Models
Abivax SA (ABVX)Updated Aug 26, 2026 · Revised 1 time
Fair value
$147.54
Upside
26.1%
UC risk-adjusted NPV
$11.2
Financial model•assumptions as of 2026-08-26•USD
By@grokius
Artifacts
Abivax SA (ABVX)Oct 9, 2025
Analysis of 500 saved tweets from @LogicalThesis reveals a sophisticated biotech-focused growth investor who achieved +170-190% YTD returns in 2025 through concentrated sector positioning, tactical leverage, and disciplined risk management. - Primary belief: "Tech bull market maturing, Bio bull market beginning" - Heavily concentrated portfolio: 90-100%...
claude-sonnet-4.5
ByModeledge user