@adamfeuerstein celgene? Most undervalued mega biotech on the market? I only play with options though— SAmitBhatt (@SamitBhatt) January 1, 2013
IDIX - my bet is -184 and the other G 'nuc' are dead, even allowed by FDA, waste of money - play on NS5A and 7977 royalties— Sport234a2b (@Sport234a) January 1, 2013
@adamfeuerstein I share your healthy skepticism for Arena Pharmaceuticals but I predict their launch of Belviq will not be a disaster.— Matthew C. MacIsaac (@macissm) January 1, 2013
@adamfeuerstein $AMRN no b/o but partnership deal. $VICL primary endpoint misses but overall survival data +. $SRPT accelerated approval.— Bobby Shea (@robertcshea) January 1, 2013
@adamfeuerstein prediction part 1:Buyside continues to dabble in crossover investing in private biotech, but...— k bosley (@ksbosley) January 1, 2013
@adamfeuerstein part 2: ...starting to feel tension re post$ valuations on their private investments vs wanting to still keep IPO val'ns low— k bosley (@ksbosley) January 1, 2013
@adamfeuerstein More partnering w/ patient-led venture philanthropy for rare diseases. Hopefully Pharma won't just exploit as cheap funding.— Oli Rayner (@oli_rayner) January 1, 2013
@adamfeuerstein big year for $OPK diagnostics platforms— Raymond Gachette (@raygachette) January 1, 2013
@adamfeuerstein $NAVB will be approved and will be SOC replacing blue dye, for most part, by end of year. Cardinal will buy out.— Tobin Michael (@TobinMichael1) January 1, 2013
@adamfeuerstein $ECYT conditional EU approval bullish tubulysin data late 2013. $AFFY Omontys will continue to gain traction.— Olddogwithnewtrix (@olddoggnewtrix) January 1, 2013
@kokurasluck @adamfeuerstein happy new year guys.My prediction is obvious, but I will add, strength of data will shock investor world. $CLSN— Siavoche (@Magicsia) January 1, 2013
@adamfeuerstein I predict $clsn fails but true believers like @magicsia never give up the dream— Stock Jock (@hedgeorbehedged) January 1, 2013
@adamfeuerstein CELG will finally break out. Exorbinant drug pricing and fraud and abuse in the health care system wil come to prominence.— William A. Wolkstein (@medtechmd) January 1, 2013
@adamfeuerstein prediction both ARNA and vvus fail miserably and their stocks trade for the cash on b.s. by yr end— Rafa (@coffee_junkies) January 1, 2013
@adamfeuerstein Envouraged by the positive performance of new IPOs, biotechs start reconsidering going public as a viable exit— Vikram Khanna (@VikramKhanna_) January 1, 2013
@adamfeuerstein I would look at $INCY value has not changed much since jakafi approved, data evolving from RA drug looking VG,maybe LLY acq?— Db (@hydrogenblimp) January 1, 2013
@adamfeuerstein .. and $arry & $cldx goes up from current levels maybe bought out andmy upset for theyear $rtrx does succeed in its p2— Joan Bar (@JoanBar2) January 1, 2013
@adamfeuerstein General: 2013 could be record year for sector M,P(partnerships)&A.— Mike Huckman (@MikeHuckman) January 1, 2013
@adamfeuerstein Two new options for MS patients with Lemtrada and BG12.Talon following Amarin &launching Marqibo alone.— gansubpodar (@gansubpodar) January 1, 2013
@adamfeuerstein $BMRN— Michael Scally (@michaelscally) January 1, 2013
@adamfeuerstein $SGMO hits one target after another,becoming the gene therapy platform of choice: lot of headache for many pharma firms— Ralph (@StuckInStock) January 1, 2013
@adamfeuerstein $PRAN and Alzheimer's / Huntington data in 2013.— nixon786 (@nixon786) January 1, 2013
@adamfeuerstein based on upcoming catalysts, I think it's possible, with multiple + data scenarios, $ANAC sees new highs in 2013— TheEscapeGroup (@TheEscapeGroup) January 1, 2013
@adamfeuerstein big year for srpt and Aegr. Srpt gets accelerated approval. Aegr gets emea approval. FDA rejects Isis.— Joe Smith (@zwerp2000) January 1, 2013
@adamfeuerstein on + side, I expect $ navb to get earlier approval for seek and finally make some meaningful progress on another compound— Joe Chik (@Drchik23) January 1, 2013
@adamfeuerstein on - side, $kerx gets closer to fading away. Even if results are good--btw where r they--drug loses out to competitors— Joe Chik (@Drchik23) January 1, 2013
@adamfeuerstein Xtandi peak sales estimates revised downwards in Q2/3 due to PrCa *treatment* market being smaller than originally thought— Vikram Khanna (@VikramKhanna_) January 1, 2013
@adamfeuerstein $BSX will continue to disappoint in 2013— David Bailey (@DavidBailey2012) January 1, 2013
@adamfeuerstein Lyxumia (Sanofi's GLP-1) gets approved in US.Big for Zealand Pharma.Insulin battle heats up with Tresiba from Novo.— gansubpodar (@gansubpodar) January 1, 2013
@adamfeuerstein $ONXX makes a big acquisition or gets acquired— Vikram Khanna (@VikramKhanna_) January 1, 2013
IMO, in 13, big caps bios underperform vs index, midcap inline w/mkt, most fun/riskiest/upside/downside bets all over the speculative names.— Sport234a2b (@Sport234a) January 1, 2013
@adamfeuerstein Serada gets positive AdCom vote and FDA approval.$DEPO.— happycamper (@happyycamperr) January 1, 2013
@adamfeuerstein In 2013, the ineffectiveness of FOBT for CRC screening will be made evident, and $EXAS will become "The Rule for theStool"— Phil Kobi (@PhilKobi) January 1, 2013
@adamfeuerstein HZNP will double from here...— Aric Best (@thegunnerab) January 1, 2013-- Reported by Adam Feuerstein in Boston. Follow @AdamFeuerstein
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