PERSON DIRECTORY
Andrew Walker
Host of Yet Another Value Podcast. Andrew Walker appears in 145 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Adam May on $ABVX's blowout data and subsequent stock crash
Maintenance data beat modeled scenarios, with clinical-remission deltas of 40% at 50mg and 39% at 25mg, versus Rinvoq’s 18% endoscopic remission.After seven cancers drove the stock below $100, May cites a pooled 0.59 rate versus 0.5 background, while Part 2’s 500–600 patients due before June ends may clarify safety; mid-2027 Crohn’s data and label risk remain catalysts.
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Stevanato’s roughly 50% drawdown on oral GLP-1 fears contrasts with high-value solutions nearing half of revenue.Those solutions are growing 15-18% at roughly twice the gross margin of the rest, supporting a mix-shift case.Trudel says oral GLP-1s are about half as effective as injectables and models 18.6% EBITDA CAGR, while Walker flags non-take-or-pay capacity risk and ongoing headline sensitivity.
Adam May on investing in biotech $NKTR $ABVX
Adam May pairs trial-outcome forecasting with a reason consensus is wrong, using Abivax’s maintenance-enrollment math and Nektar’s forensic reconstruction of Lilly’s rezpeg analysis to identify mispriced biotech data.Nektar’s durable response, four-times-yearly dosing and an OX40 vacuum support its asymmetric setup, while Abivax’s phase-three, hard-to-copy mechanism makes a potential buyout thesis; June maintenance data are the key catalyst, with May watching a 20–30% delta.