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Bio: Senior Writer at @statnews. I am the Night King of biotech. Data Are. I curse. Said one analyst: The likes of Adam Feuerstein attack viciously.

09:21 AM  10/21/17 reply  |  re-tweet

POLL: Based on Friday's peanut allergy vaccine data, assess $DBVT (Msgs, Twts) odds of winning FDA approval.

09:04 PM  10/20/17 reply  |  re-tweet

@bradloncar @DewDiligence So $AGEN (Msgs, Twts) can squander its other cash on an IO pipeline that goes nowhere.

05:57 PM  10/20/17 reply  |  re-tweet

A new peanut allergy vaccine failed in a trial, but the company wants it approved anyway $DBVT (Msgs, Twts)

04:55 PM  10/20/17 reply  |  re-tweet

RT @sharkbiotech: $AIMT (Msgs, Twts) ramping on the $DBVT (Msgs, Twts) news but $AIMT (Msgs, Twts) not without risk

04:53 PM  10/20/17 reply  |  re-tweet

But…. $DBVT (Msgs, Twts) is going to file a BLA anyway. Throwing themselves at mercy of Scott Gottlieb.

04:52 PM  10/20/17 reply  |  re-tweet

Friday night news drop, $DBVT (Msgs, Twts)? Really? Viaskin-plo response delta was 21%, stat sig but lower bound of confidence interval missed, so fail.

04:46 PM  10/20/17 reply  |  re-tweet

RT @AndyBiotech: $DBVT (Msgs, Twts) Ph3 PEPITES trial FAIL --> all eyes on $AIMT (Msgs, Twts)

03:46 PM  10/20/17 reply  |  re-tweet

$CELG (Msgs, Twts) lost 1 Kite Pharma in value today.

03:43 PM  10/20/17 reply  |  re-tweet

$CELG (Msgs, Twts) -11% heading into the close. Is that $11-12B in market value erased? Wow…

11:05 AM  10/20/17 reply  |  re-tweet

@sharkbiotech @jamesjwhelan 2020 guidance works… until it doesn’t. $CELG (Msgs, Twts)

09:38 AM  10/20/17 reply  |  re-tweet

RBC’s Brian Abrahams walks right up to the “clearing event” line on $CELG (Msgs, Twts).

07:50 AM  10/20/17 reply  |  re-tweet

$OMER (Msgs, Twts) presented a patient anecdote instead of real clinical trial data at a medical meeting. Still won’t answer questions.

07:16 AM  10/20/17 reply  |  re-tweet

@sharkbiotech Mongersen revenue is included in $CELG (Msgs, Twts)’s 2020 forecast. Simple math.

05:02 PM  10/19/17 reply  |  re-tweet

$CELG (Msgs, Twts) just lost a crucial drug for its revenue stream after a clinical trial blowup Mongersen kaboom.

04:35 PM  10/19/17 reply  |  re-tweet

This mongersen setback at $CELG (Msgs, Twts) is a total clearing event. No. Worries.

04:30 PM  10/19/17 reply  |  re-tweet

RT @BioRunUp: $CELG (Msgs, Twts) GED-0301 (mongersen) phase III REVOLVE trial (CD-002) in Crohn’s disease (CD) and extension trial (SUSTAIN, CD-004) wil…

04:30 PM  10/19/17 reply  |  re-tweet

RT @zbiotech: $CELG (Msgs, Twts) halted

02:30 PM  10/19/17 reply  |  re-tweet

$MNKD (Msgs, Twts) cultists love to accuse shorts of manipulating their stock, but this recent pump, $ raise, dump shows opposite more true.

01:40 PM  10/19/17 reply  |  re-tweet

RT @pharmalot: Cancer drug prices have been rising much, much faster than inflation.. #pharma #cancer $NVS (Msgs, Twts) #drugpri…

12:01 PM  10/19/17 reply  |  re-tweet

Working on figuring this out. Right now, updated data seem neutral or better to me, definitely not worse. $ONCS (Msgs, Twts)

07:59 AM  10/19/17 reply  |  re-tweet

It’s really hard to sell 6 cancer drugs and still lose money, but $SPPI (Msgs, Twts) manages to do it.

07:08 AM  10/19/17 reply  |  re-tweet

Behold the power of magical thinking: How a tiny lung cancer study sent $SPPI (Msgs, Twts) stock soaring

09:03 PM  10/18/17 reply  |  re-tweet

Dear sell-side analysts — “Say Yes to Yescarta” can no longer be used in your $GILD (Msgs, Twts) notes.

06:16 PM  10/18/17 reply  |  re-tweet

@d4ytrad3 $GILD (Msgs, Twts) is a $30B company by sales. It’s going to take awhile for Yescarta to contribute to that significantly.

06:10 PM  10/18/17 reply  |  re-tweet

Yescarta sales from initial approved indication will barely move the revenue needle at $GILD (Msgs, Twts). It’s already a very b…

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