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@A_May_MD Adam May

Adam May posts on X about $abvx, $nktr, $abvxs, $vrna the most. They currently have XXXXXX followers and 1189 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXXX +3,476%
X Month XXXXXXX +5.60%
X Months XXXXXXXXX +119%
X Year XXXXXXXXX +13,980%

Mentions: XX #

X Months XXX +19%
X Year XXXXX +3,754%

Followers: XXXXXX #

X Week XXXXXX +32%
X Month XXXXXX +39%
X Months XXXXXX +130%
X Year XXXXXX +293%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks finance technology brands countries

Social topic influence $abvx #4, $nktr #1, $abvxs #1, $vrna, ole, 10x, imo, has been, tox, $alny

Top assets mentioned Alnylam Pharmaceuticals, Inc. (ALNY) Intellia Therapeutics, Inc (NTLA) BridgeBio Pharma, Inc. Common Stock (BBIO) Pfizer, Inc. (PFE) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Viking Therapeutics, Inc (VKTX) Hundred Million (100M) Alphabet Inc Class A (GOOGL) Prometheus Biosciences, Inc. Common Stock (RXDX) Biogen Inc (BIIB) Sage Therapeutics, Inc (SAGE) Merck & Co., Inc. (MRK)

Top Social Posts #

Top posts by engagements in the last XX hours

"$NTLA $BBIO $ALNY $PFE $IONS $NTLA with scary liver enzyme elevation signal in their ATTR study. SeriouslyGrade X means elevation beyond 20x the upper limit of normal () Shut this nonsense down. $NTLA running a study here that is unnecessary with stabilizers and silencers that treat this condition very well. No need to be pursuing diseases like this with risky/unproven technology. Shorted some after hours. Dont expect the current biotech market to be forgiving of this kind of thing"
@A_May_MD on X 2025-05-28 21:20:23 UTC 13.1K followers, 44.1K engagements

"Wouldve been more style points had I tweeted this last night but was just having a conversation after the market closed yesterday about how the current $NKTR setup reminds me of $VRNA over the last 1-2 years (receipts in the photo). The data for $VRNA in my opinion were unequivocal. The drug worked well enough to make patients feel better but people picked the company apart looking for every possible negative. 👎🏻It wasnt studied in triple therapy refractory patients 👎🏻Nobody is going to want to use a nebulizer 👎🏻Theres no way they can launch into this giant market alone 👎🏻Biologics"
@A_May_MD on X 2025-07-09 12:32:31 UTC 13.2K followers, 29.6K engagements

"@knowdo1_bio 1) baseline characteristics are published - can find side by side comparison in my larger document 2) OLE apples to apples comps of both open label and responder enriched datasets still show $ABVX data is superior in every comparison I could find"
@A_May_MD on X 2025-07-21 18:33:47 UTC 13.1K followers, 1577 engagements

"I won't share in depth pitches like $NKTR often (2/year). Only with really compelling setups. I've got another one now. The market says PoS is VERY low and that upside could be 10x+. Like with $NKTR I think the data say success is far more likely than the market thinks. The name is $ABVX (Abivax)"
@A_May_MD on X 2025-07-21 13:33:44 UTC 13.2K followers, 12.1K engagements

"@seedy19tron @epickram1 Or just save the brain damage and avoid the math altogetherjust comp it to all the $7-$11B M&A deals for far less desirable drugs. This one is easy. $ABVX Congrats to any funds who were able to get free money allocated to them in this offering 😂"
@A_May_MD on X 2025-07-24 13:33:47 UTC 13.2K followers, 2966 engagements

"Slide 4: The $ABVX P2b Maintenance data look far better than their induction data As you can see in the first table attached to this slide $ABVXs obefazimod has shown the highest long term clinical remission number Ive been able to find for any drug. This further cements my opinion that the drug is highly active and that the mediocre P2b induction remission delta was simply an outlier. There are X major caveats to note when we doing cross-trial comparisons with these maintenance remission numbers however. Caveat 1: $ABVXs maintenance phase was open-label which should artificially INFLATE"
@A_May_MD on X 2025-07-21 13:34:01 UTC 13.2K followers, 5908 engagements

"$ABVX Not even XX% dilution. Just absolutely BEAUTIFUL. Party in the 9th arrondissement tonight"
@A_May_MD on X 2025-07-23 20:21:36 UTC 13.2K followers, 31.6K engagements

"No. There is no ballpark benchmark for what P3 data like what $ABVX has is worth because literally EVERYTHING else has been bought out by big pharma BEFORE p3 data. The lowest end of that post P2b data buyout list is $6.7B. The high end is $10.8B. $ABVX at $100/share is only $6.3B"
@A_May_MD on X 2025-07-22 23:18:10 UTC 13.2K followers, 31.3K engagements

"@seedy19tron $ABVX at $XX premarket. Still a blatant steal. Wont even have to wait a year for this to go to pharma for substantially more in my biased opinion"
@A_May_MD on X 2025-07-24 11:34:00 UTC 13.2K followers, 3042 engagements

"$ABVX unhalt time keeps getting moved back. It is because the bids for it are too high. I sincerely believe that the stock should be up 1000%+. We are talking about the first line oral here now with no new safety signals. We'll see. Such moves usually don't happen in one session but in my biased opinion that sort of upside is fully merited"
@A_May_MD on X 2025-07-22 21:02:09 UTC 13.2K followers, 39.6K engagements

"Slide 5: $ABVX P2a+P2b Pooled Induction and Long-term OLE Data With Attrition Analysis Before their P2b $ABVX had run a randomized and controlled P2a trial as well (important because many P2a studies like $MORFs are done open label). Unlike the P2b that had an outlier low remission delta $ABVXs P2a clinical remission delta was concordant with the rest of their efficacy data coming in at a very impressive XX% 🗒Note the P2a was a much smaller sample size so the best utility of this dataset is to pool it with the P2b numbers. Combining the P2a sample with the P2b sample raises $ABVXs clinical"
@A_May_MD on X 2025-07-21 13:34:02 UTC 13.2K followers, 9680 engagements

"Super interesting lies in this tweet. Be careful not to get scammed by made up shit like this folks. $VKTX"
@A_May_MD on X 2025-07-25 23:27:06 UTC 13.2K followers, 57.6K engagements

"Slide 6.The🔑 Slide 👉Analyzing $ABVX's pre-disclosed P3 maintenance arm enrollment 🚨I consider this the most important slide of my $ABVX pitch and I think it digs into a key piece of data that the market is totally missing the importance of🚨 $ABVX has pre-disclosed the enrollment rate of their P3s maintenance arm with XX% of the trial completed Why is this so important Because only induction responders are eligible to enroll into the maintenance arm meaning.we now know the pooled response rate of their phase X induction study XX% of the way through its completion This fact is"
@A_May_MD on X 2025-07-21 13:34:03 UTC 13.2K followers, 46.2K engagements

"$ABVX XXXX% clinical remission delta. Black swan level upside incoming"
@A_May_MD on X 2025-07-22 20:06:59 UTC 13.2K followers, 121.3K engagements

"🚨PITCH UPDATE🚨$NKTR (link to master document below) The atopic dermatitis readout I pitched was a success and the stock is up XXX% With that said at a measly $100M enterprise value I feel strongly that the market has not yet priced $NKTR appropriately in light of the AtD results and everything else that the company has going for it: ➡A real opportunity in Alopecia Areata ➡Now significantly increased odds of a big payout in the $LLY "botched data" lawsuit ➡What I estimate to be $50-$150M in potential value from licensing their Dapirolizumab royalty stream (yes this asset alone could in my"
@A_May_MD on X 2025-06-29 21:32:27 UTC 13.2K followers, 96.7K engagements

"@BdtBoston @_financeken @MartinShkreli @seedy19tron Supremely"
@A_May_MD on X 2025-07-23 12:53:51 UTC 13.1K followers, XXX engagements

"Like with $NKTR I will share my long-form research on $ABVX for free via google doc (linked below). This $ABVX research is extensive and the document is substantially longer than $NKTRs was at 25000 words. It will take a lot to get through it but I think the case for ABVX here is compelling. IMO the market hasnt even remotely priced the stock correctly for what I think are relatively high odds of success yielding multibagger potential in August. With that said we need to cover some REALLY important notes on bias and risk: X I am long $ABVX meaning my opinions here are heavily biased. Keep"
@A_May_MD on X 2025-07-21 13:33:58 UTC 13.2K followers, 12.3K engagements

"Slide 1: Overview of $ABVX and its past. $ABVX is a French biotech thats been developing a drug called Obefazimod for years. It was initially studied in HIV and later COVID but has been repurposed for treating Ulcerative Colitis (UC). The company has historically struggled with poor management as well as an EU-exclusive listing that limited access to capital. More recently they got new leadership and launched a US IPO but it could not have possibly come at a worse time occurring in October 2023 within hours of an $XBI rock-bottom of $XXXXX. The stock has never really recovered from the busted"
@A_May_MD on X 2025-07-21 13:33:59 UTC 13.2K followers, 6821 engagements

"Its funny I tried to highlight the most important portion of the $ABVX pitch yesterday and that slide is still somehow tied for fewest views. IMO people are really sleeping on the importance of these data $ABVX has literally given us a vitally important piece of the phase X dataset AHEAD OF TIME IMO the info they have disclosed says that they are very likely to hit stat sig when they report P3 data (likely next month). Is there still failure risk Absolutely - theres no guarantees in biotech EVER. But I have to sayIve never seen such an impactful pre-data disclosure from a P3 trial before"
@A_May_MD on X 2025-07-22 12:48:09 UTC 13.2K followers, 36.5K engagements

"Slide 2: Why is $ABVX so cheap Overview of main bear theses. Bear thesis 1: The MoA makes no sense ➡ Obefazimods supposed MoA is to increase the expression of a micro-RNA called miR-124. However the company has never really proven how exactly the drug accomplishes this and frankly miR-124s effects on the body arent straightforward. When potential investors see the noisy P2b data and the obvious lack of understanding of what the drug actually does they are consistently turned off by $ABVX as a potential investment. 🙋♂My take: I dont really care what $ABVXs MoA is because I base my bull case"
@A_May_MD on X 2025-07-21 13:34:00 UTC 13.2K followers, 6511 engagements

"Slide 8: My projections for the upcoming $ABVX P3 readout Ill refer back to slide 6s main table for this in which I used the companys pre-disclosed P3 pooled response rate XX% of the way through the trial and applied various assumptions (both from prior $ABVX studies as well as large samples from pooled P3 studies). I think the most likely range of clinical remission delta is probably somewhere in the 13-15% range. This is based on my extensive analysis of both historical P2 data and the pre-disclosed P3 data that Ive shared here. Now this does not mean that the probability of the clinical"
@A_May_MD on X 2025-07-21 13:34:05 UTC 13.2K followers, 14K engagements

"@JoseRestonVA @uchi_wawa @seedy19tron And $RXDX has 2-3 other competitors in the pipeline with the same MoA. ZERO mechanistic competitors for $ABVX. Not even me-tops from China. Once in a lifetime setup"
@A_May_MD on X 2025-07-23 04:05:37 UTC 13.1K followers, 2132 engagements

"$NKTR I think that Nektar should also be getting some credit in its valuation for the possibility that Rezpeg could hit in alopecia areata by the end of this very year The AA P2 study is ongoing and prior to AtD hitting it was deservedly adding $X in value to the company. However now that Rezpeg's success in AtD has proven beyond the shadow of a doubt that the drug is active it is time we start considering the possibility that this AA shot on goal could actually work In fact You may be surprised by this statement: Rezpeg has never failed to show benefit in skin disease in any of the diseases"
@A_May_MD on X 2025-06-29 21:32:28 UTC 13.2K followers, 13.3K engagements

"Slide 7: What is $ABVX success potentially worth UC M&A case studies. In the last slide I referenced the potential upside of numerous trial hit cases and the numbers may look pretty steep (ranging from 2x to 10x). How do I arrive at such high upside cases Well other investors and sellside firms have been discussing 5-10x upside possibilities but what is this all based on To benchmark the value $ABVXs Obefazimod if it hits in its P3 UC trial my preferred approach is looking at the valuations of the numerous M&A cases that have recently occurred in this space. Lets do that in this slide"
@A_May_MD on X 2025-07-21 13:34:04 UTC 13.2K followers, 6634 engagements

"$ABVX is still halted but I am PLEASED to announce that I will be forfeiting my first place spot in the @pawcio2009 biopick contest to @seedy19tron as $ABVX will likely soon be up more on the year than any other biotech stock. Always glad to have my biggest position unseat my first place spot ☺"
@A_May_MD on X 2025-07-22 20:14:52 UTC 13.2K followers, 37.3K engagements

"Outline of $ABVX thread (dont miss slide 6): Slide 1: Overview of $ABVX and its past Slide 2: Why is it so cheap Overview of main bear theses Slide 3: P2b Induction data Slide 4: P2b Maintenance data Slide 5: P2a+P2b Long term OLE data and attrition analysis Slide 6: P3 pre-disclosed maintenance arm enrollment (the🔑slide IMO) Slide 7: What is success worth UC M&A case studies Slide 8: My projections for the upcoming P3 readout Slide 9: Summary of thoughts"
@A_May_MD on X 2025-07-21 13:33:59 UTC 13.2K followers, 7362 engagements

"Slide 9: $ABVX Key Points and Summary of Thoughts The market is extremely skeptical that $ABVX is going to hit in the upcoming P3 readout and the stock has largely been forgotten or even simply ignored for years. Most of this pessimism stems from a questionable/uncertain mechanism of action and P2b data that showed an inverse dose response as well as mediocre outcomes on the most important endpoint: Induction clinical remission delta. However as Ive discussed here Im not deterred by an unknown mechanism of action when the clinical data show me that the drug is active which I strongly believe"
@A_May_MD on X 2025-07-21 13:34:05 UTC 13.2K followers, 24.3K engagements

"I too am offering $469M in exchange for $569M. DMs open. $SAGE $BIIB"
@A_May_MD on X 2025-01-11 00:32:02 UTC 13.1K followers, 25.2K engagements

"Im hesitant to say only because I think it sets a bad example for risk tolerance. My risk appetite is exceptionally high and should not be followed by the VAST majority of people. This readout has 90%+ downside potential and no options for hedging so for most a smaller position (if any position at all) is going to be best regarding risk. Ill very likely hold XX% weighting through data which would be WAY too much risk for most"
@A_May_MD on X 2025-07-22 14:56:20 UTC 13.1K followers, 3727 engagements

"@holdforwhat The buyout rumor that $ABVX had a suitor years ago (which appears to be true) is covered the main document I attached to the pitch thread"
@A_May_MD on X 2025-07-21 14:43:44 UTC 13.2K followers, 12.3K engagements

"Slide 3: $ABVX P2b Induction data Although ABVXs induction response rate/delta and endoscopic improvement/delta P2b data are quite competitive the primary endpoint (and focus) in the upcoming P3 readout is going to be Clinical Remission Delta during induction. Unfortunately for ABVX this was their single worst datapoint in P2b coming out at XX% when pooling all X dosing arms. Now the stock would still trade up if a stat sig XX% delta is accomplished in P3 but the upside would likely only be 2-3x since this would be on the low end of competitor efficacy. The bears don't believe that even this"
@A_May_MD on X 2025-07-21 13:34:01 UTC 13.2K followers, 6218 engagements

"Me explaining to The Boys why $MRK should buy $VRNA because their sales reps in pulm clinics would barely even have to learn a new word from Winrevair to Ohtuvayre:"
@A_May_MD on X 2025-02-04 17:51:42 UTC 13.2K followers, 44.2K engagements

"Time stamped. $ABVX $RGLS. #1 #2 #LongLiveMicroRNA #BioPick @pawcio2009 @seedy19tron"
@A_May_MD on X 2025-07-23 00:01:13 UTC 13.2K followers, 37.2K engagements

"Literally can't unhalt it because of the bids coming in. $ABVX"
@A_May_MD on X 2025-07-22 21:06:31 UTC 13.2K followers, 42.6K engagements

"🚨PITCH ALERT🚨 $NKTR Currently at $XXXXX representing a 0.45x cash multiple and approaching an atopic dermatitis (AD) readout that has a legitimate chance at success $NKTR represents one of the most compelling risk/reward profiles I have ever seen in small cap biotech. This thread provides a very basic overview of the setup. For greater depth I have provided a link to a much longer pitch at the end of this first "slide". Although I am clearly bullish (and long) $NKTR at its current prices I am NOT arguing that their AD readout has an atypically high probability of success (POS). Rather I"
@A_May_MD on X 2025-02-10 13:42:56 UTC 13.2K followers, 241.5K engagements