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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
Issues123Founded3 years agoLast Issue17 days ago
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Latest Issues

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...

17 days 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...

24 days 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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Last Week Tonight in BioPharma: Week of July 7th, 2026

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

This week: AstraZeneca and Ionis see disappointing results in ATTR Cardiomyopathy, Vera sees accelerated approval of TRUTAKNA ahead of eGFR data in Q3, the FDA pauses CRLs but then res...

a month ago
4

Last Week Tonight in BioPharma: Week of June 29th, 2026

Welcome back to Last Week Tonight in BioPharma (LWTB). Hope you had an enjoyable Fourth of July weekend. LWTB is here to catch you up on what you missed while you were away.

Roche’s divarasib became the latest RAS inhibitor to register im...

a month ago
5
3

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