Bio Breakdowns

Recapping FDA happenings

Reversals, departures, how VP thinks and a few upcoming decisions.

Mar 17 • Adu Subramanian

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July 2025

T Cell Engagers in Auto Immune disease

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

Jul 2, 2025 • Adu Subramanian

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June 2025

Some Tacit Knowledge in Biotech

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

Jun 10, 2025 • Adu Subramanian

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May 2025

Sickle Cell Disease: previewing readouts from Pociredir and Mitapivat

Pociredir works, Mitapivat may work

May 22, 2025 • Adu Subramanian

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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, 2025 • Adu Subramanian

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TTRadeoffs: Patients, Prescribers, Payors, and Prior Auths

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

Apr 14, 2025 • Adu Subramanian

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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, 2025 • Adu Subramanian

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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, 2025 • Adu Subramanian

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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, 2025 • Adu Subramanian

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Tracking Clinical Trials and Gene therapy Lows

New product + taking a shot at Gene Therapy

Feb 4, 2025 • Adu Subramanian

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January 2025

How Does Roivant Work?

And does it?

Jan 14, 2025 • Adu Subramanian

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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 • Adu Subramanian

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