Biotech "Tweets of the Week"
#CuresNow, #ForbesHealth, and #ASH16
(November 28-December 5, 2016)
Headlines - $ARWR $BLUE $FOLD $MYL $NVLS $REGN #ASH16 #CuresNow #ForbesHealth
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
21st Century Cures Act nears finish line #CuresNow
Here's my section-by-section explainer of what #CuresNow will change at FDA, w/ bckgrnd on what FDA has already done https://t.co/BCmG2WIcXQ
— Zach Brennan (@ZacharyBrennan) November 28, 2016
Just heard from a second source that the provisions weakening the Sunshine Act are out of the Cures bill. Viva transparency.
— Charles Ornstein (@charlesornstein) November 29, 2016
21st Century #Cures Act passes in the House with 392-Yes 26-No
— Andy Biotech (@AndyBiotech) November 30, 2016
Senate to to take procedural vote to end debate on 21st Century Cures Act Monday pm. Needs 60 votes.
— Chad Pergram (@ChadPergram) December 2, 2016
"I'll sign it as soon as it reaches my desk." President Obama from weekly address on 21CC.
— Ramsey Baghdadi (@Ramsey_Baghdadi) December 5, 2016
Amicus and Nivalis greet the week with setbacks $NVLS $FOLD
Two big bio-turkeys this evening : $NVLS & $FOLD
— Zachary Prensky (@Zackfoot) November 28, 2016
NVLS is a 'who cares' scenario.
FOLD at least has institutional owners.
Ouch.$IBB tomm?
Only word you need to see in the press release...however. $NVLS
— Brad Loncar (@bradloncar) November 28, 2016
$NVLS..#FAIL..all the different ways you can state that below...as in look out below! pic.twitter.com/MLr37qFiHs
— Sheff (@SheffStation) November 28, 2016
at 30m EV pre-data, certainly most anticipated this outcome $NVLS
— zach (@zbiotech) November 28, 2016
$FOLD data in 2019 and filing after that only on totality of data. Said would file in 2015. and with all this mgmt is revered
— j l (@bio_clouseau) November 28, 2016
$FOLD folding on FDA wanting new trial. They have 5.4 Qs cash runway as of Q3 update
— Red Acre Investments (@redacre) November 28, 2016
$NVLS downgraded to Neutral from Outperform at Baird. PT $3 from $29
— Bio Stocks™ (@BioStocks) November 29, 2016
Arrowhead hits "Ctrl-Alt-Delete" on RNAi pipeine $ARWR
Hot on the heels of a clinical hold, Arrowhead torches its clinical pipeline, slashes staff$ARWRhttps://t.co/UVPWuVgsNF
— John Carroll (@JohnCendpts) November 29, 2016
$ARWR news highlight that delivery still the key issue for RNAi even after so many yrs. A peek into the future for #CRISPR players?
— Andy Biotech (@AndyBiotech) November 29, 2016
and now $ARWR- well, the less said the better
— Vk (@biotechinvstr) November 29, 2016
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What a year for RNAi.
Regarding $ARWR's residual value with $AMGN's CV partnership. CV drug dev hard enough, a new tech will not make dev pathway easier.
— exMBB (@exMBB) November 29, 2016
RBC:" $ARWR Ctrl-Alt-Del reset for them; New Studies-take 18-24m and money and time and not worth it (makes sense)...TP Down to $2..."
— Tom Silver (@TomSilver39) November 30, 2016
Two "Start Here" conversations of the week
Clinical stage biotech is one of the biggest destructors of capital, yet most (myself included) are drawn to it. We're weird. $ARWR
— Cody (@codytrades) November 30, 2016
A quick, non-exhaustive list of 2016 biopharma data disappointments/blowups, failures, and setbacks $IBB $XBI pic.twitter.com/2kT3xUvac2
— Zack (@BioTerp) December 1, 2016
Drug pricing remains front and center at #ForbesHealth and elsewhere $MYL
.@PhRMA Bryant: We are talking about sticker prices/list prices that don't reflect actual drug costs, like $GILD #Sovaldi#ProHC #drugprices
— Donna Young (@DonnaYoungDC) November 29, 2016
My new piece on drug pricing under Trump Administration & $AGN enhanced Patient Assistance Programs: https://t.co/s6zk76y5at #SocialContract
— Brent Saunders (@brentlsaunders) December 1, 2016
$AGN's Saunders warns pharma shouldn't rest easy after Trump win. "The drug pricing issues is a populist issue," he says. #ForbesHealth
— Jessica Merrill (@Jessicaemerrill) December 1, 2016
4-fold price increases like $NVS Gleevec's are what we've gotta stop doing, $ESRX's Steve Miller says; value didn't change #ForbesHealth
— Meg Tirrell (@megtirrell) December 1, 2016
Does Japan system make biopharma more hungry on innovation while price hikes on old drugs in US just makes co lazy?https://t.co/bysQFzD4zM
— Andy Biotech (@AndyBiotech) December 1, 2016
Bresch says $MYL increased EpiPen access, @matthewherper cuts in, you're making money then off both volume and price #forbeshealth
— Lydia Ramsey (@lydiaramsey125) December 1, 2016
Mylan CEO Bresch Admits 'Full Responsibility' for EpiPen Price Hikes #ForbesHealth https://t.co/jRYKX6ON2x by @arleneweintraub
— Matthew Herper (@matthewherper) December 1, 2016
"Why don't people like you," Forbe's @matthewherper asks panel of pharma executive "all-stars." Great question.
— Jessica Merrill (@Jessicaemerrill) December 1, 2016
$REGN CEO: The real reason we're not liked: We've used price increases to cover up the gaps in innovation. That's just a fact.
— Zach Brennan (@ZacharyBrennan) December 1, 2016
#Forbeshealth. Body language says it all. #differenceofopinion regarding drug pricing. #understatement!! pic.twitter.com/28fBzofsSF
— Susan Bratton (@SusanBratton_1) December 1, 2016
Bluebird Bio warms up the crowd with pre-ASH myeloma data $BLUE
$BLUE sets a new benchmark for anti-BCMA CAR-T therapy. Via @EPVantage https://t.co/42Whtloc4v $KITE $CLLS $NVS $JUNO
— Jacob Plieth (@JacobPlieth) November 30, 2016
$BLUE $CELG T-Cell Therapy Eliminates Multiple Myeloma With Minimal Side Effects https://t.co/uuIgR5nkVF @adamfeuerstein
— Odi (@odibro) November 30, 2016
$BLUE +24% now.
— Schulz (@portefeuillefun) November 30, 2016
So, now I guess everyone now re-loves $BLUE Nick Leschly?
— Dr. Zoidberg (@psuvafan007) December 1, 2016
$BLUE uses Cy/FLu preconditioning - another pointer to JCAOR015 itself being the problem? $JUNO
— Red Acre Investments (@redacre) December 1, 2016
$BLUE bb2121 responses and time from infusion pic.twitter.com/BS8iH4JTiC
— zach (@zbiotech) December 1, 2016
Twitter Moment: American Society of Hematology (#ASH16) Highlights
A tip of the hat
We reached an important company milestone today: first revenue.
— Perlara PBC (@PerlaraPBC) November 28, 2016
Congrats to @Bicycle_tx, a fine member of the @atlasventure family of companies, on their deal with AZ. https://t.co/Zaxy5YBV8u
— Michael Gilman (@michael_gilman) December 1, 2016
@mceuen #ASH16 male scientists/professionals: try holding full clinical load, 5 papers, 3 grant apps, & breastfeed an infant 4x/day. try.
— Jonathan (@McEuen) December 1, 2016
On a personal note, want to give a shoutout to @BursatilBiotech. She flew from Argentina on her own dime to be here. That's passion.
— Brad Loncar (@bradloncar) December 4, 2016
We leave you with this
At an IO symposium on drug discovery in Munchen. Slide shown at break - hehe: pic.twitter.com/h3SpqvauDa
— Sally Church (@MaverickNY) November 28, 2016
Surprise cake from my aunt. Pretty neat. #thecell #BruceAlbertswouldbeproud #twitter https://t.co/OU0CZT5O0Y pic.twitter.com/3doTGPJwOQ
— Michael Torres, PhD (@Mykalt45) December 4, 2016
Today, we honor those who are leading the fight against HIV/AIDS. Because of them, an AIDS-free generation is now within our reach. pic.twitter.com/rKdM67bJO0
— President Obama (@POTUS) December 1, 2016