$ABVX may be up a lot since last week, but the upside from $66 remains significant. IMO, $ABVX is probably the single most obvious M&A candidate I have ever seen, and the price it's trading at remains quite attractive relative to M&A comps.
You could argue that UC has been the…
Just a little thread, out of my retreat, because this stock and its story has been important to me. Maybe a mini-victory lap as well, but with quite some general learnings overall, and hard ones.
I have been long $ABVX since the disclosure of the POC data in UC in September 2018…
Terrible news for the biotwitter family. Unfortunately @Sports_bios passed away
Aside from their incredible acumen in biotech and finance, they were always a joy to talk to, and would always remind you of the important things in life. RIP ❤️
$NKTR that’s a hit!
Overall ~23.5% delta.
Low (mid) dose delta was 29% (!!!) which is absolutely a huge hit. I wonder if this is the dose they’ll take forward - there is significant mechanistic rationale for reaching an inverse dose response with IL-2 drugs, so lower could…
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