Han's Substack
Han Seoul Ohno, Sanya SSVDoing research on mainly life sciences stocks.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||
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hanseoulohno.substack.comLatest Issues
A quick word on Abivax and my own thoughts
Hello! Abivax is one of the most followed biotech stocks in both the spec fund space and BioX because the whole pitch was pretty simple: safe, efficacious, oral UC drug, differentiated from JAK/S1P baggage, and potentially a company-sale as...
June Update: Portfolio & Some Thoughts on more Picks
#7 Brief Commentary on CYTK, CCCC, and a congratulations for RVMD
I think it would be a travesty if I did not give a mention to Revolution Medicine’s data presented at ASCO yesterday. People often invest in Biotech and lose sight of why th...
C4 Therapeutics: Letting You C What We C
A Foreword and Introduction to Let You C What We C³
C4 Therapeutics is a multiple myeloma company approaching several inflection points in one of the most validated mechanisms in haematology. For more than two decades, IKZF1/3 degradat...
Cytokinetics | A lot of news! Everything's starting to click!
I’ll make this very short and very quick.
A lot of information dropped yesterday. The long awaited topline readout from aficamten in nHCM in ACACIA, and the first quarter of sales since aficamten has been approved in oHCM. Cytokinetics als...
May Update: Portfolio & Some Thoughts on more Picks
#6 Ow! 1 for 2 on the innings... Continuing on a brief update on Grace
All is calm, unfortunately not the news I wanted to hear from Grace on their PDUFA decision… Cytokinetics is likely a read out in May, not April like I originally thoug...
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The writers behind this newsletter.
World’s worst computational biologist. Nothing I write is investment advice, please do your own due diligence.
likes are bookmarks, not endorsements. Do your own DD. Not investment advice--for entertainment purposes only. BTW not long TRAW since dec 2025
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