+0.0
net board stance
what this means
29.82
+3.6% · close 2026-11-06
+9% / +64% / +60%
1m / 3m / 12m
+33%
vs SPY since 2025-08-01
87%
of 52w range · -8.5% 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 E112 · silent for 176 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 SDGR
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 |
|---|---|---|---|---|---|---|
| 🤖 AI drug discovery hasn't lifted pharma hit rates — the M&A bid is falling | ▼ SHORT | adjacent | WRONG | -11.3% | -35.0 | 2024-01-20 |
The tape — what was actually said
every capture on any idea holding SDGR, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▼ on
🤖 AI drug discovery hasn't lifted pharma hit rates — the M&A bid is falling
E112 · 2023-01-20
▶ 1:25:52
And so what's really happened is the value of acquisition in M&A has gone down, even as the technology capability has gone way, way up. And why is that? It's because this stuff has yet to be proven to actually meaningfully improve the hit rate for these drug companies.
Friedberg
oppose ×2
▼ on
🤖 AI drug discovery hasn't lifted pharma hit rates — the M&A bid is falling
E112 · 2023-01-20
▶ 1:17:22
So if you take 99% of the junk out of the top of your pipeline and you only focus on the 1% that the software predicts will be more successful, you much more quickly get drug discovery through the pipeline and you have a much higher hit rate.