My Pharma Reviews
Salil KallianpurAll things pharma and transformation
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 322 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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mypharmareviews.substack.comLatest Issues
The Culture Gap
India’s capital markets are sophisticated at pricing high-ROE, low-capex, cash-generative generics franchises with predictable trailing earnings. That same logic applied to a company stepping up R&D and taking on debt to fund a platform bet...
Anthropic’s Move into Drug Discovery
When tech giant Anthropic announced its intention to develop its own drugs, the reaction in my mind was a mix of skepticism and déjà vu. It sounded like classic Silicon Valley hubris where an AI company underestimates the gruelling, heavily...
Episode 10: Biology Is The Software
This is the finale that completes the arc the series began with. The idea that launched this series was a mapping of the technology supercycle - from IBM mainframe through PC, internet, mobile, data, cloud, and chips to AGI - and the questi...
Episode 9: The Last Prescription
The entire commercial logic this series has examined from the MR-driven detailing model in Episode 8, the chronic refill economics implicit in the GLP-1 story in Episode 5 , assumes a patient who keeps coming back. Cell and gene therapy bre...
Episode 8: The Gatekeeper Who Is Leaving the Building
The traditional Indian pharma commercial model was built around one assumption: that the physician is the primary, often the only, gatekeeper between a molecule and a patient, and that an army of medical representatives visiting doctors’ cl...
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Authors
The writers behind this newsletter.
Former pharmaceutical industry executive, now full-time house husband.
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