Author
@bioinvestor24 bioinvestor24
grade Ax.com/bioinvestor24 ↗
Obsessive obesity/GLP1 and oncology biotech analyst with mechanistic, M&A-driven theses
Posts original, data-grounded fundamental analysis of biotec
trader score
-0.45
hit rate
35%
mean α
-0.21%
signals 14d
298
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: 35% hit rate, -0.21% mean alpha, trader score -0.45. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 238 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | VKTX | @bioinvestor24 | +0.70 | Reports encouraging informal Phase 3 observations and sees tirzepatide-like performance as the baseline. | — | tweet ↗ |
| 2026-08-28 | HK1952 | @bioinvestor24 | +0.75 | Discloses no MRNA position but a positive trial view, and states a current HK1952 position viewed as undervalued. | · | tweet ↗ |
| 2026-08-28 | MRNA | @bioinvestor24 | +0.55 | Discloses no MRNA position but a positive trial view, and states a current HK1952 position viewed as undervalued. | — | tweet ↗ |
| 2026-08-28 | BNTX | @bioinvestor24 | -0.55 | Discloses no MRNA position but a positive trial view, and states a current HK1952 position viewed as undervalued. | — | tweet ↗ |
| 2026-08-28 | NVO | @bioinvestor24 | -0.70 | Criticizes NVO's dosing decision and expects adverse-event chatter to harm CagriSema competitiveness. | — | tweet ↗ |
| 2026-08-28 | VKTX | @bioinvestor24 | +0.35 | Forecasts meaningful vomiting rates but expects discontinuation rates to remain low in VKTX Phase 3. | — | tweet ↗ |
| 2026-08-28 | · | @bioinvestor24 | · | Predicts no rate hikes, weak GDP, an oil-price collapse and possible deflation next year. | · | tweet ↗ |
| 2026-08-28 | VKTX | @bioinvestor24 | -0.40 | Blames VKTX leadership for Phase 3 delays and criticizes NVO's apparent lack of conviction. | — | tweet ↗ |
| 2026-08-28 | NVO | @bioinvestor24 | -0.45 | Blames VKTX leadership for Phase 3 delays and criticizes NVO's apparent lack of conviction. | — | tweet ↗ |
| 2026-08-28 | JNJ | @bioinvestor24 | +0.00 | Frames SYRE as a broad platform positioned to compete with major immunology companies and exceed peer disease breadth. | — | tweet ↗ |
| 2026-08-28 | APGE | @bioinvestor24 | -0.15 | Frames SYRE as a broad platform positioned to compete with major immunology companies and exceed peer disease breadth. | · | tweet ↗ |
| 2026-08-28 | ABVX | @bioinvestor24 | -0.15 | Frames SYRE as a broad platform positioned to compete with major immunology companies and exceed peer disease breadth. | — | tweet ↗ |
| 2026-08-28 | ABBV | @bioinvestor24 | +0.00 | Frames SYRE as a broad platform positioned to compete with major immunology companies and exceed peer disease breadth. | — | tweet ↗ |
| 2026-08-28 | SYRE | @bioinvestor24 | +0.65 | Frames SYRE as a broad platform positioned to compete with major immunology companies and exceed peer disease breadth. | · | tweet ↗ |
| 2026-08-28 | MRNA | @bioinvestor24 | +0.65 | Mocks BNTX's colorectal-cancer strategy and favors MRNA's platform and tumor-selection approach. | — | 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.