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Last Week Tonight in BioPharma: March 20th - 27th
The first edition of a new weekly offering for BPS subscribers - hope you enjoy it!
Mar 29
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Big Pharma Sharma
7
2
2
Who's Actually Earning Their Seat at the Table?
A Data-Driven Scorecard of Big Pharma CEO Performance
Mar 11
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Big Pharma Sharma
6
2
1
Drug Dealin Ep. 8: 2026 Predictions
Kenny and I grade our 2025 predictions and share our predictions for 2026
Jan 29
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Big Pharma Sharma
3
3
59:35
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
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Big Pharma Sharma
11
2
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, 2025
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Big Pharma Sharma
4
1
4
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, 2025
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Big Pharma Sharma
2
54:59
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, 2025
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Big Pharma Sharma
3
1
The Unraveling of Hims’ GLP-1 Strategy
A Cautionary Tale of Fleeting Fortunes and Structural Blind Spots
Mar 3, 2025
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Big Pharma Sharma
1
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, 2025
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Big Pharma Sharma
57:57
Two charts that highlight the future of GLP-1s after Diabetes and Obesity
I analyze the clinical trial landscape for GLP-1s to paint a picture of how omnipresent GLP-1s may end up being in our lives in the near future
Aug 29, 2024
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Big Pharma Sharma
2
1
Big Pharma Sharma's Bullets: Implications from a Few Major News Items this Week
Below I discuss my thoughts and insights regarding a few major news items this week, including CRISPR’s pipeline cuts, Roche entering GLP-1, and…
Dec 7, 2023
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Big Pharma Sharma
2
Big Pharma (L)Earnings Q2’23 | Gilead, Regeneron, Amgen, Moderna, Bayer, Lilly
Below is round three (and perhaps the final round) of Big Pharma (L)Earnings for this quarter. Given the length of this series, I've included a TLDR…
Aug 10, 2023
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Big Pharma Sharma
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