Сигналы
25
#1238
Альфа-оценка 3.0
A May MD
Инвестор в биотехнологии
Винрейт
44.0%
доходность
-12.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 янв
$134.85
-15.8%
Author discloses a large existing ABVX position, using options as leverage on top of it; ongoing long conviction implied by the position size and active management around it.
Author discloses a large existing ABVX position, using options as leverage on top of it; ongoing long conviction implied by the position size and active management around it.
Фарма и биотех
Лонг
14 янв
$36.09
+100.1%
Author discloses NKTR as their #1 largest current position, held through a binary event and added to after their initial pitch, signaling high personal conviction in the name.
Author discloses NKTR as their #1 largest current position, held through a binary event and added to after their initial pitch, signaling high personal conviction in the name.
Фарма и биотех
Лонг
05 фев
$43.83
+3.5%
Long NVO as FDA crackdown on HIMS compounded semaglutide removes a key competitive threat to Novo Nordisk's branded GLP-1 franchise; AH non-reaction suggests mispricing opportunity.
Long NVO as FDA crackdown on HIMS compounded semaglutide removes a key competitive threat to Novo Nordisk's branded GLP-1 franchise; AH non-reaction suggests mispricing opportunity.
GLP-1 / Ожирение
Шорт
04 фев
$24.50
-16.1%
Short HIMS as the author argues it has permanently damaged pharma relationships by operating outside legitimate channels, foreclosing a lucrative DTC/telehealth partnership model while competitor Ro gains ground by playing the long game with pharma.
Short HIMS as the author argues it has permanently damaged pharma relationships by operating outside legitimate channels, foreclosing a lucrative DTC/telehealth partnership model while competitor Ro gains ground by playing the long game with pharma.
GLP-1 / Ожирение
Шорт
09 янв
$10.24
-24.6%
Short NTLA — a physician argues the autopsy finding (sepsis from GI ulcer) is the expected terminal mechanism of liver failure, not exculpatory evidence; the Hy's Law hepatotoxicity signal remains intact, and NTLA's choice to disclose via 8-K rather than press release suggests deliberate opacity around a material safety liability.
Short NTLA — a physician argues the autopsy finding (sepsis from GI ulcer) is the expected terminal mechanism of liver failure, not exculpatory evidence; the Hy's Law hepatotoxicity signal remains intact, and NTLA's choice to disclose via 8-K rather than press release suggests deliberate opacity around a material safety liability.
Фарма и биотех
Лонг
06 фев
$1058.18
+9.5%
Buy Eli Lilly as the author initiates a long position today alongside NVO, paired against a HIMS short, expressing conviction in branded GLP-1 manufacturers over compounding pharmacy alternatives.
Buy Eli Lilly as the author initiates a long position today alongside NVO, paired against a HIMS short, expressing conviction in branded GLP-1 manufacturers over compounding pharmacy alternatives.
GLP-1 / Ожирение
Шорт
23 янв
$69.44
-94.5%
Short APGE ahead of an anticipated FDA black box warning on a treatment-related, genetically-defined adverse event — a black box label would materially impair commercial launch trajectory despite SNY's continued rollout.
Short APGE ahead of an anticipated FDA black box warning on a treatment-related, genetically-defined adverse event — a black box label would materially impair commercial launch trajectory despite SNY's continued rollout.
Фарма и биотех
Шорт
13 апр
$66.73
-32.6%
Fade SYRE's Phase 2a data release, as the study's open-label design without a placebo group makes the results unreliable compared to established blinded studies.
Fade SYRE's Phase 2a data release, as the study's open-label design without a placebo group makes the results unreliable compared to established blinded studies.
Фарма и биотех
Лонг
14 янв
$14.80
-87.7%
Buy TENX ahead of a heavily underappreciated 2026 binary data readout; author is currently long and expects to hold through the catalyst, which they believe the market has not yet priced in.
Buy TENX ahead of a heavily underappreciated 2026 binary data readout; author is currently long and expects to hold through the catalyst, which they believe the market has not yet priced in.
Фарма и биотех
Шорт
28 авг
$142.14
-6.8%
Short MRNA: the upsized $2.6B note offering is aggressively priced and likely becomes debt that must be repaid unless MRNA reaches a Regeneron-like valuation by maturity, favoring short sellers.
Фарма и биотех
Шорт
27 апр
$70.00
-31.6%
Short ORKA due to phase 2a data that merely matches existing therapies (Skyrizi, Bimzelx) while facing biosimilar competition and a $7B market cap that implies unjustified premium for a heavily served indication.
Short ORKA due to phase 2a data that merely matches existing therapies (Skyrizi, Bimzelx) while facing biosimilar competition and a $7B market cap that implies unjustified premium for a heavily served indication.
Фарма и биотех
Лонг
20 апр
$138.10
+18.3%
Go long biotech as massive cash generation from the GLP-1 boom enables large pharma companies to fund M&A and deals across the broader sector.
Go long biotech as massive cash generation from the GLP-1 boom enables large pharma companies to fund M&A and deals across the broader sector.
Тематические ETF
Шорт
01 сен
$9.96
+5.4%
Short ALMS because SLE failure leaves a cash-burning biomarker-selected P3 program, with $142M quarterly burn against $500M cash and oral psoriasis competition from Takeda and Icotyde structurally limiting its market.
Фарма и биотех
Шорт
22 июн
$21.78
+30.5%
Открывайте короткие позиции по MLTX, поскольку основной тезис о дифференциации эффективности — меньший размер молекулы, обеспечивающий превосходную эффективность по сравнению с Bimzelx — был эмпирически опровергнут результатами фазы 3 (одно исследование не достигло первичной конечной точки, другое не смогло превзойти препарат сравнения), что устраняет главный аргумент в пользу роста акций.
Открывайте короткие позиции по MLTX, поскольку основной тезис о дифференциации эффективности — меньший размер молекулы, обеспечивающий превосходную эффективность по сравнению с Bimzelx — был эмпирически опровергнут результатами фазы 3 (одно исследование не достигло первичной конечной точки, другое не смогло превзойти препарат сравнения), что устраняет главный аргумент в пользу роста акций.
Фарма и биотех
Лонг
20 июн
$91.15
+48.2%
Покупайте APGE благодаря конкурентному преимуществу в области биологических препаратов IL4/13 с увеличенным периодом полувыведения — автор (по-видимому, медицинский специалист/аналитик) утверждает, что APGE опережает конкурентов более чем на год в данном конкретном механизме, что является устойчивым отличием, отсутствующим в IL23.
Покупайте APGE благодаря конкурентному преимуществу в области биологических препаратов IL4/13 с увеличенным периодом полувыведения — автор (по-видимому, медицинский специалист/аналитик) утверждает, что APGE опережает конкурентов более чем на год в данном конкретном механизме, что является устойчивым отличием, отсутствующим в IL23.
Фарма и биотех
Показано 15 из 25 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У A May MD на Buzzberg отслеживается 25 торговых идей по 22 тикерам с января 2026. винрейт 44% по 25 оцененным сигналам, средняя доходность -12.0%. #1238 в рейтинге Buzzberg Alpha. Чаще всего покрывает: ABVX, NKTR, NVO.
