ABVX Abivax SA American Depositary Shares Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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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
22:47
Jun 01
Jun 01
Buy ABVX on the strength of obefazimod's clinical and endoscopic remission data, which the author (an MD) views as exceptional — particularly endoscopic remission, which may differentiate it from Rinvoq despite similar headline clinical remission rates.
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%). 93 total trade ideas tracked.