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The Biotech Investor's Resources

www.parallax.bio

The Biotech Investor's Resources

Use these to help make $XBI a better place

The Parallax View
Jan 18, 2022
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The Biotech Investor's Resources

www.parallax.bio

Happy 2022! In the spirit of Asian Century Stocks and Edwin Dorsey’s investor resource lists, we’re sharing out our biotech-focused resources that tackle both sci & biz, starting with the most obvious:

The Basic Five

  1. ClinicalTrials.gov - track the status & results of all US clinical trials

  2. BioPharmCatalyst - saves your sanity by tracking company-specific news & readouts; sign up for newsletter. subscription is well worth it.

  3. endpts.com - sign up for every newsletter to know whats up

  4. STAT - health-oriented must-read news

  5. Twitter - wallow in sorrow with the rest of the $XBI/biotwit community

Industry & Sci News

  • Fierce Biotech

  • Biopharma Dive

  • Cafe Pharma

  • Evaluate Vantage

  • Nature News (Deeper read)

  • Nature Cancer Immunotherapy (Deeper read)

Lists of Biotechs & Pharma Companies

  • All US NASDAQ/NYSE-listed biotechs, compiled by Parallax Bio here

    • Caveats (please make a copy for your own use!)

      • Updated as of Jan 1 2022 - will re-release every quarter due to IPOs & M&A

      • Google’s “marketcap” function is not the most accurate due to outdated # of outstanding shares, but still good enough

      • Marketcap parameters are not traditionally defined:

        • Nano cap: <$50M

        • Micro cap: $50M-300M

        • Small cap: $300M-1B (technically up to $2B)

        • ‘Smid’ Cap: $1-2B

        • Mid cap: $2B-10B

        • Large cap: $10B-40B

        • Mega cap: >$40B (technically >$200B)

  • Biopharmadive’s IPO performance tracker

  • For pharma (not 100% accurate as you go down the ranks)

Podcasts

  • The Readout Loud - Weekly Stat News podcast covering industry news

  • Lab Rats to Unicorns - New Chicago life science startup-focused interview podcast

  • First Rounders - Nature Biotech's long-running podcast featuring interviews with biotech veterans, founder PIs, and others from across the ecosystem 

  • The Long Run w/ Luke Timmerman - Interview podcast hosted by veteran biopharma reporter; one of our favs

  • BioCentury This Week - Interviews with KOLs and short-form commentary recaps

  • The Bio Report - With journalist Daniel Levine on the intersection of biotechnology with business, science, and policy

  • Benchtop Bios - Sci journalist Neil Canavan interviews execs and experts usually on a specific modality

  • Biotech 2050 - Like the above but exclusively 1:1 exec interviews

  • Biotech Clubhouse - Hosted by three biotech industry veterans on Sunday 4p EST

Biotech R&D-focused Blogs

  • blogs.sciencemag.org/pipeline/ - Derek Lowe is a veteran pharma researcher and blogger, hosting one of the longest running industry-focused blogs on the web. Deep dives on medicinal chemistry, the biopharma market, the practice of R&D, etc. Deep archives chronicling the history of the space.

  • practicalfragments.blogspot.com - Niche blog on fragment based drug discovery with regular coverage of publications in the field, new techniques, interesting chemical matter, etc. Edited by Dan Erlanson, VP of Discovery Chem at Frontier Medicines.

  • wavefunction.fieldofscience.com - Technical and philosophical musings on science, biopharma, drug discovery.

  • lifescivc.com - Bruce Booth, partner at Atlas Venture, blogs on all facets of early stage biotech; has more of an investing bent to it.

  • https://bionest.com/blog/ - by Bionest Partners, a lifesci consultancy

10 All-Star Biotech Twitter Ppl To Follow

  1. @MSollender - don’t mess with the corgi

  2. @HealthcareNinj1 - new kid on the block who does the work

  3. @paras_biotech - daily dose of figures, charts, and tables

  4. @PersimmonTI - longer tweet threads covering biotwit favs

  5. @brendan_49 - a breadth of musings across different mcaps

  6. @OxAnalyst - seemingly knows all clinical results at all times

  7. @bradloncar - biotech veteran + $CHNA/$CNCR founder

  8. @adamfeuerstein - what would biotwit be without Adam?

  9. @whatprobability - data sleuth with a sharp eye

  10. @parallaxbio - longform biotech deepdives ;)

6 Drug R&D/Med Chem Twitter Ppl to Follow

  1. @krhornberger - 2021 breakout Drug R&D Tweeter - Keith Hornberger, Senior Director of Med Chem at Arvinas, does extensive tweetorials on drug R&D and pharmacology concepts, useful for better understanding the properties that matter to improve a drug's shot at success. 

  2. @drughuntersite

  3. @chemical_probes

  4. @hartungingo

  5. @med_chemist

  6. @dragon38073853


Tools

Places to Find Sci Articles without an academic account

  • https://pubmed.ncbi.nlm.nih.gov/trending/

  • https://www.medrxiv.org/

  • https://www.biorxiv.org/

  • https://en.wikipedia.org/wiki/Sci-Hub

Patent Searches

  • EspaceNet

  • Google Patents

  • WIPO PatentScope

Industry Data

  • Biopharmguy - Resource for company data (mostly paywalled)

  • https://www.baybridgebio.com - Series A/B data (paywalled)

  • Or follow a bunch of biotwitter folks for a select stream (free)

KOL/Expert Calls

  • Slingshot Insights - paid calls with doctors/PhDs/experts


China Biotech-Centric Resources

Official WeChat accounts if you read Chinese:

  • 易企说17Talk

  • 医药魔方Info

  • 蹊之美股生物医药

  • Insight数据库

  • CPhI制药在线

Three China-Biotech ETFs (use these for ideas or to track):

$CHNA: China/HK focused biotech ETF

$CHB: Mainland China focused biotech ETF

HK.3069: HKEX focused biotech ETF

https://biopharmguy.com/links/company-by-location-china.php - Biopharm guy’s list of China biotechs (not comprehensive)

http://www.chinadrugtrials.org.cn/clinicaltrials.searchlist.dhtml - Chinese version of ClinicalTrials.gov


Other Occasional Resources for Scanning:

  • https://reddit.com/r/biotechplays

  • biotechbros.com - Podcast

  • https://breakingbiotech.com/ - Youtube

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The Biotech Investor's Resources

www.parallax.bio
1 Comment
Yuri
Writes Snippet Finance
Feb 2, 2022Liked by The Parallax View

Nice work putting this together! Thank you. Will be reposting on Snippet Finance. Last year I came across this post https://snippet.finance/biotech-guide/ - which has a lot of introductory stuff and a few more things to add to your list.

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