Archive - Bio Breakdowns

T Cell Engagers in Auto Immune disease

Why they should work and the one public company with a drug in development

Jul 2 •

Adu Subramanian

June 2025

Some Tacit Knowledge in Biotech

Some of my non obvious observations, thoughts, and resources.

Jun 10 •

Adu Subramanian

May 2025

Sickle Cell Disease: previewing readouts from Pociredir and Mitapivat

Pociredir works, Mitapivat may work

May 22 •

Adu Subramanian

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 •

Adu Subramanian

TTRadeoffs: Patients, Prescribers, Payors, and Prior Auths

Launch Dynamics in ATTR-Cardiomyopathy. Why Attruby will launch fast and Amvuttra won't

Apr 14 •

Adu Subramanian

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

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

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 •

Adu Subramanian

Tracking Clinical Trials and Gene therapy Lows

New product + taking a shot at Gene Therapy

Feb 4 •

Adu Subramanian

January 2025

How Does Roivant Work?

Jan 14 •

Adu Subramanian

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 •

Adu Subramanian

November 2024

Quick take: AHA 2024 - ATTR, Danon, Relaxin

NTLA, ALNY, BBIO, RCKT, TECX

Nov 19, 2024 •

Adu Subramanian

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