"Deep domain expertise was framed as an edge over surface-level AI analysis, using Abivax as an example of nuance that algorithms misinterpret."

"The market overreacted to perceived cancer signals in Abivax's Phase 3 ulcerative colitis maintenance trial, masking best-in-class efficacy data."

"The speakers argued that market concerns around a cancer signal in Abivax's ulcerative colitis trial are unfounded, creating a severe valuation disconnect ahead of upcoming safety data and potential M&A."