ABVX Abivax - ADR

$ABVX A few posters on ST and X love ridiculing Marc (MdG) simply because a deal hasn’t been signed yet. They seem to think he’s dragging his feet or turning down lucrative offers of $17B+. That ignores the fact that Marc is heavily incentivized to get a deal done. 50.75% of his entire AGA-2025-1 award is specifically tied to M&A, which works out to roughly $95M at a $200 share price (475,000 shares) if a deal happens. Other senior executives also have similar M&A-related shares in their grants. He’s over 70 and could receive around $95M just for signing a deal, before even considering the additional grants that have their own acceleration provisions if a tender offer results in a change of control. If you still believe he wants to GIA, you not MdG deserves the ridicule.

$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 told ya it would dip after earnings which wasn't meaningful and everything is on track. Gap is filled. Re traced all gains. Now is a good buy zone.

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

$ABVX i don't know why people are upset? ABVX is basically free 50% or higher return with 90%+ likiehood just buy and wait, either a buyout or Crohns readout will send this to 180+. Crohns if positive will send it to 220+

$ABVX In my opinion I see this transacting between $15-$20B by June next year, very high probability of it happening during JPM conference in January. CSO & CMO changes are just noise. They will not fumble the ball on NDA filing and they have hit all of their timelines. COMMUNICATION is minimal and to the point. You will not see any hints from management about M&A. It will in the headlines before anyone can figure it out. It does suck to see $350K profit evaporate in the last 2 months 🫠🫠🫠

$ABVX other than a buyout why the fuck would anyone buy this shit? They’re not even gonna be producing revenue for another few years

$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

$ABVX Very nice post because ST the only catalyst is buyout. I don't think that happens before company looks at Crohn's data

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

$ABVX Field days here for the shorts. Announce unmatched data, Flightradar, MdG spelling the drug wrong, you name it. Adding zone 80s.

$ABVX so exhausted from the 3-month distribution it's actually green on a weak market day today

$ABVX not sure where this maintenance data came from but if this is true then we have a runaway winner for maintenance by a long way