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Adam May on investing in biotech $NKTR $ABVX, Sonic AI
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Adam May on investing in biotech $NKTR $ABVX
Yet Another Value Podcast
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Mar 23, 2026
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1:12:12
Interview
Adam May on investing in biotech $NKTR $ABVX
From
Yet Another Value Podcast
Adam May
(Physician, Dermatologist, and Biotech Investor, guest)
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Executive Summary
The small-cap biotech sector, after a decade of negative returns, presents significant, uncorrelated investment opportunities for investors who can perform deep scientific due diligence.
Detailed analysis of early-stage clinical trial data can reveal alpha-generating insights missed by the broader market, as exemplified by the case of Nektar Therapeutics' misanalyzed data.
The competitive landscape is critical; the failure of competing drug classes, like the OX40 inhibitors, can dramatically de-risk and increase the market potential for a company like Nektar.
In certain indications like ulcerative colitis, a strong precedent for M&A following positive clinical data makes companies like Abivax highly probable buyout targets, representing a primary driver of returns.
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