Bigpharmasharma
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Overview
Unvarnished takes on Big Pharma strategy, M&A patterns, and competitive positioning. What CEOs are actually signaling—before Wall Street sees it. Click to read Big Pharma Sharma, a Substack publication with thousands of subscribers.
News
A Major Update to the Future of BPS
Photo by Julia Taubitz on UnsplashI'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 publicly traded b
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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 $2.2B to grab a CD1
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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 are freaking out a
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Last Week Tonight in BioPharma: Week of July 13th, 2026
Oral PCSK9 inhibitor approval, Kalshi wants to predict trial outcomes, Lilly acquires Atai Beckley, and more!
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Drug Strategist. Delivering insider analyses and insights on all things BioPharma.
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