Big Pharma Sharma | Substack

A Major Update to the Future of BPS

I’m not sure what the best way is to say this, so I’ll just be direct.

Aug 2 • Big Pharma Sharma

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

Novo's IL-6 fails to curb CV events, new life for Replimune, and ArgenX makes an acquisition

Aug 1 • Big Pharma Sharma

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

GSK becomes a commercial player in lung cancer, retatrutide raises concerns about cardiovascular risk, and Novo sues Lilly over its GLP-1 ads.

Jul 26 • Big Pharma Sharma

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!

Jul 19 • Big Pharma Sharma

Will That Be Cash or Credit?

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

Jul 15 • Big Pharma Sharma

Become a BioPharma insider

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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