Caribou Whispers Parity with Vispa-Cel. But Can Anyone Hear Them?

Caribou's optimized cohort matches YESCARTA/BREYANZI efficacy in LBCL, but $160M cash, no partner interest, and a too-narrow patient population make the…

Nov 4 • 

Big Pharma Sharma

1

October 2025

GenMab's Halloween Costume and NK stands for 'Not Keeping' at Takeda

Some weekend takes from two big stories this past week: GenMab acquiring Merus and Takeda shutting down all their cell therapy programs

Oct 4 • 

Big Pharma Sharma

2

September 2025

Pfizer Acquires a GLP-1 Pipeline and Revives FOMO Corporate Strategy

Discussing Pfizer's savvy acquisition of Metsera and critiquing the GLP-1 'gap analysis' many outsiders promote as a reason all the Big Pharmas will be…

Sep 25 • 

Big Pharma Sharma

4

1

Drug Dealin' Podcast | Ep. 6: Should the FDA Be Independent?

Watch now | SUMMARY: In this episode, Shivu and Kenny discuss the recent developments surrounding Replimune and its interactions with the FDA.

Sep 9 • 

Big Pharma Sharma

1

1:41:59

August 2025

The In Vivo Gold Rush: Big Pharma's $3B Cell Therapy Bet

Why Kite's entry into in vivo cell therapy marks a pivotal moment for an industry seeking to overcome the cost and scalability challenges of autologous…

Aug 22 • 

Big Pharma Sharma

4

Moderna's Oncology Inflection Point: When Platform Dreams Meet Strategic Reality

Heads up, reader!

Aug 5 • 

Big Pharma Sharma

2

July 2025

Changing of the Guard at AbbVie: New Leadership = New Strategy

AbbVie has done a few deals under new CEO, Rob Michael, and these deals could signal a major shift in strategy from the Rick Gonzalez era

Jul 16 • 

Big Pharma Sharma

1

Drug Dealin' Ep. 5: How to Talk to Doctors | Feat. Joe McCann, Co-Founder/CEO of Slingshot Insights

Kenny and I talk to Joe McCann about how to prepare for, ask questions, and get more out of your engagements with doctors, whether you're an investor…

Jul 1 • 

Big Pharma Sharma

1

1:41:28

June 2025

Speed, Scale, and Shifting Goal-Posts: What ASCO 2025’s Spotlight Trials Really Mean for the Next Wave of Oncology Players

Discussing a few interesting solid tumor data read outs to close out ASCO 2025 coverage

Jun 17 • 

Big Pharma Sharma

2

1

ASCO 2025: Bicara vs. Merus in a Set-to-Change Head & Neck Cancer Treatment Paradigm

While Bicara took a hit after Merus released its ASCO data, there is strong reason to believe that Bicara could end up coming out on top in the end

Jun 8 • 

Big Pharma Sharma

2

ASCO25: Ivonescimab Dis-HARMONi, is it a Rabbit or a Duck?

Plus, new data from Pfizer’s $1.25B PD-1xVEGF and what all this says about Summit's lead in the highly competitive PD-1xVEGF space

Jun 2 • 

Big Pharma Sharma

1

May 2025

Drug Dealin' Ep.4: Ozempic for the Brain, A New Era to Explain

Summary: In this episode, Shivu and Kenny delve into the evolving landscape of GLP-1 drugs, particularly focusing on the recent advancements in oral…

May 19 • 

Big Pharma Sharma

2

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