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
-0.87
hit rate
45%
mean α
-0.62%
signals 14d
397

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: 45% hit rate, -0.62% mean alpha, trader score -0.87. Their last-14d mentions, direction-adjusted, have moved -2.5% since posting (mean over 366 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16VKTX@bioinvestor24+0.75Adding VKTX January 2027 calls because near-term optionality appears underpriced. — Explicitly adds forward VKTX calls and gives a thesis based on possible near-term obesity-market developments.-3.1%
2026-10-16MRNA@bioinvestor24+0.20Adding VKTX January 2027 calls because near-term optionality appears underpriced. — Explicitly adds forward VKTX calls and gives a thesis based on possible near-term obesity-market developments.-8.2%
2026-10-16VKTX@bioinvestor24+0.35Observes January 2027 VKTX calls are cheap relative to January 2028 calls and questions near-term complacency.-3.1%
2026-10-16NVO@bioinvestor24+0.00Frames Lilly as highly overvalued or Viking as highly undervalued within a year, while calling Novo fairly valued.+0.6%
2026-10-16VKTX@bioinvestor24+0.70Frames Lilly as highly overvalued or Viking as highly undervalued within a year, while calling Novo fairly valued.-3.1%
2026-10-16LLY@bioinvestor24-0.45Frames Lilly as highly overvalued or Viking as highly undervalued within a year, while calling Novo fairly valued.+1.3%
2026-10-16MRNA@bioinvestor24+0.55Argues Moderna valuation rests on hazard-ratio read-through to broader cancers rather than melanoma alone.-8.2%
2026-10-16NVO@bioinvestor24-0.70Cites stagnant injectable growth and falling Ozempic prescriptions as an urgent problem for Novo in the US.+0.6%
2026-10-16LLY@bioinvestor24-0.15Cites stagnant injectable growth and falling Ozempic prescriptions as an urgent problem for Novo in the US.+1.3%
2026-10-16NVO@bioinvestor24-0.30Relays an unverified claim that Novo's price cut begins in July rather than January and says verification is needed.+0.6%
2026-10-16NVO@bioinvestor24-0.80Harshly criticizes Novo leadership and cites stalled Wegovy pill numbers.+0.6%
2026-10-16TNGX@bioinvestor24+0.00States TNGX's abstract used an April cutoff and an updated-data poster is due next Friday.+5.9%
2026-10-15MRK@bioinvestor24-0.50Predicts Merck will probably make another poor and overpriced biotech deal.+0.1%
2026-10-15MRNA@bioinvestor24+0.50Interprets a reported March purchase as evidence of informed confidence in Moderna's blinded phase 3 cancer trial.-15.4%
2026-10-15ERAS@bioinvestor24+0.15Compares oncology response and toxicity data, praising VSTM efficacy while flagging vomiting and liver-enzyme risks.-3.2%

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.