MRNAModernaBearishModerna
4d ago on
Why not. Calling $MRNA top in 11/6/26 $267.50 https://t.co/rKoDBBBgoO
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I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
Cite asCryptoQuant has tracked the directional calls on PFE by @A_May_MD on X since Jan 2026: not yet scored on PFE (as of Nov 11, 2026).
1 PFE call on record, a thin history.
Relative view by default: fewer than 30 PFE calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @A_May_MD to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Why not. Calling $MRNA top in 11/6/26 $267.50 https://t.co/rKoDBBBgoO
View original →Who thought I was kidding? $SYRE is *up* since rheum failure announced Tuesday. Yes, even with the market down. Up. $11B market cap. $11B. https://t.co/qYhYKsbihU
View original →People debating whether or not its the fastest oncology drug launch of all time. Good enough for the company to lose over a tenth of its value today ☠️☠️☠️☠️☠️☠️ $RVMD https://t.co/vuQpPFovVD
View original →NASDAQ looking at its worst session since Liberation Day? Wow
View original →$IOVA doesn’t beat earnings guidance (told you so). And here’s why the numbers are actually a bit worse than they look at first glance: $20M of Proleukin sales. Amtagvi revenue is only up ~12% QoQ. Proleukin revenue is up ~132% QoQ. So, that ~22% QoQ revenue growth? About half of that is just Amtagvi stocking! Not “actual” sales of Amtagvi. Sure, Amtagvi grew - just not as much as the headline tells you unless you dig deeper. This is also the reason their gross margin “improved” by 3-4%. Proleukin is their high margin product…stocking proleukin once every few quarters makes it look like operational efficiency is growing. That’s an illusion. The same thing happened in Feb 2025 (though admittedly it was much a more profound skew back then). I called it out then as well (see below). Stock was initially green, then went deep red. People didn’t understand why (because cultists only listen to biotech scammer who doesn’t even know what any of these words are). Now, onto the conference call to see if any sellsider has the spine to ask them directly whether or not they’re hiding lung cancer trial deaths (I’ll be surprised if anyone actually steps up, but we’ll see).
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