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Adu Subramanian

@plainyogurt21.bsky.social
82 followers 55 following 22 posts

MD Student, Investor, Builder writing adus.substack.com. Website www.subradata.com, Still on Twitter @plainyogurt21

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Adu Subramanian @plainyogurt21.bsky.social · 25/05/2025
Which stock is this? Let's see if people remember pre covid. Hint in next comment
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Reposted by Adu Subramanian
Frank S. David @franksdavid.bsky.social · 19/03/2025
Good stuff here for folks new to biotech investing: adus.substack.com/p/biotech-an... by @plainyogurt21.bsky.social
adus.substack.com
Biotech Analysis: From 0 to 1
Breaking down my process with a couple examples. End with the future of the blog and Subradata
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Adu Subramanian @plainyogurt21.bsky.social · 18/03/2025
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.
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Adu Subramanian @plainyogurt21.bsky.social · 07/03/2025
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...
microcapclub.com
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...
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Adu Subramanian @plainyogurt21.bsky.social · 26/02/2025
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$/month. Tailored to biotech
open.substack.com
AI for Research: A Practical Guide for Analysts
The pragmatists guide to using AI for analysis, tailored for biotech. All for < 40$/month
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Adu Subramanian @plainyogurt21.bsky.social · 14/01/2025
adus.substack.com/p/how-does-r... new post up
adus.substack.com
How Does Roivant Work?
And does it?
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Reposted by Adu Subramanian
Frank S. David @franksdavid.bsky.social · 21/12/2024
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...
adus.substack.com
FDA and regulatory flexibility
An exploration into FDA flexibility for rare diseases, setting the stage for the next 4 years
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Adu Subramanian @plainyogurt21.bsky.social · 30/11/2024
H/T to one of the BioTwitter goats @biotechElmo.
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Adu Subramanian @plainyogurt21.bsky.social · 23/11/2024
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.
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Adu Subramanian @plainyogurt21.bsky.social · 23/11/2024
$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
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Adu Subramanian @plainyogurt21.bsky.social · 21/11/2024
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...
x.com
x.com
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Adu Subramanian @plainyogurt21.bsky.social · 21/11/2024
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
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Adu Subramanian @plainyogurt21.bsky.social · 20/11/2024
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...
adus.substack.com
Quick take: AHA 2024 - ATTR, Danon, Relaxin
NTLA, ALNY, BBIO, RCKT, TECX
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