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Aadi Bioscience: Taking mTOR Inhibition To The Next Level

Sep. 21, 2022 10:04 AM ETAadi Bioscience, Inc. (AADI)11 Comments


  • Shares have lost half their value since reverse merger with Aerpio Pharmaceuticals.
  • Aadi aims to deliver on the broad potential of mTOR inhibition via nab technology to achieve wide therapeutic index and greater target suppression.
  • Registrational data for Fyarro in PEComa showed impressive durability which is now translating into encouraging launch metrics out of the gate.
  • Institutional clustering and extent of leadership's relevant prior experience both stick out as green flags to my eyes.
  • AADI is a Buy in my view, with key catalyst being initial readout of PRECISION1 trial in 2023. Risks include dilution in the near to medium term, disappointing data and delays in timelines.
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Tumor growing in human body

Artur Plawgo/iStock via Getty Images

Shares of precision oncology upstart Aadi Bioscience (NASDAQ:AADI) have lost half of their value since reverse merger with Aerpio Pharmaceuticals was closed in August of 2021. Year to date return is slightly less negative at -45%.

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This article was written by

Jonathan Faison profile picture

Jonathan Faison is a biotech investor with over 15 years of biotech investing experience.

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Comments (11)

Today's price action suggests to me at least that many longs thought Delaney was a deemed very important for AADI in its game plan going forward. The percentage fall back today is rather dramatic IMOI.
biogenius profile picture
From previous press release, 'Continued advancement of the PRECISION 1 registrational-directed trial. The PRECISION 1 Phase 2 trial in patients with tumor agnostic TSC 1 and 2 inactivating mutations is advancing and on track to deliver preliminary data in the first half of 2023.'
It won't take long to find out.
Any thoughts on the resignation of the CEO announced today? That can't be good news with his experience with this AADI platform.
biogenius profile picture
I don't think it is a disaster so long as Desai, founder and executive chairman stays on.
Jonathan Faison profile picture
@biogenius "On March 3rd, the accompany announced that CEO Brendan Delaney resigned for personal reasons (lasted 2 months in that position, joined 2 years ago as COO in September 2021). Current CFO Scott Giacobello will assume interim CEO role. In the meantime, the company is in good hands as Giacobello prior held position of CFO at GW Pharmaceuticals, before being acquired by Jazz Pharmaceuticals for $7B. Also, Giacobello prior purchased 20,000 shares for $250k in private placement in September 2022, just a few quarters ago. Lastly, founder and prior CEO Neil Desai remains as executive chairman on board of directors and will aid in search for new CEO."
Jonathan Faison profile picture
Hey all. new ROTY idea published today in the radiopharmeutical space. hope you decide to take the free trial and check out seekingalpha.com/... Cheers. JF
there we got the financing:


For 12.5$ per share!!!!!
biogenius profile picture
Yes, I am sold. I just started a position. The company will be sold if all works out. Thank you for introducing the company.
Jonathan Faison profile picture
@biogenius my pleasure, thanks for reading
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