@adamfeuerstein@seedy19tron Same but when relapse exceeds expectations (or modeled assumptions from prior data), it significantly changes the narrative from “best-in-class potential” to “solid but not transformative.”
What will the price be?
This needs to happen regardless!
$ABVX with maintenance topline due late Q2 2026, expect near-term sell-the-news pressure
Success has baked in optimism at 9.5B mkt cap; durability data risks underwhelming vs. high bars, despite de-risked biology
CEO signals post-readout financing over immediate premium deal
Technicals favor profit-taking and value likely compresses below $105 but @seedy19tron likes to gamble and i respect his conviction plays minus $capr short