Slack: C0A0J07FGKT/ts:1772118827.3542

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

healthcare-biotech-glp1

💬 [E1117] Used to like RXRX (Recursion Pharma) which runs AI clinical drug trials to narrow down candidates. It used to range between 5 and 15 nicely for options plays, but Nvidia pulled out. Got long dated options position but not going to carry on - not convinced it'll keep bouncing the range.
commentary · 2026-04-07