@bioinvestor24 bioinvestor24

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.

bioinvestor24 is most concentrated on VKTX as a high-conviction obesity long, while repeatedly arguing LLY remains the benchmark and NVO/PFE/ZEAL are weaker competitors. The distinctive read is an aggressive biotech M&A framework: ERAS/TNGX and owned cancer names should draw bidding interest, while RVMD is expensive and vulnerable to better molecule alternatives. Late-week attention shifted heavily toward ABBV/APGE read-throughs, SYRE/KYMR immunology targets, and ERAS/TNGX versus RVMD oncology deal speculation.

Conviction is concentrated in VKTX obesity, ERAS/TNGX oncology M&A upside, and selected owned cancer names such as MGNX. He explicitly exited or deprioritized RVMD in favor of ERAS despite acknowledging possible large takeout value, while repeatedly flagging RVMD valuation and competitive risk. Late-week posting broadened into immunology M&A after ABBV/APGE, with pump-risk most visible in thin biotech targets like SYRE after a reported 400% move.

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.