Calls
6
#345
Alpha Score 66.0
frenchv33921
Win Rate
83.3%
return
+3.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 12
$72.01
+8.1%
Long $HALO (Halozyme) — speaker massively reinforced position; sees HALO and GMAB as two siphons capturing Darzalex revenues.
Long $HALO (Halozyme) — speaker massively reinforced position; sees HALO and GMAB as two siphons capturing Darzalex revenues.
Pharma & Biotech
Long
Jun 01
$129.49
+5.0%
Small speculative long in ABVX at $79 post-market; parent context cites upcoming maintenance dataset and potential buyout catalyst around JPM '27 as the thesis backdrop.
Small speculative long in ABVX at $79 post-market; parent context cites upcoming maintenance dataset and potential buyout catalyst around JPM '27 as the thesis backdrop.
Pharma & Biotech
Long
May 25
$7.10
+6.2%
Long RES.MI as a dual‑hedge: recycling margins benefit from rising oil prices, while a ten‑year fixed‑price contract with Shell underwrites downside protection, making it resilient across inflation/deflation regimes.
Long RES.MI as a dual‑hedge: recycling margins benefit from rising oil prices, while a ten‑year fixed‑price contract with Shell underwrites downside protection, making it resilient across inflation/deflation regimes.
Construction & Infrastructure
Long
Mar 13
$38.20
+31.7%
Buy NVO after a year-long wait at DKK 249, with a catalyst of expected 2026 guidance increase and a valuation re-rating target of ~15x P/E, implying meaningful upside from current depressed levels.
Buy NVO after a year-long wait at DKK 249, with a catalyst of expected 2026 guidance increase and a valuation re-rating target of ~15x P/E, implying meaningful upside from current depressed levels.
GLP-1 / Obesity
Long
May 16
$1.08
-37.0%
Long $RANI (Rani Therapeutics) — clinical-stage pharma/medtech developing oral form for peptides/proteins, partnership with Chugai, cash runway until Q4 2027, MC $200M; potential buyout target. Speaker took a tiny speculative position.
Long $RANI (Rani Therapeutics) — clinical-stage pharma/medtech developing oral form for peptides/proteins, partnership with Chugai, cash runway until Q4 2027, MC $200M; potential buyout target. Speaker took a tiny speculative position.
MedTech
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frenchv33921 has 6 trade ideas tracked on Buzzberg across 6 tickers since March 2026. Ranked #345 on the Buzzberg Alpha leaderboard. Most covered: ALSEC, HALO, RES.MI.
