Adam May (@__adam_may) 's Twitter Profile
Adam May

@__adam_may

I invest in biotechs, I often tweet about companies I have positions in. Nothing I say should be considered investment advice.

ID: 3051153179

calendar_today21-02-2015 23:49:57

15 Tweet

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Adam May (@a_may_md) 's Twitter Profile Photo

I have never pinned anything on X, but I am going to keep this thread calling out $CGEM as being undervalued pinned for a while, because I am feeling pretty confident about it. I want to call my shot on this one. The thread isn't short, but I hope it does a good job of

Adam May (@a_may_md) 's Twitter Profile Photo

Yesterday there was a massive development for $NKTR, which seems to have been largely missed. IMO, yesterday confirmed that $NKTR is sitting on a "secret" or "undiscovered" asset that may now be worth ~100% upside to its market cap. If you read my full pitch (linked in first

Yesterday there was a massive development for $NKTR, which seems to have been largely missed.  IMO, yesterday confirmed that $NKTR is sitting on a "secret" or "undiscovered" asset that may now be worth ~100% upside to its market cap.  If you read my full pitch (linked in first
Adam May (@a_may_md) 's Twitter Profile Photo

$IBIO finally starting to catch somewhat of a bid. Has felt like a matter of time with basically everyone (pharma, news outlets) starting to talk up the obesity muscle issue as the next hurdle in the obesity market over the last few months. The $IBIO setup at this price has

Adam May (@a_may_md) 's Twitter Profile Photo

This time $IOVA is down because Amtagvi QoQ growth was only ~16%. The market does not want them to be hitting guide only thanks to Proleukin stocking revenue. Amtagvi at $48.7M in Q4 after having been $42.1M in Q3 is very bad. The therapy is too toxic and logistically

Adam May (@a_may_md) 's Twitter Profile Photo

I’m sure 99% of my raving never makes its way to anyone of importance, but if anyone on the $SWTX board does come across this, PLEASE MAKE THE DEAL WITH FAKE MERCK. Maybe you think it’s not a good enough offer. But don’t forgot that $CYTK provides a very negative example of

Adam May (@a_may_md) 's Twitter Profile Photo

LOL that seems like a big miss to me. Futures and 10y still green but all retreating. Let’s see if that color lasts.

Adam May (@a_may_md) 's Twitter Profile Photo

$BBIO Ok, so, what? We just don’t do the “conference meeting cancelled means there’s a buyout coming” pump whenever it’s one of *my* companies, or what? SMH come on guys.

Adam May (@a_may_md) 's Twitter Profile Photo

So $LXEO is ~133% upside from today's open to where it was...1 month ago, to the day. ➡️And, that nearly 60% drop over 1 month was caused by what? ↪️Apparently nothing. ➡️And, that nearly 60% drop over 1 month was preceded by what? ↪️A *70%* drop from 52W highs