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ICYMI - in my latest post I discuss the $SMMT ivonescimab HARMONi-2 data and why it is time to stop entirely discounting ex-US/EU clinical data

Very very true! We see it all day every day but are threatened with a loss of our contracts if we say anything. And while that’s happening community pharmacies are losing money every day while being underpaid by pharmacy benefit managers. We’ve only been screaming about this

ICYMI - yesterday I wrote about $HIMS discussing how they built their weight loss biz on a temporary FDA shortage, with the cracks of that short-sighted strategy now starting to show as the shortage on semaglutide has been lifted. I also discuss how their “personalized”

Episode 3 of DrugDealinPod is now live. We had the pleasure of speaking to Sujal Shah, CEO of CymaBay $CBAY about the company's ups & downs with seladelpar and Sujal's immense resilience leading a biotech company through adverse times. L*nks in the comments and wherever you get

ICYMI former CymaBay $CBAY CEO, Sujal Shah, sat down with us on DrugDealinPod to give us the inside scoop on his company's story, from nearly shutting its doors to being acquired by $GILD for $4B Listen in & Sub wherever you get your podcasts: open.spotify.com/episode/3jI6ad…

This is a thorough summary of how the business incentives of digital health cos like $HIMS can be ethically compromised. In my last newsletter I compared this to the era of Medical Marijuana cards, where in the early '00s there were doctor's offices whose entire business was

UCLA women’s basketball advances to its first NCAA Final Four

What if the government could turbocharge biotech innovation by accelerating FDA reviews, diversifying capital, and unleashing breakthrough discoveries? Following the principles and strategies Ezra Klein & Derek Thompson lay out in their new (awesome) book, "Abundance", I imagined

Those are just some of the bold moves I came up with. You can learn more and read the full post on Big Pharma Sharma. Read the full thought experiment here: substack-proxy.glitch.me/articles/bigph… What did I get wrong/right? What other new measures would you propose? Lmk in the comments

Couldn't have timed my latest newsletter better. Incredibly impressive oral GLP-1 data from $LLY (+15%) Related to today's post on GLP-1s for CNS diseases - I'm curious to see what the BBB penetration of oral GLP-1 is. If it's in the range of jabs, that could make entering CNS