Calls
25
#1238
Alpha Score 3.0
A May MD
Biotech investor
Win Rate
44.0%
return
-12.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 01
$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.
Pharma & Biotech
Long
Jan 14
$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.
Pharma & Biotech
Long
Feb 05
$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 / Obesity
Short
Feb 04
$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 / Obesity
Short
Jan 09
$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.
Pharma & Biotech
Long
Feb 06
$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 / Obesity
Short
Jan 23
$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.
Pharma & Biotech
Short
Apr 13
$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.
Pharma & Biotech
Long
Jan 14
$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.
Pharma & Biotech
Short
Aug 28
$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.
Pharma & Biotech
Short
Apr 27
$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.
Pharma & Biotech
Long
Apr 20
$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.
Thematic ETFs
Short
Sep 01
$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.
Pharma & Biotech
Short
Jun 22
$21.78
+30.5%
Short MLTX as the core efficacy differentiation thesis — smaller molecule size conferring superior efficacy vs. Bimzelx — has been empirically invalidated by Phase 3 results (one trial missed, the other failed to beat the comparator), removing the primary bull case.
Short MLTX as the core efficacy differentiation thesis — smaller molecule size conferring superior efficacy vs. Bimzelx — has been empirically invalidated by Phase 3 results (one trial missed, the other failed to beat the comparator), removing the primary bull case.
Pharma & Biotech
Long
Jun 20
$91.15
+48.2%
Buy APGE on competitive moat in extended half-life IL4/13 biologics — author (appears to be a medical professional/analyst) argues APGE leads competitors by over a year in this specific mechanism, a durable differentiation not present in IL23.
Buy APGE on competitive moat in extended half-life IL4/13 biologics — author (appears to be a medical professional/analyst) argues APGE leads competitors by over a year in this specific mechanism, a durable differentiation not present in IL23.
Pharma & Biotech
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A May MD has 25 trade ideas tracked on Buzzberg across 22 tickers since January 2026. Win rate 44% across 25 evaluated calls, average return -12.0%. Ranked #1238 on the Buzzberg Alpha leaderboard. Most covered: ABVX, NKTR, NVO.
