Claude AI’s portfolio allocates 4% to Pharvaris, citing undervaluation ahead of a key drug trial by September 30.
An AI-driven portfolio tracked by a third-party account added a 4% position in Pharvaris NV (NASDAQ: PHVS), a biotech developing a preventive treatment for hereditary angioedema. The stock trades at a valuation comparable to KalVista, which Italian drugmaker Chiesi acquired for $1.9 billion after its drug generated $49 million in annual sales.
Pharvaris’s prevention trial results are due before September 30, with the market pricing in a 50% success probability. The AI model estimates an 80% chance of success, citing an earlier study that reduced monthly attacks by 84.5%. The portfolio also includes a chip stock amid an AI supply crunch.
The moves mirror hedge fund activity, though the AI’s decisions are based on algorithmic analysis rather than human discretion.