+0.0
net board stance
what this means
146.73
-0.1% · close 2026-11-06
+3% / +15% / +76%
1m / 3m / 12m
+72%
vs SPY since 2025-08-01
88%
of 52w range · -5.7% off high
—
hit rate as primary
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E228 · silent for 67 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on MRK
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Boosters + oral antivirals become the standard COVID stack | ▲ LONG | adjacent | RIGHT | +21.8% | +26.6 | 2022-07-30 |
| 🏛️ MFN drug-pricing EO compresses pharma profits and pushes R&D offshore | ▼ SHORT | adjacent | WRONG | -40.2% | -65.9 | 2026-05-17 |
The tape — what was actually said
every capture on any idea holding MRK, newest first · quotes verbatim, timestamps deep-link into the episode
Ben Shapiro
support ×2
▼ on
🏛️ MFN drug-pricing EO compresses pharma profits and pushes R&D offshore
E228 · 2025-05-17
▶ 1:30:48
So if you are talking about just artificially lowering prices by basically clocking Pharma, the reality is if you want to kill R&D, this is a great way to kill R&D.
Chamath
support ×3
▼ on
🏛️ MFN drug-pricing EO compresses pharma profits and pushes R&D offshore
E228 · 2025-05-17
▶ 1:28:43
You'll make 10 million bucks, which is not enough to fight this R&D battle. So if you then further affect the profitability scale of pharma, the impact is probably that we push R&D to different places.
Friedberg
oppose ×2
▲ on
📈 Boosters + oral antivirals become the standard COVID stack
E60 · 2021-12-23
▶ 37:35
I would be very cautious about the side effects that are going to arise from these protease inhibitors. ... I think as more people use them, you'll see more crazy stories about side effects that are really significantly adverse.
Sacks
support ×2
▲ on
📈 Boosters + oral antivirals become the standard COVID stack
E60 · 2021-12-23
▶ 36:41
These new pills have, I think, a very good shot of doing it next year because they're protease inhibitors. ... I am hopeful that this will be the thing, hopefully, that ends the pandemic next year, are these new antiviral pills.
Sacks
support ×2
▲ on
📈 Boosters + oral antivirals become the standard COVID stack
E57 · 2021-12-04
▶ 19:53
The only thing that seems to work is vaccines and booster shots. There's some good data around the third data, the third booster preventing serious cases.
Chamath
support ×3
▲ on
📈 Boosters + oral antivirals become the standard COVID stack
E49 · 2021-10-02
▶ 42:40
I think that the combination of vaccines and what is equivalently Tamiflu for COVID, which is effectively what this is, is the one-two punch we need so that this basically is rendered.
Friedberg
support ×1
▲ on
📈 Boosters + oral antivirals become the standard COVID stack
E49 · 2021-10-02
▶ 40:57
We don't yet know if it reduces the transmission rate. So there's a lot of question marks on like, does this actually solve the problem of the pandemic? It's certainly another instrument to blunt the, you know, the impact.
Sacks
support ×2
▲ on
📈 Boosters + oral antivirals become the standard COVID stack
E42 · 2021-07-30
▶ 16:08
there's one other piece of news that came out that I think is very positive on COVID, which is the availability of these oral antivirals, the pills. ... So I think that, you know, with the reduced effectiveness of vaccine, what we're going to have to do is supplement the vaccines and the boosters with home testing.
Jason
support ×1
▲ on
📈 Boosters + oral antivirals become the standard COVID stack
E42 · 2021-07-30
▶ 15:38
Give me the third shot of Pfizer. And then I opened up Drudge Report yesterday. And it's like third shot of vaccine, a Pfizer in Israel or whatever. They're just going to start giving people a third shot. Yeah, I just want to get ahead of the curve.