plainyogurt21's profile picture. Future MD, Bioengineer, Investor, Member at http://Microcapclub.com, Call Leader @Slingshot_Invst, http://www.subradata.com, http://adus.substack.com

Adu Subramanian

@plainyogurt21

Future MD, Bioengineer, Investor, Member at http://Microcapclub.com, Call Leader @Slingshot_Invst, http://www.subradata.com, http://adus.substack.com

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As we approach Q4, here's the catalyst Tracker for any company with active SEC filings. LMK if a company is missing and I can add it. subradata.com/catalyst_data_…

Last couple weeks have been electric. May the thunder roll into Q4 $XBI $BBC Some upcoming catalysts that are on my radar: $JANX PSMA / EGFR Ph1 $AGIO PKR SCD Ph3 $FULC SCD Ph1b $RZLT cHI Ph3 $GOSS PAH Ph3 $ZBIO IgG4-RD Ph3 $IMVT TED Ph3 $PVLA cVM Ph2 $BBIO ADH1 Ph3 / LGMD2i…



Whoever is the fund that could be putting together a deal for $CMMB phase 3 trial, please let me in on the warrants thx.


Adu Subramanian 已轉發

$GUTS long-form thesis: I once missed the feast of the weight-loss craze, GLP-1s set the market ablaze. Too crowded, too rich, too many to name, I watched from afar—yet felt the flame. Then came Fractyl, a different way, A duodenal tune-up to keep fat at bay. No needles, no…

Vulpescap's tweet image. $GUTS long-form thesis:

I once missed the feast of the weight-loss craze,
GLP-1s set the market ablaze.
Too crowded, too rich, too many to name,
I watched from afar—yet felt the flame.

Then came Fractyl, a different way,
A duodenal tune-up to keep fat at bay.
No needles, no…

FYI this makes $FBRX A treg company

$FBRX clinicaltrialsregister.eu/ctr-search/tri… - missed this in August, but IL15 fails phase 2b in Celiac disease



$FBRX clinicaltrialsregister.eu/ctr-search/tri… - missed this in August, but IL15 fails phase 2b in Celiac disease


*taps sign* $Pali

When was the last time early phase china data dissapointed?



Adu Subramanian 已轉發

When was the last time early phase china data dissapointed?


Would the VC capital better spent in biotech even if it fails, AI companies without a product?

Degen bio %78.6
Anything.AI %21.4

84 票 · 最終結果


cms.gov/files/document… Rare disease pricing protected. Smdh if $LRMR didn’t have this anaphylaxis…..(which I don’t think is a commercial barrier tbh)


Did $PFE see $MTSR VESPER data before acquisition?


Adu Subramanian 已轉發

$MTSR $PFE Finally released the Phase 2b VESPER 1 and VESPER 3 results and frankly their PR is confusing and selectively framed. I have a headache after reading it. $VKTX BL take notes, this is a masterclass in how to spin your data. Vesper 1 had 4 arms (MET-097i 0.4 mg, 0.6…

GilaMonstrum's tweet image. $MTSR $PFE Finally released the Phase 2b VESPER 1 and VESPER 3 results and frankly their PR is confusing and selectively framed. I have a headache after reading it. $VKTX BL take notes, this is a masterclass in how to spin your data. 

Vesper 1 had 4 arms (MET-097i 0.4 mg, 0.6…

$FULC. IF FULC hits 20% HbF in Q4 without safety issues, where does it land? Currently ~500M market cap at 9$.


A trap to new bio investors is to start a thesis with "if". No if. Always ask this combo questions: to your best knowledge, - what's probability of if - what's probability of else



$MLTX Gonna hurt some people at BVF, Cormorant

plainyogurt21's tweet image. $MLTX Gonna hurt some people at BVF, Cormorant
plainyogurt21's tweet image. $MLTX Gonna hurt some people at BVF, Cormorant

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