Aadi Bioscience: Taking mTOR Inhibition To The Next Level


  • 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.

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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Fyarro versus predecessors

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Fyarro versus others

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Registrational data for PEComa

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Executive Compensation

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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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