Reddit Posts
Immunotherapy for AML Remission Maintenance - GPs Phase 3 Results $SLS Now Truly Imminent. 80th Event PR offers as sure a Sure thing there ever was or Will Be in the Market
Immunotherapy for AML Remission Maintenance - GPs Phase 3 Results $SLS Now Truly Imminent. 80th Event PR offers as sure a Sure thing there ever was or Will Be in the Market
$SLS (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor)
$SLS (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor)
With tech stocks currently underperforming, what other stocks are worth paying attention to now?
Update: Good news guys - my 0DTE ABBV put must have closed IN THE MONEY because Schwab suddenly shows $11,728 in cash
I have less than $5k in ABT and ABBV. What should I do with it?
“Bought a 0DTE ABBV put, rolled it 42 times, and now I might be assigned $228,000… What would you do?
Top stocks hitting 52-Week Highs/Lows - September 22, 2025 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 19, 2025 📈 📉
Top Oversold/Overbought Stocks - September 12, 2025 📊
Top stocks hitting 52-Week Highs/Lows - September 11, 2025 📈 📉
Top Oversold/Overbought Stocks - September 8, 2025 📊
Top Oversold/Overbought Stocks - September 5, 2025 📊
Top Oversold/Overbought Stocks - September 4, 2025 📊
Top Oversold/Overbought Stocks - September 3, 2025 📊
Top Oversold/Overbought Stocks - August 25, 2025 📊
BREAKING: Marjorie Taylor Greene just filed new stock trades. She bought stock $ABBV, $UNH, $UPS ...
Top Oversold/Overbought Stocks - August 18, 2025 📊
Psychedelic stocks up after report on AbbVie-Gilgamesh deal talks
Daily Newsletter from an app I created (not an ad)
I could be wrong about this but hear me out.
What the executive-order headline means for Eli Lilly (LLY)
14%+ GAINS! Internative Traders signals are hitting BIG! $ABBV
Do y’all think the Autonomix (NASDAQ: AMIX) IPO tomorrow has the potential to be the TOP IPO of 2024?
EBYH - "We are thrilled to conclude 2023 with our most substantial orders to date".
If an acquisition is announced at $X/share, why would anyone sell it for LESS?!
Individual stocks vs ETF vs REIT vs Robo-investing
BNOX - Bionomics Shares In Rally Mode As Investors Take Interest Ahead Of Planned Phase III Trial To Treat PTSD And SAD ($BNOX)
$NRXS IBS treatment with less side effects than their competitors
Is having a money manager/"Private CFO" worth it?
What would you buy for a short-term medium risk profit expectation right now? Would you sell your most disappointing stock to buy that?
How do I decide between initating a new position vs adding to an existing one?
Looking for help on when to initiate a new position vs DCA an existing one?
Time to dump tech and buy dividend stocks?
Pharmaceuticals break COVID lows trend line signaling end to Bear Market
AbbVie down 7%. Humira sales down 25% As Biosimilars Hammer Away At Sales
AbbVie gains as Skyrizi succeeds in ulcerative colitis (NYSE:ABBV)
2023-02-27 Wrinkle-brain Plays (Mathematically derived options plays)
AbbVie sued in Netherlands for breaching human rights over Humira pricing (NYSE:ABBV)
Next big wave of patent cliffs ahead; expect biopharma M&A to rise (NYSE:ABBV)
$BIOR rising on short squeeze lists. Currently only $30M market cap... Imagine would it could be worth to ABBV as a way to regain patent protection on Humira... explains current $65 price target. Could run incredibly high...
The investor who bought 2.1 Million shares the last session is $7,035,000.00 wealthier in just 24 hours
My short, intermediate, &long and good divident stock reversal confirmed. Shortsqueeze and gamma squeeze (score 87) is a real possibility
AbbVie sets outlook below consensus amid generic threat to best selling drug (NYSE:ABBV)
AbbVie pins hopes on newer drugs and deals to face Humira knockoffs (NYSE:ABBV)
Drug price inflation continues upward momentum at 3.8% – report (NYSE:ABBV)
U.K. pharma lobby urges govt. to halt plans to raise revenue recovery rates (NYSE:ABBV)
AbbVie’s global bestseller Humira to face knockoffs this week (NYSE:ABBV)
My 2022 strategy been working well I guess ¯\_(ツ)_/¯
What are some good healthcare stocks to hold long-term?
Shorting ABBV: Machine Learning Model.
Looking for some constructive advice on my Roth portfolio. What would you cut to get this down to an even 10 stocks?
Why are people throwing money at TEVA after the recent Supreme Court ruling?
Birth control-related pharma plays $OGN $ABBV $TEVA $JNJ
Birth Control-related Pharma Plays $OGN $ABBV $TEVA $JNJ
What did you bought today? Just got some BMO and JPM pretty cheap myself!
$ABBV which trades at $140 has a stake in $XCUR which trades at 18 cents - they are partnered and its all confirmed in partners earnings call. I’ve been going through everything trying to figure out why this is so low and can’t rationalize it. Has .69 cash per share as well.
$XCUR - go through Ipsens Feb 2022 presentation - the partnership with $IPSEY is legit this was at $2 when it was announced. $ABBV must be legit as well:
$XCUR - go through Ipsens Feb 2022 presentation - the partnership with $IPSEY is legit this was at $2 when it was announced. $ABBV must be legit as well:
$XCUR it’s all fucking legit with $ABBV and $IPSEY cant believe it’s at .18 cents. It’s all confirmed on Ipsens earnings call four days ago.
Some big news on $XCUR in most recent $IPSEY Earnings Call they stated the partnerships are continuing. Which means $ABBV partnership still intact. This could be the $BNGO of this year running pennies to dollars.
If you only had to hold a few individual stocks, which would you choose? Or just throw everything in ETFs?
Mentions
Most of my money is in boring index funds. At one point I felt like I wanted to do something more active so I bought a few individual stocks. Some have been great, like ABBV, others not so great, like Chesapeake Energy (went bankrupt and I went down with the ship). It taught me I do better when I stick to index funds.
I sold DRAM and bought ABBV. If Monday opens with boomer stocks up and memory down then there’s a sentiment shift that’s happening.
This was tech possibly starting a correction. Healthcare and Financials were green today. JPM, UNH, ABBV, MO, PFE, O. SPY is right where we were prior to the AI run up.
ABBV, PFE, MO, UNH, JPM, O were green. I sold JPM so there is a 99% chance it gaps up on Monday. Trimmed UNH too so there ya go! lol
Been doing this 15 years and VOO and VXUS + 10% speculation is the way. I have my favorite stocks, ABBV, MO, IRM but VOO, VXUS help me to never panic. I won’t be getting rich quickly but my account feels safe and allocation is easy.
Sold DRAM at 60 and bought ABBV as a hedge/break out candidate.
Good luck 😅 Just remember that a $0.15 option can go to $0 very quickly after expiration if ABBV doesn't make the move you're expecting. Defined risk, but definitely a lottery-ticket type trade.
I sold naked puts for years. Never a losing year. Losing trades, yes. I’d roll them, occasionally eat a loss or buy the stock. I was making $40k to $45k a year. Nice side gig during my lunch hour. I never tried to hit homer. Just a lot of singles staying within a fraction of my ability to buy or absorb a loss. I retired at 51 and backed down to just a few stocks and I sell credit spreads to cap any loss. I make maybe $2k a year now. I started with one and two contracts for 60 to 90 days at most. My training wheels period. I ramped up to 5 to 20 contracts with long expiration periods but further OTM. ABBV I often am 20% or more OTM on puts. Usually selling the January LEAPS keeping 2 active most of the time. Not advice just the approach I took and learned to be comfortable managing.
Here you go bro I am not sure how to share my portfolio but I have ABBV AMD AMZN GOOG FIG MSFT NFLX CRM SOFI NOW And a big chunk in SCHG This is just my taxable brokerage, I have 401ks too. Been investing for the past 10 years in 401k and other retirements, and 6 years in brokerage. https://preview.redd.it/rddgp0b6a71h1.jpeg?width=1080&format=pjpg&auto=webp&s=2494b052fe1cab847592571e17a5a70c98b388f0
Just a theory… I noticed ABBV the past 2 years gets a big surge around May/June. I have had it for about 2 weeks hoping for this again. It went down on me up until yesterday when it was the first day it started going up and then today it’s doing good again so I think it might be the turning point. I don’t wanna give advice because I’m pretty new to stocks but I figured its worth sharing
I use the stock screener on [stockanalysis.com](http://stockanalysis.com) to export a list of all stocks into Excel, and then I use filters and column formatting rules to find stocks I want based on various metrics like P/E Ratio, Debt/Equity, Free Cash Flow, Return %s over various time periods, etc. When you identify stocks you might like, you look at the stock charts across various time periods - particularly all-time, 5 year, 1 year, etc. If you want to be more precise, you can look at 1 year, 6 month, 3 month, 1 month etc. charts with Moving Average indicator overlays and RSI to determine whether or not it's a good time to buy that specific stock. Another thing you can do is look at ETFs that select stocks by specific metrics, like VIG, and then look at their holdings. A lot of those are ones I'd naturally select based on my own research, for example ABBV, V, MA, KO, WM etc. * use a stock screener * export the data to a spreadsheet app * format columns for visibility and filter * identity good potential stocks via various financial metrics * look at their charts * look at moving average indicators and RSI, or whatever indicators you like * buy whatever meets your desired criteria and looks good
I was freaking out when ABBV dropped after earlier this morning 😂
Feeling hyped up for my ABBV calls. They are aggressive and have 90 programs and ~60 in mid/late-stage development.
Looks like I m f$$ked by ABBV and SOFI. They dropped hard after hours. Earnings premarket tomorrow 🤔
What do you think SOFI and ABBV earnings look like?
INTC puts, SOFI and ABBV calls
INTC puts SOFI and ABBV calls
All of these were purchased opportunistically, over many years. Those opportunities are gone, they fail the yield test today (except **ABBV**, I’d buy **ABBV**, fantastic compounder). Since last fall I added to or initiated **CLX**, **KMB**, and **BMY** – when they were yielding 5% or more. I think **CLX** and **KMB** are still there. I added to **CLX** earlier this week. I had a GTC order at a hero price that I forgot about. It filled. Sometimes you get lucky.
Looks like someone is trying their best shorting SOFI and ABBV😂
Anyone bought the ABBV dip today?
What happened to ABBV? Good to buy calls?
People are not interested in Psychedelics anymore?😆 I thing after 🥭 signed executive order , CMPS, HELP, GHRS are mooning . The question is “ can they compete with ABBV or LLY?”
i started looking at DAL again. I hard others say look at pharmaceuticals like Pfizer and J&J. I still hold ABBV and its been good for me. I think that's down almost 20% off its recent high for me now. I bought that cus its was a big buffett position a while ago. Good dividend.
Yea my ABBV calls are doing fine from yesterday and today.
ABBV calls. APLD calls pre-earnings build-up. And as usual, short Carvana that POS.
Thank you, I'm glad the due diligence is helpful and insightful. And I've been a deep value investor for several years and am semi-retired, but I really enjoy working and continue with deep value investing. Have a lot of years of experience in business, software engineering, machine learning/statistics, and a strong understanding of healthcare and pharma gained over time. And it really is 99.99% chances statistically, I know I sound crazy when I say that, but it's the truth. The 8 ML models ensemble I built predict the 80th event will occur in the range of Sept/Oct 2026 to April/May 2027. As for your question on the impact the REGAL final analysis readout will have on shares, I believe the move will be a lot like ABVX. ABVX's drug (Obefazimod) is for Ulcerative Colitis (UC), a crowded market dominated by AbbVie (Humira) and Pfizer (Xeljanz). Their Phase 3 Data: They crushed the placebo. 50mg Dose: 19.3% remission rate vs. 2.5% for placebo (Study 1). A 17% improvement in a disease where 10% is considered good. Wall Street realized instantly that this would become a standard of care. The buyout probability went to 100%, hence the 10X surge to $60 a share, which was like 1B in market cap gain in one day, dilution came afterwards. GPS 3-4X's survival (saves lives) in AML CR2 (not eligible for transplant), and there is a cure fraction with 62% to 68% predicted by the unconstrained grid search (which happens to align with the GPS immune response rate numbers), it will dominate CR1 given the results in CR2 (not eligible for transplant) and the cure fraction (it already beat Onureg in CR1 without unlimited dosing achieving 67 mOS in Phase 2 within CR1), and enters a market (CR2 Maintenance) with ZERO competitors. It is a monopoly from Day 1 for at least 5 to 8 years. ABBV and BMS will need to acquire SLS, the one that does will lose a ton of revenue, AbbVie will lose billions in revenue. The surge and buyout following will be astronomical within the range (10B-40B). https://preview.redd.it/s4wtj59qbqpg1.png?width=1911&format=png&auto=webp&s=b7e30ff41ac129b8c989a9eb70e8a364834f702f
I sell deep in the money covered calls all the time. I do it on giant cap stocks (WMT, HD, LOW, ABBV.....etc). Always stocks I don't mind holding, and always stocks that are roughly in the middle of the support and resistance range. I do them as Buy Write CC's. I try to do it on stocks that stay relatively flat or are going up (and pay a decent dividend). The trades are roughly 30 DTE (roughly) with decent Vol so the premiums are worth the risk. If the stock continues to rise at a slow pace, I keep rolling the CC until there is no money to be made rolling any further at which point I let the stock get taken. If they drop, I buy back the call and wait for the stock to rise so I can sell another CC against it again (I only do this if I am still ITM). In the mean time I am collecting the dividends and getting paid to wait for the stock to rise. This is a TRADING strategy NOT a long term hold strategy. I only make these trades in my IRA or Roth to avoid tax issues. I also have a cap on losses I am willing to endure before I make a decision to dump the stock. This is obviously not a good strategy for a down trending market. Many will say this doesn't work. My account balance says otherwise. Good luck.
Thank you, glad the due diligence is helpful and insightful. And Yes, I am still accumulating and adding every week, with fully diluted share counts of 217MM to 225MM, the upside from $6 a share is 6X to 29X. For context, GPS annual sales will be at least $4B to $5.5B+ globally and GPS + SLS-009 will be $6.5B to $8.5B. GPS extends survival to 30-40+ months (as the REGAL data implies), and then there's the cure fraction we are seeing, that the machine learning model predicted is 64%. LTV estimate just based on the long-term survival (and not "cured") is: $260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. (it is more globally) If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue (and globally will be more, likely $5.5B+ total globally) 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology (where these types of assets are acquired for 6 to 8 times peak sales). The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. Buyout range is 6B to 40B. Fully diluted share counts is 217MM to 225MM, so 10B would be about $46.40 a share. The range is that broad for buyout because we ultimately don't know what the bidding war between strategics like ABBV, BMS, etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc.
Yes, I am still accumulating and adding every week. with fully diluted share counts of 217MM to 225MM, the upside from $6 a share is 6X to 29X. For context, GPS annual sales will be at least $4B to $5.5B+ globally and GPS + SLS-009 will be $6.5B to $8.5B. GPS extends survival to 30-40+ months (as the REGAL data implies), and then there's the cure fraction we are seeing, that the machine learning model predicted is 64%. LTV estimate just based on the long-term survival (and not "cured") is: $260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. (it is more globally) If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue (and globally will be more, likely $5.5B+ total globally) 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology (where these types of assets are acquired for 6 to 8 times peak sales). The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. Buyout range is 6B to 40B. Fully diluted share counts is 217MM to 225MM, so 10B would be about $46.40 a share. The range is that broad for buyout because we ultimately don't know what the bidding war between strategics like ABBV, BMS, etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc.
With Noem being replaced, puts on ABBV (owner of Botox)?
To many individual stocks...long term stick with maybe 10-15 individual stocks covering different industries like CAT, MSFT, CVX, ABBV, EMR, RTX, JPM, PG, GOOG, GLD, AMD etc...companies that have been successful for a long long time, pays dividends and when one sector is down another sector will be up, ride the waves ! Put some in a S&P Index Fund, a Dividends Index Fund just diversify and slowly add to each, time is your friend
Thank you for your comment. I provided context on this in another comment in the Part 1 post, but readding it here for anyone new: Here is an overview in a concise way: GPS annual sales will be at least $4B and GPS + SLS-009 will be $6.5B to $8.5B.) GPS extends survival to 30-40+ months (as the REGAL data implies), thus LTV estimate is: $260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology (where these types of assets are acquired for 6 to 8 times peak sales). The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. You're right in that it is too low. The range is that broad because we ultimately don't know what the bidding war between strategics like ABBV, BMS, etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc. Also, when I said 7.5X to 49X upside from current share prices (that was from when shares were about $3.70, so that 49X number would naturally drop as shares go up) In addition, I can also attach one image per reddit comment, so I attached one here that shows the overview for GPS annual sales globally that the acquirer would get. https://preview.redd.it/41mn1gxe1okg1.jpeg?width=1042&format=pjpg&auto=webp&s=aa53db604f6bbec856e9f78273fcc4bb16177035
Thank you for your comment. It's great to see you discussing the big picture with WT1 being expressed in almost 20+ cancers. WT1 is a universal target, which is why this drug has so much potential. But one small correction on the cellular mechanics of how it destroys the cell. The vaccine itself does not perforate the cancer cell. GPS is an immunotherapy. It's like a wanted poster where the immune system of the patient will recognize who to look that has WT1 expressed. When injected, it trains the patient's own immune system (specifically CD8+ Cytotoxic T-cells) to recognize the WT1 protein. Once trained, those T-cells are the ones that hunt down the cancer, lock onto the membrane, and release a protein called perforin to punch holes in the cancer cell and destroy it. But to answer your core questions: Does it work the same way for Ovarian cancer? Yes, WT1 is expressed in over 85% of ovarian cancers. SELLAS has actually already run Phase 1/2 trials in advanced ovarian cancer combining GPS with Keytruda/Opdivo. It successfully triggered that exact T-cell response and pushed median Overall Survival past 18 months in a very difficult to treat population. Does it work for any cancer expressing WT1? Exactly. Because the trained T-cells only look for the WT1 antigen, they don't care if the tumor is in the blood (AML), the lungs (Mesothelioma), or the ovaries. This is exactly why the National Cancer Institute ranked WT1 as the number 1 priority target for immunotherapy in the world." They specifically focused on AML and dominating AML with SLS-009 + GPS. Outside the lives saved and benefits for patients, strategic acquirers get excited about that given if they acquired SLS, that revenue stream would be protected for at least 7 years without any competition, the acquirer would have a monopoly in AML CR2 (not eligible for transplant), total dominance in CR1, and tons of penetration in the frontline with SLS-009. Strategic acquirers already in AML include ABBV, BMS, etc.
yea saw RKLB, LUNR, iren trending last year in wallstreet bets. i avoided them, definitely not touching that now. it's like buying palantir all over again ABBV looks wonderful in charts, too bad for the PE. seems risky i think. same with JNJ, i think i'm late and missed the bull run. rather buy more oil than that but thanks
J&J, ABBV I like for long term. RKLB, LUNR, iren are my more recent picks for the year. Not financial advice just me
Thank you, and there is no approved drug for AML CR2 (not eligible for transplant). At the BAT mOS range the predictive model predicts with 90% accuracy, GPS will/is increasing survival for these patients 3X to 4X. It will be the only approved drug that does this, and it beats standard of care in AML CR1 by at least 1.5X (this was Phase 2 data). Based on the Phase 3 AML CR2 (not eligible for transplant) data we are seeing clearly, it will do far beyond that 1.5X in CR1 with the unlimited dosing. The closest competitor is in Phase 1, for 5 to 8 years, there is no competitor in AML CR2 (not eligible for transplant), or anything that can achieve in AML CR1 that GPS can/is achieving. Annual Sales for GPS from AML CR2 (not eligible for transplant) and CR1 will be $4B+ globally, hence it will be acquired/bought-out by a strategic like ABBV, BMS, etc. There will be a bidding war, as it is/will be the most sought after oncology acquisition.
I’m so excited for Abbvie to buy my SLS shares and turn them into ABBV (my copium praying)
Thank you for your comment. This very well could happen. REGAL is such a massive catalyst and all that we're discussing in terms of results, buyout, etc. has been based on REGAL/GPS, but if SLS-009 results come out at that timeline, which they very well could, it will be a huge catalyst as well. For everyone's context that is new/reading this, here is an overview for what SLS-009 is: Phase 2 for SLS-009 proved that for patients that failed Venetoclax (ABBV's drug), where they typically survive 2.5 months afterwards, SLS-009 achieved an extended median OS of 8.9 months, which is a 3.5X improvement over standard of care. Venetoclax generates $2.5B+ in net revenue for ABBV, and SLS-009 protects that by making it effective for meaningfully longer. The combo also protects it from the patent cliff. The Current Standard in Frontline for AML: Aza/Ven is 14.7 median OS With SLS-009: Aza/Ven + SLS-009 likely would be 22 to 24 months median OS In TP-53 Mutated (High Risk): Aza/Ven is 5.3 months median OS Here, Aza/Ven + SLS-009 likely would be 15 to 16 months median OS They'll (ABBV) gain a minimum of $2B in revenue from acquiring SLS-009. Exciting for ABBV because after Phase 2B, it can be approved by 2027 given its fast track approval and orphan drug designation.
It's hard to predict a timeline, but it will be the most sought after oncology acquisition there is. Acquired most likely by relevant strategics like ABBV, BMS, etc. My recommendation would be to focus more on the buyout range, posted a comment here going over that in detail. But as an example, if REGAL FA results come out in Q3 2026, buyout may occur soon after with a closing date in Q4 2026/Q1 2027. My recommendation would be to not even focus on this, and just look the ranges (the other comment will help a lot here).
Thanks for your comment. I can expand on this but here is an overview in a concise way: GPS annual sales will be at least $4B and GPS + SLS-009 will be $6.5B to $8.5B.) GPS extends survival to 30-40+ months (as the REGAL data implies), thus LTV estimate is: $260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology. The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. The range is that broad because we ultimately don't know what the bidding war between strategics like ABBV, BMS' etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc.
There are indexes/ETFs so you don't have to choose. If you do choose, even Buffet/BRK (and me) underestimated how low UNH could go and bought too high. Honestly, I think USA crap shoot... I bought NVO then Trump made them lower prices, I bought UNH... then government decreased fees (which seems crazy since we can't allow them to fail). At this point my theory is, if you have any favorite drugs look up your favorites and invest in who makes them (for me it is cyclosporine and ABBV, for my wife it is Zepbound and LLY). At least that way you are emotionally invested and can cheer for your stock... I think of it like the old investment theory to invest in whoever you give the most of your money.
ABBV giving me a boner rn
Buffet bought back $25B in BRK stock, opened new positions in BMY, PFE, ABBV, MRK, and B, spent $B on Dominion's natural gas infrastructure, and added to existing positions. What in the world are you talking about? Just because he didn't spend all his cash doesn't mean he bought nothing.
ABBV ceo is missing for sure. Can't exclude the #1 maker of silicone implants.
Anyone know why ABBV (Abbvie pharma) is down so much? They beat on everything but margin I think. Guidance was good for 2026. Seems like a bit of an oversell?
Can’t believe my ABBV 210p went ITM
ABBV beats and dumps 2%. This is the dumbest timeline.
I've owned LLY for a few years now and am not selling or adding at this point. There would be other things ahead of it on the shopping list, but I'd be more interested in ABBV sub-$200.
PFE - Zoloft LLY - Prozac GSK - Paxil ABBV - Range of generic drugs in the same space
They likely tried already behind closed doors (offered 10B for MTSR, which is VERY inferior to VKTX and a lot further behind). However VKTX's management probably is asking for 25-40B in a buyout scenario (which is a huge premium on today's share price, but is what the company would be worth for VK2735). So it's a lot in the look of it. If you do a buyout for a 1200% premium, maybe the shareholders (who aren't necessarily knowledgeable in bio data) will not be happy. That's the only reason. You are right, I am extremely bullish on VKTX, see my last WSB DD on my profile for more info. I will also become extremely bullish towards the company that acquires or partners with VKTX and will buy a large position. This is because NVO/ABBV/MRK have a really good supply chain and marketing, they are just lacking a good product.
Personally I have significant long positions in TARS, NBIX and ABBV (although note I’ve been in these over a year and am not adding at these levels). I also hold SRPT and QURE. SRPT I also bought near book value when it was in the 13s QURE is a good example of biotech. Everything looked good and they were aligned with FDA on the trial design. Then last minute FDA reversed course and it’s now down 50% from my cost basis. But I sized accordingly given the historical control uncertainty so the damage isn’t too bad…
For me it’s Verizon. It’s not a super exciting stock and it’s not a stock that is going to see some double digit growth at any point. But that being said, it is trading at forward PE of 8, has a dividend yield of 7% at 60% payout ratio. It is a boring stock and I think a lot of people have been selling those types of stocks to chase the Palantirs and the Teslas around. Bought UPS recently for the same reason and have been up 30% in a couple months just based on valuation alone. Bought ABBV a while ago for the same reason and have been up 200% since, with a locked in dividend yield of 6%+.
When I first started investing, I was ignorantly looking at dividend yields instead of…anything else. I found ABBV at $82 with a 4 or 5% yield I think? Bought like 20 shares. Best uninformed decision in stocks I made.
That’s too far to extrapolate any reasonable data. While possible, it is not probable I would hold a trade 20 years. I have had ABBV since 2016. I held IEP for a decade. BRKB has stood the test of time. EQR based on the late great Sam Zell would have worked. The farther out we go the harder to predict based on current data. And from where I sit we are looking to take every advantage we to optimize a winning trade.
Fuck ABBV why the hell can’t you just be fucking green
I rarely hold a stock that long. Most people don’t hold a stock that long. We can’t prognosticate that far into the future. More importantly, what is your exit strategy? Without a strategy you are just a seal swimming amongst the sharks. Will you freak out if one stocks drops 50%? I already know the answer yet it begs the question. Are you doing any Fundamental Analysis? Technical Analysis? I don’t care for your picks, no disrespect. Your question is more complicated than you may think. I will play my part lest it be said I’m a curmudgeon. BRKB- buy the dips EQR- buy the dips CTRE COPY- buy the dips ABBV PSHZF CRSP- buy the dips until 2030 MKL This is what I have that I could reasonably conceive one may own ten years from now. I added CRSP for future potential rather than Fundamental or TA. Not my best work but what can you expect for free.
Odd. I opened an account with RH a view years ago and so far ABBV & XOM haven't emptied my account. I must be doing it wrong.
Traded GIS for VGT & sold HRB for ABBV. I am VERY happy I sold GIS and HRB. I also sold all my Gladstone stocks.
I like NET the best of this list. I’m seeing a whole lot of tech and the money is flowing into value as we revert to the means. The sectors hit the hardest this year have been oil and healthcare. I suspect they both outperform next year and I have been buying both. I am of the mindset you build a portfolio brick by brick. I said ABBV was a buy in 2016 and it’s a buy in 2026. I like BMY using a 25% trailing stop. Just as important is a strategy. Without a strategy you are just another bloke lost in the ocean of sharks. You should know your exit before you buy. Are you holding for decades? Buying the dips? Using a trailing stop? What allocation are you using? Savvy investors know the answers to these questions. *Be very wary of Reddit. Those that know what they are doing have little time to spend here, this you are left with the flotsam and jetsam.*
I've moved a portion of my investments to cash, or cash equivalents. My gut feeling is that the AI bandwagon is going to crash badly, and take the rest of the market with it. I'm investing in Healthcare stocks, like ABBV, COR, and also FPHAX since people don't stop getting sick. Also, consumer staples like WMT, CPB, COST (even though their P/E concerns me), and VDC.
I cannot wait to be free of this ABBV bullshit
ABBV AMAT CSU GD GOOG H IAG IPCO RY XOM VIDY Just kinda picked whatever looked okay. 33-33-33.
Sadly, I keep a list with sold prices, current price, and how much more i would have if i didn't sell. Yes. I am a masochist. And none of these are "kinda regret", they are full "please God, let me go back in time so i can prevent this". ABBV GOOGL IBM LEU MSFT MPLX PLTR VOO
What was your strike on the ABBV though?
Rolled it 23 times, screen froze, broker called to check if I was okay, and then, I found my Golden Parachute Superpower card! ABBV and the whole market bent to my will. WHEW! that was tense 😉
Doesn't sound correct. Say his earned income is $20K, he could (and should) be able to take up to $24,625 in long term cap gains, combined with any qualified dividends tax free. I harvested 200% gains in ABBV tax free and repurchased the stock the next day $3 cheaper(g).
I made out like a bandit selling ABBV stocks. Sounds everyone here just buys Mag7 and cries when the sector goes down.
Ive got these really shitty tickers clogging up my watchlist. ODNS ABBV NBIS Garbage
I spent some time on small cap biotech in early 2025 and concluded financial disclosures alone aren't enough to buy. Most have no earnings and are just looking for the next hot drug. It seems like you need to know their patent application pipeline - which is a lot of work and still very difficult to make value calls on unless you also have some idea of the patent universe for that class of chemicals. (Ph.D. in the space with a J.D. btw) Did buy a couple closer to mid caps - OGN (fortunately exited in early Oct but still see a value story) and VTRS. Also like the larger caps like AMGN and ABBV.
Good timing, about to sell out my shares of ABBV.
Hi, how are ya? I do all of my investing research and due diligence myself and my brokerage account is currently with Fidelity. Off the top of my head, CROX and ABBV are two stocks currently trading below their intrinsic value, based on their projected future free cash flow. There are many great investment web sites to learn from, including Seeking Alpha, The Motley Fool and Zacks. As far as the best investment companies, choose one that has the lowest fees involved, especially if you know how to do your own stock research. If you have more questions, feel free to ask. ☺️
Love to see a green day and my ABBV holdings down 2.5% fuck this company
I'm down like 20-30% on JD rn, but I got leaps so im chillin for now. UNH and ABBV have fucked me, so I guess JD didn't have too
ABBV’s earnings showed mixed but good results + raised its guidance for next year - The stock plummeted 4% afterwards and I bought it at a discount thinking its a good stock and that the market judges too swiftly and it must go up again. What do you guys think ?
> They only keep going up The market for the past decade, other than the Covid dip, has gone up. > the price of companies don't necessarily go down all that much Yes, if the overall market is going up, you don't see the value of high dividend stocks going down all that much. However . . Other than ABBV, the other stocks you mentioned have badly underperformed the index. And most pharm companies, even established ones, are gambles.
Not entirely sure how the whole: "it goes down when the dividends are paid" works since I invest on ETFS right now, Dividend & Growth etfs, but the price of companies don't necessarily go down all that much or if they do it might be for a week or so. Just basing this on stocks like JNJ, PG, PEP and ABBV. They only keep going up and they pay $1/share per dividend payout and their stocks don't necessarily go down one dollar for long. I do have reservations investing on anything thats on the red during their 5 year to MAX tenure graphs. Though if I'm incorrect I'd appreciate a clarification since that could help with deciding better company stocks.
ABBV 255 calls. 0.05 price for potential 5x. I know nothing about the company it’s just the cheapest option within range. Figured I’d share for other degens
I’ve been with Amazon since the first split and WWE since 13.00. Those are my two favorites with Kodak and ABBV
I usually buy ABBV for recessions.
I have been investing in the stock market for about 30 years and as you can imagine, I have accumulated many shares of stocks. I have mainly bought and held Dividend Aristocrats. Some of my big stock positions include ABBV(3700 shares), MCD(2550 shares) MO(7400 shares). I have begun selling covered calls on the stocks that I own. If my stocks were to be assigned, I would be subjected to hefty capital gains taxes. So, I have written covered calls that are out of the money with about 2-4 weeks time to expiration., to lower my risk of getting assigned. The premiums are anemic but my goal is to earn about $1,000 every two weeks on my positions. Am I expecting too much? Is my strategy correct?
ABBV for botox, EOLS for their competitor
NVO, LLY, ABBV, JNJ, ... There's a lot of BP left.
Some of my highest conviction positions I haven't seen mentioned: SYK - for surgical robotics & med tech ABBV - drug portfolio & discovery AMAT - semiconductor tech TSM - the best semiconductor fab CRWV - complex AI infrastructure
I'm Bear-curious on ABBV.
MRK ABBV UNH BMY. Make Health Win Again.
ABBV put holder. Exiting tomorrow.. rough go.
I sold ABBV at 190 because 🥭 kept on threatening pharma tariffs 🤡
ABBV literally finishing all over my face wtf