| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
GLUE has positioned itself in NLRP3 with a different upstream target strategy and stands to benefit from LLY's acquisition of VTYX. As part of the broader pharma ecosystem watching this deal, GLUE should see upside.
BIOA is part of the NLRP3 program ecosystem that benefits from improved chemistry and LLY's rumored acquisition of VTYX. The author previously covered BIOA as a position with room to run and reinforces that it should see further upside from the deal catalyst.
NMRA is positioned in NLRP3 drug development with improved chemistry compared to competitors. If LLY's rumored acquisition of VTYX closes, NMRA and peers in this space should see significant upside; NMRA is the cheapest and earliest-stage entry point in the group.
End of results.