Venkat Nelabhotla

CEO, Vyome Holdings, Inc. (Nasdaq HIND) #Biotech, #Pharmaceuticals, #Mergers #AI

[Venkat Nelabhotla @newvenkat]

Cancer care has been transformed by immunotherapy.

Yet patients with malignant fungating wounds still face one of the most devastating and overlooked burdens in oncology: malodor, pain, social isolation, and loss of dignity.

Listening to internationally renowned wound care leader Susi Pramod, a tissue viability matron, speak about this challenge reinforces why we at @VyomeInc $HIND advancing VT1953. Independent market analysts estimated total addressable market as $2.2B in the USA.

Not every unmet need is measured in survival curves.

Some are measured in dignity.

#Oncology #WoundCare #CancerCare #Biotech

[Venkat Nelabhotla @newvenkat]

India makes the world’s medicines. It is time India owns them too.

India supplies over 80% of generic prescriptions in the US and UK, yet not a single blockbuster drug in the global top 100 carries Indian-origin IP.

India has mastered “Make.” It is time to master “Discover, Develop, and Own.”

China transformed itself from a manufacturing base into a biotech innovation powerhouse through bold policy, global capital, talent repatriation, and relentless execution. India can do the same.. but incremental change won’t get us there.

A dedicated Biotech Innovation Zone, global IND-focused incentives, faster approvals, stronger access to risk capital, and a powerful US–India Innovation Corridor could help create the next generation of globally competitive biotech companies originating from India.

https://t.co/TlJaKNnoS9

@PMOIndia @narendramodi @PiyushGoyal

#India2047 #BiotechInnovation

[Venkat Nelabhotla @newvenkat]

@VyomeInc $HIND expands into one of the largest opportunities in immunology through a highly capital efficient licensing deal with Impetis Biosciences, a @TataCompanies entity.
Selective JAK inhibitor assets targeting a potential ~$57B TAM. No upfront payments. No development milestones. Royalty only post commercialization. Future development planned through non dilutive pathways while maintaining sharp focus on VT1953.
Scientific depth. Capital discipline. Global innovation corridors.
#Biotech #Immunology #NASDAQ #Innovation

[Venkat Nelabhotla @newvenkat]

@VyomeInc $HIND expands into one of the largest opportunities in immunology through a highly capital efficient licensing deal with Impetis Biosciences, a @TataCompanies entity.
Selective JAK inhibitor assets targeting a potential ~$57B TAM. No upfront payments. No development milestones. Royalty only post commercialization. Future development planned through non dilutive pathways while maintaining sharp focus on VT1953.
Scientific depth. Capital discipline. Global innovation corridors.
#Biotech #Immunology #NASDAQ #Innovation

[Venkat Nelabhotla @newvenkat]

Dr. Charles Tilley, PhD, RN, CWOCN — an experienced wound and palliative care specialist who has cared for malignant fungating wound patients firsthand… highlights with an independent perspectives on the severe burden of persistent malodor and pain, and the impact these symptoms can have on dignity and emotional well-being. He also highlights that there are currently no FDA-approved therapies specifically for treating these symptoms.
At @VyomeInc $HIND we are advancing VT-1953, our Phase 2 completed investigational candidate, into the next stage of development. Independent analysts have sized a potential US TAM of $2.2B
Respect to the physicians and caregivers supporting these patients every day.
#Biotech #Oncology #CancerCare #NASDAQ

[Venkat Nelabhotla @newvenkat]

Biotech is reopening in 2026. But the playbook has changed.

Q1 tells the story:
$1.7–1.8B IPOs (best since 2021)
$10B+ follow-ons (~3x YoY)
~70%+ jump in total financings

Capital is back. But it’s not chasing stories.

It’s rewarding:
Clean cap tables
Tight cost discipline
Smart, fast clinical design
Real regulatory clarity

This is not the hype cycle.

It’s the execution cycle.

For public biotech:

Clarity drives valuation. Discipline sustains it.

The next winners won’t be the loudest.

They’ll be the most predictable.

#Biotech2026 #BiotechInvesting #CapitalMarkets #HealthcareInnovation

[Venkat Nelabhotla @newvenkat]

The Economic Survey sets a thoughtful direction by recognizing growth as multi-dimensional, not just economic, but social, human, technological, and institutional. It provides a strong foundation and clear intent. Continued focus on these dimensions will help translate vision into sustained outcomes as we move toward Viksit Bharat 2047. Wishing you strength and success in advancing this important journey.

[Venkat Nelabhotla @newvenkat]

From lost in translation to found in connection, Google didn’t just translate words, it quietly translated worlds.

In the next twenty years, maybe the real question is not how well we translate, but how well we act on that understanding.

Because words can connect us, but it is our actions that truly complete the meaning.

[Venkat Nelabhotla @newvenkat]

Real breakthroughs don’t come from noise… they come from execution.

We shared Phase 2 data at prestigious AACR this week from our work at @VyomeInc $HIND

Malignant fungating wounds remain one of the toughest conditions in advanced cancer…impacting dignity, daily life, with no FDA-approved therapies. Large unmet need, multi-billion TAM.

And we’re building beyond that..

Stay focused. Execute well. One step at a time.

#Biotech #Oncology #LifeSciences

[Venkat Nelabhotla @newvenkat]

FDA’s approach to rare diseases with no approved treatments represents a distinct regulatory pathway that many may find worth understanding.
When unmet medical need is significant… the benefit-risk calculus shifts…
FILSPARI… $TVTX… IgA Nephropathy… no prior approved therapy… accelerated approval 2023… full approval 2024…
Being first in an indication with genuine unmet need in a rare disease creates a durable clinical and commercial position.
This dynamic appears to remain underappreciated in how rare disease assets are valued…
$TVTX $XBI #RareDisease #Biotech #FDAApproval @VyomeInc

[Venkat Nelabhotla @newvenkat]

Biotech IPO window… opening well in 2026.
Eikon ~$381M, Generate ~$400M, Kailera ~$300M+… big raises…
Smart money is back… but only for data, discipline, and differentiation.
This cycle… not hype to spike, but price right to grow..

#Biotech #IPO #CapitalMarkets #Healthcare #Investing #PublicMarkets

[Venkat Nelabhotla @newvenkat]

Immuno-inflammation and rare diseases is no longer a chapter… it’s the headline.
The $5.6B Biogen/Apellis deal says it loud… when science clicks, capital ticks… what was once niche is now signal-rich and sizzling. A shift many in the space, including teams like @VyomeInc $HIND are closely tracking.

Not hype, but hypothesis turning into hope… not noise, but data finding its voice.

#Immunology #RareDiseases #Biotech #DrugDiscovery

[Venkat Nelabhotla @newvenkat]

After a brief pause… here’s the progress of @VyomeInc (@Nasdaq $HIND)
2025 → 2026
2025 = foundation
2026 = execution

No hype. Just setup → Delivery

• clear driver: VT-1953 - Treating malodor of Maligant Fungating Wounds
• Pivotal study path → FDA interaction in Q2 2026
• Targeting a large unmet need with zero approved therapies

• ~$2.2B U.S. rare diseases opportunity
• ~$1B+ potential post-Phase 3
• Clean cap table
• Disciplined capital strategy
• Runway through key inflection points (mid-2027)

No noise. Just alignment + execution

In a market full of dilution stories,
we’re building differently and we are very dilution conscious. No overstatements. Just a company getting ready for its breakout phase.

Grateful to everyone backing this journey.

#Biotech #ExecutionMatters #CapitalDiscipline

[Venkat Nelabhotla @newvenkat]

When cure is no longer possible, care becomes everything. Comfort, dignity, presence… these aren’t extras.
They shape how families grieve, how communities heal, and how society remembers what it means to be human.

#TerminalCancer #EndOfLifeCare #HumanDignity #QualityOfLife #Oncology @VyomeInc

[Venkat Nelabhotla @newvenkat]

The biotech reset is real. As highlighted in Clinical Research News, public biopharma is increasingly focused on capital discipline, milestone-driven development, and smarter execution. The message is clear: long-term value is built through focus and execution.
#Biotech #ExecutionMatters #CapitalDiscipline #LifeSciences

[Venkat Nelabhotla @newvenkat]

@BioCentury This is why Phase 2 exists… to learn and optimize. Dose selection, especially for monthly GLP-1s, is critical to balancing efficacy and tolerability. Phase 3 is about getting that balance right. Wishing them success as they move forward.

[Venkat Nelabhotla @newvenkat]

This is straight out of the old BCG playbook, but at a hyperscale.
One mega cash cow funds a whole constellation of Stars, with patience to let the Question Marks mature.
The winners won’t just have blockbusters… they’ll have capital discipline to keep reinvesting while others tap out.

[Venkat Nelabhotla @newvenkat]

@Sanctuary_Bio Biotech’s “quiet” in 2026 feels like conviction, not complacency.
While noise trades swing wildly, science and execution are steadily rebuilding value. This is how durable cycles start… calmly, then decisively.