arrow_back Home

Deep Dive Library

Feynman-process disease & drug landscape analyses

Completed
Plaque Psoriasis Complete
Full Feynman deep dive: healthy skin biology, disease pathology, IL-23/Th17 cytokine cascade, drug target mechanisms, prescribing dynamics, trial design, efficacy/safety/convenience comparison, investment implications. 7 tabs, 5 biology sub-tabs.
Bimzelx / UCB Skyrizi / ABBV Tremfya / JNJ Cosentyx / NOVN Icotyde / JNJ Sotyktu / BMY
Oral PCSK9 Inhibitors Complete
Full Feynman deep dive: cholesterol metabolism, LDL receptor recycling cycle, PCSK9 hijack mechanism, genetic validation (ARIC), 5 drug modalities (mAb, siRNA, oral peptide, oral small molecule), CORALreef / PURSUIT / FOURIER / ODYSSEY trial data, competitive positioning, investment scenarios. 6 tabs, 5 biology sub-tabs.
Enlicitide / MRK AZD0780 / AZN Repatha / AMGN Praluent / REGN Leqvio / NVS
In Progress
Hidradenitis Suppurativa Steps 0-5
6 drugs cross-referenced (Bimzelx, Cosentyx, Humira, Rinvoq, Sonelokimab, Remibrutinib). 3 mechanisms (IL-17A/F, IL-17A, TNF). Efficacy table, target landscape, catalyst calendar embedded. Steps 6-9 not started. HTML dashboard pending.
Bimzelx / UCB Cosentyx / NVS Humira / ABBV Rinvoq / ABBV
CIDP Landscape In Progress
Exhaustive Vyvgart (ARGX) vs claseprubart (Dianthus) comparison. Response definition differences (ADHERE triple-criteria vs CAPTIVATE INCAT-only). Four CIDP pathways mapped. IgG subclass analysis. Not yet stored in tracker. HTML dashboard pending.
Vyvgart / ARGX Claseprubart / DNTH
Company Teardowns
AZN — AstraZeneca Incomplete
Started but missing drug-level FY2025 revenue data. Needs completion.
UCB First Test
First company teardown. Exposed stale tracker data problem.