ABVX Abivax SA American Depositary Shares Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
07:51
Jun 04
Jun 04
Author asks for news on ABVX in reply to a parent post with bullish price targets but does not state their own position or forward view.
02:05
Jun 04
Jun 04
The author endorses a detailed bullish thesis on ABVX, arguing the upcoming safety update will strengthen the case for obefazimod as a top UC therapy.
LOW
02:05
Jun 04
Jun 04
The author endorses a detailed bullish thesis on ABVX, arguing the market undervalues obefazimod and that an upcoming safety update will strengthen the case.
LOW
21:15
Jun 03
Jun 03
Buy ABVX ahead of Part 2 safety data presentation (end of month); author argues market overreacted to cancer signal — carcinogenicity studies show no signal, no black box expected, pre-NDA meeting scheduled, and $10B peak sales potential in Crohn's/UC remain intact.
HIGH
18:02
Jun 03
Jun 03
Buy ABVX as Part B data release (imminent, 400+ additional patients) expected to clear safety overhang — no black box warning anticipated, updated malignancy table corrects prior misread, pre-NDA meeting scheduled, and animal carcinogenicity studies show no signal; market reaction to safety scare seen as overcorrection on best-in-class oral UC/CD asset with $10B peak sales potential.
HIGH
13:46
Jun 03
Jun 03
Buy ABVX; the single dysplasia case in the UC study is statistically immaterial, and the drug's best-in-class endoscopic remission data implies chronic inflammation elimination that structurally reduces long-term dysplasia risk — a key bear concern is dismissed.
MED
11:18
Jun 03
Jun 03
The author clarifies they are referring to maintenance therapy rather than induction, without expressing a directional position on the ticker.
10:48
Jun 03
Jun 03
Buy ABVX as speaker argues the drug is objectively superior to Rinvoq (no lab monitoring, better safety label) in a multi-billion dollar IBD JAK inhibitor market, with current price action representing a severe dislocation even under a worst-case black box scenario.
MED
03:09
Jun 03
Jun 03
Buy ABVX ahead of an expected management PR; the apparent cancer signal in Ph3 data is a presentation artifact — colonic dysplasia (not cancer by definition) was improperly lumped with malignancies, and the two actual cancer cases fall within SEER population baseline for the trial's age distribution, implying zero drug-attributable malignancies. Imminent release of escape-arm data and a corrective safety table reissuance are the near-term catalysts.
MED
02:55
Jun 03
Jun 03
Buy ABVX ahead of expected management PR clarification; the apparent 7-case cancer signal collapses to 2 demographically expected, investigator-deemed-unrelated cases once colonic dysplasia (not cancer by definition) and NMSC (separate FDA category) are correctly excluded — a $7B presentation error the market mispriced, with price target back to $160.
HIGH
02:38
Jun 03
Jun 03
The author defends ABVX management against criticism of a dropped ball, arguing the efficacy data was so strong that the stock should have risen, but expresses no current position.
LOW
01:49
Jun 03
Jun 03
Buy ABVX as market has severely mispriced the malignancy signal — a dermatologist argues colonic dysplasia is not cancer, 4 NMSC cases are clinically trivial, leaving only 2 common-cancer cases (breast/prostate) that are statistically noise in a small sample with no biological mechanism for drug-induced malignancy; additional 50mg escape-arm data release is a near-term re-rating catalyst.
HIGH
21:07
Jun 02
Jun 02
Buy ABVX on anticipated near-term rebuttal of safety concerns from refractory UC patients, which the speaker believes will restore confidence and refocus on $8-10B peak sales potential for Obe.
MED
19:53
Jun 02
Jun 02
The author dismisses the ABVX situation as a temporary setback, comparing it to past GLP-1 safety fears, but does not state a current position or forward call.
17:35
Jun 02
Jun 02
Buy ABVX — the malignancy signal in Phase 3 is statistically non-significant (p~0.13), the 2yr rat carcinogenicity study is clean (historically the gold standard predictor), cancer latency mismatch (44 weeks) rules out drug-initiated carcinogenesis, and miR-124 has a 15-year anti-cancer consensus, making a black-box warning unlikely and approval probability materially underpriced.
HIGH
17:34
Jun 02
Jun 02
The author disputes the classification of ABVX as a biotech, but does not express a directional position or trade idea.
LOW
17:29
Jun 02
Jun 02
Buy ABVX as a near-term M&A target; author endorses thesis that a big pharma should acquire the company now at a discount ($100-150/share) to control regulatory strategy and pursue a no-black-box label, which could be a grand slam outcome.
MED
17:25
Jun 02
Jun 02
Buy ABVX; the cancer signal driving the bear thesis is statistically weak (p~0.13 for non-NMSC vs placebo) and contradicted by clean 2-year rodent carcinogenicity studies, zero malignancies across ~800 patient-years of Ph2b/OLE surveillance, non-genotoxic ICH S2 profile, and a well-established anti-cancer mechanistic prior for miR-124 enhancement — making a black box warning unlikely and the short thesis scientifically unsound.
HIGH
14:03
Jun 02
Jun 02
Buy ABVX as the market is overpricing regulatory risk; the most likely outcome is a minor "risk and precautions note" rather than a boxed warning — analogous to Zepbound's precedent — making current prices an asymmetric bull entry.
MED
11:45
Jun 02
Jun 02
Abivax shares crash the most on record after cancer cases in trial data spook Wall Street investors.
04:34
Jun 02
Jun 02
Buy ABVX on M&A optionality and differentiated safety profile — obefazimod's novel MOA carries a cleaner 7-year safety record vs JAK inhibitors' boxed warnings, and Big Pharma historically pays a premium for novel MOA assets (Arena, Telavant, Prometheus, Dice as comps), making acquisition a credible near-term catalyst.
MED
03:13
Jun 02
Jun 02
Buy ABVX (Obe 25mg) on superior long-term safety profile vs. JAK inhibitors (SAEs 2.6% vs 8.4%, serious infections 1% vs 3.6%), with novel MOA historically commanding M&A premiums (Arena, Telavant, Prometheus, Dice as precedents).
MED
02:05
Jun 02
Jun 02
The author defends their long position in ABVX since $8, arguing the 25 mg dose remains a clean investment case with 60-70% probability of no black box warning and a $4B+ EV floor.
02:05
Jun 02
Jun 02
Buy ABVX on the 25mg dose thesis: Phase 3 shows identical efficacy to 50mg (50.8% vs 51.3% remission) with zero non-NMSC malignancies and pbo-equivalent NMSC rate, creating a clean label pathway; author assigns 70% probability of ≥$4B UC peak sales, with M&A optionality from PFE/LLY/JNJ as strategic acquirers and a Phase 2b CD readout (mid-2027) as an additional call option. Key near-term catalyst is management disclosure of OLE malignancy surveillance protocol rigor.
HIGH
00:48
Jun 02
Jun 02
Buy ABVX ahead of expected market re-evaluation of the Phase 3 cancer safety signal; the latency argument and >100 patients with zero cancers over 5-7 years in Phase 2 strongly suggest the 2 P3 cases are statistical noise, not a drug-induced carcinogenicity signal.
MED
00:01
Jun 02
Jun 02
Buy ABVX into post-hours overreaction on cancer risk fears; detailed patient-year analysis shows malignancy rate of 0.31/year — materially below Sotyktu's 0.46 rate, which received a clean label despite JAK-family scrutiny — suggesting FDA precedent does not support a black box warning.
HIGH
23:50
Jun 01
Jun 01
Author argues ABVX's malignancy rate is lower than Sotyktu's clean-label rate, predicting no black box warning and a post-reaction reversal.
23:45
Jun 01
Jun 01
Buy ABVX on post-hours selloff driven by malignancy fear; FDA precedent (Sotyktu approved with 0.46 malignancy/patient-year, no black box) suggests ABVX's lower rate of 0.31 should not trigger a black box warning, and the drug showed best-in-class UC efficacy — market overreaction creates a mean-reversion opportunity.
HIGH
23:04
Jun 01
Jun 01
Buy ABVX as Phase 2 data showed extraordinary efficacy crushing JAK inhibitors on endoscopic remission; speaker argues the high-dose safety signal is statistical noise given a larger prior P2 safety database showed zero malignancy, with $100-$200+ price targets depending on FDA's read.
HIGH
22:56
Jun 01
Jun 01
Buy ABVX as obefazimod's malignancy rate (~0.48/100 patient-years across ~619 patient-years of data) is statistically comparable to Sotyktu (0.46, no black box warning), suggesting the market may be overpricing black box warning risk for this drug.
MED
About ABVX Analyst Coverage
Buzzberg tracks ABVX (Abivax SA American Depositary Shares) across 8 sources. 55 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (59%). 94 total trade ideas tracked.