Professional
Added to YB: 2026-07-15
Pitch date: 2026-07-12
ABVX [bullish]
ABIVAX Société Anonyme
-1.98%
current return
Author Info
Company Info
ABIVAX Société Anonyme, a clinical-stage biotechnology company, develops therapeutics that harness the body’s natural regulatory mechanisms to stabilize the immune response in patients with chronic inflammatory diseases.
Market Cap
EUR 10.4B
Pitch Price
EUR 121.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
-39.13
P/E
-26.54
EV/Sales
2.0K
Sector
Biotechnology
Category
special_situation
Cedar Grove Capital Management Portfolio Holding: ABIVAX Société Anonyme
ABVX (added to position): Long special-situation on Phase 3 ulcerative colitis maintenance data (June 1). Efficacy beat expectations, suggesting differentiated obefazimod profile. Shares +30% then -50% on malignancy fears mgmt poorly addressed; added on selloff. June update eased drug-causality concerns, shares recovered. Thesis needs more regulatory/commercial visibility.
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