ASH 2025: Is This the Beginning of the End for Autologous CAR-T in Multiple Myeloma?

MajesTEC-3's historic efficacy, Kelonia's clean in vivo data, and Prasad's new superiority requirements create a perfect storm

Dec 10 • Big Pharma Sharma

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November 2025

Drug Dealin Ep. 7: Biotech M&A Insights

CVRs, Patent Cliffs & The Pfizer-Novo Bidding War

Nov 20 • Big Pharma Sharma

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Is Cell Therapy "Out of Favor" or Undervalued?

Why progress suggest investors are abandoning solid tumor cell therapy too early

Nov 11 • Big Pharma Sharma and Derrell Porter M.D.

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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

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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

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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

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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

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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

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

Heads up, reader!

Aug 5 • Big Pharma Sharma

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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

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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

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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

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