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T Cell Engagers in Auto Immune disease
Why they should work and the one public company with a drug in development
13 hrs ago
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Adu Subramanian
9
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T Cell Engagers in Auto Immune disease
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2
June 2025
Some Tacit Knowledge in Biotech
Some of my non obvious observations, thoughts, and resources.
Jun 10
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Adu Subramanian
21
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Some Tacit Knowledge in Biotech
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May 2025
Sickle Cell Disease: previewing readouts from Pociredir and Mitapivat
Pociredir works, Mitapivat may work
May 22
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Adu Subramanian
9
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Sickle Cell Disease: previewing readouts from Pociredir and Mitapivat
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4
April 2025
Expert (KOL) Calls: A Guide for Biotech
Why we use experts, the major issues, and how I do a KOL call
Apr 27
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Adu Subramanian
9
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Expert (KOL) Calls: A Guide for Biotech
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7
TTRadeoffs: Patients, Prescribers, Payors, and Prior Auths
Launch Dynamics in ATTR-Cardiomyopathy. Why Attruby will launch fast and Amvuttra won't
Apr 14
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Adu Subramanian
7
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TTRadeoffs: Patients, Prescribers, Payors, and Prior Auths
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March 2025
We've been Marked: Layoffs, Peter Marks' Departure, and why the FDA/biotech will be okay
Thinking about the impact of recent layoffs and departures on biopharma in the short and long term.
Mar 30
•
Adu Subramanian
10
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We've been Marked: Layoffs, Peter Marks' Departure, and why the FDA/biotech will be okay
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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
•
Adu Subramanian
37
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Biotech Analysis: From 0 to 1
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9
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
13
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AI for Research: A Practical Guide for Analysts
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2
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
•
Adu Subramanian
9
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How Does Roivant Work?
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4
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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