Dec 10, 2021

Biotech Due Diligence Newsletter

Hello everyone,

I am launching a (free) biotech due diligence newsletter that focuses on stocks with upcoming PDUFA dates (https://thebiotechreport.substack.com/p/coming-so…).

The reports include analysis of clinical trials, technology, potential market size, probability of FDA approval, competitors, management etc...

I am publishing my first write-up soon (on Akebia Therapeutics $AKBA).

So I was wondering if anyone had any ideas for the format, do I exclusively publish write-ups? Do I publish articles about new technologies?

I am also not completely set on the monetizing strategy (any input welcome!)

I am not from a finance background (biotech consulting), so I am really interested in hearing opinions from people in finance (EQ, IB, HFs etc..)

Thanks!

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5 Comments

O

2y

lifesciences, pure crickets, that's where I come in. Any of these useful?

More suggestions...

You're welcome.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

ER

2y

Subscribed, used to cover AKBA and looking forward to your writeup.

Why not publish ahead of key readouts in addition to PDUFA dates? Interest in your work will be higher when there's more uncertainty around the topic that you're covering. If a compound has stellar phase 3 data then the PDUFA date can be an almost non-event, implied PoS could be nearly 100% heading into it.

CO

2y

Thanks a lot for your feedback! I like the idea a lot

Gordon Growth Model Real Estate

HF

2y

Subscribed. Happy to provide feedback if you're interested.

Authored by: Certified Hedge Fund Professional - Portfolio ManagerCertified Hedge Fund Pro

CO

2y

Aut delectus officiis sequi unde error. Sunt repudiandae laborum explicabo dicta ipsum rerum.

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