Recent Posts
Social•Feb 9, 2026
Novo Nordisk Joins DOJ, FDA to Target Hims
There you go - $NVO ***FINALLY*** going after $HIMS themselves. DOJ, FDA, $NVO all on board now. Time for $HIMS to get what they deserve.
By Adam May
Social•Feb 8, 2026
Doctors Overprescribe Personalized Semaglutide, Raising Legal Red Flags
Oh and it’s been a while since this topic has come up, but, to the $HIMS-employed doctors/nurse practitioners etc who have been writing millions of “personalized” doses of semaglutide nonstop in order to help the company skirt intellectual property rights: Do...
By Adam May
Social•Feb 6, 2026
Regulators Target Hims After Misleading GLP‑1 Ads
Coincidence that $HIMS has suddenly taken down all ads touting “the same active ingredient as Wegovy”? $HIMS may have finally called enough attention to their bullshit antics to get regulators to finally crack down on them. This could...
By Adam May
Social•Feb 5, 2026
FDA Cracks Oral Semaglutide Scam; Stocks Barely React
FDA is stepping up within a matter of a few hours on the newest $HIMS oral semaglutide scam. This is a COMPLETE reversal of how the FDA has previously been (insanely) lenient with the mass compounding “personalization” scam that...
By Adam May
Social•Feb 4, 2026
Novo Drops, Eli Lilly Rebounds—GLP‑1 Earnings Cycle Repeats
GLP-1 earnings reports playbook: 1) $NVO: Guys, it’s not looking great for GLP-1 sellers ***$NVO and $LLY sell off*** 2) $LLY: Huh? Nah we’re good. ***$NVO stays down $LLY rips*** 3) Repeat
By Adam May
Social•Feb 2, 2026
NTLA Plunges 25% Despite Hold‑lift Skepticism
$NTLA down >25% since the cultists tried to dunk on me after the hold lift. Down >15% since the high $15s when I made the post below *before* the hold lift, saying that a potential hold lift wouldn't actually...
By Adam May
Social•Jan 22, 2026
NTLA Rises Despite FDA Hold; Hy’s Law Remains Core Risk
Reminder that at $14 $NTLA is *already* trading higher than when the FDA hold was put in place. Novice retailers getting this twisted. There’s no “take backs” on a Hy’s Law case. That is the real problem...
By Adam May
Social•Jan 20, 2026
CRVS Shows Promise Yet Remains Early, Uncertain
Lots of haters on $CRVS and yes the way they’ve disclosed data over time is a little iffy but 🤷🏻♂️. Active drug. New data looks solid. They ought to be able to fund the P2. They’ve got...
By Adam May
Social•Jan 20, 2026
Out‑of‑the‑Money ABVX Calls Hint at Genuine Deal
I know (and understand why) there’s a lot of speculation around the credibility of the La Lettre articles on $ABVX M&A. I have no idea whether the reporting is legit. Could it be made up BS as part of some...
By Adam May
Social•Jan 18, 2026
Meta‑Contrarian Biotech Thesis: Consensus Locally, Ignored Globally
Great article altogether by @KevinLMak on how he arrives at an $ABVX bull thesis as a generalist. You should read the whole thing, but the lines below are far too good not to share: 👉"The result is an unusual dynamic....
By Adam May
Social•Jan 14, 2026
Undervalued $TENX Holds Promising 2026 Catalyst
I’ve gotten a lot of messages asking about my BioPick selection for this year, $TENX. I’ve responded to a few but don’t have the time to respond to everyone. I actually considered making $TENX an official “pitch”, but I don’t...
By Adam May
Social•Jan 12, 2026
ABVX's P2b Data Boosts Valuation, Delay Sale
A few serious/non-memey words on $ABVX for the first time in a while. Nobody knows how much of this M&A rumor smoke coming out of France is real. A deal, if any, could be happening soon, or it could take...
By Adam May
Social•Jan 12, 2026
ABVX Faces Unofficial $200 Bid Amid Multiple Suitors
$ABVX has an unofficial bid for ~$200/share if you believe the reporting out of France this morning, plus two more potential bidders circling. Of course, the source is reputable enough that the little old Wall Street Journal has picked...
By Adam May
Social•Jan 9, 2026
NTLA’s 8‑K Reveals Liver Failure Death From Sepsis
Context: $NTLA just 8K'd (not a PR, hmmm wonder why) that their Hy's Law patient's autopsy showed ruptured GI ulcer and sepsis as the ultimate cause of death. Anyone saying this is not related to the liver failure is showing...
By Adam May
Social•Jan 9, 2026
Sepsis Often Leads to Death In
Hey @grok is sepsis a common proximate cause of death in patients with drug induced liver failure?
By Adam May
Social•Jan 9, 2026
UCB Should Demand Label Change; Sonelokimab Inferior
“THAT WILL DECIMATE THE COMPETITION” If the FDA is dumb enough to put a 29% delta on the $MLTX label, UCB should simply request a label change to include *their* P2 efficacy data on the label….where their delta was ***36%***. 36>29 for...
By Adam May
Social•Jan 7, 2026
ABVX's UC Expansion Will Boost M&A Valuation
Prediction: High penetration of the existing UC market is one thing, but $ABVX expanding the UC market on their own will be looked back on as the key piece that ultimately took the M&A value to the next...
By Adam May