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Biotech Analysis: From 0 to 1
Breaking down my process with a couple examples. End with the future of the blog and Subradata
Mar 18
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Adu Subramanian
25
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Biotech Analysis: From 0 to 1
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February 2025
AI for Research: A Practical Guide for Analysts
The pragmatists guide to using AI for analysis, tailored for biotech. All for < 40$/month
Feb 26
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Adu Subramanian
8
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AI for Research: A Practical Guide for Analysts
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Tracking Clinical Trials and Gene therapy Lows
New product + taking a shot at Gene Therapy
Feb 4
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Adu Subramanian
5
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Tracking Clinical Trials and Gene therapy Lows
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January 2025
How Does Roivant Work?
And does it?
Jan 14
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Adu Subramanian
7
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How Does Roivant Work?
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December 2024
FDA and regulatory flexibility
An exploration into FDA flexibility for rare diseases, setting the stage for the next 4 years
Dec 20, 2024
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Adu Subramanian
12
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FDA and regulatory flexibility
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November 2024
Quick take: AHA 2024 - ATTR, Danon, Relaxin
NTLA, ALNY, BBIO, RCKT, TECX
Nov 19, 2024
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Adu Subramanian
6
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Quick take: AHA 2024 - ATTR, Danon, Relaxin
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ATTR Cardiomyopathy Breakdown
Understanding the landscape ahead of two key drug approvals. Product Labeling, Medicare reimbursement, Total Addressable Market, and the future
Nov 14, 2024
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Adu Subramanian
5
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ATTR Cardiomyopathy Breakdown
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microRNA Wins a Nobel: why no successful drugs?
Quick history of miRNA science + a look at RGLS and ADPKD (regulatory flexibility shows up again)
Nov 1, 2024
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Adu Subramanian
2
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microRNA Wins a Nobel: why no successful drugs?
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October 2024
FDA flexibility with Capricor
FDA wants your drug to be approved. Let's look at Capricor, Lexeo, and Rocket
Oct 14, 2024
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Adu Subramanian
4
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FDA flexibility with Capricor
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September 2024
Spinal Muscular Atrophy and Myostatin
$SRRK, $BHVN, $RHBBY all have upcoming readouts. Let's break it down
Sep 23, 2024
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Adu Subramanian
4
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Spinal Muscular Atrophy and Myostatin
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August 2024
ATTR-CM and ESC
Does the timing of separation matter?
Aug 15, 2024
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Adu Subramanian
2
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ATTR-CM and ESC
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June 2024
PAH Summary
Some data, thoughts, 4 ways to play the space pre AVTE
Jun 14, 2024
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Adu Subramanian
5
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PAH Summary
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