Archive - Bio Breakdowns

FDA and regulatory flexibility

An exploration into FDA flexibility for rare diseases, setting the stage for the next 4 years

Dec 20, 2024 •

Adu Subramanian

November 2024

October 2024

FDA flexibility with Capricor

FDA wants your drug to be approved. Let's look at Capricor, Lexeo, and Rocket

Oct 14, 2024 •

Adu Subramanian

September 2024

Spinal Muscular Atrophy and Myostatin

$SRRK, $BHVN, $RHBBY all have upcoming readouts. Let's break it down

Sep 23, 2024 •

Adu Subramanian

August 2024

ATTR-CM and ESC

Does the timing of separation matter?

Aug 15, 2024 •

Adu Subramanian

June 2024

Some data, thoughts, 4 ways to play the space pre AVTE

Jun 14, 2024 •

Adu Subramanian

January 2024

Companies I'm watching in 2024

A list of companies I find interesting, not all longs, list subject to change

Jan 3, 2024 •

Adu Subramanian

December 2023

Following up on Liquidia

Commercialization is a different battle

Dec 22, 2023 •

Adu Subramanian

October 2023

Radiopharma: Basic Principles, Opportunities

Hot take: Radiopharm > ADCs. Relevant for LNTH, NVS, PNT(now Lilly), FUSN, ATNM, RYZE

Oct 28, 2023 •

Adu Subramanian

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 •

Adu Subramanian

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