Sickle Cell Disease: previewing readouts from Pociredir and Mitapivat

Expert (KOL) Calls: A Guide for Biotech

TTRadeoffs: Patients, Prescribers, Payors, and Prior Auths

We've been Marked: Layoffs, Peter Marks' Departure, and why the FDA/biotech will be okay

Biotech Analysis: From 0 to 1

AI for Research: A Practical Guide for Analysts

Tracking Clinical Trials and Gene therapy Lows

How Does Roivant Work?

FDA and regulatory flexibility

Quick take: AHA 2024 - ATTR, Danon, Relaxin

ATTR Cardiomyopathy Breakdown

microRNA Wins a Nobel: why no successful drugs?

FDA flexibility with Capricor

Spinal Muscular Atrophy and Myostatin: $SRRK, $BHVN, $RHBBY all have upcoming readouts. Let's break it down

ATTR-CM and ESC: Does the timing of separation matter?

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

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

Following up on Liquidia: Commercialization is a different battle

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

Liquidia (LQDA): Opportunity in uncertainty

Stereotaxis: High Upside Bet on Execution

CVRX: Quality CEO, product, but high risk investment.

Q1 portfolio Update:

CLPT: Putting numbers to the story.

ZYXI: A case study