, and that thing actually existing in reality
— David Maizenberg (@biologypartners) September 16, 2016
"Mama, when I become a scientist, will you become a scientist again so we can work together?" Heart explodes.
— Lisa Jarvis (@lisamjarvis) September 12, 2016