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
-0.75
hit rate
45%
mean α
-1.22%
signals 14d
183
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, -1.22% mean alpha, trader score -0.75. Their last-14d mentions, direction-adjusted, have moved +6.1% since posting (mean over 109 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | AZN | @semodough | +0.25 | Frames Entresto's $7.8B peak sales as a proxy for Baxfendy. | — | tweet ↗ |
| 2026-07-03 | MLYS | @semodough | +0.25 | Frames Entresto's $7.8B peak sales as a proxy for Baxfendy. | — | tweet ↗ |
| 2026-07-03 | AZN | @semodough | +0.35 | BofA commentary on Baxdrostat access, pricing, adoption, and Entresto as launch proxy. | — | tweet ↗ |
| 2026-07-03 | MLYS | @semodough | +0.20 | BofA commentary on Baxdrostat access, pricing, adoption, and Entresto as launch proxy. | — | tweet ↗ |
| 2026-07-02 | · | @semodough | · | Speculates management dropped a bigger nugget than a JNJ takeover but no target ticker is explicit. | · | tweet ↗ |
| 2026-07-02 | ABVX | @semodough | +0.35 | Mentions ABVX peak revenue take better than analysts' $8-10B. | — | tweet ↗ |
| 2026-07-02 | TARS | @semodough | +0.60 | Mizuho model supports larger TARS/Xdemvy opportunity than Culper short report suggests. | · | tweet ↗ |
| 2026-07-02 | EYPT | @semodough | +0.35 | Cites Chardan arguing DURAVYU sham masking is not disqualifying for FDA efficacy control. | · | tweet ↗ |
| 2026-07-02 | TARS | @semodough | +0.40 | Reports TARS $9 rebound after short report and nurse comments. | · | tweet ↗ |
| 2026-07-02 | BBIO | @semodough | +0.40 | Speculates on BBIO and praises management and pipeline quality. | — | tweet ↗ |
| 2026-07-02 | ABVX | @semodough | +0.25 | Reports LR modeling ABVX revenue of $1.5B in 2030. | — | tweet ↗ |
| 2026-07-02 | BBIO | @semodough | +0.60 | Says BBIO has superior drug to PFE and increasing doctor tailwinds. | — | tweet ↗ |
| 2026-07-02 | PFE | @semodough | -0.25 | Says BBIO has superior drug to PFE and increasing doctor tailwinds. | — | tweet ↗ |
| 2026-07-02 | TARS | @semodough | +0.45 | Mizuho has PT $100 and stays Outperform after short report attack. | · | tweet ↗ |
| 2026-07-02 | ABVX | @semodough | +0.45 | Cites Truist seeing business development and potential takeout as upside to valuation. | — | 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.