Biotech "Tweets of the Week"
JP Morgan Healthcare Conference & Palooza #JPM17
(January 8-13, 2017)
Headlines - $ARIA $AXON $BMRN $EDIT $GILD $ILMN $JUNO $KITE $MACK $REGN $SRPT $VRTX $VRX #JPM17 $XBI $IBB $LABU
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
#JPM17 - Anticipation, sights and sounds
A journalist preps for #JPM17. Not pictured: a degree of skepticism. pic.twitter.com/JgsxOOgm9T
— Ron Leuty (@rleuty_biotech) January 8, 2017
see a lot of people using #JPM17
— Damian Garde (@damiangarde) January 8, 2017
please be mindful the official hashtag is #jpmorganhealthcareconferencetwothousandseventeen
thanks
What if this weather drama leading in to #JPM17 is the climax of #JPM17?
— Jake King (@FajaJake) January 8, 2017
The $1400 rooms at St. Francis 4Mon, 150 sq ft, reduced now 2 $1200 on Hotel Tonight. They're not budging on the Wifi, $14.95. #Jpm17
— Pearl Freier (@PearlF) January 8, 2017
A few shots of the calm before the storm at the St. Francis. pic.twitter.com/ZPL103bkIW
— Brad Loncar (@bradloncar) January 8, 2017
Look who I found at #JPM17. Yes..my good friend @TheBio_Hunter. Good conference thus far! pic.twitter.com/bvFd3q1Mbl
— Sheff (@SheffStation) January 9, 2017
Uber guy: She's smart, breaks news, seems really nice and down to earth. Me: 'Yeah, that's her in real life.' #JPM17 cc @megtirrell
— Luke Timmerman (@ldtimmerman) January 9, 2017
#JPM17 Tweetup is rockin pic.twitter.com/ULxSZ31uNr
— Dan Budwick (@DanBudwick) January 10, 2017
Just got invited to a #JPM17 dinner party that I'm told involves my blood getting drawn.
— Christina Farr (@chrissyfarr) January 10, 2017
Who says there are no women in venture capital? #JPM17 @nkjellson @paulinahill @CarolineYLChen @karaswisher @FortuneMPW pic.twitter.com/UiKAo3H7wM
— Daphne Zohar (@daphnezohar) January 11, 2017
Very glad I got to meet some of Twitter's finest like @tsullivan70 @bradloncar @JMac_SI @eperlste @chasingthealpha and @MaxJacobsEdison!
— Michael Torres, PhD (@Mykalt45) January 11, 2017
marinating in Anchor Steam post #JPM17 - early am flight to Boston.
— Paul D. Rennert (@PDRennert) January 12, 2017
big thx to everyone who made the week intense & fun - u know who u are!
#JPM17 - Recap of deals, news, and market reaction
$VRTX 2017 KALYDECO guidance $690~710M vs consensus of $753M
— Andy Biotech (@AndyBiotech) January 8, 2017
ORKAMBI guidance $1.1~1.3B vs consensus of $1.47Bhttps://t.co/GTToQeIRXJ
Getting to work on pipeline construction, new Ipsen CEO forges $1B deal to buy Merrimack’s struggling Onivydehttps://t.co/dWbxKVydyA
— John Carroll (@JohnCendpts) January 9, 2017
$BMRN BMN-270 Gene Therapy in #Hemophilia A updated data out https://t.co/qhUnSmXjsS #JPM17 pic.twitter.com/zn25PsK9Sw
— Andy Biotech (@AndyBiotech) January 9, 2017
$ACOR announces 2016 AMPYRA Net Sales and 2017 Financial Guidance at #JPM17 https://t.co/jHgXvEmpmA
— Odi (@odibro) January 9, 2017
So many press releases, such little information #JPM17
— Charley Grant (@CGrantWSJ) January 9, 2017
New CEO announcements this morning: $INSY, $IMMU, $NVTA
— Bio Stocks™ (@BioStocks) January 9, 2017
#Takeda to Acquire $ARIA Pharmaceuticals, Inc. for $24/share - $5.2B https://t.co/VKkHuDL32O
— Odi (@odibro) January 9, 2017
$PTCT Following "multiple interactions” w/ FDA, filing Translarna NDA in nonsense DMD "over protest” in Q1. #JPM17
— Adam Feuerstein (@adamfeuerstein) January 9, 2017
$ARIA and $MACK deals illustrate the scarcity of late stage/commercial assets. Larger companies desperate to plug revenue holes.
— Brad Loncar (@bradloncar) January 9, 2017
#JPM17 Movers$ARIA +74% Bought, $5.2B, $TKPYY$ASMB +6% Deal w $AGN$MACK +33% Onc. Assets to $IPSEY$MSTX +131% RM$PTN +15% Deal w $AMAG
— Daniel Ward (@danwardbio) January 9, 2017
looks like $CELG Q4 beat by 2 cents and revenue slightly lower $CELG guiding 2017 up $7.1-$7.25
— Dan Rosenblum (@sharkbiotech) January 9, 2017
revenue 13-13.4 billion
@CantonHOFfor88 to be realistic market doesn't like this deal at all and could be easily seen in stock performance today $mack
— Pharm. D (@Pharmdca) January 9, 2017
$KITE $50m upfront from Daiichi Sankyo
— Shane Blackmon (@shaneblackmon) January 9, 2017
$ILMN partnership with IBM's Watson to cut down interpretation of oncology tumor sequencing from weeks to minutes #JPM17
— Gautam Kollu (@gautamkollu) January 9, 2017
$ILMN up 16% in AH. $IBB 7th largest weight at 3.46%. Should help $IBB $BIB $UBIO tomorrow.
— BioBounce.com (@BioBounce) January 9, 2017
$vrx selling $dndn for $820M is impressive but meaningless. They got 3x more than it's worth probably but sdoesn't hardly help their debt.
— Joe (@Drchik23) January 10, 2017
Biotech Price Movers 01/09:$AMAG $ARIA $EGLT $ETRM $INCY $MSTX $NLNK
— BioPharmCatalyst (@crusadernz) January 10, 2017
Pipeline updates:
Too many to mention! #JPM17https://t.co/z5lcHlskix
$KITE and Fosun Pharma Establish Joint Venture in China to Develop and Commercialize Autologous T-Cell Therapies. https://t.co/2NwiW3pBgx
— Bio Stocks™ (@BioStocks) January 10, 2017
$GILD
— Tom Wrigley (@WrigleyTom) January 10, 2017
hearing ceo on Fast, CNBC tonight pic.twitter.com/GkqlL965zx
$VRX chalks another sale at #JPM17: CeraVe, AcneFree & AMBI to L'Oreal for $1.3B. Follows $820m $DNDN sale - CEO on @HalftimeReport today!
— Meg Tirrell (@megtirrell) January 10, 2017
Quite incredible premarket move by $MRK (+$4.9bn) & $BMY (-$3.3bn) on FDA Keytruda+chemo 1L NSCLC filing acceptance #JPM17
— Jacob Plieth (@JacobPlieth) January 11, 2017
$MACK..$3.28..near 52 wk lows. Getting trucked since their Monday news to start #JPM17. Has to be a bounce in there somewhere from here. pic.twitter.com/0RNxyn1RvG
— Sheff (@SheffStation) January 12, 2017
CS Highlights from #JPM17 $INCY $MRK $BMRN $SRPT
— dough (@tgtxdough) January 12, 2017
#JPM17 - Highlights from inside the presentation room
$CELG Pipeline #JPM17 pic.twitter.com/U6xjstyG86
— Tyler (@HCanalyst) January 9, 2017
$ALXN New CEO Brennan “tone at the top” is not to mention prior lack of good “tone.” No mention of exec departures/investigation #JPM17
— Adam Feuerstein (@adamfeuerstein) January 9, 2017
$NVS Jimenez says prices for later-stage assets or mid-sized bolt-ons are so high it's hard to add value. #JPM17
— Jessica Merrill (@Jessicaemerrill) January 9, 2017
redesigned $ILMN sequencing platform, novaseq, to "ONE DAY" allow $100 genome. what day
— Antonio Regalado (@antonioregalado) January 9, 2017
Can anyone actually say axicabtagene ciloleucel or tisagenlecleucel-T without stumbling? Let's hope the brand names will be slicker #jpm17
— Sally Church (@MaverickNY) January 9, 2017
$REGN CEO Len Schleifer was sitting in on $AMGN breakout session. He just walked out after Bradway answered ? about injunction. #JPM17
— Adam Feuerstein (@adamfeuerstein) January 9, 2017
$REGN CEO slams Amgen over patent litigation and PSCK9 injunction: "Is that putting patients first? You guys can think about that.'' #JPM17
— Doni Bloomfield (@DoniBloomfield) January 9, 2017
$nh: "this is truly precise medicine. Not precision. Precise." "100% of reports generate actionable information." #JPM17
— Matthew Herper (@matthewherper) January 10, 2017
Biden makes emotional appeal about the significance of another month of life. "That's the reality." Drugs can/should do more. #JPM17
— Mary Jo Laffler (@PinkSheetMaryJo) January 10, 2017
$SRPT Commercial launch in the US market pic.twitter.com/rILKCH19He
— Joe (@GantosJ) January 10, 2017
$SRPT Today: Single best investor conference presentation ever given by the company. Almost too much good news at once.
— beauregard (@beauregard2) January 10, 2017
Listening to Vivek's $AXON Axovant #JPM17 webcast, very nice, he is very good almost had me believe it's not complete bullshit for a second.
— Jean Fonteneau (@JFinDallas) January 10, 2017
$AXON Vivek's presentation is smart, full of self-deprecating good humor and refreshing - well done #JPM17
— Biotech Hack (@BiotechHack) January 10, 2017
in 8th month of launch and a notable lack of guidance/launch color for nuplazid in JPM presentation $ACAD
— zach (@zbiotech) January 10, 2017
Spilling into hallway 4 client @editasmed $EDIT #JPM17 presentation.Analyst Kasimov:"Clearly we needed a bigger rm" pic.twitter.com/lzUIIOisKN
— Mike Huckman (@MikeHuckman) January 11, 2017
$EDIT patent interference "like the way the PTO has framed the question.." Also, sounds like saying that Cpf1 is strong backup to Cas9.
— Dr. Zoidberg (@psuvafan007) January 11, 2017
Long-simmering drug pricing pot boils over
Milligan: The PBMs have created this system where there are enormous gross to nets, which works to their advantage. #JPM17 $gild
— Matthew Herper (@matthewherper) January 9, 2017
Regeneron CEO goes off at JPMorgan: Pharma sez 'we price drugs to their value. If that's true how come 6 months later they raise the price?'
— Joseph Walker (@joewalkerWSJ) January 9, 2017
ICER chief says the ultra-orphan/orphan space is a new focus of the pricing debate. #JPM17 @endpts pic.twitter.com/aTgC4zCmZe
— Brad Loncar (@bradloncar) January 10, 2017
Trump crushes drug stocks as he threatens to negotiate on pricing: https://t.co/s4nCBul4tL pic.twitter.com/tcL36vhOxL
— Drew Armstrong (@ArmstrongDrew) January 11, 2017
$ZIOP $SRPT $JUNO $BLUE after trump. #JPM17's effect just....gone. pic.twitter.com/FmDz0oXOkL
— Bursatil Biotech (@BursatilBiotech) January 11, 2017
Opportunity to buy here! Haven't bought all week w/ the #JPM17 conf euphoria but now it's time to hone in on some bargains! $IBB $XBI
— Sheff (@SheffStation) January 11, 2017
The mood at #JPM17 was pretty upbeat until this morning. Perhaps not so much now…
— Adam Feuerstein (@adamfeuerstein) January 11, 2017
Ultimately, we want same thing as PEOTUS 1) supportive enviro 4 innovation 2) pt access & affordability of Rx 3) smart people w good US jobs
— Brent Saunders (@brentlsaunders) January 11, 2017
To recap: Trump says on campaign trail he favors Rx price negotiation.
— Michael McCaughan (@RPMReportMike) January 11, 2017
Trump says in Time Man of the Year he favors price negotiation (1/2)
Trump says in press conference he favors Rx price negotiation. Conclusion: Trump favors price negotiation. Q: What does that change? (2/2)
— Michael McCaughan (@RPMReportMike) January 11, 2017
Accusing our industry of "getting away with murder" is not even close to the craziest thing the dude has done, but it feels pretty personal.
— Michael Gilman (@michael_gilman) January 11, 2017
The collective WTF from pharma - huddled together at the Westin in SF by the way - after Trump spoke is amazing https://t.co/JQIDvfABxn
— Anna Edney (@annaedney) January 12, 2017
“If anyone is walking away from the conference, thinking business as usual, that is a mistake,” Bresch said...ie repeated system abuser $MYL
— zach (@zbiotech) January 12, 2017
Insurers dropping coverage for Mylan's product in favor of $100 generic version from Impax. Market competition works, eventually. $MYL $IPXL
— David Maizenberg (@biologypartners) January 12, 2017
"Start Here" conversations of the week
Crowdsource: Who (drug company or person making news) impressed you the most at #JPM17 ?
— Adam Feuerstein (@adamfeuerstein) January 11, 2017
Crowdsource: what are the best things the drug industry has ever done? #JPM17
— Matthew Herper (@matthewherper) January 11, 2017
"Heard in the halls" at #JPM17
English to Japanese translation Rosetta Stone sold out at SFO kiosk #JPM17
— Boaty McBoatface (@srqstockpicker) January 10, 2017
Comment made in packed hotel elevator just now: "Corporate speed-dating day two is about to begin." #JPM17
— Mike Huckman (@MikeHuckman) January 10, 2017
"The gate is open and it won’t be closed again": Chinese investors at #jpm17 can't get enough of US Biotech https://t.co/Y7hGFVPw1Z
— Caroline Chen (@CarolineYLChen) January 10, 2017
I just dined near a lot of #JPM17 attendees. No one discussing saving lives. Everyone discussing making money.
— dave_latham (@dave_latham) January 11, 2017
Overheard in the #JPM17 hallway: If you're an investor dabbling in biotech, "today just told you why you should stay away, and keep away."
— Rebecca Robbins (@RebeccaDRobbins) January 11, 2017
@JohnTuckerPhD @zzlangerhans also lot of investor's money wasted to roll payroll even after co knows it's going nowhere.
— Raj R (@rajramaswamy) January 12, 2017
@BlacklistTrader Merck - with the Incyte news but then most especially the front-line combo filing.
— Brad Loncar (@bradloncar) January 13, 2017
A tip of the hat
The @endpts breakfast on pricing is starting. Credit to @JohnCendpts and @AKAarsalan for putting on a great event! pic.twitter.com/3mOHINIrUU
— Brad Loncar (@bradloncar) January 10, 2017
Quirky and proud! pic.twitter.com/2lda4ng7e9
— Ethan O. Perlstein (@eperlste) January 11, 2017
Go Luke! https://t.co/u5u5HE5yqM
— Dr. Zoidberg (@psuvafan007) January 12, 2017
We leave you with this
Nature wants 5 of your 7 children dead. It wants you dead by 50. Everything better than that is brought to you by science & technology
— David Frum (@davidfrum) January 10, 2017
We are trying to save lives, not extinguish them. And against very steep odds. Many easier ways to make a living. Like running dad's biz.
— Michael Gilman (@michael_gilman) January 11, 2017
#JPM17 in the rear view mirror, Gotham bound... pic.twitter.com/ZHMUaIvYBF
— CGB3 Beck (@princetongb) January 12, 2017