Calls
2
u/Confident-Web-7118
Reddit r/ValueInvesting
Win Rate
100.0%
return
+128.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 19
$4.04
+183.4%
Author argues SELLAS's REGAL Phase 3 trial in AML CR2 will succeed with 99.9% posterior-weighted probability because the observed event deceleration implies a GPS cure fraction and BAT median OS of about 11.4 months. The expected topline stratified Cox HR is 0.35-0.50 versus the 0.636 success threshold, with GPS potentially becoming standard of care and generating $4B+ annual sales in AML CR2/CR1, creating large upside or buyout potential. Main stated risks are BAT mOS above 20 months, fabricated event counts, or survival curves decelerating without a cure fraction; stacked hostile assumptions could push HR to 0.65-0.70.
Pharma & Biotech
Long
Feb 06
$38.46
+74.5%
Author holds a ~$2.7MM Centene position with a low cost basis in the low $30s and believes ACA marketplace revenue is driving EPS. He expects CNC to guide for at least $4 EPS for 2026 at the next day's earnings, making the guidance a near-term catalyst. No specific risk is stated.
Healthcare Services
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u/Confident-Web-7118 has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: CNC, SLS.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
