Author
@Biomaven Biomaven
grade Ax.com/Biomaven ↗
Named biotech specialist who handicaps drug catalysts via clinical depth and patent law
Posts original, deeply reasoned biotech/pharma analysis — cl
trader score
+1.79
hit rate
65%
mean α
+1.01%
signals 14d
11
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 17 scored bets: 65% hit rate, +1.01% mean alpha, trader score +1.79. Their last-14d mentions, direction-adjusted, have moved -2.8% since posting (mean over 7 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | TNGX | @Biomaven | +0.30 | Views RASONQUE as a broad oncology opportunity with future lung, CRC, and combination development. | -8.4% | tweet ↗ |
| 2026-08-26 | RVMD | @Biomaven | +0.65 | Views RASONQUE as a broad oncology opportunity with future lung, CRC, and combination development. | -3.5% | tweet ↗ |
| 2026-08-26 | NVS | @Biomaven | +0.35 | Calls the field a major opportunity and sees Lilly as the likely winner, with Novartis reading out first. | -2.4% | tweet ↗ |
| 2026-08-26 | LLY | @Biomaven | +0.65 | Calls the field a major opportunity and sees Lilly as the likely winner, with Novartis reading out first. | -1.2% | tweet ↗ |
| 2026-08-25 | TGTX | @Biomaven | +0.70 | Argues the TGTX upside case is too conservative given quarterly dosing and possible efficacy advantages. | -2.7% | tweet ↗ |
| 2026-08-25 | · | @Biomaven | · | Expresses a constructive view on China's commitment to solar energy. | · | tweet ↗ |
| 2026-08-24 | NVAX | @Biomaven | +0.55 | Endorses Novavax's Nuvaxovid as the preferred booster. | +4.5% | tweet ↗ |
| 2026-08-23 | · | @Biomaven | · | Warns that Chinese open-weight AI models may exfiltrate confidential user data. | · | tweet ↗ |
| 2026-08-20 | · | @Biomaven | · | Heavily shorted stocks strengthened as squeezed funds likely reduced shorts across their portfolios. | · | tweet ↗ |
| 2026-08-18 | HROW | @Biomaven | +0.40 | Highlights insurance coverage as an advantage for HROW's Vevye versus dry-eye procedures. | -5.7% | tweet ↗ |
| 2026-08-15 | · | @Biomaven | · | Explicitly doubts that AI will cure most human disease within 5-10 years. | · | 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.