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
-3.01
hit rate
20%
mean α
-1.50%
signals 14d
237
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: 20% hit rate, -1.50% mean alpha, trader score -3.01. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 143 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | PTGX | @semodough | +0.50 | MIMRYLO was approved for polycythemia vera after Phase 3 results showed a 76.9% clinical-response rate. | · | tweet ↗ |
| 2026-08-28 | TAK | @semodough | +0.50 | MIMRYLO was approved for polycythemia vera after Phase 3 results showed a 76.9% clinical-response rate. | · | tweet ↗ |
| 2026-08-28 | PTGX | @semodough | +0.50 | FDA approved MIMRYLO, or rusfertide, for polycythemia vera. | · | tweet ↗ |
| 2026-08-28 | TAK | @semodough | +0.50 | FDA approved MIMRYLO, or rusfertide, for polycythemia vera. | · | tweet ↗ |
| 2026-08-28 | JNJ | @semodough | +0.50 | Reports Chinese regulatory approval of icotyde for moderate-to-severe plaque psoriasis. | — | tweet ↗ |
| 2026-08-28 | PTGX | @semodough | +0.50 | Reports Chinese regulatory approval of icotyde for moderate-to-severe plaque psoriasis. | · | tweet ↗ |
| 2026-08-28 | OCUL | @semodough | +0.35 | Expresses confidence in Ocular Therapeutix based on Peter Kaiser's development leadership. | — | tweet ↗ |
| 2026-08-28 | BBIO | @semodough | +0.55 | Promotes a discussion of Attruby's positioning and a path to over $3B in peak revenue. | — | tweet ↗ |
| 2026-08-28 | PFE | @semodough | +0.15 | Highlights clinical separation as early as three months for first-line stabilizer treatment. | — | tweet ↗ |
| 2026-08-28 | BBIO | @semodough | +0.50 | Highlights clinical separation as early as three months for first-line stabilizer treatment. | — | tweet ↗ |
| 2026-08-28 | BBIO | @semodough | +0.40 | Reports Wells Fargo's $102 BBIO target and positive view of Attruby's treatment positioning. | — | tweet ↗ |
| 2026-08-28 | ALNY | @semodough | -0.25 | Cites Wells Fargo's view that CARDIO-TTRansform data may require modification of ALNY's TRITON trial. | — | tweet ↗ |
| 2026-08-28 | BBIO | @semodough | +0.20 | Cites Wells Fargo's view that CARDIO-TTRansform data may require modification of ALNY's TRITON trial. | — | tweet ↗ |
| 2026-08-28 | CYTK | @semodough | +0.70 | Reports successful Phase 3 ACACIA-HCM endpoints and a planned Q4 supplemental FDA submission. | — | tweet ↗ |
| 2026-08-28 | CYTK | @semodough | +0.70 | Reports positive ACACIA-HCM results presented at ESC 2026 and published in NEJM. | — | 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.