Biotech "Tweets of the Week"
Turning the calendar to 2017 and #JPM17
(January 3-7, 2017)
Headlines - $ALXN $AMGN $BIIB $HALO $IONS $NVS $REGN $SNY #JPM17 #BiotechShowcase
In the news - $AEZS $AGN $ARNA $CLVS $ITEK $LOXO $NBIX $OGXI $OTIC $PIRS $XXII $XBI $IBB $LABU
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
Look stem cells! Happy new year :) pic.twitter.com/bir7EgqWfM
— Science (@scienmag) December 22, 2016
Alexion delayed the 10-Q this long for that? $ALXN
Looking over #JPM17 schedule, $ALXN was placed in California West. Man, talk about kicking someone when they’re down.
— Adam Feuerstein (@adamfeuerstein) January 3, 2017
$ALXN Files 10Q, no restatement, and reaffirms guidance for 2016
— Shane Blackmon (@shaneblackmon) January 4, 2017
$ALXN 10-Q: "our senior management failed to set an appropriate Tone at the Top"https://t.co/nUirdQ5vZ9 pic.twitter.com/F9Im3lZAvb
— Andy Biotech (@AndyBiotech) January 4, 2017
$ALXN delayed their 10-Q by 2 months and canned mgmt because of something that impacts <1% of revenue? Are their lawyers that conservative?
— Maxim Jacobs, CFA (@MaxJacobsEdison) January 4, 2017
@matthewherper won't be surprised if $ALXN is next Valeant. Def there is smoke
— Raj R (@rajramaswamy) January 4, 2017
$ALXN is now up 9% from pre "scandal" levels and almost 30% from post "scandal" low
— Dan Rosenblum (@sharkbiotech) January 5, 2017
That is one serious bullish adjustment in Aug strikes $ALXN
— CR (@CashRocket) January 5, 2017
Halozyme pancreatic cancer data generates debate $HALO
$HALO up 21% pre-market as phase 2 trial meets goals in advanced pancreatic cancer https://t.co/ki0J6abuUr
— Meg Tirrell (@megtirrell) January 5, 2017
$HALO pII PR reminds me a bit of $INCY jakafi pancreatic cancer pII data and we all know how that turned out
— zach (@zbiotech) January 5, 2017
$HALO data missing from today PR:
— Andy Biotech (@AndyBiotech) January 5, 2017
1. How many pts in HA-high subgroup?
2. What's the HR in HA-high? need <0.59
3. What's PFS for all pts?
If this is the best $HALO has got am REALLY worried about its Ph 3 in #PancreaticCancer
— Anirban Maitra (@Aiims1742) January 5, 2017
A: FOLFIRINOX OS = 11mo
B: Does HA status matter? pic.twitter.com/ybazKuIJw1
For what purpose? A few minutes where your stock price surges in the pre-market? Is that worth it, $HALO?
— Adam Feuerstein (@adamfeuerstein) January 5, 2017
$HALO Good luck with the Ph3 if this is the "strongest" evidence you've got from a Ph2 OPEN-LABEL study... pic.twitter.com/KyBt2zPgwT
— Andy Biotech (@AndyBiotech) January 5, 2017
@Sport234a @AndyBiotech the drug may be a zero but HALO isnt
— Dan Rosenblum (@sharkbiotech) January 5, 2017
$HALO presentation slides, please read all before tweet
— Pierre Bedard (@PRB51) January 5, 2017
again P2 data in one of the worst cancerhttps://t.co/dtQ473AuaF
Last word on $HALO: Impressive display of power/strength of bio-twitter to analyze data in real time. @zbiotech @AndyBiotech @bio_clouseau
— Adam Feuerstein (@adamfeuerstein) January 5, 2017
Wells Fargo $HALO Analyst Jim Birchenough MD maintains $30-$34 valuation on $HALO post 202 data- says it's most supportive of P3 he's seen.
— fezziwig2008 (@fezziwig2008) January 6, 2017
Amgen wins unexpected PCSK9 legal ruling $AMGN $REGN $SNY
*AMGEN WINS BAN ON SANOFI’S SALES OF PRALUENT CHOLESTEROL DRUG $AMGN $REGN
— zach (@zbiotech) January 5, 2017
Watch $AMGN raise the price of Repatha…
— Adam Feuerstein (@adamfeuerstein) January 5, 2017
They wouldn’t do that, right?
Now Amgen has all the ginormous Repatha/Praluent sales to itself. Uge.
— Charley Grant (@CGrantWSJ) January 5, 2017
$REGN $SNY presumably will file for emergency stay to postpone in conjunction with an appeal, which usually takes one year. $AMGN #PCSK9
— Andy Biotech (@AndyBiotech) January 5, 2017
@matthewherper @jsherkow Question I have is does this also apply to other PCSK-9 like $LLY's? Was patent factor in $PFE decison to terminate
— Simon L (@SnupSnus) January 5, 2017
$MRK's asking Court 2take Sovaldi/Harvoni off market would've been unthinkable from public-health standpoint. Asking4 ONLY $ was right move. https://t.co/gI7lri55ef
— Roy Friedman (@DewDiligence) January 6, 2017
Just got done reading the $AMGN $SNY $REGN injunction. I am shocked. 1/15 #patents #biotech h/t @megtirrell
— Jacob S. Sherkow (@jsherkow) January 6, 2017
@matthewherper Ha - I've always heard "law firm with fermenters"
— Year of Glad (@pemulisking) January 6, 2017
$REGN down 5.8% on court-ordered halt (in 30 days) on Praluent cholesterol drug sales due to $AMGN patent infringement; appeal planned
— Meg Tirrell (@megtirrell) January 6, 2017
Thanks to @RESachs @DewDiligence @jsherkow and bio-Twitter for all the help on this piece! https://t.co/tv4KsZCeJ6 $AMGN $REGN
— Matthew Herper (@matthewherper) January 6, 2017
Ionis caps off flurry of news with another partnership $IONS $BIIB $NVS
Slide for $IONS pipeline update indicate they are dumping IONS-DMPK; maybe moving forward with new formulation. More details on call. pic.twitter.com/pNFi2FjQZL
— DM1Research (@DM1research) January 5, 2017
$IONS R&D Day
— Andy Biotech (@AndyBiotech) January 5, 2017
- DMPK Fail
- No Bayer opt-in on FXI
All they got for you -- more "generally well tolerated" BS and some obnoxious p-value pic.twitter.com/VXS733r3UI
$IONS Notes on Pipeline Update CC: https://t.co/2MElbcpmPi
— Clark H (@Clarksterh) January 5, 2017
$IONS- yes, vola cruising towards approval (see pancreatitis data). in drug development invest, focus on positives. lots of shots on goal
— Dirk Haussecker (@RNAiAnalyst) January 5, 2017
Families Fret As Insurers Mull Biogen’s $750K Spine Disease Drug https://t.co/mOIwribFcW $BIIB $IONS
— Ben Fidler (@BentheFidler) January 6, 2017
$NVS adds to its #cardio pipeline with $1.65B $IONS pact https://t.co/oTvttkDWIr #biotech by @JohnCendpts
— Endpoints News (@endpts) January 6, 2017
@BiotechHack I give $IONS credit for sticking with what works. They do this well.
— Adam Feuerstein (@adamfeuerstein) January 6, 2017
"Start Here" conversation of the week
"Who's zoomin' who?"
Biopharma companies sometimes pretend (or lie) that the problem is the FDA, but it usually isn't: https://t.co/UKM6jIRP3h
— Derek Lowe (@Dereklowe) January 4, 2017
We need some "Biotech Red Flags" bingo cards for these mornings. Flashback to great links on the topic: https://t.co/gn21aHpUcV $HALO
— Andrew G. (@BioDueDiligence) January 5, 2017
@BursatilBiotech @Aiims1742 always be wary of the ghastly term “trend towards” it usually means not significant
— Sally Church (@MaverickNY) January 5, 2017
Hey @HansBishop1, I'm sorry to bother but it turns out that I'm still waiting on your answer about your stock sales $JUNO https://t.co/aXIt60cFOz
— Bursatil Biotech (@BursatilBiotech) January 5, 2017
$KBIO up 16% on "positive" FDA guidance. Company says meeting minutes are positive, so it must be true.
— Jacob Plieth (@JacobPlieth) January 5, 2017
As seen on the stream
Alright then, back to business
— Vk (@biotechinvstr) January 2, 2017
$AGN 2017 drug prices increases, per ISI’s Umer Raffat. @brentlsaunders is hugging that < 10% price hike social contract pretty tight. pic.twitter.com/HGeyABrlzy
— Adam Feuerstein (@adamfeuerstein) January 3, 2017
$CLVS $175M offering
— Bio Stocks™ (@BioStocks) January 3, 2017
@bradloncar So $ITEK blames placebo which was too good? I think rolling out a drug called 'placebo' is a trillion dollar business...
— Scrooge McDuck (@ScroogeCap) January 3, 2017
Moderna is presenting at JPM. You can bet that will be a packed room. @sbancel https://t.co/rySvtAjWGa
— Brad Loncar (@bradloncar) January 3, 2017
01/03/17 Biotech Price Movers:$AGRX$CBAY $ITEK $KIN $TENX
— BioPharmCatalyst (@crusadernz) January 3, 2017
Pipeline updates:$ARDX $DERM $EGRX $PLX $TCON $ZYNEhttps://t.co/TBQdZMqFfP
Kudos to @Advaxis leadership for actually buying their own stock in the public markets. Sadly a rarity among smallcap bios these days. $ADXS
— David Maizenberg (@biologypartners) January 4, 2017
~85% of biotechs green (or stable) again this morning on Euronext markets, nice global run for the sector everywhere in Europe
— Biotech Radar (@BiotechRadar) January 4, 2017
Congrats to Ron (@biotech1969) and @RaNA_Tx team on nifty deal with Shire. It's an RNA world, people. https://t.co/1PS0bKsvmP
— Michael Gilman (@michael_gilman) January 4, 2017
@BayAreaBiotechI IMO $GNMX could move like $CLCD. checks all the same boxes, parents and Drs want an option. off label adult market=$$
— ODNT (@OldDogNewTrixx) January 4, 2017
@sharkbiotech and it seems to me that $GILD has talked down IO as where they want to go. Seems they have always been more interested in TKI
— David Sobek (@dsobek) January 4, 2017
$IBB after reaching the Fibo 61.8% retracement line, bouncing again & breaking out 50MA, next 200MA & 275.40 weekly line, +ve MACD & RSI pic.twitter.com/AVOq6gkJY4
— Joe (@GantosJ) January 4, 2017
$AKAO - just an hr into open and vol already approaching daily avg.
— Raj R (@rajramaswamy) January 4, 2017
First time in a long time that $IBB hasn't gapped and crapped. It's a start...
— Biotech Supernova (@biotechnova) January 4, 2017
Under performing bio's catching some "January Effect" . $XBI $LABU.
— NYC Trader (@szaman) January 4, 2017
$nvta out from high 6's
— Pharm. D (@Pharmdca) January 4, 2017
$CEMP CRL and a $SGYP rally into NDA shakes up my top 5Bio at start of the year(by position):
— John Hall (@johnhallnj) January 4, 2017
1- $SRPT
2- $SGYP
3- $GILD
4- $CFRX
5- $CYTK
$IBB lost 18% in first ten trading days of 2016
— Dan Rosenblum (@sharkbiotech) January 4, 2017
up almost 5% in first two this year
$FPRX & $BMY Extend Research Term in Collab. to Discover Novel I/O Therapies for Three Immune Checkpoint Pathways https://t.co/bKPIyWjIuM
— Odi (@odibro) January 4, 2017
$ARNA sells Belviq to Eisai for $23M in cash and $80M in “potential cost relief.”
— Adam Feuerstein (@adamfeuerstein) January 4, 2017
And that’s it…. Goodbye, Belviq.
@23aloha @adamfeuerstein Thankfully, there's no more obesity, so it's obvious who was right.
— Nathan Sadeghi-Nejad (@natesadeghi) January 4, 2017
Surprise, surprise, the $LOXO pump is followed by a...stock offering. Who would have guessed?
— John Carroll (@JohnCendpts) January 4, 2017
2017 Top SMID cap themes & areas of investment: Gene Therapy $ABEO $AGTC $AVXS $BLUE $BMRN $BOLD $DMTX $ONCE $RGNX $SGMO $VYGR $QURE (RBC)
— Sheff (@SheffStation) January 4, 2017
Kind of always looked to fail but looks like $AEZS is going to be the #Biofail du jour... 2017 biofail scorecard already at 3.
— Jean Fonteneau (@JFinDallas) January 4, 2017
I've reached the point where I cross over from putting together my #JPM17 schedule to re-doing my entire #JPM17 schedule.
— Caroline Chen (@CarolineYLChen) January 4, 2017
ISI Buyside Survey
— Andy Biotech (@AndyBiotech) January 4, 2017
60% investors think biotech will outperform broad mkt in 2017
33% think twitter is the most significant political risk! pic.twitter.com/lRbyJhgDzp
This year webcasting the Q&A is the norm, not the exception. Great to see that! #JPM17 https://t.co/VnNeivfpJz
— Brad Loncar (@bradloncar) January 5, 2017
@bradloncar thanks in no small part to you. I remember when you first started agitating for universal webcasting of Q&As at that conference.
— David Maizenberg (@biologypartners) January 5, 2017
$AKAO updated presentation as of today. https://t.co/M5IF1Wq8JS
— Kaushik (@skaushi) January 5, 2017
Will 2017 Produce a Hearing Breakthrough? - via January 2017 @HearingJournal . Nice $GNVC / $NVS mention: https://t.co/7PqqPkYEXZ pic.twitter.com/jVXrofirxQ
— Daniel Ward (@danwardbio) January 5, 2017
$CTIC *CTI BIOPHARMA REMOVAL OF FULL CLINICAL HOLD ON PACRITINIB
— Vk (@biotechinvstr) January 5, 2017
$PIRS and Servier Forge Strategic Immuno-oncology Co-development Alliance https://t.co/bu85A6ZRU2
— Odi (@odibro) January 5, 2017
JEFF biotech Our top small-caps include $GNMX $ALDR $AMAG $DBVT $IMMU $RXDX $KPTI $RARX $TXMD $XENE large cap $CELG top pic. $CELG $ALXN
— dough (@tgtxdough) January 5, 2017
$OTIC p3 data look good - swimmer's ear sNDA to be filed 1H17 - another AOMT trial reading out in Q1
— Red Acre Investments (@redacre) January 5, 2017
$XXII - Looks like a "CRL" for its MRTP Application, but company making it seem like requests from FDA are readily addressable.
— BioNap (@JNapodano) January 5, 2017
An upstart jumps almost overnight from preclinical to PhI with a $35M Takeda deal and a buyout optionhttps://t.co/33b3b8frBu
— John Carroll (@JohnCendpts) January 5, 2017
27 SO without making crazy assumptions for the drug I think we can make 50 times our money in $GBT IF the drug works .
— Dan Rosenblum (@sharkbiotech) January 5, 2017
28 if GBT-440 fails, well, I lost $15 per share in a biotech. It would not be the first time.
— Dan Rosenblum (@sharkbiotech) January 5, 2017
For some companies, like $AEZS, cash is basically a liability, not an asset. □️
— Jake King (@FajaJake) January 5, 2017
Dynavax Restructures and Emphasizes Immuno-Oncology Program https://t.co/pZbnlnd1gg. $DVAX
— Schulz (@portefeuillefun) January 5, 2017
Out $DRNA at $3.03 avg from $2.85. Quick swing. Liberating cash for other ops.
— WhiteCoatMafia (@WhiteCoatMafia) January 5, 2017
$NBIX FDA cancels Psychopharmacologic Adcom. Priority Review of the NDA of INGREZZA is continuing as planned. Pdufa date 11 April 2017
— Odi (@odibro) January 5, 2017
$ILMN Grail plans to raise $1 billion in a series B and be spun out of $ILMN. $ILMN will own 20%. https://t.co/pf1cJklMsr
— Matthew Herper (@matthewherper) January 5, 2017
@dbsable An area where need does not match investment (like a lot of women's health).
— Mandy Jackson (@ScripMandy) January 5, 2017
$OGXI reverse merger with Achieve Life Science. $OGXI to get 25% of new company
— Shane Blackmon (@shaneblackmon) January 5, 2017
$GNVC up a solid 40% in the past few weeks. Decided to trim some at 3.68 and some at 4.28. Continuing to trail some as may keep running.
— Daniel Ward (@danwardbio) January 5, 2017
$REGN isn't far behind $AMGN's weight in $IBB so it will be interesting to see how tomorrow plays out.
— BioBounce.com (@BioBounce) January 5, 2017
$SRPT 29.52 (spec L setup, risky)
— Tom Wrigley (@WrigleyTom) January 5, 2017
rare close > 200d
presents Tue #JPM17
h/t @srqstockpicker (intraday mention)
watch for cont > P
~18% short pic.twitter.com/dmm8r2xPBs
Was there ever more biotech news in one day?
— Roy Friedman (@DewDiligence) January 6, 2017
Listen to Drs Brian Druker, Bruce Cheson @JohnPLeonardMD & Alexis Thompson at #ASH16 #LeuSM #Leonardlist #SickleCell https://t.co/Hk9MaRC9iH
— NovelTargets Podcast (@TargetsPodcast) January 6, 2017
Gilead tosses $100M milestone chip in its fast-growing gamble on new NASH drugs$GILD $AGN $JNJ https://t.co/7frBgBJF6i by @AKAarsalan
— Endpoints News (@endpts) January 6, 2017
Welcome Troy Cox as @FoundationATCG #CEO. I look forward to supporting Troy & #FMI to best of my ability.1st I'll get him a Twitter handle!
— Mike Pellini, MD (@MichaelPellini) January 6, 2017
@sfef84 some of these Biotechs have more lives than a cat. Nine is an understatement for this one! $ETRM
— Sheff (@SheffStation) January 6, 2017
everyone was banging on about embargoes, & I've seen perhaps 3 interesting news so far, one being $CTIC, so not that glorious either #JPM17
— Julia Skripka-Serry (@JuliaSkripkaSer) January 6, 2017
Congrats friends @Invitae on a great 2016 and projected doubling of volume in 2017. Love the continued aggressive growth.
— Adam Singer (@AdamSinger) January 6, 2017
$SAGE opts out of JPM webcast? umm....why?
— zach (@zbiotech) January 6, 2017
$BMY Opdivo trial suspensions "seem innocent," Evercore ISI's John Scotti says after speaking with co -- don't appear to be safety issues
— Meg Tirrell (@megtirrell) January 6, 2017
@Drchik23 $25 would be a joke tbh. I doubt $depo would consider anything short of $30. So........for now, the saga continues.
— Joe (@Drchik23) January 6, 2017
Top US Cancer Center (MD Anderson) Cuts 1000 Staff - 900 layoffs, 100 attrition. Doesn’t bode well for partners. https://t.co/raezRGb1Gn
— Helen Ong (@Lin_ling_88) January 6, 2017
Theranos is firing 41% of its workforce. https://t.co/qmZSd5Cu7o
— Caroline Chen (@CarolineYLChen) January 6, 2017
Onward to San Francisco! #JPM17
FYI JP Morgan Health Care Conference website is now up with schedulehttps://t.co/CkWsZ7qGd7
— Maurice (@MauriceOnTW) January 5, 2017
cc: @crusadernz
Full house: 220 guests RSVPd for the Tweetup Mon. night at #JPM17. Always a good crowd. https://t.co/oSp1cgenkM
— Luke Timmerman (@ldtimmerman) January 5, 2017