Author
@Biotech2k1 Biotech2k1
grade Ax.com/Biotech2k1 ↗
Contrarian value-rotation trader buying hated sectors while warning of an everything-bubble
Runs a transparent personal book rotating into out-of-favor
trader score
+1.11
hit rate
40%
mean α
+0.58%
signals 14d
454
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, +0.58% mean alpha, trader score +1.11. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 327 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Biotech2k1 | · | Sell biotech trading positions higher on any buyout-rumor rallies next week. — The author plans to sell trading positions into possible biotech rallies next week. | · | tweet ↗ |
| 2026-10-16 | JNJ | @Biotech2k1 | +0.00 | Added PTGX at 128.25 and 127.49 during its decline after JNJ earnings. — The author reports fresh PTGX purchases at two explicit prices. | +3.2% | tweet ↗ |
| 2026-10-16 | PTGX | @Biotech2k1 | +0.65 | Added PTGX at 128.25 and 127.49 during its decline after JNJ earnings. — The author reports fresh PTGX purchases at two explicit prices. | +7.5% | tweet ↗ |
| 2026-10-16 | · | @Biotech2k1 | · | The author says most biotech stocks have been crushed. | · | tweet ↗ |
| 2026-10-16 | PTGX | @Biotech2k1 | +0.70 | Added more PTGX below 130 on the pullback. — The author explicitly added to PTGX below $130. | +7.5% | tweet ↗ |
| 2026-10-16 | DFTX | @Biotech2k1 | +0.65 | Initiated or added a small DFTX position. — The author says they nibbled a little DFTX. | +11.1% | tweet ↗ |
| 2026-10-16 | LABD | @Biotech2k1 | +0.20 | The author is watching for a biotech rally before potentially adding a LABD hedge. | · | tweet ↗ |
| 2026-10-16 | MIRM | @Biotech2k1 | +0.75 | Built MIRM toward a 3% position with purchases near 82, 81 and below 80. — The author reports three same-day MIRM purchases to reach a minimum 3% allocation. | +0.3% | tweet ↗ |
| 2026-10-16 | PTGX | @Biotech2k1 | +0.65 | Bought a small amount of PTGX and will wait before adding more. — The author reports a small PTGX purchase while declining to rush further additions. | +7.5% | tweet ↗ |
| 2026-10-16 | SMMT | @Biotech2k1 | +0.70 | Added MIRM, COGT, SMMT and IMNM this morning. — The author explicitly reports adding four biotech positions. | +5.7% | tweet ↗ |
| 2026-10-16 | MIRM | @Biotech2k1 | +0.70 | Added MIRM, COGT, SMMT and IMNM this morning. — The author explicitly reports adding four biotech positions. | +0.3% | tweet ↗ |
| 2026-10-16 | IMNM | @Biotech2k1 | +0.70 | Added MIRM, COGT, SMMT and IMNM this morning. — The author explicitly reports adding four biotech positions. | +9.2% | tweet ↗ |
| 2026-10-16 | COGT | @Biotech2k1 | +0.70 | Added MIRM, COGT, SMMT and IMNM this morning. — The author explicitly reports adding four biotech positions. | +5.7% | tweet ↗ |
| 2026-10-16 | MRNA | @Biotech2k1 | -0.80 | The author calls MRNA a meme stock that must implode before biotech fund flows normalize. | -8.2% | tweet ↗ |
| 2026-10-16 | · | @Biotech2k1 | · | The author is screening late-stage and early-commercial biotechs down at least 25% from their peaks. | · | 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.