Reletter
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Big Pharma Sharma

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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 Issues

A Major Update to the Future of BPS

Photo by Julia Taubitz on Unsplash

I’m not sure what the best way is to say this, so I’ll just be direct. Big Pharma Sharma is going on an extended pause.

Starting this Monday (August 3rd), I am taking on a new senior leadership role at...

a month ago
10
4

Last Week Tonight in BioPharma: Week of July 27th, 2026

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

This week, Replimune scored a 10-3 AdComm win for RP1 in melanoma, Novo Nordisk watched its $2.8B IL-6 cardiovascular bet go down in a Phase 3 flame, and argenx dropped $2...

a month ago
4

Last Week Tonight in BioPharma: Week of July 20, 2026

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

This week, GSK cashed its first lung cancer chip from the $10.6B Nuvalent buy with an FDA approval for JIDEYTRO, Eli Lilly posts more pivotal retatrutide data but people a...

a month ago
3

Last Week Tonight in BioPharma: Week of July 13th, 2026

Welcome back to Last Week Tonight in BioPharma (LWTB)!

This week: Merck gets the first oral PCSK9 inhibitor approved, Kalshi opens prediction markets for clinical trial outcomes, and Eli Lilly enters the psychedelics space with its acquisi...

a month ago
7

Will That Be Cash or Credit?

Pay attention to the way Big Biopharma pays for its acquisitions — it can tell you a lot

Hasn’t it felt like there’s been a lot of deals this year? We’re only through about half the year and it certainly feels like it. Back in April, the f...

a month ago
3
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  • Big Pharma Sharma

    Drug Strategist. Delivering insider analyses and insights on all things BioPharma.

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