A May MD

5.0 ★★★★★

Biotech investor

@a_may_md · tracked since Mar 2026

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Ideas 14

Long / short 8 L/6 S

Win rate 57%

Tracked posts 463 8.57/day

Avg return +5.6%

Long return +6.5%

Short return +4.4%

New ideas 9 last 30d

Most mentioned

Best trades

NKTR Long +21.7% NVO Long +21.3% NTLA Short +21.2% PALI Long +13.9% APGE Short +9.4%

Worst trades

RHHBY Short -3.9% ORKA Long -3.7% SYRE Short -3.6% XBI Long -3.2% NVO Short -1.9%

Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.

< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%

Bottom 10%

Median

Top 10%

Average returns

first-opened thesis horizon: return + win-rate

7 days 11 eval.

+4.0%

L +3.7% S +4.4%

Win rate 36%

30 days 5 eval.

+2.0%

L +4.0% S -6.0%

Win rate 60%

90 days 0 eval.

L - S -

Win rate -

Closed-window returns from the first opened position per ticker/side. 90d = picks opened 90+ days ago

Ticker

Side

Theme

Entry

P&L

Thesis

First opened

Mentions

Source

NKTR

Long

Healthcare

$71.40

+21.7%

Nektar Therapeutics is expected to see positive momentum for its alopecia areata treatment following upcoming data presentations and maintenance updates.

Mar 12

TWITTER

NVO

Long

Healthcare

$36.87

+21.3%

Novo Nordisk is poised for growth due to record-breaking drug adoption and regulatory crackdowns on the illicit market.

Mar 24

TWITTER

ABVX

Long

Healthcare

$117.41

-0.2%

ABVX stock sentiment improves after the company hired a high-profile executive to lead commercial efforts.

Mar 23

TWITTER

SYRE

Short

Healthcare

$66.73

-3.6%

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.

Apr 13

TWITTER

ORKA

Short

Healthcare

$70.00

+5.1%

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.

Apr 27

TWITTER

NTLA

Short

Healthcare

$17.61

+21.2%

Short NTLA after poor clinical data (62% attack free rate missed bar) makes fundraising difficult and ATTR studies stalled, pressuring shares.

Apr 27

TWITTER

NVO

Short

Healthcare

$43.88

-1.9%

Short NVO because speaker was never bullish on the stock and is currently profiting from a short position, implying ongoing bearish view.

May 01

TWITTER

ORKA

Long

Healthcare

$69.03

-3.7%

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.

Apr 26

TWITTER

NTLA

Long

Healthcare

$13.63

+1.8%

The author expresses strong confidence in upcoming clinical data for NTLA, anticipating positive efficacy and safety results that could serve as a significant catalyst for the stock.

Apr 24

TWITTER

XBI

Long

Healthcare

$138.10

-3.2%

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.

Apr 20

TWITTER

APGE

Short

Healthcare

$92.20

+9.4%

Short APGE as management's narrative regarding Lebrikizumab underdosing is contradicted by maintenance data showing better efficacy at lower exposure levels, indicating thesis creep and fabricated claims.

Apr 18

TWITTER

PALI

Long

Healthcare

$1.87

+13.9%

Buy PALI to exploit a relative value inefficiency, as competitors are gaining multiples of PALI's entire market cap based on inferior open-label clinical data.

Apr 13

TWITTER

LLY

Long

Healthcare

$961.51

+0.4%

The tweet mentions Eli Lilly and Novo Nordisk without providing specific sentiment or context.

Apr 01

TWITTER

RHHBY

Short

Healthcare

$48.41

-3.9%

The author correctly predicted the failure of Roche's MANATEE study, highlighting a potential shift in the competitive landscape for myostatin drugs.

Mar 19

TWITTER

Showing 14 of 14 picks · sorted by mentions