@Biotech2k1 Biotech2k1

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.

Biotech2k1 is broadly selling into FOMO, especially fintech, tech and MIRM, while concentrating research on South America and Asia names he views as outside the US bubble. His distinctive read is valuation discipline: INTR/DLO/NU/MELI/SE are framed as cheaper growth compounds, while US biotech and fintech are treated as sellable into speculative buyers. Late week focus shifted from general GTC sell plans toward South America rankings, Asia screening, and a Monday plan to sell biotech after an $11B phase 2 deal fueled FOMO.

Conviction is concentrated in de-risking: repeated GTC sales, explicit exits, and reported sales in META, MSFT and EMBJ show active trimming into FOMO. At the same time, he is rotating attention toward South America and Asia value-growth names, with INTR, DLO, NU, MELI and SE forming the long research basket. The late-week shift is toward selling biotech into renewed FOMO after the ABBV phase 2 acquisition, while MIRM remains the clearest single-name sell candidate and INTR is the most repeated long-side workstream.

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.