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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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PricingFreemiumPublishesWeekly
Issues114Founded3 years agoLast Issue7 days ago
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Latest Issues

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

Frontline (1L) lung cancer always gets a ton of attention. It is arguably the single most important indication set in all of the KEYTRUDA (pe...

7 days ago
4
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Last Week Tonight in BioPharma: Week of June 1st, 2026

Welcome back to Last Week Tonight in BioPharma (LWTB). What a week!

Daraxonrasib steals the show at ASCO, Otsuka leaves room for competitors in IgAN, a potential new market opportunity for CAR-T, another big longevity company raise, and mu...

10 days ago
7

Last Week Tonight in BioPharma: Week of May 25th, 2026

Welcome back to Last Week Tonight in BioPharma (LWTB). What a week!

Lilly buys three vaccine platforms in a single day and drops some interesting gene-editing data, Pfizer locks in a China collab and subtly signals some retreat on their Se...

16 days ago
8

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.

Every industry is trying to get smart on AI, and BioPharma is no different.

20 days ago
4
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Last Week Tonight in BioPharma: Week of May 18, 2026

Welcome back to Last Week Tonight in BioPharma (LWTB). What a week! Eli Lilly dropped bariatric-level Phase 3 obesity data for retatrutide that puts every competitor on notice, ASCO 2026 turned into a showcase for ADC data that reset the co...

23 days ago
2

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