Professional
Added to YB: 2026-07-22
Pitch date: 2026-07-18
ABVX [bullish]
ABIVAX Société Anonyme
-1.76%
current return
Author Info
No bio for this author
Company Info
ABIVAX Société Anonyme, a clinical-stage biotechnology company, develops therapeutics that harness the body’s natural regulatory mechanisms to stabilize the immune response in patients with chronic inflammatory diseases.
Market Cap
EUR 10.3B
Pitch Price
EUR 119.60
Price Target
200.00 (+69%)
Dividend
N/A
EV/EBITDA
-38.82
P/E
-26.35
EV/Sales
2.0K
Sector
Biotechnology
Category
special_situation
Arquitos Capital Management New Portfolio Holding: ABIVAX Société Anonyme
ABVX (new position): New Q2 position bought at $80 after Phase 3 ABTECT maintenance data for ulcerative colitis showed strong efficacy on Obefazimod, but shares crashed from $140 to $70 on false cancer-risk fears. Late-June safety data (1,700+ patient-years) confirmed normal cancer rates; shares rebounded >$140, oversubscribed raise at $125. Buyout expected >$200/share. ~10% allocation in stock + calls, generating cash on option premiums.
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