@PersimmonTI PersimmonTI

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.

PersimmonTI is almost entirely focused on biotech, with the clearest concentration in M&A positioning around APGE, ABBV, LLY and NUVL. The distinctive read is selective: constructive on APGE/Fairmount-Paragon and QURE accelerated approval odds, while cautious on EWTX placebo risk and DMD gene-therapy disclosure overhangs. Late-week attention shifted toward M&A spend data and APGE deal confirmation rather than explicit new position adds or exits.

The author’s attention is concentrated in biotech M&A, especially APGE/ABBV and broader 2026 upfront-spend positioning, while also making selective clinical and regulatory calls. Bullish emphasis sits on APGE and QURE, offset by caution on EWTX and SRPT/DMD gene-therapy risk. No explicit adds, trims, exits, or position disclosures appear in the input, so the trade-action record is empty despite clear thematic conviction.

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.