I've created an army of biotech skeptics on Twitter. #proud— Adam Feuerstein (@adamfeuerstein) August 28, 2013I meant what I tweeted Wednesday night. Sincerely. Instead of "skeptics" I could have said "independent thinkers." The high level of analysis and insight into biotech stocks being discussed on Twitter these days -- MannKind ( MNKD), Arena Pharma ( ARNA), Pharmacyclics ( PCYC), Celgene ( CELG), to name a few -- is surpassing anything you'll hear or read from the sell side and in many instances rivals buyside analysis. For a long time, Twitter was mainly the place for traders to keep tabs on hot stocks. Today, I'm seeing tweets from people expertly versed in deep fundamental analysis of clinical data and financial information. "Bio-Twitter" is maturing into an absolutely essentially investment resource.
$PRAN the rationale for HD trial is largely based on preclinical results on R6/2 mice, PBT2 is claimed to be second only to coenzymeQ10 1/2— Alfredo (@AF_trading) August 27, 2013Alfredo is a professor in neurobiology. Read his tweets and learn.
$MYGN more hurts -> Cigna to Become First US Health Insurer to Require Genetic Counseling Nationwide http://t.co/rglNUmtlfp— Andy Biotech (@AndyBiotech) August 29, 2013Andy 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.
$ASTX IR are full of it, nothing material about what they did. Its called premature ejaculation— Patrick Crutcher (@chasingthealpha) August 28, 2013Patrick 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.
$RIGL's new mission statement...'this was not the result we expected'— zach (@zbiotech) August 26, 2013Zach 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.
Simprevir +Sofosbuvir ±ribavirin 12w regimen has already seen 3/54 pntnts relapse within 4w of EoT; not great, IMO: http://t.co/jT6gKDVTB6— Roy Friedman (@DewDiligence) August 28, 2013Roy distrusts everything and everyone. It's why I love him.
$IMGN news is not new at all - license granted pursuant to the terms of an EXISTING Multi-Target agrmnt entered into by IMGN + $LLY in 2011— Ian Estepan (@ianestepan) August 28, 2013Ian 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.
Datapaloozza for $RNA $GSK b4 year end, $RNA lockup expiry is 12/25/13, low liquidity during data evts.. non-US dystro, US P2, non-US P3.— Sport234a2b (@Sport234a) August 28, 2013@sport234a2b loves to dig. Deep knowledge. Great researcher.
Onyx in the 90s was a pioneer of anti-cancer Rx viruses... Now bought by Amgen... which has leading anti-cancer virus program. Full circle.— Bruce Booth (@LifeSciVC) August 26, 2013Bruce 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.
$ARAY's new CEO has been there for almost exactly a year now...looks like he's starting to hit a stride. http://t.co/ruo1zyB8XA— Brad Loncar (@bradloncar) August 28, 2013I 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.
I am honestly shocked at the silence of the urology community on twitter and otherwise #samadigate @AmerUrological should issue statement— daviesbj (@daviesbj) August 29, 2013Dr. Ben Davies: Urologic Oncologist. Surgeon. Steelers fanatic. Braggart. Funny as hell.
Looks like it is another low volume sell of in $PCYC sort of day. Figured it would catch more of a bid if the market recovered.— David Sobek (@dsobek) August 28, 2013David Sobek is a contributor to TheStreet's biotech coverage for good reason.
$SGMO buys Ceregene for $1m upfront for patents apparently. Co was $CEGE spinout and has failed every clinical trial— Andrew G. (@BioDueDiligence) August 26, 2013Andrew 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.
'Gravity' research's whole short thesis in a nutshell seems to be 'what goes up, must come down'. Okay then. $RPTP— Vikram Khanna (@VikramKhanna_) August 29, 2013Vikram is a relatively new Twitter follow for me. I've been impressed so far.
$RGDO closes offering. Appears no investor interest in over-allotment of 925K shares http://t.co/wTWWHRWyV0— j l (@lomu_j) August 27, 2013JL lives inside SEC filings.
$GSK $RNA Drisapersen ph3 study is marked completed on Aug 23: http://t.co/qI8DOzz18i— JQ (@jq1234t) August 28, 2013JQ works in the bio-pharma industry. He knows where the bodies are buried.
$OREX DMC recommends Light study to continue.Interim analysis by Dec & potential resubmission of Contrave NDA by EOY. http://t.co/DsDu45cyXt— Bio Stocks (@BioStocks) August 27, 2013Following Bio Stocks is like having a direct connection to the Bloomberg 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. Follow @AdamFeuerstein