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Q4 2025 13Fs are out.
Here are the names that showed up most across biopharma specialist hedge funds.
$RVMD, $GPCR, $COGT … crowded for a reason or late to the party?
$IRON $ABVX $DNTH $CNTA $EWTX $ASND
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Dr. Rajiv Doodad
886 posts
Dr. Rajiv Doodad
@DoodadDoctor
Biopharma Investment Printer | Industry Insights | 13F Flow | Short-Interest Trends Daily intel on what top hedge funds are buying, selling & betting against.
Palo Alto, California Katılım Kasım 2025
70 Takip Edilen189 Takipçiler
Dr. Rajiv Doodad retweetledi
This is totally out of control:
There’s 0 - I repeat 0 - evidence any of the LLM work did anything meaningful for Rosie’s cancer
I’m sorry to rain on the parade here. I know we want to believe. But, it’s possible to do a lot of things and have nothing happen
@paul_conyngham co-administered α-PD-1 (conventional immunotherapy) with a TKI and the mRNA. It’s probably the most effective cancer immunotherapy of all time. This isn’t a small detail!
There’s no evidence his process (beyond FDA approved doggie α-PD-1) had any impact on disease progression. The most parsimonious explanation is a partial response to α-PD-1
I get it. The chat bots make for a great story (although checking multiple LLMs isn’t validation), but it’s really just a neat story. It’s fundraising copy. Before he starts selling the “custom neoantigen mRNA vax” story to consumers, he should provide some evidence it did anything! That’s responsible citizen science
This is just storytelling for the AGI true believers. Specifically, a story in search of venture money
Sam Altman@sama
The coolest meeting I had this week with was Paul, who used ChatGPT and other LLMs to create an mRNA vaccine protocol to save his dog Rosie. It is amazing story. "The chat bots empowered me as an individual to act with the power of a research institute - planning, education, troubleshooting, compliance, and yes, real scientific design work in converting genomic data to a vaccine prescription and designing the treatment protocol around it. But they worked alongside humans at every step. The combination is what made it possible." It immediately got me thinking "this should be a company". Also, Paul is an extraordinary guy. This should be easy to do, but it is not yet.
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The coolest meeting I had this week with was Paul, who used ChatGPT and other LLMs to create an mRNA vaccine protocol to save his dog Rosie. It is amazing story.
"The chat bots empowered me as an individual to act with the power of a research institute - planning, education, troubleshooting, compliance, and yes, real scientific design work in converting genomic data to a vaccine prescription and designing the treatment protocol around it. But they worked alongside humans at every step. The combination is what made it possible."
It immediately got me thinking "this should be a company".
Also, Paul is an extraordinary guy. This should be easy to do, but it is not yet.
Paul S. Conyngham@paul_conyngham
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@KizzyInvests Really? Bc you said we're bottoming last night and the market is lower this morning
Genius
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Massive order right before close.
Something must be happening.
Insider trading at its finest.
This administration is so corrupt.
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The S&P 500 equal weight is down just -1.5% YTD…. the normal index is down -7%.
The S&P is actually doing worse than almost every area in the market….. small caps & international indices are down <2% as well.
So those mega-cap companies aren’t “holding the index up” at all…. They are actually the top detractors.
What’s doing poorly this year is speculative growth stocks…… which have been the strongest and trading at high multiples for the last 3-10 years….
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@Biotech2k1 The index is misleading. It’s held up by 20 companies, there is a ton of dislocation in the market otherwise.
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@Biotech2k1 @npantano_ Imagine if it doesn’t hit another all time high for 13 years like the 2000s lol. This is why I have the cynic opinion that a lot of people shouldn’t invest in equities AT ALL…. even in VOO.
Average intra-year drawdown since 1950 is -13% lol.
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@DoodadDoctor @npantano_ Down barley 10% and its the end pf the world lol. God help them if we get a 30% bear market like 2000, 2008 or 2020.
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Worst stock market in history. What a waste of everyone’s time this past year was.
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Unpopular opinion: it's not just a correction, it's a bear market.
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@Archimedes20311 @Hall8Jack @RNAiAnalyst This is just for price movement on upcoming binary. I agree if successful through every phase and commercialized it’s much higher.
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Catalyst scorecard:
$beam ✔️
$wve 👎 no apparent dose response a disappointment, but market clearly overreacted and tripling my share count in low to mid $5s was right decision
$srpt not much data released really, absence of splicing data raised my eyebrows; so no score here (had no position)
$rckt ✔️
Any more catalysts I'm right on and I'm broke. $pepg next.
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@Hall8Jack @RNAiAnalyst Don’t really see $PEPG working out either tbh. I sold at $6.70 not dealing with that.
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@RNAiAnalyst Let’s be honest directionally you are 0 for 3 so far on this:
Dirk Haussecker@RNAiAnalyst
4 biotech #catalysts in remaining 6 trading days of Q1 for me: 🚀 $wve fat-busting, annual inhibinE RNAi update 🚀 $pepg DM1 multi-dose 🚀 $beam AATD genome editing dose maximization 💣 $srpt muscle program fast-following data dump Substantial long positions in $wve, $pepg, and $beam; no position in $srpt
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@RNAiAnalyst Why did you block out your eyes when your profile picture is your full face? $WVE
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$TERN is now off the market!!
Back in February, our overlap analysis flagged it as one of the biggest increases in aggregate weight across top biopharma hedge funds. That level of crowding among high-conviction managers tends to precede M&A more often than not.
Follow along for more signals like this and stay in sync with how the best biopharma managers are positioning!
Dr. Rajiv Doodad@DoodadDoctor
Largest increases in aggregate weight across all specialist managers: $PRAX $COGT $RVMD $TERN $OLMA
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@stockflixx @BigChodu + another oncology name that’s been one of my top holdings $RLAY. PI3ka inh looks superior to Scorpion’s that $LLY acquired last year.
But I don’t think this will come before $RVMD. Still has some derisking to do
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@DoodadDoctor @BigChodu I think the entire oncology basket is a buyout target
$RVMD
$CELC
$SNDX
$COGT
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@A_Philosopher @Tazerface16 If you think retail “maga” traders are the ones moving the market on these tweets, I don’t think your brain is functioning properly
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@Tazerface16 •
Do you think their brains are functioning properly?
•
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Are MAGA not able to tell that Trump's lying?
Or do they just not care that he's lying?
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@Tazerface16 Do you really think retail has anything to do with the swings in the market on these tweets?
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$PHVS topline in HAE prophylaxis can’t come soon enough! Very likely to reveal that deucrictibant is a BIC therapy for this indication.
dough@semodough
$XBI #BIOTECHS RBC out with interesting note on there coverage in Biotechs Key 2Q26-3Q26 Catalysts and Upside/Downside Projections (1/2) $CYTK $EYPT $RARE $PHVS $RVMD $CGON $KPTI
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