Author
@PersimmonTI PersimmonTI
grade Ax.com/PersimmonTI ↗
Anon biotech specialist who reads trials, IP, and M&A like an insider
Posts original biotech/pharma analysis - clinical-endpoint f
trader score
-0.57
hit rate
55%
mean α
-0.26%
signals 14d
118
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: 55% hit rate, -0.26% mean alpha, trader score -0.57. Their last-14d mentions, direction-adjusted, have moved -2.5% since posting (mean over 79 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | RVMD | @PersimmonTI | +0.50 | Reports fast FDA approval of daraxonrasib and praises the underlying discovery effort. | — | tweet ↗ |
| 2026-08-28 | XBI | @PersimmonTI | +0.10 | Reports fast FDA approval of daraxonrasib and praises the underlying discovery effort. | — | tweet ↗ |
| 2026-08-28 | ALNY | @PersimmonTI | -0.75 | Argues stabilizer differences make ALNY's AMVUTTRA and next-generation silencer outlook worse. | — | tweet ↗ |
| 2026-08-28 | BBIO | @PersimmonTI | +0.45 | Argues stabilizer differences make ALNY's AMVUTTRA and next-generation silencer outlook worse. | — | tweet ↗ |
| 2026-08-28 | CYTK | @PersimmonTI | +0.65 | Reports sustained 72-week KCCQ benefit for aficamten that reversed after washout. | — | tweet ↗ |
| 2026-08-28 | XBI | @PersimmonTI | +0.10 | Reports sustained 72-week KCCQ benefit for aficamten that reversed after washout. | — | tweet ↗ |
| 2026-08-27 | XBI | @PersimmonTI | -0.60 | Derogatory phrasing expresses a negative view of XBI holders. | -3.5% | tweet ↗ |
| 2026-08-27 | RVMD | @PersimmonTI | +0.35 | Briefly frames RVMD as an example of the system working. | -6.0% | tweet ↗ |
| 2026-08-27 | MRNA | @PersimmonTI | -0.35 | Reports a $2.0B convertible-note placement with a $300M greenshoe. | -3.3% | tweet ↗ |
| 2026-08-26 | BHVN | @PersimmonTI | +0.75 | Started a BHVN position and wishes the initial size had been larger. — Discloses a new BHVN entry and gives a detailed bullish derisking thesis. | · | tweet ↗ |
| 2026-08-26 | XBI | @PersimmonTI | +0.15 | Started a BHVN position and wishes the initial size had been larger. — Discloses a new BHVN entry and gives a detailed bullish derisking thesis. | -3.6% | tweet ↗ |
| 2026-08-26 | AZN | @PersimmonTI | -0.70 | Lists multiple AstraZeneca clinical setbacks and says substantial good news is needed. | -2.1% | tweet ↗ |
| 2026-08-26 | BMY | @PersimmonTI | +0.00 | Lists multiple AstraZeneca clinical setbacks and says substantial good news is needed. | -1.5% | tweet ↗ |
| 2026-08-26 | XBI | @PersimmonTI | -0.10 | Lists multiple AstraZeneca clinical setbacks and says substantial good news is needed. | -3.6% | tweet ↗ |
| 2026-08-26 | XBI | @PersimmonTI | +0.45 | Describes a healthy biotech IPO environment with discerning institutional demand. | -3.6% | 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.