martinshkreli

Based on 0 decided calls, 0% coverage, data through 2026-07-23, there is simply nothing graded to score — the ANTE band reads 'Building' and corroboration is insufficient. No wins, losses, PnL or coverage exist in this pack; the 200-tweet corpus is commentary, not resolved positions. Treat everything below as a read on personality and process, not proof of profitability. Until calls resolve and get graded, the record is a blank page, and no track record can be claimed in either direction here.

The craft is fundamental, first-principles biotech: pipelines, pharmacokinetics, half-life, patents and FDA pathways, plus the economics of generics and GLP-1s like semaglutide and retatrutide. He reasons from mechanism — 'Read the patents' — and holds positions on multi-year horizons, once noting he 'wouldn't expect revenue until 2035.' What you receive is dense reply-thread analysis and conviction, not structured trade plans: no entries, no levels, no if-then triggers. Direction is narrative and thesis-driven, closer to an analyst's notebook than a trading desk.

Risk management is the biggest blank. Zero calls state a target and stop (0%), no PnL is recorded, and no win or loss magnitudes exist to judge whether winners pay for losers. His posture is buy-and-hold conviction — 'im long lots of things' — and he frames holding through danger rather than cutting. Nothing here shows how a losing thesis gets handled, sized or exited. For anyone who needs defined downside, position sizing or a stop framework, this pack offers no evidence that capital is actively protected.

The personality is unmistakable: blunt, profane, wry and relentlessly combative, trading insults and feuding in the replies as readily as he explains drug delivery. He is candid to the point of joking about his own legal past, and rarely hedges anything. Real expertise sits beside genuine shitposting — 'healthy people don't need medicine' one minute, crude taunts the next. No newsletter, Discord or paid funnel surfaces anywhere in this pack. It is a free, high-ego, high-signal, high-friction feed where charisma and abrasiveness are inseparable.

There is genuine teaching here for those who can stomach the tone. He explains what a peptide actually is, why half-life governs a drug's usefulness, how GLP-1 mechanisms differ, and why FDA approval matters — often correcting others mid-thread. The problem is packaging: real pharmacology arrives wrapped in ridicule, so beginners get schooled and insulted at once. He engages constantly and can credit good businesses ('best private biotech I've ever seen'), but civility and patience are not on offer. Learn from him warily.

You'll like this if you want first-principles biotech and pharma analysis from someone with real operating and scientific credibility, you enjoy combative intellectual sparring, and you invest on multi-year fundamentals rather than intraday setups. Skip it if you want clean, actionable trade plans with entries and stops, a measured verified track record before you commit attention, or simply a civil feed — the tone is deliberately abrasive. This is an ideas-and-worldview follow for the biotech-curious, not a signal service.