Episode 27: Abivax, an investing lesson in thinking slow, acting fast
Abivax became one of June 2026's wildest biotech stories: a potential best-in-class drug to treat ulcerative colitis, a scary “cancer” headline, a violent selloff, and then a dramatic rebound after Part 2 safety data helped reframe the risk. We unpack how the market may have misread the cancer risk and why deep context matters in biotech investing and taking advantage of wild swings.
References:
-Brian's X poll on the part 2 safety data
-Brian's practical approach to using cash-secured puts to get paid while waiting.
