ABVX Abivax SA American Depositary Shares Загрузка... : Бычьи и медвежьи мнения аналитиков

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13:43
02 сен
seedy19tron Трейдер в сфере биотехнологий, L/S
Author explicitly shorted more MRNA at $155 with 30% of portfolio.
Author explicitly shorted more MRNA at $155 with 30% of portfolio, while expressing excitement for NKTR, KOD, VERA and noting momentum shifts in other biotechs without clear directional calls.
ABVX
23:50
31 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
ABVX short puts better risk/reward
Position bullish in ABVX via short puts rather than long calls, seeing better risk/reward while trimming stock exposure.
ABVX
Сред.
16:49
31 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
ABVX M&A closer, no direction
Author says ABVX will resolve with time and sees M&A as closer rather than further; no explicit price direction given.
ABVX
Сред.
13:53
31 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
ABVX cheap even at $5B peak sales
Buy ABVX at current levels because even using a conservative $5B minimum peak sales estimate, shares look cheap on valuation.
ABVX
Сред.
16:08
26 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Author compares street vs retail biotech top lists and notes RVMD approval with pricing.
Author compares street vs retail biotech top lists and notes RVMD approval with pricing expectations, but frames all names as observational research rather than personal positions.
ABVX
Низ.
19:01
24 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
ABVX bottom is in after sentiment washout
Buy ABVX for a sentiment-washout bottom, citing prior biotech examples COGT, IMGN, and NKTR that rebounded after pessimism; possible recovery toward $130 or sideways, barring major macro deterioration.
ABVX
Сред.
13:41
23 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
ABVX largest position, bullish on M&A and Crohn's catalysts
Author maintains largest long position in ABVX, citing M&A probability as the primary near-term bull case and Crohn's disease data as the fundamental catalyst, while shifting some equity into options given a 25% divergence vs XBI since July.
ABVX
Сред.
18:37
22 авг
A May MD Инвестор в биотехнологии
Author defends their track record citing NKTR and ABVX as past 10x pitches.
Author defends their track record citing NKTR and ABVX as past 10x pitches, but this is retrospective defense, not a current position or forward call.
ABVX
16:22
22 авг
A May MD Инвестор в биотехнологии
The author defends their track record by citing two past 10x winners while disputing a critic's.
The author defends their track record by citing two past 10x winners while disputing a critic's fabricated example, but makes no current forward-looking trade calls.
ABVX
Низ.
13:23
21 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Consensus biotech longs round-trip as regrossing starts
Degrossing used these crowded biotech longs as the ATM to fund short covering; with regrossing already starting, gross rebuild should push these names back up as flows round-trip.
ABVX
Сред.
09:59
20 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Crowded longs will rebound after degrossing phase.
Expects crowded high-quality longs to catch a strong bid once hedge fund gross exposure rebuilds following the current degrossing phase.
ABVX
Сред.
23:38
19 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
The author lists speculative biotech catalysts and best ideas by therapeutic area.
The author lists speculative biotech catalysts and best ideas by therapeutic area as research/watchlist content, not explicit current positions or forward calls.
ABVX
23:36
19 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Top biotech picks across various therapeutic areas
Author lists these biotech names as their best ideas across various therapeutic areas with the sector near all-time highs.
ABVX
Сред.
22:22
18 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Author confirms holding Cytokinetics since 2024 and added at $82.80.
Author confirms holding Cytokinetics since 2024 and added at $82.80, while listing other long ideas and short candidates from a prior post without explicit current positioning.
ABVX
20:20
18 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
ABVX long: Crohn's ph2b drives 100-130% upside
Long ABVX for 100-130% upside within a year. The author, already a holder from single digits, sees Crohn's ph2b success as the key catalyst and accepts slower enrollment if it improves the readout; current fund max-allocation and buyer fatigue explain the stalled tape.
ABVX
Выс.
13:21
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Top specialists hold as core position
Author holds in their portfolio, emphasizing net additions and that top specialists hold it as a top-five position.
ABVX
Сред.
13:09
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Author shares a net conviction chart listing multiple biotech tickers without explicit position.
Author shares a net conviction chart listing multiple biotech tickers without explicit position language, so these are indexed as watch rather than directional calls.
ABVX
Низ.
13:00
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Highlights largest single-fund new positions.
Highlights largest single-fund new positions for Q2 2026, no directional view.
ABVX
Сред.
12:58
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Reports largest aggregate Q2 fund holdings
"Reports largest aggregate Q2 2026 holdings across 95 specialist funds based on 13F filings, no directional view."
ABVX
Сред.
12:53
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Reports widest ownership across specialist funds
"Reports widest Q2 2026 ownership across 95 specialist funds based on 13F filings, no directional view."
ABVX
Сред.
12:52
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Reports most closed positions across funds
"Reports most closed positions across specialist funds in Q2 2026 excluding M&A take-outs, no directional view."
ABVX
Сред.
12:50
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Reports most reduced positions across funds
"Reports most reduced positions across specialist funds in Q2 2026 excluding M&A take-outs, no directional view."
ABVX
Сред.
12:49
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Reports most added positions across funds
"Reports most added positions across specialist funds from Q1 to Q2 2026, no directional view."
ABVX
Сред.
12:31
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Notes large aggregate Q2 fund holdings
Notes the stock is among the largest aggregate Q2 holdings across 93 funds based on 13F filings.
ABVX
Сред.
12:12
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
The author lists battleground tickers without stating a position or directional view.
The author lists battleground tickers without stating a position or directional view, so they are indexed as watch only.
ABVX
Низ.
11:58
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Reports widest Q2 ownership among specialist funds
Reports the widest Q2 2026 ownership across 93 specialist funds based on 13F filings.
ABVX
Сред.
11:57
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Reports most closed positions by specialist funds
Reports the most closed positions by specialist funds in Q2 2026, excluding M&A takeouts.
ABVX
Сред.
11:53
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Reports most reduced positions by specialist funds
Reports the most reduced positions by specialist funds in Q2 2026, excluding M&A takeouts.
ABVX
Сред.
11:50
17 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
Reports most added positions by specialist funds
Reports the most added positions by specialist funds from Q1 to Q2 2026.
ABVX
Сред.
22:57
16 авг
seedy19tron Трейдер в сфере биотехнологий, L/S
The author expresses a confident bullish outlook on ABVX with a positive metaphor suggesting.
The author expresses a confident bullish outlook on ABVX with a positive metaphor suggesting upcoming gains.
ABVX

Об аналитическом покрытии ABVX

Buzzberg отслеживает ABVX (Abivax SA American Depositary Shares) в 11 источниках. Бычьих сигналов: 171, медвежьих: 0, от 11 аналитиков. Сентимент преимущественно бычий (52%). Всего отслеживается 326 торговых идей. За последние 7 дней: бычьих: 2, наблюдение: 2. Последние спикеры: seedy19tron, A May MD.