Adam May
Practicing physician and dermatologist who is a small- and mid-cap biotech investor and former manager of a small biotech-focused fund, known for data-driven event and value investing in biotech.
Best podcasts with Adam May
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Jun 23, 2025 • 1h 20min
Ep 36 - Adam May: The Bear Case on HIMS, GLP-1s, Legal Risk, and the Collapse of the Novo Deal
In this discussion, Adam May, a keen biotech investor and dermatologist, unpacks his bearish stance on HIMS. He shares insights on the implosion of the HIMS-Novo deal and navigates the rocky waters of GLP-1 legality and market risk. May also reflects on his trading experiences and the ethical complexities surrounding HIMS' compounding model. Additionally, the conversation touches on AI's potential impact on drug development and the challenges posed by competition in the healthcare sector. Tune in for a blend of sharp critique and industry intrigue!
Mar 23, 2026 • 1h 12min
Adam May on investing in biotech $NKTR $ABVX
Adam May, a practicing dermatologist and former small-cap biotech fund manager, explains how he finds mispriced biotech opportunities. He discusses NKTR’s trial nuances, maintenance data, and commercial vs buyout paths. He also covers ABVX’s skeptical backstory, the decisive slide that changed the math, and why maintenance results made it acquirable.
