ORKA Oruka Therapeutics, Inc. Common Stock Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
13:09
17 авг
17 авг
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.
Низ.
13:00
17 авг
17 авг
Highlights largest single-fund new positions.
Highlights largest single-fund new positions for Q2 2026, no directional view.
Сред.
11:58
17 авг
17 авг
Reports widest Q2 ownership among specialist funds
Reports the widest Q2 2026 ownership across 93 specialist funds based on 13F filings.
Сред.
11:55
17 авг
17 авг
Reports most new positions by specialist funds
Reports the most new positions and fresh initiations by specialist funds in Q2 2026.
Сред.
12:51
24 июл
24 июл
Author argues SNY already has relevant assets and sees no reason to pursue SYRE or ORKA at high.
Author argues SNY already has relevant assets and sees no reason to pursue SYRE or ORKA at high cost, but does not state a personal position.
Низ.
15:13
22 июн
22 июн
Скептически отношусь к оценкам HLE mAb; возникают вопросы по поводу высоких цен на SYRE и ORKA.
Сред.
16:16
20 июн
20 июн
Спикер утверждает, что JNJ сосредоточена на другой цели для поглощения («Ico»), подразумевая.
Спикер утверждает, что JNJ сосредоточена на другой цели для поглощения («Ico»), подразумевая, что $ORKA не получит значимого предложения о слиянии или поглощении от JNJ.
Низ.
15:35
20 июн
20 июн
Автор задается вопросом, кто стал бы покупать ORKA или SYRE.
Автор задается вопросом, кто стал бы покупать ORKA или SYRE, учитывая наличие у ABBV препарата IL-23 с увеличенным периодом полувыведения, что подразумевает конкурентный риск, но не содержит четкой позиции или прогноза.
Низ.
13:38
19 мая
19 мая
Buy SYRE, ORKA, and APGE as the triple combination appears undervalued relative to alternatives.
Buy SYRE, ORKA, and APGE as the triple combination appears undervalued relative to alternatives, with potential upside from oncology inclusion.
Выс.
12:41
19 мая
19 мая
Avoid SYRE, ORKA, and APGE due to overvaluation vs.
Avoid SYRE, ORKA, and APGE due to overvaluation vs. a private competitor with superior bispecific platform, broader pipeline, and lower trial risk; the author questions the durability of their clinical data and rationale for separate companies.
Выс.
16:10
07 мая
07 мая
The tweet lists four biotech tickers with no directional commentary or forward-looking thesis.
The tweet lists four biotech tickers with no directional commentary or forward-looking thesis, merely sharing a link without expressing a bullish or bearish view.
Выс.
23:51
01 мая
01 мая
Adam May highlights his successful short call on ORKA.
Adam May highlights his successful short call on ORKA, which is down 40% since his premarket tweet, reinforcing his bearish stance against the stock.
Выс.
18:07
01 мая
01 мая
Adam May notes ORKA dropped 30% from Monday's high and links to SYRE.
Adam May notes ORKA dropped 30% from Monday's high and links to SYRE, but provides no forward-looking opinion or trade thesis.
Выс.
16:43
29 апр
29 апр
Bearish view on ORKA on ABBV's advancing extended half-life IL23.
Bearish view on ORKA on ABBV's advancing extended half-life IL23, adding another competitor that reduces ORKA's market opportunity in a crowded space.
Выс.
10:57
29 апр
29 апр
Bearish view on ORKA as a me-too psoriasis drug with no meaningful innovation.
Bearish view on ORKA as a me-too psoriasis drug with no meaningful innovation; high valuation ($6B) relies on broken payor system and is unsustainable long-term.
Выс.
01:14
29 апр
29 апр
Bearish view on ORKA at current valuation because its $6B market cap at Phase 2a implies peak.
Bearish view on ORKA at current valuation because its $6B market cap at Phase 2a implies peak sales exceeding Bimzelx (~$3B), an absurd premium for an unproven asset with no near-term revenue.
Выс.
23:51
28 апр
28 апр
Avoid ORKA and SYRE because recent data readouts only confirmed expected results after stocks.
Avoid ORKA and SYRE because recent data readouts only confirmed expected results after stocks already rallied >100%, indicating no new catalyst and potential overvaluation.
Выс.
13:42
28 апр
28 апр
Short/avoid ORKA, APGE, and NTLA; bullish survey data is flawed because it ignores generic.
Short/avoid ORKA, APGE, and NTLA; bullish survey data is flawed because it ignores generic competition that will erode the advantage of sparser dosing.
Выс.
21:41
27 апр
27 апр
The author argues that chronic disease drugs going generic will be far cheaper than NTLA's.
The author argues that chronic disease drugs going generic will be far cheaper than NTLA's expensive gene therapy, undermining its value while criticizing Big Pharma profit motives.
Выс.
18:16
27 апр
27 апр
Bearish view on ORKA due to me-too efficacy, intense biosimilar competition.
Bearish view on ORKA due to me-too efficacy, intense biosimilar competition, limited psoriasis TAM, and a market cap implying >2.5x peak sales at P2a—fundamentally unjustified versus comps like Bimzelx.
Выс.
18:11
27 апр
27 апр
Bearish view on ORKA due to me-too IL-23 psoriasis drug facing entrenched branded.
Bearish view on ORKA due to me-too IL-23 psoriasis drug facing entrenched branded and biosimilar competition, inferior efficacy vs Skyrizi, minimal differentiation (fewer injections not worth premium), and rich valuation (>2.5x peak sales at P2a stage).
Выс.
17:06
27 апр
27 апр
Speaker mentions having opinions on ORKA's launch setup but does not state direction.
Speaker mentions having opinions on ORKA's launch setup but does not state direction or reasoning; merely acknowledges a pending discussion.
Низ.
15:40
27 апр
27 апр
Bearish view on ORKA due to lack of competitive differentiation against entrenched biosimilars.
Bearish view on ORKA due to lack of competitive differentiation against entrenched biosimilars and branded alternatives; implied exit value is too low versus S&P returns.
Выс.
15:35
27 апр
27 апр
Bearish view on $ORKA due to unfavorable competitive landscape (safer biosimilars.
Bearish view on $ORKA due to unfavorable competitive landscape (safer biosimilars, entrenched brands) and unattractive risk/reward for a post-P3 exit compared to S&P returns.
Выс.
15:12
27 апр
27 апр
Adam May asks for a counter-pitch on ORKA at a $6B valuation without expressing his own.
Adam May asks for a counter-pitch on ORKA at a $6B valuation without expressing his own forward-looking directional view.
Низ.
13:09
27 апр
27 апр
Short ORKA based on speaker’s claimed track record of successful shorts in similar names (NTLA.
Short ORKA based on speaker’s claimed track record of successful shorts in similar names (NTLA, HIMS, VKTX, IOVA).
Выс.
12:02
27 апр
27 апр
Doctor reports clinical success with an existing biosimilar.
Doctor reports clinical success with an existing biosimilar, implying ORKA’s Phase 3 readout is still pending; no directional trade view stated.
Низ.
11:35
27 апр
27 апр
Bearish view on ORKA based on a medical professional's direct clinical experience that existing.
Bearish view on ORKA based on a medical professional's direct clinical experience that existing psoriasis treatments are already highly effective, undermining the need for ORKA's offering.
Выс.
11:14
27 апр
27 апр
Short ORKA due to phase 2a data that merely matches existing therapies (Skyrizi.
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.
Выс.
18:23
26 апр
26 апр
Buy ORKA ahead of tomorrow's Phase 2a data; speaker expects positive readout on PASI100.
Buy ORKA ahead of tomorrow's Phase 2a data; speaker expects positive readout on PASI100 response rate based on proven IL23p19 efficacy, though valuation near $5B adds risk.
Выс.
Об аналитическом покрытии ORKA
Buzzberg отслеживает ORKA (Oruka Therapeutics, Inc. Common Stock) в 2 источниках. Бычьих сигналов: 1, медвежьих: 2, от 2 аналитиков. Сентимент смешанный с уклоном в медвежий. Всего отслеживается 30 торговых идей. Последние спикеры: seedy19tron, A May MD.