Author
@semodough semodough
grade Cx.com/semodough ↗
Bull-leaning biotech catalyst aggregator who synthesizes sell-side notes into read-throughs
Posts a high-volume stream of clinical-stage biotech/pharma
trader score
-1.06
hit rate
45%
mean α
-0.84%
signals 14d
206
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: 45% hit rate, -0.84% mean alpha, trader score -1.06. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 144 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | XBI | @semodough | +0.00 | The tweet lists ESMO 2026 abstract-publication dates and times. | +3.6% | tweet ↗ |
| 2026-10-16 | ZURA | @semodough | +0.05 | A 61-page Schimmer deep dive on ZURA is noted without its conclusions. | · | tweet ↗ |
| 2026-10-16 | NVO | @semodough | -0.15 | Prescription volumes rose for Lilly's Foundayo while oral Wegovy prescriptions fell 3%. | +0.6% | tweet ↗ |
| 2026-10-16 | VKTX | @semodough | +0.00 | Prescription volumes rose for Lilly's Foundayo while oral Wegovy prescriptions fell 3%. | -3.1% | tweet ↗ |
| 2026-10-16 | LLY | @semodough | +0.20 | Prescription volumes rose for Lilly's Foundayo while oral Wegovy prescriptions fell 3%. | +1.3% | tweet ↗ |
| 2026-10-16 | JNJ | @semodough | +0.20 | Leerink models $16.8B combined worldwide peak sales for icotyde. | +3.2% | tweet ↗ |
| 2026-10-16 | PTGX | @semodough | +0.55 | Leerink models $16.8B combined worldwide peak sales for icotyde. | +7.5% | tweet ↗ |
| 2026-10-16 | PTGX | @semodough | +0.40 | Leerink sets a $190 target and describes multiple multibillion-dollar peak-sales opportunities. | +7.5% | tweet ↗ |
| 2026-10-16 | TNGX | @semodough | +0.10 | Tango will present updated vopimetostat combination data at ESMO 2026. | +5.9% | tweet ↗ |
| 2026-10-16 | CLDX | @semodough | +0.40 | Canaccord rates CLDX Buy with a $60 target, supported by favorable physician survey results. | · | tweet ↗ |
| 2026-10-16 | VKTX | @semodough | +0.40 | Canaccord sets a $114 target and outlines SUNRISE trial design plus supportive Phase II results. | -3.1% | tweet ↗ |
| 2026-10-16 | GUTS | @semodough | +0.35 | Fractyl plans an FDA application in late Q4 2026, 12-month data in Q1 2027 and a possible launch. | · | tweet ↗ |
| 2026-10-16 | GUTS | @semodough | +0.50 | Revita meets its six-month co-primary endpoint with a significant reduction in weight regain. | · | tweet ↗ |
| 2026-10-16 | EXEL | @semodough | -0.35 | A Cantor survey ranks favorite and least-favorite SMID-cap biotech stocks. | · | tweet ↗ |
| 2026-10-16 | MAZE | @semodough | +0.35 | A Cantor survey ranks favorite and least-favorite SMID-cap biotech stocks. | · | 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.