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Companies I'm watching in 2024
A list of companies I find interesting, not all longs, list subject to change
 • 
Adu Subramanian

December 2023

Following up on Liquidia
Commercialization is a different battle
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Adu Subramanian
3

October 2023

Radiopharma: Basic Principles, Opportunities
Hot take: Radiopharm > ADCs. Relevant for LNTH, NVS, PNT(now Lilly), FUSN, ATNM, RYZE
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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?
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Adu Subramanian
1

June 2022

Stereotaxis: High Upside Bet on Execution
The turnaround is in its infancy, but has the ability to run
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Adu Subramanian
2
CVRX: Quality CEO, product, but high risk investment.
The device is great, but the trial results could disappoint.
 • 
Adu Subramanian

April 2022

Q1 portfolio Update:
Are you being Gaslit?, Thinking IS working, and reviewing Myomo, Performant, and Semler.
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Adu Subramanian
6
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…
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Adu Subramanian

March 2022

February 2022

YE update + Answering SMLR's most asked questions.
Plus some thoughts on Specialists, Individual investors, PFMT, and NEPH
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Adu Subramanian
5

November 2021

Q3 portfolio Update
Boring isn't inactive, A New Add: $TRMR, Semler Update, 4 stocks on my watchlist: $BFIT, $NEPH, $LEE, $IDXG
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Adu Subramanian
1

October 2021

Stereotaxis ($STXS), A baby Intuitive Surgical?
A turnaround story looking to emulate Intuitive Surgical's success. Will it gain traction?
 • 
Adu Subramanian
1
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