A May MD 5.0 45 ideas

Biotech investor
After 1 day
53%winrate
+0.0% avg
10W / 9L · 19/30 ideas
After 1 week
40%winrate
+0.5% avg
10W / 15L · 25/30 ideas
After 1 month
N/A
No data yet
Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
SYRE SHORT $64.30 Apr 13
PALI LONG $1.87 Apr 13
SYRE SHORT $67.99 Apr 13
ABVX LONG $121.54 Apr 13
SYRE SHORT $66.73 Apr 13
NVO LONG $36.77 Apr 01
LLY LONG $961.51 Apr 01
LLY LONG $933.85 Apr 01
NVO SHORT $36.65 Apr 01
NKTR LONG $69.79 Mar 31
TECX SHORT — — Mar 29
TENX SHORT — — Mar 29
MRK SHORT $118.10 Mar 29
NKTR SHORT — — Mar 28
SNY SHORT $46.72 Mar 28
NKTR SHORT — — Mar 28
SNY SHORT $46.72 Mar 28
SNY SHORT $46.72 Mar 28
NKTR SHORT — — Mar 28
XBI SHORT $120.58 Mar 27
NVO LONG $36.88 Mar 26
HIMS SHORT $20.15 Mar 26
NVO LONG $37.10 Mar 26
NVO LONG $37.38 Mar 26
NVO SHORT $36.47 Mar 25
LLY SHORT $909.75 Mar 25
NVO LONG $37.01 Mar 25
ABVX LONG $110.70 Mar 25
ABVX SHORT $111.42 Mar 24
NVO LONG $36.87 Mar 24
By sector
Stock
43 ideas
ETF
2 ideas
Top tickers (by frequency)
NVO 11 ideas
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NKTR 7 ideas
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ABVX 5 ideas
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LLY 5 ideas
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SNY 3 ideas
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Short SYRE as the recent >$1B market cap addition is fundamentally unjustified, driven only by small, open-label data for a non-novel mechanism of action.
SYRE HIGH Apr 13, 15:02
"there’s absolutely zero reason any company should ever add >$1B in market cap on small n open label data for a fully validated me-too MoA."
𝕏 @a_may_md ⏲ short-term Source ↗
April 13, 2026 at 15:02
𝕏 @a_may_md
Biotech investor
Buy PALI to exploit a relative value inefficiency, as competitors are gaining multiples of PALI's entire market cap based on inferior open-label clinical data.
PALI HIGH Apr 13, 14:06
"Timelines are different, obviously, but as an investor/trader you’ve got to love inefficiencies like this."
𝕏 @a_may_md ⏲ medium-term Source ↗
April 13, 2026 at 14:06
𝕏 @a_may_md
Biotech investor
Short SYRE to fade the massive 40% opening gap up, anticipating mean reversion or exhaustion of the initial buying pressure.
SYRE MED Apr 13, 13:35
"$SYRE +40% at open? Glad to #short that."
𝕏 @a_may_md ⏲ short-term Source ↗
April 13, 2026 at 13:35
𝕏 @a_may_md
Biotech investor
Maintain long exposure to ABVX despite competitor data, as SYRE's Phase 2a study is eight years behind and methodologically inferior due to its open-label design.
ABVX HIGH Apr 13, 12:21
"$ABVX has absolutely no reason AT ALL to be concerned with the $SYRE data released this morning."
𝕏 @a_may_md ⏲ medium-term Source ↗
April 13, 2026 at 12:21
𝕏 @a_may_md
Biotech investor
Fade SYRE's Phase 2a data release, as the study's open-label design without a placebo group makes the results unreliable compared to established blinded studies.
SYRE HIGH Apr 13, 12:21
"$SYRE (for some reason???) did their P2a OPEN LABEL...no placebo group!"
𝕏 @a_may_md ⏲ short-term Source ↗
April 13, 2026 at 12:21
𝕏 @a_may_md
Biotech investor
The tweet mentions Eli Lilly and Novo Nordisk without providing specific sentiment or context.
LLY NVO Apr 01, 15:50
𝕏 @a_may_md Source ↗
April 01, 2026 at 15:50
𝕏 @a_may_md
Biotech investor
The author is reminding shareholders to submit their votes for NVO and LLY before the market closes.
LLY NVO Apr 01, 15:41
𝕏 @a_may_md Source ↗
April 01, 2026 at 15:41
𝕏 @a_may_md
Biotech investor
The tweet contains incoherent text and provides no actionable financial sentiment regarding the mentioned tickers.
NVO LLY Apr 01, 15:32
𝕏 @a_may_md Source ↗
April 01, 2026 at 15:32
𝕏 @a_may_md
Biotech investor
The author predicts that LLY's orforglipron approval will negatively impact NVO's stock price.
LLY Apr 01, 13:43
𝕏 @a_may_md Source ↗
April 01, 2026 at 13:43
𝕏 @a_may_md
Biotech investor
The author predicts that LLY's orforglipron approval will negatively impact NVO's stock price.
NVO Apr 01, 13:43
𝕏 @a_may_md Source ↗
April 01, 2026 at 13:43
𝕏 @a_may_md
Biotech investor
The tweet expresses a bullish sentiment toward Nektar Therapeutics by urging investors to pay attention.
NKTR Mar 31, 18:24
𝕏 @a_may_md Source ↗
March 31, 2026 at 18:24
𝕏 @a_may_md
Biotech investor
The author questions the clinical efficacy and dose-response data of Merck's sotatercept, suggesting potential overvaluation.
TECX Mar 29, 17:25
𝕏 @a_may_md Source ↗
March 29, 2026 at 17:25
𝕏 @a_may_md
Biotech investor
A May MD (Biotech investor) | 45 trade ideas tracked | NVO, NKTR, ABVX, LLY, SNY | Twitter | Buzzberg