Adu Subramanian @plainyogurt21.bsky.social · 25/05/2025Which stock is this? Let's see if people remember pre covid. Hint in next comment 100
Reposted by Adu SubramanianFrank S. David @franksdavid.bsky.social · 19/03/2025Good stuff here for folks new to biotech investing: adus.substack.com/p/biotech-an... by @plainyogurt21.bsky.socialadus.substack.comBiotech Analysis: From 0 to 1Breaking down my process with a couple examples. End with the future of the blog and Subradata 021
Adu Subramanian @plainyogurt21.bsky.social · 18/03/2025www.subradata.com/abstract/sea...subradata.comConference Abstract Search 000
Adu Subramanian @plainyogurt21.bsky.social · 18/03/2025American 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. 100
Adu Subramanian @plainyogurt21.bsky.social · 07/03/2025If 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.comMicrocap Life Science Investing with Daron EvansDaron 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... 010
Adu Subramanian @plainyogurt21.bsky.social · 26/02/2025AI 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$/month. Tailored to biotechopen.substack.comAI for Research: A Practical Guide for AnalystsThe pragmatists guide to using AI for analysis, tailored for biotech. All for < 40$/month 000
Adu Subramanian @plainyogurt21.bsky.social · 15/01/2025No 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) 000
Adu Subramanian @plainyogurt21.bsky.social · 15/01/2025Which url? I can fix that pretty quickly usually 100
Adu Subramanian @plainyogurt21.bsky.social · 14/01/2025adus.substack.com/p/how-does-r... new post upadus.substack.comHow Does Roivant Work?And does it? 000
Reposted by Adu SubramanianFrank S. David @franksdavid.bsky.social · 21/12/2024Detailed 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.comFDA and regulatory flexibilityAn exploration into FDA flexibility for rare diseases, setting the stage for the next 4 years 173
Adu Subramanian @plainyogurt21.bsky.social · 30/11/2024H/T to one of the BioTwitter goats @biotechElmo. 000
Adu Subramanian @plainyogurt21.bsky.social · 23/11/2024I 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) 020
Adu Subramanian @plainyogurt21.bsky.social · 23/11/2024Also talks about the microbiome and other new treatments for lifestyle conditions, mentions lipoprotein(a) youtube.com/watch?v=jQk2...youtube.comYouTubeShare your videos with friends, family, and the world 100
Adu Subramanian @plainyogurt21.bsky.social · 23/11/2024I 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 100
Adu Subramanian @plainyogurt21.bsky.social · 23/11/2024This 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. 100
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 030
Adu Subramanian @plainyogurt21.bsky.social · 21/11/2024Interesting 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? 000
Adu Subramanian @plainyogurt21.bsky.social · 21/11/2024Really 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.comx.com 031
Adu Subramanian @plainyogurt21.bsky.social · 21/11/2024blue 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 000
Adu Subramanian @plainyogurt21.bsky.social · 20/11/2024Currently using to post and link to outside sources, but will discuss if engagement increases 000
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.comQuick take: AHA 2024 - ATTR, Danon, RelaxinNTLA, ALNY, BBIO, RCKT, TECX 131