You know what they say -- adapt or die. Investment banks better quickly figure out a Twitter strategy because their research departments are becoming obsolete. Mutual funds and hedge fund managers who, for various reasons, either are Twitter-blocked or scoff at it, are already at a significant disadvantage. Ironically, retail investors, facing no compliance issues with Twitter, are actually benefiting more than a lot of Wall Street right now.
I have long hesitated to share a list of my favorite/essential biotech Twitter followers because, invariably, someone important is omitted and feelings get hurt. With that caveat, however, here are 16 people -- all non-journalists -- contributing fantastic analysis and information to the Twitter biotech stream. I learn something from these people almost every day. If you follow them, you'll benefit too.
Alfredo is a professor in neurobiology. Read his tweets and learn.
Andy is non-stop vacuum cleaner of biotech information. The man doesn't sleep. He sucks up essential biotech data and retweets it to everyone. For free.
Patrick wants to be as skeptical as I am, but c'mon, no one is going to out-cynic the king of all cynics! Co-founder of Chimera Research Group, which is an good example of how quality, independent biotech research is coming of age via Twitter.
Zach is a buyside health care analyst who straddles the worlds of fundamental analysis and trading. I'm endeared to his snark and contempt for sell-side B.S.
Roy distrusts everything and everyone. It's why I love him.
Ian is another buyside vanguard on Twitter. If you want to know what Wall Street is thinking, saying or doing about a biotech stock, Ian is the guy to follow.
@sport234a2b loves to dig. Deep knowledge. Great researcher.
Bruce is a Boston venture capitalist/rock star. He doesn't tweet enough, maybe inclusion on this list will prompt him to tweet more. Essential insight into private health care investing.
I appreciate Brad's optimism and his leadership on corporate governance issues. His long-term, fundamental approach to biotech investing is a welcome pushback against the short-term trading tide.
Dr. Ben Davies: Urologic Oncologist. Surgeon. Steelers fanatic. Braggart. Funny as hell.
David Sobek is a contributor to TheStreet's biotech coverage for good reason.
Andrew is always deep in the biotech conversation. Excellent source for background information and stays crazily up-to-date with a long list of biotech stocks.
Vikram is a relatively new Twitter follow for me. I've been impressed so far.
JL lives inside SEC filings.
JQ works in the bio-pharma industry. He knows where the bodies are buried.
Following Bio Stocks is like having a direct connection to the
newswire. I sometimes think he tweets headlines before they're even published.
That's my list. Yes, I left off some really good people so apologies. No offense intended. You should check out my
entire Twitter follow list
-- folks are on there for good reason.
-- Reported by Adam Feuerstein in Boston.