$1,000 follows their calls into $990
Seedy19@seedy19tronOut of $mrna 67% loss on the trade from ~$196.
Seedy19@seedy19tronThe $MRNA shrug $XBI 3% down day. Shrugged. $QQQ red day. Shrugged. $MRK 2% down past mo vs $MRNA +54%. 50/50 economics you say? Shrugged. $BNTX Ph3 in head and neck missed PFS. Same modality, same pembro backbone, same trial design. $BNTX 7% down. shrugged. $BNTX metastatic
Seedy19@seedy19tronOut of $nktr completely broken down with no buyers in sight. Big clear out with some other names too, kamikaze large levered $mrna short @ $196.5
Seedy19@seedy19tronWhy did Abivax sell off, and why I think it is one of the first names to recover , brief including some feedback from $ABVX
seedy19tron.substack.comWhy did Abivax sell off, and why I think it is one of the first names to recoverFt. Abivax feedback on the recent pullback and a broader understanding of the selloff
