This is the latest in a string of commentary.
Part I. Part II. Part III.
Rumor is they have cleared the licensing issue which would have blocked any merger attempts so probably a good time to revisit.
I figured this crowded trade is a good place to show off the new GA Report Agent I’ve been working on for weeks because I am tired of manually doing BEST/BETTER/GOOD/AVOID analysis. I am trying to automate myself out of a job so I can retire (for the second time) this year.
Though this company is still French. And still has to get over French Authorities - which is a considerable hurdle yet. I cover this difficultly in one of the previous posts.
Getting straight to it as of today, Abivax scores a 6. This is a score relative to the entire biotech universe. It is potentially out of 10 but so far there are no 10s.
Here is how the Agent (I think Fluffy is a good name for an Agent) arrived at that score. As you can see the drug and company score highly. What doesn’t score highly is the potential reward from here.
The stock is already up significantly. And the relative return potential from here is not as good as many other biotechs that haven’t already run 1300%.
A 6 is still higher than a significant percentage of biotech stocks (I don’t have the data yet to tell that percentage yet.)
But, so far the highest scoring biotech just gets an 8 out of 10. There apparently is no free lunch right now.
There is much more to this report. We still don’t have a position and sold the initial spike a long time ago.
— AJ
Event Horizon Tools
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