Seedy19

@seedy19tron

Biotech • L/S investing • Tweets are not investment advice

Joined December 2021

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Seedy19@seedy19tron · Jul 14

$Abvx (Long) Ph3 topline for Obe coming up. Exp early to mid Aug $abvx is also my biopickcontest pick (if it hits could be a multi bagger) and now waiting on 8-week induction data to confirm Obe as a standout oral drug.

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Seedy19@seedy19tron · Jul 24

(Corrected*) $abvx offering priced at $64, $650m (upsized), ~10.2m shares Recent great data being rewarded comp: $IMGN offering $12.5 -> 6 mon $31.2 +150% $RXDX offering $110 -> 4 mon $200 +81%

seedy19tron's tweet image. (Corrected*)
$abvx offering priced at $64, $650m (upsized), ~10.2m shares

Recent great data being rewarded comp:
$IMGN offering $12.5 -&gt; 6 mon $31.2 +150%
$RXDX offering $110 -&gt; 4 mon $200 +81%

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Seedy19@seedy19tron · Jul 23

$abvx that’s a ‘come buy me’ offering by Garidel

SSeedy19@seedy19tron · Jul 22

$abvx officially unhalted. $100 is only 6.3B , relevant comps below.

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Seedy19@seedy19tron · Jul 22

$abvx officially unhalted. $100 is only 6.3B , relevant comps below.

AAdam May@A_May_MD · Jul 22

$ABVX 16.4% clinical remission delta. Black swan level upside incoming.

105

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Seedy19@seedy19tron · Jul 22

10x scenario $abvx

SSeedy19@seedy19tron · Jul 14

For context $abvx novel moa (miR-124 upregulation) strong Phase 2b results and smart trial tweaks made this a high-conviction buy for me but it's binary with a huge downside on a miss. Guggenheim scenarios below:

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Seedy19@seedy19tron · Jul 22

I can retire now $abvx

250

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Seedy19@seedy19tron · Jul 21

Ph3 hit , there will be many suitors lining up for $abvx For ref M&A/ deals in IBD last 5 year alone…

AAdam May@A_May_MD · Jul 21

The buyout rumor that $ABVX had a suitor years ago (which appears to be true) is covered the main document I attached to the pitch thread! docs.google.com/document/d/1NI…

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