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Friday, October 23, 2026

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@kevin__mak 3 clicks

Kevin Mak on X

$ABVX Couple things I noted today. 1) The ABVX fans love to talk about how bad this specific stock is. But looking at a group of late-stage, pre-commercial biotech peers since August 20th, the weakness looks a lot less ABVX-specific. ABVX is down ~26%, versus a peer median of ~27%. Different stories and catalysts, but ABVX is right in the middle of the group. 2) The latest Markit securities-lending update shows a sharp drop in reported shares on loan, from ~2.6m to ~460k. My read is that this is consistent with the possible “large short” I previously flagged having covered. The drop shows up in the October 21 data, immediately after the October 20 +5.8% rally, which has since largely fizzled out. Disclosure: Creek Drive and its affiliated funds holds a long position in ABVX. Views expressed are current opinions for information only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link in my bio for more important information.

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Capital Wars

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Putting bear cases to rest

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MYR Group q3’26 Earnings Preview

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Monte Independent Investment Research 5 clicks
OSW · short

Onespaworld Holdings LTD

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Value Investors Club

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Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

NCLH $7.1B
The Oak Bloke 13 clicks

Research Roundup Vol. XLIX

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Monte Independent Investment Research

Boston Scientific (BSX): New Position

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BSX $67B
Aurelion Research 1 click

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