A Major Update to the Future of BPS
I’m not sure what the best way is to say this, so I’ll just be direct.
Big Pharma Sharma
Unvarnished takes on Big Pharma strategy, M&A patterns, and competitive positioning. What CEOs are actually signaling—before Wall Street sees it
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Latest episodes
Last Week Tonight in BioPharma: Week of July 27th, 2026
Novo's IL-6 fails to curb CV events, new life for Replimune, and ArgenX makes an acquisition
Last Week Tonight in BioPharma: Week of July 20, 2026
GSK becomes a commercial player in lung cancer, retatrutide raises concerns about cardiovascular risk, and Novo sues Lilly over its GLP-1 ads.
Last Week Tonight in BioPharma: Week of July 13th, 2026
Oral PCSK9 inhibitor approval, Kalshi wants to predict trial outcomes, Lilly acquires Atai Beckley, and more!
Will That Be Cash or Credit?
Pay attention to the way Big Biopharma pays for its acquisitions — it can tell you a lot
Last Week Tonight in BioPharma: Week of July 7th, 2026
Vertex swings big for Crinetics, Ionis' results boost BridgeBio, and a Vera introduces TRUTAKNA to the IgAN market
Last Week Tonight in BioPharma: Week of June 29th, 2026
Anthropic wants to make drugs, a new "diva" in KRAS, Ipsen goes shopping, BridgeBio gets a "billy", and more!
Last Week Tonight in BioPharma: Week of June 22nd, 2026
Seagen ADC 2L NSCLC failure, Trump might be on retatrutide, US-China deal drama, and much more.
Last Week Tonight in BioPharma, Week of June 15, 2026
Abbvie + Apogee, Neumora strikes out, Jazz bets on Abcellera, and the FDA starts to turn the page from the Prasad-Makary era.
Cell Therapy is Making Progress Against Solid Tumors — But is Anyone Noticing?
Three under-the-radar cell therapy readouts from ASCO 2026 and where the near-term commercial future for this class may lie
Last Week Tonight in BioPharma: Week of June 8th, 2026
A major GSK acquisition, Tango puts PRMT5 back on the radar, a record-setting IPO, and much more!
ASCO 2026: Attention might be on the Wrong Drug in Frontline Lung Cancer
Sac-TMT may be unlike other TROP2 ADCs and poses a real threat to the PD-1xVEGF class in 1L NSCLC
Last Week Tonight in BioPharma: Week of June 1st, 2026
RevMed PDAC data, IgAN opportunity, CAR-T for kidney transplant, NewLimit Series C, and much more
Last Week Tonight in BioPharma: Week of May 25th, 2026
Lilly' PCSK9 gene editing data, HBV functional cure, GLP-1 formulary update, Pfizer looks to China to reinvigorate its pipeline, and more!
ChatGPT, Claude, or Gemini? Big Pharma Is Choosing Sides
I tracked 27 frontier-AI partnerships across 21 pharma companies. Here’s what the map looks like and what it means.
Last Week Tonight in BioPharma: Week of May 18, 2026
Retatrutide wows, Sac-TMT continues to shine, Regeneron co-signs Parabilis, and much more!
Last Week Tonight in BioPharma: Week of May 11th, 2026
Novo's early responders play, cleaning house at the FDA, IsoMorphic's $2.1B round, and more!
We Know JAK About Myelofibrosis
Myelofibrosis treatment hasn't changed much for a long time. Is there a breakthrough on the horizon?
Last Week Tonight in BioPharma: Week of May 4th
Happy Mother's Day! This week: Cytokinetics, Makary (almost) out, Roche buys PathAI, and more!
Last Week Tonight in Biopharma: Week of April 27th, 2026
Sun Pharma buying Organon, AstraZeneca's dance with the ODAC, Intellia pays the "gene therapy tax", and IPOs are back!