Author

@adamfeuerstein adamfeuerstein

Veteran biotech journalist decoding clinical data and calling out hype

Breaks biotech/pharma news and delivers skeptical, data-lite

trader score
-1.03
hit rate
40%
mean α
-0.45%
signals 14d
34

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 40% hit rate, -0.45% mean alpha, trader score -1.03. Their last-14d mentions, direction-adjusted, have moved +2.8% since posting (mean over 24 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@adamfeuerstein·Argues an unnamed drug should not have been approved and endorses Europe's rejection.·
2026-10-15ROIV@adamfeuerstein-0.10Quotes ROIV's CEO criticizing investor-driven degrossing as harmful noise for the biotech industry.·
2026-10-15MRK@adamfeuerstein+0.20Reads relaxed and confident executive body language as mildly positive ahead of an ESMO presentation.+0.1%
2026-10-15MRNA@adamfeuerstein+0.20Reads relaxed and confident executive body language as mildly positive ahead of an ESMO presentation.-15.4%
2026-10-15JNJ@adamfeuerstein+0.40Argues JNJ's Inlexzo already leads Anktiva and is pursuing the same bladder-cancer expansion opportunity.+4.2%
2026-10-15IBRX@adamfeuerstein-0.50Argues JNJ's Inlexzo already leads Anktiva and is pursuing the same bladder-cancer expansion opportunity.-17.8%
2026-10-15JNJ@adamfeuerstein+0.20Prior commentary warned that an IBRX regulatory shortcut could also benefit JNJ's competing drug.+4.2%
2026-10-15IBRX@adamfeuerstein-0.35Prior commentary warned that an IBRX regulatory shortcut could also benefit JNJ's competing drug.-17.8%
2026-10-15JNJ@adamfeuerstein+0.25FDA approved IBRX's Anktiva for papillary NMIBC and invited JNJ to seek an Inlexzo label expansion.+4.2%
2026-10-15IBRX@adamfeuerstein+0.50FDA approved IBRX's Anktiva for papillary NMIBC and invited JNJ to seek an Inlexzo label expansion.-17.8%
2026-10-14·@adamfeuerstein·Metaphorically characterizes biotech investing as highly destructive to participants.·
2026-10-13NBIX@adamfeuerstein-0.65FOIA case reports link Vykat to seven deaths and 100 hospitalizations, with experts urging withdrawal.+5.6%
2026-10-13NBIX@adamfeuerstein+0.15Reports Neurocrine's defense of Vykat's benefit-risk profile amid safety concerns.+5.6%
2026-10-12VKTX@adamfeuerstein-0.20References chief commercial officer Aubuchon's exit and notes no visible sell-side response.-13.9%
2026-10-12VKTX@adamfeuerstein-0.20Reports Viking's chief commercial officer departed without a company statement or 8-K filing.-13.9%

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.