@adamfeuerstein adamfeuerstein
Veteran biotech journalist decoding clinical data and calling out hype
Breaks biotech/pharma news and delivers skeptical, data-lite
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 55% hit rate, +0.86% mean alpha, trader score +1.05. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 20 mentions with price data).
Adam Feuerstein disclosed no positions or directional trades; the window is mainly biotech news and scrutiny. He was constructive on QURE’s FDA reversal and skeptical of NWBO and IBRX, while pushing back on reflexive biotech sale pressure around RVMD and APGE-style M&A speculation. No explicit late-week flip or add/trim signal appears in the payload.
The author’s attention is concentrated on biotech regulatory catalysts and evidence quality, with QURE as the clear positive cluster and NWBO/IBRX as negative scrutiny targets. There are no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals, so no explicit adds, trims, exits, or confirmed flip can be identified. Concentration risk is highest in the QURE theme because every signal there is single-name regulatory coverage.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | BEAM | @adamfeuerstein | -0.10 | Genetix CEO claims leadership in sickle cell gene therapy, with peers mentioned. | — | tweet ↗ |
| 2026-07-02 | VRTX | @adamfeuerstein | -0.10 | Genetix CEO claims leadership in sickle cell gene therapy, with peers mentioned. | — | tweet ↗ |
| 2026-07-02 | CRSP | @adamfeuerstein | -0.10 | Genetix CEO claims leadership in sickle cell gene therapy, with peers mentioned. | — | tweet ↗ |
| 2026-07-02 | BEAM | @adamfeuerstein | -0.35 | Genetix CEO criticizes Casgevy and Beam effort; author notes no proof. | — | tweet ↗ |
| 2026-07-02 | VRTX | @adamfeuerstein | -0.25 | Genetix CEO criticizes Casgevy and Beam effort; author notes no proof. | — | tweet ↗ |
| 2026-07-02 | CRSP | @adamfeuerstein | -0.25 | Genetix CEO criticizes Casgevy and Beam effort; author notes no proof. | — | tweet ↗ |
| 2026-07-01 | · | @adamfeuerstein | · | Mentions FDA approval for stem cell therapy but no public ticker is identified. | · | tweet ↗ |
| 2026-07-01 | · | @adamfeuerstein | · | FDA approves Orca Bio T cell therapy; privately held biotech, no public ticker. | · | tweet ↗ |
| 2026-06-30 | · | @adamfeuerstein | · | FDA approved Orca Bio's private cell therapy for blood cancers. | · | tweet ↗ |
| 2026-06-30 | ABVX | @adamfeuerstein | -0.15 | Reports ABVX $600M offering, likely dilutive but sparse detail. | +8.5% | tweet ↗ |
| 2026-06-30 | ABVX | @adamfeuerstein | +0.55 | CEO says ABVX obefazimod update should ease cancer-risk concerns and big pharma may review asset. | +8.5% | tweet ↗ |
| 2026-06-30 | ABVX | @adamfeuerstein | +0.50 | Abivax new data seeks to ease safety concerns and boosts shares. | +8.5% | tweet ↗ |
| 2026-06-29 | NVS | @adamfeuerstein | +0.00 | Pushes back on M&A speculation around NVS jet by citing CEO Anthropic event. | +1.5% | tweet ↗ |
| 2026-06-29 | · | @adamfeuerstein | · | FDA's top gene therapy regulator is reported to be leaving role. | · | tweet ↗ |
| 2026-06-26 | VRDN | @adamfeuerstein | +0.50 | Reports VRDN approval. | +8.4% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.