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Last Week Tonight in BioPharma | Week of May 18, 2026
Retatrutide wows, Sac-TMT continues to shine, Regeneron co-signs Parabilis, and much more!
May 24
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Big Pharma Sharma
2
2
Last Week Tonight in BioPharma: Week of May 11th, 2026
Novo's early responders play, cleaning house at the FDA, IsoMorphic's $2.1B round, and more!
May 17
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Big Pharma Sharma
3
2
1
We Know JAK About Myelofibrosis
Myelofibrosis treatment hasn't changed much for a long time. Is there a breakthrough on the horizon?
May 15
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Big Pharma Sharma
3
2
Last Week Tonight in BioPharma: Week of May 4th
Happy Mother's Day! This week: Cytokinetics, Makary (almost) out, Roche buys PathAI, and more!
May 10
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Big Pharma Sharma
2
Last Week Tonight in Biopharma: Week of April 27th, 2026
Sun Pharma buying Organon, AstraZeneca's dance with the ODAC, Intellia pays the "gene therapy tax", and IPOs are back!
May 3
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Big Pharma Sharma
3
1
April 2026
Should You Be Allowed to Bet on Whether a Cancer Drug Works?
My initial view on prediction markets for clinical trials
Apr 30
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Big Pharma Sharma
4
3
Last Week Tonight in BioPharma | Week of April 21st, 2026
Loss leader strategy, overreacting to early sales numbers, Trump is an ibogaine guy, and tariff math hits Japanese Pharma
Apr 26
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Big Pharma Sharma
3
1
Last Week Tonight in BioPharma: April 11th - April 19th
Game-changer in pancreatic cancer, RFK peptide shenanigans are back, a huge GLP-1 IPO, Lilly buying another in vivo CAR-T (?) and much more
Apr 19
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Big Pharma Sharma
5
3
The GLP-1 You Probably Haven't Heard Of
A look into what Lilly is trying to accomplish with once-monthly brenipatide
Apr 16
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Big Pharma Sharma
5
4
Last Week Tonight in BioPharma: April 4th - April 10th
A no-go for Replimune, faster INDs, and mid-cap biotechs writing checks
Apr 12
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Big Pharma Sharma
5
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Last Week Tonight in BioPharma: March 28th - April 3rd
FOUNDAYO, oral PCSK9, big deals from LIlly and Biogen, plus Trump is at it again with tariffs
Apr 5
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Big Pharma Sharma
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2
Biogen’s Great Molt is Complete
Having shed its legacy Multiple Sclerosis shell, the company emerges with a hardened focus on Rare Disease and Immunology, solidified by the Apellis…
Apr 2
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Big Pharma Sharma
4
1
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