Pharmdca(@Pharmdca):Two names reported excellent data. Both became victims of weak biotech sentiment, and the shorts took full advantage. $PCVX: Added a meaningful position around $65 (posted on X). $VKTX: Added a large position through January 2028 LEAPS below $30. Own shares as well. It's all about sentiment. Most biotech stocks have sold off amid seasonal weakness and rising yields. The fundamentals did not deteriorate. The data remains intact. When risk appetite returns and biotech sentiment improves, these are the kinds of opportunities that, in hindsight, reward patient shareholders the most.

2026.10.09 15:50

Two names reported excellent data. Both became victims of weak biotech sentiment, and the shorts took full advantage. $PCVX: Added a meaningful position around $65 (posted on X). $VKTX: Added a large position through January 2028 LEAPS below $30. Own shares as well. It's all about sentiment. Most biotech stocks have sold off amid seasonal weakness and rising yields. The fundamentals did not deteriorate. The data remains intact. When risk appetite returns and biotech sentiment improves, these are the kinds of opportunities that, in hindsight, reward patient shareholders the most.