My Pharma Reviews
Salil KallianpurAll things pharma and transformation
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 312 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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mypharmareviews.substack.comLatest Issues
Episode3: The Biologics Report Card
Episode 2 diagnosed the Generics Trap at the industry level and introduced the three-cluster stratification framework in general terms. Episode 3 applies that framework with full company-level specificity to the ten biologics subsidiaries o...
The Generics Trap
Episode 1 established the macro framework - six biological platform waves, the tech supercycle parallel, and where wealth concentrates in platform transitions. Episode 2 descends one level from the global arc to the Indian pharma story spec...
The Bio-Health Supercycle
The companies that will create SpaceX-scale wealth in bio-health will not discover the next blockbuster drug. They are the ones that will reduce the cost of discovering, manufacturing, or delivering any drug by an order of magnitude, making...
Everybody Is Racing to the Bottom.
India’s anti-obesity market surged 115% in 2025, with sales reaching ₹1,230 crore against ₹571 crore the previous year. It isn’t triumph, it is the opening act of a race every participant will wish they hadn’t entered. As I had warned, the...
Two Voices, One Company
Two Novartis executives gave public statements about India’s pharma environment within the same approximate window - a day apart. Read separately, each is coherent. Read together, they contradict each other in ways that reveal more about In...
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Authors
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Former pharmaceutical industry executive, now full-time house husband.
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