ABVX Abivax - ADR

$ABVX Gilead's oral UC pill showed 31% remission vs 8% on placebo in a small 12 week phase 2. $ABVX's obefazimod hit about 51% vs 10% at week 44 in a 580 patient phase 3. A 40-point gap, plus 3 year durability data. Gilead doesn't start phase 3 until 2027, so final results land around 2030 at best. Abivax plans to file by the end of 2026, a roughly 4-year lead with better data. Big pharma wants this market, and Abivax already owns the best asset in it. Gilead is no threat to Abvx at the moment and unlikely to be much of a threat. Unless stellar results hit and thats a big if and there's no safety signals or delay. Abvx is superior

$ABVX It looks quite interesting. Seems like we have a best in class drug being brought down in parallel to M&A talks… and the leadership of Abivax seems to be very sophisticated I need to look more into this next week

$ABVX I remain firmly in the camp a major bottom made $84 but stock could retest. Undervalued trading below $100 with possible buyout prices $150 and higher. Go it alone or takeover this stock going higher when Wall Street insiders finished accumulating

$ABVX stock hugely undervalued with best in class data and selling below target of $150 takeover offers. Crohn’s adds more opportunity. Don’t know how long this opportunity last and surely don’t think we get much cheaper opportunities

$ABVX 1,500 of February 2027 $120/$150 call spreads were bought for a debit $3.85 or $580K in premium. Didn't see large bets like this in a while.

$ABVX After Maint. data I would have never thought that I will have the opportunity to buy it at these levels ever again.

$ABVX this stock is lowest holding % in portfolio - stock $NVCT $GLSI crypto $ZEC.X $NEAR.X . Even buying ABVX at $85, the crypto ZEC risk/reward dominates

$ABVX Brutal Q3 for Biotech sector l. It the same story across the board no matter if you got approval, has great pipeline or outstanding results. On a positive note, great entry time with some good names. $VERA $VNDA $CELC

$ABVX the crazy part is how there is like no pops. Almost straight down gradually every day.

$ABVX French regulatory disclosure reveals that Helikon Investments has substantially increased its position in Abivax. Confirmed figures: September 25: 4,506,844 shares, representing 5.16% of capital. October 8: 5,426,529 shares, representing 6.22% of capital and 6.13% of reported voting rights. Increase: approximately 920,000 shares, or 20.4%, in less than two weeks.

$ABVX Still got my Abibags filled with 10% red. Added in the 80s though and will continue if macro drives it to 70s.

$ABVX Great data and is way ahead of the competition. It will be a slow climb up unless market goes to shit which has every high probability. Just hang on to it if you can till Q3 2027. I predict at least 80% upside from here on in the next 10-12 months

$ABVX Morgan Stanley reiterated $180 target this morning with a possible 287 bull case. Crazy it’s trading at $89

$ABVX Another 1,500 of February 2027 $120/$150 call spreads were bought for a debit of $3.03 or $460K in premium.

$ABVX holding with 128 average. Sold calls twice long out. That helped absorb almost all loss shock. Each time the calls had $20 premiums

$ABVX I hope this gets taken out soon. Yes getting ROI is my primary motive, but close second is reading the S4. I want to know what happened during the year backstage, while we waited restlessly. As I and many here have said before, the price action makes absolutely zero sense. The only thing I can think of is the big players believe that a deal is not imminent. Not touching anyother stock for its M&A potential in future. Enough!

$ABVX My guess is they did a total of 8,000 of those February $120/$150 call spreads. I only noticed the last 4,000. The first 4,000 probably were bought at much higher prices. The last batch of 1,000 cost $3 for a $30 return in case SP is over $150 by February expiration.

$ABVX Let's see if $84 bottom gets retest next week. Happens when MM take out stop/loss orders after major bottoms. My $85 buy a good price but was fully invested and had to sell some bigger opportunity small caps to squeeze this in making 3 stock portfolio

I believe much of the disappointment here is because of the price action, post S-4. Had the price been $3+ most of us wouldn't be so forensic about the S-4 or deal. Currently the share price is attrocious. While primarily, the not so exciting deal is to blame for it, the rising yields also havent helped. There are other far bigger and relatively de-risked pre-revenue companies like $ABVX $NKTR among others which have substantially corrected in the last couple of weeks, even after reporting great Phase 3 or Phase 2 data. $CMMB PIPE investors are marque investors, I doubt they would like $SCIP to trade around $4 ($CMMB equivalent of $1.4) when the ticker goes live after merger close, sepcially when they are investing at $15/$SCIP share and warrants at $7.5. $CMMB is back to very thin volume trading, it wont take much buying for $CMMB to reach $3+.

$ABVX & $INSM add today. I think MBG finds jems and timed intraday bottoms well. Tighter stops cause larger positions. Just noting here to come back for reference to performance