# 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 Page: Feed: --- ## [A Major Update to the Future of BPS](https://www.bigpharmasharma.com/p/a-major-update-to-the-future-of-bps) _2026-08-02 · Big Pharma Sharma_ I’m not sure what the best way is to say this, so I’ll just be direct. ## [Last Week Tonight in BioPharma: Week of July 27th, 2026](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-a92) _2026-08-01 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-dda) _2026-07-26 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-58d) _2026-07-19 · Big Pharma Sharma_ Oral PCSK9 inhibitor approval, Kalshi wants to predict trial outcomes, Lilly acquires Atai Beckley, and more! ## [Will That Be Cash or Credit?](https://www.bigpharmasharma.com/p/will-that-be-cash-or-credit) _2026-07-15 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-380) _2026-07-13 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-41b) _2026-07-05 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-885) _2026-06-28 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-655) _2026-06-22 · Big Pharma Sharma_ 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?](https://www.bigpharmasharma.com/p/cell-therapy-is-making-progress-against) _2026-06-18 · Big Pharma Sharma_ Three under-the-radar cell therapy readouts from ASCO 2026 and where the near-term commercial future for this class may lie ## [AI Summaries & Audio Briefings (Sponsored)](https://crawlproof.com/a/5ypONeHOm42s) _2026-06-18 · **Sponsored**_ Read AI summaries and listen to concise audio briefings for the latest stories. ## [Last Week Tonight in BioPharma: Week of June 8th, 2026](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-84b) _2026-06-15 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/asco-2026-attention-might-be-on-the) _2026-06-09 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-0c6) _2026-06-06 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-c73) _2026-05-31 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/chatgpt-claude-or-gemini-big-pharma) _2026-05-27 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-d6d) _2026-05-24 · Big Pharma Sharma_ Retatrutide wows, Sac-TMT continues to shine, Regeneron co-signs Parabilis, and much more! ## [Last Week Tonight in BioPharma: Week of May 11th, 2026](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-1ee) _2026-05-17 · Big Pharma Sharma_ Novo's early responders play, cleaning house at the FDA, IsoMorphic's $2.1B round, and more! ## [We Know JAK About Myelofibrosis](https://www.bigpharmasharma.com/p/we-know-jak-about-myelofibrosis) _2026-05-15 · Big Pharma Sharma_ 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](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-576) _2026-05-10 · Big Pharma Sharma_ Happy Mother's Day! This week: Cytokinetics, Makary (almost) out, Roche buys PathAI, and more! ## [Home Internet From Space (Sponsored)](https://crawlproof.com/a/P6TwJFulPDks) _2026-05-10 · **Sponsored**_ Residential satellite internet that brings connectivity to homes beyond conventional networks ## [Last Week Tonight in Biopharma: Week of April 27th, 2026](https://www.bigpharmasharma.com/p/last-week-tonight-in-biopharma-week-0fc) _2026-05-03 · Big Pharma Sharma_ Sun Pharma buying Organon, AstraZeneca's dance with the ODAC, Intellia pays the "gene therapy tax", and IPOs are back!