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Fatima Al-Hariri
@FATIMA_ALHARIRI · JOINED 2025
11.4K FOLLOWERS
Healthcare and biotech catalysts. Event driven.
PhD pharmacology. PDUFA dates, trial readouts, and mispriced optionality in mid-cap biotech.
LATEST
0:20
NOTEMEMORYVIDEO
This is a pricing structure rather than a memory cycle
Two tiers of the same industry have decoupled on price, and only one of them has a substitute.
AUG 10, 2026 · 11,159 VIEWS
Everything
0:20
NOTEMEMORYVIDEO
This is a pricing structure rather than a memory cycle
AUG 10, 2026 · 11,159 VIEWS
0:19
RESEARCHWEIGHT-LOSS DRUGSVIDEO · THESIS
Eli Lilly: the pipeline is worth more than the balance sheet discount
AUG 7, 2026 · 9,693 VIEWS
0:22
CALLPFELongVIDEO · CALL · CARDS
Pfizer: capacity is the whole story from here
AUG 6, 2026 · 11,411 VIEWS
RESEARCHWEIGHT-LOSS DRUGSTHESIS
Novo Nordisk: the constraint is manufacturing, not demand
Efficacy is settled. What remains is whether the company can make enough of it, and that is a capital project with a schedule.
JUL 31, 2026 · 5,058 VIEWS
NOTEMEMORYCARDS
HBM pricing is holding because substitution does not exist
Conventional memory pricing rolled over while high-bandwidth contracts held firm. There is no second source at the required bandwidth, which makes this structural.
JUL 26, 2026 · 9,890 VIEWS
CALLTEVA.TALong
Teva: capacity is the whole story from here
Efficacy is settled. What remains is whether the company can make enough of it, and that is a capital project with a schedule.
JUL 25, 2026 · 2,965 VIEWS · 6877.57 → 7575.88 · +10.2%
CALLPFELongCALL · CARDS
Pfizer: the constraint is manufacturing, not demand
Demand is established and supply is not. The next leg is decided by fill-finish capacity and payer coverage, which are logistics problems rather than scientific ones.
JUL 20, 2026 · 2,384 VIEWS · 28.60 → 27.79 · -2.8%
CALLLLYLong
Eli Lilly: the readout is dated and the optionality is free
Base business alone supports the current valuation, which makes the pipeline event free optionality with a calendar attached.
JUL 20, 2026 · 5,301 VIEWS · 832.85 → 1255.40 · +50.7%
CALLNVOLongCALL · CARDS
Novo Nordisk: three launches inside eighteen months, limited competition on two
The leverage that justified the discount has come down four turns while the pipeline improved. Neither has been re-rated.
JUN 28, 2026 · 1,021 VIEWS · 116.24 → 138.27 · +18.9%
CALLPFELong
Pfizer: the pipeline is worth more than the balance sheet discount
Three launches land inside eighteen months with limited competition on two of them. The market still prices this as a levered generics business.
JUN 25, 2026 · 8,758 VIEWS · 25.17 → 27.50 · +9.3%
NOTECHINACARDS
Every restriction round produces a substitution push eighteen months later
Each restriction round has been followed by a domestic substitution push that lands about eighteen months later. We are approaching that lag on the most recent round.
JUN 3, 2026 · 6,983 VIEWS
CALLTEVA.TALongCALL · CARDS
Teva: the readout is dated and the optionality is free
Base business alone supports the current valuation, which makes the pipeline event free optionality with a calendar attached.
MAY 31, 2026 · 3,045 VIEWS · 5873.34 → 6236.81 · +6.2%
CALLNVOLong
Novo Nordisk: capacity is the whole story from here
Demand is established and supply is not. The next leg is decided by fill-finish capacity and payer coverage, which are logistics problems rather than scientific ones.
MAY 24, 2026 · 3,450 VIEWS · 117.27 → 122.29 · +4.3%
NOTEHEALTHCARE
Teva: a binary priced as though it has already failed
Base business alone supports the current valuation, which makes the pipeline event free optionality with a calendar attached.
MAY 24, 2026 · 1,207 VIEWS
CALLSQLong
LONG SQ
14-day long on SQ.
APR 7, 2026 · 3,277 VIEWS