Adu Subramanian

Hint: $TECX

Which stock is this? Let's see if people remember pre covid. Hint in next comment

Biotech Analysis: From 0 to 1 Breaking down my process with a couple examples. End with the future of the blog and Subradata

Good stuff here for folks new to biotech investing: adus.substack.com/p/biotech-an... by @plainyogurt21.bsky.social

American College of Cardiology (ACC) 2025 is < 2 weeks away.

I've indexed all 4600+ abstracts with tagged by trial ID, drug, conditions, type of study, and summaries,

email me at adu.subramanian@subradata.com for the excel grouped by session.

www.subradata.com/abstract/sea...

Microcap Life Science Investing with Daron Evans Daron Evans runs a family office, PoC Capital, that focuses on microcap life science investing. In this presentation Daron gives us an overview of his strategy, process, while providing case studies o...

If I had to pick three things to learn about biotech investing in <3 hours

microcapclub.com/microcap-lif...

lifescivc.com/2024/04/deco...

www.pharmagellan.com/blog/clinica...

AI for Research: A Practical Guide for Analysts The pragmatists guide to using AI for analysis, tailored for biotech. All for < 40$/month

AI for Research: A Practical Guide for Analysts open.substack.com/pub/adus/p/1...
AI will change white collar work: but no one is discussing actually useful examples.

Some practical uses for AI all for < 50$/month. Tailored to biotech

No problem, if you have any problems, reach out at adu.subramanian@subradata.com and I’ll take a look (also if anything you want re: features that could be a nice addition I’ll see if I can add)

Check now

Which url? I can fix that pretty quickly usually

How Does Roivant Work? And does it?

adus.substack.com/p/how-does-r...

new post up

FDA and regulatory flexibility An exploration into FDA flexibility for rare diseases, setting the stage for the next 4 years

Detailed FDA analysis by @plainyogurt21.bsky.social with many case studies — recommended! (Bookmarking for my drug dev course this spring.) adus.substack.com/p/fda-and-re...

I've peaked in life.

H/T to one of the BioTwitter goats @biotechElmo.

I think this bodes well for novel treatments but he will be tougher on medications for large conditions. Rare diseases shouldn't be impacted much (though he should accept increased flexibility, following the recent trends)

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Also talks about the microbiome and other new treatments for lifestyle conditions, mentions lipoprotein(a) youtube.com/watch?v=jQk2...

I wonder his GLP impact (touches on this at 28:00 in the pod) He likely understands the benefits but cautions against taking new treatments at face value and is against pharma lobbying/advertising broadly. Also encouraging comments on muscle loss/ways to improve metabolic health

This is what ChatGPT says is the impact and thoughts on marty makary ( I asked to source based on pre September 2024 to avoid recent articles).
All of it is a bit vague but makes sense. Overall, His focus is likely on large companies and transparency.

$BBIO, Everyone on their toes for the last few hours, Label looks clean with mortality benefit. Now up to execution. Expecting > 30% first line share. Patent issues will weigh on it. Important to note the royalties received on FDA approval to alleviate the cash situation

Interesting it’s targeted for muscular dystrophy and preclinical. Compared to farther along rare disease players like rocket and Lexio targeting various cardiac diseases

How does the recent Neurogene failure play into the calculus?

Really good list from @franksdavid.bsky.social . I think refreshing the basics and looking back on history through some of the books he mentioned is helpful for everyone. Pairs well with my list of biotech investors resources compiled here: x.com/plainyogurt2...

blue sky feels more like the early internet. There might be something here but until it hits a critical mass, I’m gonna see random posts in my feed. The amount of content is simple not enough to maintain a large feed imo….yet

Currently using to post and link to outside sources, but will discuss if engagement increases

Quick take: AHA 2024 - ATTR, Danon, Relaxin NTLA, ALNY, BBIO, RCKT, TECX

I recently did a post with my takeaways from #AHA24 with relevant updates on ATTR-Cardiomyopathy (TTR silencing, editing, and Acoramidis, Danon Disease with Rocket Pharmaceuticals and an under the radar abstract from Tectonic therapeutics.
adus.substack.com/p/quick-take...