Biotech "Tweets of the Week"
End of Summer edition for a newsy Labor Day through 9/11 week
(September 7-11, 2015)
Featuring:
$ACRX $AKBA $AXON $BLUE $BMRN $ECYT $FLXN $GSK $ONCE $SRPT $THRX $TTPH #WCLC2015
Looking for past biotech highlights? Check out the Biotech Tweets of the Week archive.
$ECYT Vintafolide+docetaxel: OS HR=0.86, p=0.2136
Vintafolide mono vs docetaxel: OS 8.4 vs 8.8mo,HR=1.02
What a dud
http://t.co/AVVD94uf8q
— Andy Biotech (@AndyBiotech) September 7, 2015
Peter Thiel Backs Biotech “Unicorn” Fighting Cancer Stem Cells
http://t.co/nNbquwgaws
By @AntonioRegalado pic.twitter.com/sanBNw1CHq
— MIT Tech Review (@techreview) September 8, 2015
@scientre I think it's silly for silicon valley people to say things like "the Apple of biotech" as if biotech is not already innovative.
— Brad Loncar (@bradloncar) September 8, 2015
$BIIB enrolls first patient in phase 3 Alzheimer's trial; 2 identical studies to include 2,700 pts w early disease http://t.co/VGp5D0vJg2
— Meg Tirrell (@megtirrell) September 8, 2015
Looks like we don't need monkeys anymore to ascribe value to biotech...mice are good enough....
— NathanAaron (@NathanAhron) September 8, 2015
FDA: Do another study.
$ACRX: The studies we did already are enough.
FDA: Do another study.
$ACRX: But…
FDA: Do another study.
— Adam Feuerstein (@adamfeuerstein) September 8, 2015
@AndyBiotech @steveusdin1 gotta think $AZN got a good deal then
— Andrew G. (@BioDueDiligence) September 8, 2015
$GBT 52.70 (Some initiations/PT's)
Outperform, $94 -Wedbush
Outperform, $80 -Cowen
Overweight, $67 -Morgan Stanley
Neutral, $44 -Goldman
— Tom Wrigley (@WrigleyTom) September 8, 2015
invest or trade as you will, but don't confuse the two....equating stock under/outperformance to quality can be a risky proposition
— zach (@zbiotech) September 8, 2015
@biotechtoreador @zbiotech Kevin Tang is rich. He’s a genius. He’s rich and a genius. What else do you need to know about $LJPC?
— Adam Feuerstein (@adamfeuerstein) September 8, 2015
knowing the market will be higher in ten years doesnt feed my family
— Dan Rosenblum (@sharkbiotech) September 8, 2015
.@redacre It has been pretty much a tradition for Goldman to initiate at neutral for hot IPOs it lead: $MCRB $SAGE $GKOS $ATRA $FMI etc
— Andy Biotech (@AndyBiotech) September 8, 2015
Big question for $GSK watchers now: can Sir Andrew survive this latest failure? The board already had him on strike 2 $THRX
— Jacob Plieth (@JacobPlieth) September 8, 2015
@PharmDFoose Out at of $THRX at 13.90. Quick bounce worked nicely.
— Brice Foose (@PharmDFoose) September 8, 2015
$SPY $IBB $XBI Summer's over... giddy up folks
— BioBreakout (@BioBreakout) September 8, 2015
$EGRX quietly +44% from 8/24/15 low.
— Roy Friedman (@DewDiligence) September 8, 2015
Go $tril Always believed!!
— Festo (@Festo50) September 8, 2015
$TTPH Ph3 cUTI #FAIL... No wonder it took them so long to report data...
http://t.co/ip37CYUlhl
How far will this drop from $1.6B...
— Andy Biotech (@AndyBiotech) September 8, 2015
Your Tuesday biotech clinical trial scorecard:
$FLXN $TTPH $THRX Fail
$AKBA Win
— Adam Feuerstein (@adamfeuerstein) September 8, 2015
any $IBB biotwitter longs want to drown their sorrows over $TTPH with me in Cambridge MA area, i'll be one DM away
— Jonathan (@McEuen) September 8, 2015
$TTPH passed the ez trial (IV) failed the hard one (IV to oral); $CEMP, otoh,already passed the hard one (Oral), waiting on data for ez one.
— Phil Kobi (@PhilKobi) September 8, 2015
$PCRX sues FDA over communication around drug Exparel: http://t.co/GjSTBkA7hT
— Meg Tirrell (@megtirrell) September 8, 2015
biotech fun $TTPH pic.twitter.com/uAeN1a6rLy
— zach (@zbiotech) September 8, 2015
@tgtxdough Been there...$KBIO numbed me & $MEIP crushed me:) I still have neuropathic pain in my trading fingers from it. It too shall pass!
— Sheff (@SheffStation) September 8, 2015
Best part of $FLXN PR is claim FX006 beat placebo for knee pain relief a weeks 1,2,3,4,5,6,7,8,9,10,11 & 13.
primary endpoint: week 12!
— Adam Feuerstein (@adamfeuerstein) September 8, 2015
Out TTPH +7%.
— BioBounce.com (@BioBounce) September 8, 2015
$ACRX's PR isn't surprising. We know sufentanil will work against placebo. Question is whether this co can ever commercialize these things.
— Brad Loncar (@bradloncar) September 9, 2015
$AKBA That director buying $3.5M worth of stock in April must be very happy now. Open label trial...
— Juan P. Serrate, DVM (@JPZaragoza1) September 9, 2015
Thank goodness for $AKBA yesterday...savior of sector sentiment after some of the notable fails: $TTPH $FLXN). (No position in any)
— Jason (@JasonHolman5) September 9, 2015
$MRNS Apparently FDA wants a 2nd trial prior to NDA submission. Unsure if that was previous guidance
— j l (@lomu_j) September 9, 2015
$OTIC Meniere's - still plans to do their two phase three trials in parallel. The second will start 1Q16. http://t.co/EfO7Y4pP2a
— Brad Loncar (@bradloncar) September 9, 2015
Memo to biotech CEOs and their flacks: Don’t describe your FDA meeting as “positive” or “successful” w/o full disclosure of mtg minutes.
— Adam Feuerstein (@adamfeuerstein) September 9, 2015
@adamfeuerstein
http://t.co/Aw8LvX2FRO pic.twitter.com/Mf5naTWeOn
— David Sable (@dbsable) September 9, 2015
So the $TTPH tell was lack of dose response in lead-in portion of the study, apparently.
— Jake King (@FajaJake) September 9, 2015
Inhaled Steriod (Breo), injectble Steriod ($FLXN), follow-on tetracycline ($TTPH) all fail Ph 3. Not novel "risky" MoAs, but costly failures
— Bruce Booth (@LifeSciVC) September 9, 2015
Any1 buying or selling a smid based on a sell-side yak just look @ all #yaks notes yesterday b4 $TTPH fail...
— shmittahcapital (@ymscapital) September 9, 2015
Interesting that $BMRN hasn't got an adcom notice for Drisa yet. 55 days notice? Ideally adcom about 6-8 weeks from PDUFA
— j l (@lomu_j) September 9, 2015
Buying the dip didn't work the last two months. Maybe buying the 10th straight dip will now pay off?
— Joshua B (@srqstockpicker) September 9, 2015
AKBA +84%
VTAE +29
ACRX +16
ASTI +15
VGGL +14
PLAY +10
TROV +10
CONN +9
YINN +7
ACI +6
TTPH -79%
ZQK -79
FLXN -30
AQXP -11
UVXY -10
MNKD -7
— Tom Wrigley (@WrigleyTom) September 9, 2015
Hello! @GileadSciences has filed a prospectus for a new bond issue---deal time getting close? http://t.co/kmmjXOTWgl
— Charley Grant (@CGrantWSJ) September 9, 2015
Congrats to who bought $FLXN after hours in 12-15 range now 21-22
— dough (@tgtxdough) September 9, 2015
@adamfeuerstein It is very cool. Remains to be seen if it will be useful and cool or just cool.
— Ethan Weiss (@ethanjweiss) September 9, 2015
This apple "news" is so stupid. I bet I only buy 1 of each thing they presented today. 2 max. $AAPL
— DeadCatBill (@getbillasap) September 9, 2015
$TTPH range was much tighter than I expected. I think breaks below 9 tomorrow, but grain of salt
— DeadCatBill (@getbillasap) September 9, 2015
$ONCE database lock
— zach (@zbiotech) September 9, 2015
No sign $TGTX wants partnership at this stage. It has $120M cash w ~$6-$10M/quarter burn. No rush. Let data mature, maximize value of assets
— Michael Goodman (@mikegoodma) September 9, 2015
Hey $sgen take that 400 million you raised as an upfront payment to $tril plz... we have several of your ex employees already
— Joshua B (@srqstockpicker) September 9, 2015
@PropThinker But it's "proprietary"? :) I agree, soft (malleable?) data will ensue. $ONCE Any parallels to DMD walking tests?
— Dr. Zoidberg (@psuvafan007) September 9, 2015
dear $ONCE pls tell us tomorrow whether data will be b4 or after 10/16 - k thx bye.
— Red Acre Investments (@redacre) September 9, 2015
@matthewherper @Sharma1981N Well Matt, you've got guts I give you that! You've gone out on a limb 2 defend so I'd better pay attention $AXON
— William Gerber (@WilliamGerber1) September 9, 2015
@sport234a This one is going to be brutal. Interesting to see this as the top issue for even republicans. http://t.co/PUCdKgCuiw
— Brad Loncar (@bradloncar) September 9, 2015
$ACRX So I went to a meeting this morning up 30%, I come back to my office down 5% after a successful Phase 3 trial?
— Stephen (@Chemistfrog) September 10, 2015
$DARA $APPY $CLDN low risk until news upside.
Please avoid/short names dealings w ramifications of cashless warrants: $AEZS $CAPN $GBSN etc.
— Daniel Ward (@danwardbio) September 10, 2015
Why so few companies focus on finding new CNS drug combos? Hope that single agent works like magic bullet disregards brain's complexity
— Alfredo Fontanini (@AF_biotech) September 10, 2015
@Mykalt45 The $SRPT's PDUFA date is 02/26/2016 (might be earlier too :) so it will be before the end of March 2016 & will receive the #PVR
— Joe (@GantosJ) September 10, 2015
All out of $MRNS +60.3%
— tiger (@tiger_shark5039) September 10, 2015
FDA Accepts First Digital Medicine NDA for Otsuka and Proteus Digital Health. $OTSKF http://t.co/LSEXB8uM9Q
— Bio Stocks™ (@BioStocks) September 10, 2015
I feel like Bart Simpson writing over and over on chalkboard: Why did I sell $fgen at 19.... over and over DOH
— Joshua B (@srqstockpicker) September 10, 2015
IBB triggered a potential uptrend yesterday. Add it to the list. $XBI $SBIO triggered last week. Just waiting on $SPY.
— BioBounce.com (@BioBounce) September 10, 2015
@zDonShimoda ahh the summer $BLUE's
— Shane Blackmon (@shaneblackmon) September 10, 2015
@rajramaswamy @DrSManian Don't consider this investment advice...but, do it.
— NSharma (@Sharma1981N) September 10, 2015
I know everyone loves dissecting insider sales but are generally not predictive. Are we really concerned Leschly "only" owns $31M of $BLUE?
— David Sobek (@dsobek) September 10, 2015
$RLYP is going to go nuts if $ZSPH takeout confirmed.
— S Manian (@DrSManian) September 10, 2015
@srqstockpicker atta boy.
— BioBounce.com (@BioBounce) September 10, 2015
Intel to End Sponsorship of Science Talent Search http://t.co/bX8RiA9cew
— Laura Strong (@scientre) September 10, 2015
Another thing I learned is that #biotech execs have not graduated to social media. Can't exchange Twitter handles yet. Need business cards.
— Michael Torres, PhD (@Mykalt45) September 10, 2015
FDA panel recommends not approving Purdue's opioid painkiller http://t.co/jFniKDXQwA via @Reuters
— Matthew Herper (@matthewherper) September 10, 2015
@23aloha @HumbleBioTrader Yea, that would be super.
— Brad Loncar (@bradloncar) September 10, 2015
11) #WCLC2015 had far more pts & advocates as important participants, along with health care professionals. Growing collaboration. #lcsm
— H. Jack West, MD (@JackWestMD) September 11, 2015
Here we go again... $TTPH COO sold 10k shares at $44.08 the day the stock blew up. Magic 10b5-1 plan!
— Shane Blackmon (@shaneblackmon) September 11, 2015
@zDonShimoda @ChetStedman5 @PropThinker @shaneblackmon Can I follow this 10b5-1 plan guy on Twitter? He seems 2b the best trader. Always. □
— Joe (@Drchik23) September 11, 2015
About those skyrocketing price increases by pharma >> No more insulin — diabetic woman benefits from cell transplant http://t.co/IPb9zrLtQx
— LifeSciencesMkt (@LifeSciencesMkt) September 11, 2015
Top Bios for me at the moment and subject of buys or adds this week are $RLYP, $MACK, (both w Oct PDUFA), $BDSI, $IDRA, $CEMP, $SRPT
— GoGoBio (@GoGoBio) September 11, 2015
Merck KGaA's decision to resubmit cladribine, the failure that triggered a massive reorg, has to say something about the reg. environment
— John Carroll (@JohnCFierce) September 11, 2015
$BIIB: Biogen Prices $6.0 Billion of Senior Unsecured Notes #MoreDeals http://t.co/dzc5Yrq7DD
— Helen Ong (@Lin_ling_88) September 11, 2015
When companies finance acquisitions with debt it's more likely they'll be interested in near term or current cash flow producing assets.
— happyycamperr (@happyycamperr) September 11, 2015
$COLL Collegium Halted Pre-Bell; FDA Committees to Discuss NDA for Pain Management Drug Oxycodone
— BioBreakout (@BioBreakout) September 11, 2015
BMO says actelion purchase of $ZSPH for $85-100 'not out of the question'...raises tgt $70 to $83, and the $RLYP spread widens
— zach (@zbiotech) September 11, 2015
$XBI split 3 for 1. Make it a little more liquid now
— Shane Blackmon (@shaneblackmon) September 11, 2015
Things looking real heavy here $$IWM $QQQ, but biotech $IBB $XBI strongest of the bunch holding well, been a good leading indicator lately..
— Jean Fonteneau (@JFinDallas) September 11, 2015
Biotech is up 4%+ for the week so far, and there is NFL on TV. September is so much better than August.
— Brad Loncar (@bradloncar) September 11, 2015
What a tribute on eve of 9/11 - rainbows in #NYC. More photos: http://t.co/EiM6z657hw image via @isardasorensen pic.twitter.com/G6wYsIxERN
— Capital Weather Gang (@capitalweather) September 11, 2015