Hunting the risky jungle of biotech in search of opportunity, good science, and measured risk. Seasoned trader, x-sell side, x-founder & entrepreneur
Cite asCryptoQuant has tracked 186 directional calls by @TheBio_Hunter on X since Dec 2017: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 11, 2026).
$IVVD COVID ripping now through south east. North Carolina numerous friends down. Other friends starting to ask about boosters. Most pretty knocked out 5-7 days. Seems booster question is only about “wanting to reduce severity” vs larger concern.
View original →$PRAX started my position build after missing earlier opportunities. A few 2026 IPO’s also looking interesting $DMRA, $ODTX, $KARD
View original →Sanity check - the Shah of AI, Dario, claims AI will end humanity. Today’s WSJ article “Accenture said in its announcement that both companies “each expect to invest at least $1 billion over five years in AI safety.” 1 billion over 5 years on safety 🤥 https://t.co/3rc51ph4av
View original →$RVMD Price debate, I don’t get it. The number one problem with healthcare cost is because HC is NOT a free market by a long stretch. It’s more or less government run and loaded with regulatory capture. Heck, we don’t even have price transparency in our healthcare system; one can’t have a free market without it. Finally, RVMD could have easily failed, like many attempts prior. Those investors’ risk capital went to zero. Everyone forgets our system works in the USA for one reason — venture funding is abundant.
View original →$ABVX Here is how it works How the Structure Works 1. The fund sells the shares in the market (or otherwise disposes of them) and books the capital loss. 2. It simultaneously (or shortly thereafter) enters into a cash-settled TRS with a dealer under which it receives the total return (price appreciation/depreciation + dividends) on a notional amount of the same shares (or a carefully constructed basket) and pays a financing rate. Economically, the fund stays long. Legally and for reporting purposes, it no longer holds the equity securities. 🐑 🐑 🐑 is correct 13F season tells you very little
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