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PAH Summary
Some data, thoughts, 4 ways to play the space pre AVTE
Jun 14
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Adu Subramanian
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PAH Summary
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January 2024
Companies I'm watching in 2024
A list of companies I find interesting, not all longs, list subject to change
Jan 3
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Adu Subramanian
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Companies I'm watching in 2024
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December 2023
Following up on Liquidia
Commercialization is a different battle
Dec 22, 2023
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Adu Subramanian
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Following up on Liquidia
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October 2023
Radiopharma: Basic Principles, Opportunities
Hot take: Radiopharm > ADCs. Relevant for LNTH, NVS, PNT(now Lilly), FUSN, ATNM, RYZE
Oct 28, 2023
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Adu Subramanian
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Radiopharma: Basic Principles, Opportunities
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August 2022
Liquidia (LQDA): Opportunity in uncertainty
What do Martin Shkreli, the co founder of 10 billion dollar pharma co., hedge funds and day traders have in common?
Aug 12, 2022
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Adu Subramanian
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Liquidia (LQDA): Opportunity in uncertainty
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June 2022
Stereotaxis: High Upside Bet on Execution
The turnaround is in its infancy, but has the ability to run
Jun 30, 2022
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Adu Subramanian
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Stereotaxis: High Upside Bet on Execution
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CVRX: Quality CEO, product, but high risk investment.
The device is great, but the trial results could disappoint.
Jun 16, 2022
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Adu Subramanian
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CVRX: Quality CEO, product, but high risk investment.
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April 2022
Q1 portfolio Update:
Are you being Gaslit?, Thinking IS working, and reviewing Myomo, Performant, and Semler.
Apr 19, 2022
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Adu Subramanian
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Q1 portfolio Update:
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CLPT: Putting numbers to the story.
A long term stock limited by capacity, building a surgical platform with an exciting drug delivery business, new innovations on the horizon, too…
Apr 5, 2022
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Adu Subramanian
5
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CLPT: Putting numbers to the story.
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March 2022
ZYXI: A case study
ZYXI was one of the biggest winners over the last five years nearly returning 100x: what did it look and feel like along the way?
Mar 1, 2022
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Adu Subramanian
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ZYXI: A case study
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February 2022
YE update + Answering SMLR's most asked questions.
Plus some thoughts on Specialists, Individual investors, PFMT, and NEPH
Feb 10, 2022
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Adu Subramanian
4
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YE update + Answering SMLR's most asked questions.
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November 2021
Q3 portfolio Update
Boring isn't inactive, A New Add: $TRMR, Semler Update, 4 stocks on my watchlist: $BFIT, $NEPH, $LEE, $IDXG
Nov 4, 2021
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Adu Subramanian
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Q3 portfolio Update
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