Who's Actually Earning Their Seat at the Table?

A Data-Driven Scorecard of Big Pharma CEO Performance

Mar 11 • Big Pharma Sharma

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February 2026

Drug Dealin Ep. 9: Using AI to Find Novel Treatment Options

How the average person can use clinicaltrials.gov and AI tools to find better care

Feb 26 • Big Pharma Sharma

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Why Gilead Really Bought Arcellx

Does this mean autologous cell therapy is back in favor? Not quite.

Feb 24 • Big Pharma Sharma

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The FDA Decision That Just Setback America's mRNA Vaccine Industry

The far reaching implication of Vinay Prasad's unprecedented refusal-to-file letter for Moderna's flu shot

Feb 13 • Big Pharma Sharma

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January 2026

Drug Dealin Ep. 8: 2026 Predictions

Kenny and I grade our 2025 predictions and share our predictions for 2026

Jan 29 • Big Pharma Sharma

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Big Pharma at JPM 2026: M&A, Obesity, and China

How patent cliffs are dividing Big Pharma's M&A approach, plus obesity market battles, direct-to-consumer shifts, and China's innovation role

Jan 22 • Big Pharma Sharma

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Six Biotechs Getting Acquired in 2026

Ahead of JPM, here are the six companies I think will be acquired by the end of the year

Jan 9 • Big Pharma Sharma

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December 2025

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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • 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, 2025 • Big Pharma Sharma

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