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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
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Big Pharma Sharma
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ASCO 2025: Bicara vs. Merus in a Set-to-Change Head & Neck Cancer Treatment Paradigm
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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
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ASCO25: Ivonescimab Dis-HARMONi, is it a Rabbit or a Duck?
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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
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Big Pharma Sharma
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Drug Dealin' Ep.4: Ozempic for the Brain, A New Era to Explain
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54:59
Vinay Prasad at CBER: What His Appointment Signals for the Future of Biotech Regulation
Potential implications of the Prasad appointment and some early evidence that maybe it's not all doom-and-gloom? I guess we'll find out soon enough…
May 9
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Vinay Prasad at CBER: What His Appointment Signals for the Future of Biotech Regulation
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April 2025
What 2025 Holds for GLP-1s in Brain Health
It feels like every year is “the year of the GLP‑1,” but 2025 may really be the one where we crack how these drugs work in the brain—far beyond weight…
Apr 17
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What 2025 Holds for GLP-1s in Brain Health
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March 2025
Biotech Czar for a Day: An Abundance Agenda for Biotech
A thought experiment on how we can make our Biotech ecosystem more abundant
Mar 31
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Biotech Czar for a Day: An Abundance Agenda for Biotech
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Drug Dealin' Ep. 3: Rise of the Phoenix | Sujal Shah & CymaBay Therapeutics
A conversation with biotech leader, Sujal Shah, former CEO of CymaBay Therapeutics about his company's story arc, leadership, resilience, and building a…
Mar 10
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Drug Dealin' Ep. 3: Rise of the Phoenix | Sujal Shah & CymaBay Therapeutics
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2:20:49
The Unraveling of Hims’ GLP-1 Strategy
A Cautionary Tale of Fleeting Fortunes and Structural Blind Spots
Mar 3
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The Unraveling of Hims’ GLP-1 Strategy
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February 2025
A Crucial Moment in IPF: What Boehringer Got Right, Why Roche Walked, and What’s Next
Idiopathic Pulmonary Fibrosis (IPF) has long been one of biotech’s most unforgiving proving grounds. Despite decades of research, billions of dollars…
Feb 19
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A Crucial Moment in IPF: What Boehringer Got Right, Why Roche Walked, and What’s Next
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When the Placebo Wins—and Sometimes Loses: Navigating the Complexities of Psychedelics and Pain Therapies
GH Research's psychedelic drug, Vertex's suzetrigine approval, and why both psychedelics and non-opioid pain drug developers need to think more…
Feb 7
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When the Placebo Wins—and Sometimes Loses: Navigating the Complexities of Psychedelics and Pain Therapies
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January 2025
Drug Dealin' Ep. 2: Predictions for Biopharma in 2025
Kenny and Shivu each cook up three predictions for Biopharma in 2025 NOTE: This episode was recording on January 10th, 2025
Jan 31
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Big Pharma Sharma
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Drug Dealin' Ep. 2: Predictions for Biopharma in 2025
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57:57
Drug Dealin' Ep. 1: Do Pharma companies avoid cures?
In this episode, we unpack, examine, and debunk the public perception that drug companies intentionally do not pursue curative therapies, because it is…
Jan 31
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Drug Dealin' Ep. 1: Do Pharma companies avoid cures?
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1:13:48
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