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Big Pharma Sharma

Big Pharma Sharma, Derrell Porter M.D.

BioPharma insider lifting the curtain on how companies think about strategy, competition & deals

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Substack
PricingFreemiumPublishesWeekly
Issues88SubscribersRead bigpharmasharma.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Is Cell Therapy "Out of Favor" or Undervalued?

Hello readers! This week's edition is a little bit of a different flavor, as I decided to call in some reinforcements. I had the pleasure of co-authoring this piece with my colleague, Derrell Porter. If you know Derrell, you know he shares ...

23 days ago
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Caribou Whispers Parity with Vispa-Cel. But Can Anyone Hear Them?

Caribou's optimized cohort matches YESCARTA/BREYANZI efficacy in LBCL, but $160M cash, no partner interest, and a too-narrow patient population make the commercial path treacherous

a month ago
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GenMab's Halloween Costume and NK stands for 'Not Keeping' at Takeda

Some weekend takes from two big stories this past week: GenMab acquiring Merus and Takeda shutting down all their cell therapy programs

2 months ago
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Authors

The writers behind this newsletter.

  • Big Pharma Sharma

    BioPharma strategy pro with 12+ years of experience. Helped big & small companies make successful strategy decisions. Writing insightful analyses on topics of interest here.

  • Derrell Porter M.D.
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