Calls
33
#122
Alpha Score 88.4
seedy19tron
Biotech trader, L/S
Win Rate
67.7%
return
+4.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 15
$116.98
+9.4%
The author provides a routine portfolio update detailing additions, reductions, and closures across various biotech stocks.
The author provides a routine portfolio update detailing additions, reductions, and closures across various biotech stocks.
Pharma & Biotech
Long
Mar 31
$72.11
-1.1%
The user expresses a bullish outlook on Nektar Therapeutics.
Pharma & Biotech
Long
Jul 06
$41.20
-15.3%
Buy VERA ahead of atacicept's AA PDUFA (Monday/Tuesday); KDIGO 2025 guideline shift materially expands the addressable IgAN population beyond Street models, sell-side consensus already prices ~$2B US peak against a ~$2.4B EV, meaning ex-US, combo use, pipeline optionality, and M&A (AMGN/PFE/LLY) are effectively free; PT $90 (~120% upside from $41).
Buy VERA ahead of atacicept's AA PDUFA (Monday/Tuesday); KDIGO 2025 guideline shift materially expands the addressable IgAN population beyond Street models, sell-side consensus already prices ~$2B US peak against a ~$2.4B EV, meaning ex-US, combo use, pipeline optionality, and M&A (AMGN/PFE/LLY) are effectively free; PT $90 (~120% upside from $41).
Pharma & Biotech
Long
Apr 16
$9.37
+2.2%
Buy BioCryst Pharmaceuticals as underlying prescription data remains solid and supports the fundamental picture despite ongoing market rumors.
Buy BioCryst Pharmaceuticals as underlying prescription data remains solid and supports the fundamental picture despite ongoing market rumors.
Pharma & Biotech
Long
Apr 07
$35.09
+16.1%
Initiating a long position in COGT, with a deeper fundamental dive expected to follow.
Pharma & Biotech
Long
Mar 31
$121.94
+23.8%
The user anticipates outperformance for the XBI biotech ETF following double M&A activity.
Thematic ETFs
Long
Jul 09
$17.73
-7.0%
Buy TENX ahead of August 2026 LEVEL trial topline; author argues oral levosimendan's K-ATP venodilation uniquely decongests PH-HFpEF without inotropy — the mechanism prior failures lacked — and that HELP's hemodynamic miss was a drug-trough timing artifact, not a true signal, creating a significant consensus mispricing in a zero-approved-therapy market.
Buy TENX ahead of August 2026 LEVEL trial topline; author argues oral levosimendan's K-ATP venodilation uniquely decongests PH-HFpEF without inotropy — the mechanism prior failures lacked — and that HELP's hemodynamic miss was a drug-trough timing artifact, not a true signal, creating a significant consensus mispricing in a zero-approved-therapy market.
Pharma & Biotech
Long
Jun 12
$14.05
+35.9%
Buy ERAS as the lower-cost RAS-side M&A alternative for large-cap acquirers (MRK, AZN, BMY) who miss out on RVMD; positioned as the "value option" in the same oncology combination-therapy consolidation wave.
Buy ERAS as the lower-cost RAS-side M&A alternative for large-cap acquirers (MRK, AZN, BMY) who miss out on RVMD; positioned as the "value option" in the same oncology combination-therapy consolidation wave.
Pharma & Biotech
Long
May 05
$37.52
+10.9%
Re-enter long $EWTX as part of a cardiovascular-biotech pair, citing overdue exposure and a current buying opportunity.
Re-enter long $EWTX as part of a cardiovascular-biotech pair, citing overdue exposure and a current buying opportunity.
Pharma & Biotech
Long
Mar 15
$33.39
-
The author provides a routine portfolio update detailing additions, reductions, and closures across various biotech stocks.
The author provides a routine portfolio update detailing additions, reductions, and closures across various biotech stocks.
Pharma & Biotech
Long
Jun 21
$36.14
+16.2%
Buy the "hot zone" biotech names (3–9 months post positive data) as the author's historical M&A timing framework shows this is the window where acquirers with pre-committed capital execute; sector M&A wave across radiopharmaceuticals, MASH, IBD, and obesity validates the pattern is active.
Buy the "hot zone" biotech names (3–9 months post positive data) as the author's historical M&A timing framework shows this is the window where acquirers with pre-committed capital execute; sector M&A wave across radiopharmaceuticals, MASH, IBD, and obesity validates the pattern is active.
Pharma & Biotech
Long
Jun 12
$153.87
+22.2%
Buy RVMD as a prime M&A target: TNGX data validates pan-RAS(ON) + PRMT5 two-hit combination, and AMGN, AZN, BMY (PRMT5 holders via MRTX/BMY deal) need to acquire the RAS half; MRK and ABBV already ran diligence on RVMD.
Buy RVMD as a prime M&A target: TNGX data validates pan-RAS(ON) + PRMT5 two-hit combination, and AMGN, AZN, BMY (PRMT5 holders via MRTX/BMY deal) need to acquire the RAS half; MRK and ABBV already ran diligence on RVMD.
Pharma & Biotech
Long
May 05
$76.53
+4.6%
Re-enter long $CYTK alongside $EWTX for cardiovascular biotech exposure, with the speaker calling this a solid entry.
Re-enter long $CYTK alongside $EWTX for cardiovascular biotech exposure, with the speaker calling this a solid entry.
Pharma & Biotech
Long
Jul 10
$4.34
+6.2%
Long IVA on Phase 2 data readout expected to translate positively, in a space with established large biopharma M&A interest.
Long IVA on Phase 2 data readout expected to translate positively, in a space with established large biopharma M&A interest.
Pharma & Biotech
Short
Jul 22
$12.05
+10.4%
Short SLS as the Phase 3 trial is mechanically designed to barely cross significance, control survival likely exceeds assumptions, and WT1 vaccines have a consistent record of failure in randomized trials.
Short SLS as the Phase 3 trial is mechanically designed to barely cross significance, control survival likely exceeds assumptions, and WT1 vaccines have a consistent record of failure in randomized trials.
Pharma & Biotech
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seedy19tron has 33 trade ideas tracked on Buzzberg across 32 tickers since March 2026. Win rate 68% across 31 evaluated calls, average return +4.3%. Ranked #122 on the Buzzberg Alpha leaderboard. Most covered: ABVX, NKTR, BCRX.
