Summary
In this episode, Shivu and Kenny review their predictions for 2025 and make new predictions for 2026. They discuss trends in mergers and acquisitions, market performance, the impact of AI in drug development, and the rise of digital advertising in the pharmaceutical industry. They also explore the evolving landscape of biotech companies, regulatory changes from the FDA, and the growing interest in metabolic diseases and psychedelics. Finally, they introduce the ‘pharm to table’ model in pharma, emphasizing direct-to-patient commercial channels and how these increase patient agency.
Chapters
00:00 Introduction and Overview of Predictions
04:37 Grading 2025 Predictions
10:35 Shivu’s 2025 Predictions and Grades
16:53 2026 Predictions: Emerging Trends
22:50 Regulatory Landscape and the FDA’s Role
30:46 Predictability in Drug Approval Processes
30:51 The Metabolic Space and GLP-1s
33:08 Big Pharma’s Entry into Obesity and Diabetes
34:56 The Risk of Commoditization in Drug Markets
37:06 Differentiation in the GLP-1 Market
39:40 The Rise of Psychedelics in Psychiatry
47:21 Pharm-to-Table Model in Pharma
54:06 Empowering Patients through Direct Access
DISCLAIMER: The views and opinions expressed in this podcast are for informational and educational purposes only. They are not intended as medical advice and should not be used as a substitute for professional medical judgment or guidance. Always consult a qualified healthcare provider with any questions you may have regarding a medical condition or treatment.
