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Arquitos Capital Management's investment thesis on Abivax SA ($ABVX) — Q2 2026 | Buyside Digest

$ABVXNASDAQAbivax SA

BULL

Arquitos Capital Management—ABVX

Fund Letter

Q2 2026

Published July 22, 2026

$114.79USD

-0.0% vs last month

$125.70Pitched

-8.7% since pitch

Market Cap$11.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Abivax was added as a new 10% position during a market panic regarding illusory cancer risks in its Phase 3 trial data. Following the release...

— Steven Kiel

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