<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[PharmaTell]]></title><description><![CDATA[For 20 years, we've helped healthcare clients stay ahead of their competition with access to current competitive intel from global analysts.]]></description><link>https://www.pharmatell.com/eyes-on-pharma-blog</link><generator>RSS for Node</generator><lastBuildDate>Mon, 11 May 2026 12:41:29 GMT</lastBuildDate><atom:link href="https://www.pharmatell.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Pharma Phriday (May 8, 2026)]]></title><description><![CDATA[Pharma Phriday (May 8, 2026): The first PROTAC approval validates protein degradation as a therapeutic modality. M&#38;A activity reshapes rare disease, oncology, and immunology, with deals reflecting platform-building over single-asset bets. The immune reset concept attracted significant investment. AI-driven biomarker discovery is becoming standard in late-stage oncology. Positive data landed across underserved indications. Chinese biotech innovation continues to attract Western licensing dollars.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/pharma-phriday-may-8-2026</link><guid isPermaLink="false">69fc870ff4b0389e41d4edaf</guid><pubDate>Fri, 08 May 2026 12:00:09 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ff19df_c448321f58e443aab6ade97f3bd34107~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Duncan Emerton</dc:creator></item><item><title><![CDATA[EyesOn Competitive Strategy ]]></title><description><![CDATA[Strategic Reallocation in Action: Takeda, Daiichi Sankyo, and Shionogi refocus for Growth and Market Access. Portfolio exits, capital shifts, and U.S. manufacturing expansion highlight how companies are actively adjusting strategic levers.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/eyeson-competitive-strategy</link><guid isPermaLink="false">69efc1007475e016cb91d668</guid><pubDate>Mon, 04 May 2026 14:34:29 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/dd38163d8127459d85ed1c7429d389a4.jpg/v1/fit/w_1000,h_827,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Pharma Phriday (May 1, 2026)]]></title><description><![CDATA[Pharma Phriday (May 1, 2026): A week of bold dealmaking and standout clinical milestones, including a landmark gene-editing readout. AI momentum continued with another high-value partnership. Regulators delivered unusually wide-ranging decisions, including a serious alleged trial-fraud case. Major acquisitions reshaped rare disease, oncology and neuroscience, alongside UK reform and early sales data for a new obesity drug.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/pharma-phriday-may-1-2026</link><guid isPermaLink="false">69f37bdbc99eb1cb510b493e</guid><pubDate>Fri, 01 May 2026 12:00:19 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ff19df_5c26da16ecd94543b07b3c64d2b99a41~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Duncan Emerton</dc:creator></item><item><title><![CDATA[Launch Momentum Meets Market Reality: Managing the Levers for Success]]></title><description><![CDATA[Strong clinical performance remains essential—but sustained commercial success increasingly depends on how effectively companies align pricing, access, targeting, and competitive positioning]]></description><link>https://www.pharmatell.com/eyes-on-pharma/launch-momentum-meets-market-reality-managing-the-levers-for-success</link><guid isPermaLink="false">69de8a2d934ce577916bf415</guid><pubDate>Thu, 30 Apr 2026 15:33:10 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_609341efe075414396fa7db30123403f~mv2.png/v1/fit/w_1000,h_673,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Building the Next Wave: Pharma Bets on New Platforms for Development, Delivery, and New Targets]]></title><description><![CDATA[From oral biologics to next-generation RNA therapies, companies are investing heavily in platforms that redefine how medicines are delivered and where they act.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/building-the-next-wave-pharma-bets-on-new-platforms-delivery-new-targets</link><guid isPermaLink="false">69de895ec87c857db1f73845</guid><pubDate>Mon, 27 Apr 2026 17:44:59 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_6ac99dfa25c94bdbb6361f59322899f5~mv2.jpeg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Pharma Phriday (April 24, 2026)]]></title><description><![CDATA[This week’s Pharma Phriday (April 24, 2026) covers major AI platform launches and enterprise partnerships, showing AI is expanding beyond drug discovery into wider roles. Clinical trials in respiratory, haematology, and neurology had mixed results, while regulators approved products in vaccines, immunology, oncology, and infectious disease. The industry saw notable consolidation with several multi-billion dollar acquisitions in gene therapy, regenerative medicine, and biosimilars.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/pharma-phriday-april-24-2026</link><guid isPermaLink="false">69e9fcfcd06bed7d1aa096c3</guid><pubDate>Fri, 24 Apr 2026 12:00:14 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ff19df_83d4529fec624a8a9d989df8f5bb22c1~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Duncan Emerton</dc:creator></item><item><title><![CDATA[Operational Pressure Builds: Layoffs, Supply Risk, and Regulatory Friction]]></title><description><![CDATA[From workforce reductions to manufacturing bottlenecks and regulatory divergence, structural pressures are reshaping how pharma operates.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/operational-pressure-builds-layoffs-supply-risk-and-regulatory-friction</link><guid isPermaLink="false">69de8a9266c8cbf1f4c1eafa</guid><pubDate>Mon, 20 Apr 2026 12:47:07 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_851e5799ec5d49d3863a3663d340fc40~mv2.png/v1/fit/w_1000,h_800,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Pharma Phriday (April 17, 2026)]]></title><description><![CDATA[In this week’s Pharma Phriday (April 17, 2026): In the clinic, some of the hardest-to-treat cancers are finally yielding ground, with survival data that would have been difficult to imagine a few years ago. Rare and underserved oncology and dermatology indications are also seeing regulatory progress. On the deals side, ADCs continue to attract serious investment, AI partnerships are expanding well beyond drug discovery into core business operations, and radiopharma is drawing in new players.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/pharma-phriday-april-17-2026</link><guid isPermaLink="false">69e0ba87b088eb30d613167a</guid><pubDate>Fri, 17 Apr 2026 12:00:15 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ff19df_d845fc28e181459d8befaea5fdc1827f~mv2.jpg/v1/fit/w_1000,h_656,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Duncan Emerton</dc:creator></item><item><title><![CDATA[Pharma Phriday (April 10, 2026)]]></title><description><![CDATA[This week's edition of Pharma Phriday (April 10, 2026) spans late-stage clinical results in thyroid eye disease, achondroplasia, small cell lung cancer, hidradenitis suppurativa, macular degeneration, and inflammatory respiratory conditions; regulatory approvals and submissions in rare and chronic disease; and a flurry of M&#38;A and partnership activity spanning oncology, rare disease, and drug delivery innovation.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/pharma-phriday-april-10-2026</link><guid isPermaLink="false">69d7af42c55f668b530720f0</guid><pubDate>Fri, 10 Apr 2026 12:00:36 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ff19df_2656a83c8cf2415a9780028d2454a46c~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Duncan Emerton</dc:creator></item><item><title><![CDATA[New Entrants in Alzheimer’s: Korsana Raises $175M to Target the Blood-Brain Barrier]]></title><description><![CDATA[Korsana Biosciences raised $175 million to develop next-generation Alzheimer’s antibodies. Its lead candidate uses transferrin receptor targeting to cross the blood-brain barrier. The company plans to enter clinical trials in 2027. Several competitors are pursuing similar delivery strategies.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/new-entrants-in-alzheimer-s-korsana-raises-175m-to-target-the-blood-brain-barrier</link><guid isPermaLink="false">69b46a2a96363eb43d374d74</guid><pubDate>Sun, 05 Apr 2026 15:04:48 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_326cb9249f7f4dd784fcfc7a2b58bad0~mv2.png/v1/fit/w_1000,h_750,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Pharma Phriday (April 3, 2026)]]></title><description><![CDATA[Pharma Phriday (April 3, 2026): Clinical advances span sleep disorders, respiratory disease, dermatology, cardiovascular risk, and autoimmune conditions. Regulatory highlights cover diabetes, haematological malignancies, and biosimilars. Commercially, M&#38;A activity dominated, alongside AI-driven R&#38;D partnerships.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/pharma-phriday-april-3-2026</link><guid isPermaLink="false">69cd31ac011a766e716ad267</guid><pubDate>Fri, 03 Apr 2026 12:00:12 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ff19df_5de2451305804d358d4b5c3c10dcc7b0~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Duncan Emerton</dc:creator></item><item><title><![CDATA[Pharma Phriday (March 27, 2026)]]></title><description><![CDATA[Pharma Phriday (March 27, 2026): Advances in obesity, diabetes, and rare neuromuscular disease; new approvals in lymphoma, paediatrics, ophthalmology, and obesity; major acquisitions in haematology and autoimmune; and licensing deals for T-cell engagers, oncology, subQ delivery, and AI.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/pharma-phriday-march-27-2026</link><guid isPermaLink="false">69c6a124d38163c9a040ca9d</guid><pubDate>Fri, 27 Mar 2026 15:54:15 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/ff19df_af92c1a4c7f64fe09794afd11cbcf13c~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Duncan Emerton</dc:creator></item><item><title><![CDATA[Clinical Trial Wins: New Data In Ophthalmology for wAMD]]></title><description><![CDATA[The week we've had Eyes on  the Ocular Therapeutix  phase 3 SOL-1 data showing superiority over Eylea in wet AMD. The trial showed improved visual acuity preservation, The program could introduce the first tyrosine kinase inhibitor therapy for wet AMD however, investors reacted cautiously to the news.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/clinical-trial-wins-new-data-in-ophthalmology-for-wamd</link><guid isPermaLink="false">69b469d4d7b18f7389d238cd</guid><pubDate>Mon, 23 Mar 2026 16:45:30 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/7cd043de7c2f46a7ad664c021251a5c2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Eyes On Regulatory Momentum: FDA Decisions Shape Oncology and Vaccine Markets]]></title><description><![CDATA[This week we had Eyes On recent FDA actions including the approval of AstraZeneca’s first fixed-duration BTK inhibitor regimen for first-line CLL/SLL; A warning letter for Johnson &#38; Johnson concerning promotional claims for Tremfya; and Moderna's resolution of the refusal-to-file dispute and a PDUFA for it's flu vaccine decision in 2026.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/eyes-on-regulatory-momentum-fda-decisions-shape-oncology-and-vaccine-markets</link><guid isPermaLink="false">69b469846f1601b218245703</guid><pubDate>Thu, 19 Mar 2026 15:24:35 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_9829a4e971c345b1a077ec1ef4377a29~mv2.png/v1/fit/w_1000,h_800,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Eyes on AstraZeneca]]></title><description><![CDATA[AstraZeneca doubles down on $80B target amid catalyst-rich 2026 pipeline. With more than 100 phase 3 trials underway with 20+ readouts expected this year, the company faces both blockbuster opportunity and Farxiga's patent cliff risk.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/eyes-on-astrazeneca</link><guid isPermaLink="false">699b3062b89ac23fa77d3b01</guid><pubDate>Fri, 13 Mar 2026 16:06:32 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_d5ce5c81cbfa4de0aa064ae1aac3fe2e~mv2.png/v1/fit/w_391,h_129,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Eyes on Alnylam]]></title><description><![CDATA[

Alnylam posted its first-ever GAAP profit in 2025, reporting $314 million in net income. Amvuttra’s rapid ATTR-CM expansion drove the turnaround, though Q4 sales modestly missed expectations. Meanwhile, competitive pressure from Pfizer and BridgeBio is reshaping the ATTR-CM landscape. and pricing dynamics and early-year volatility may weigh on near-term performance despite strong full-year guidance.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/eyes-on-alnylam</link><guid isPermaLink="false">699b2fc733aebccb4869cc96</guid><pubDate>Sun, 08 Mar 2026 17:52:57 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_bc59725c097c476694b403d9a575e35a~mv2.png/v1/fit/w_309,h_163,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Eyes on BridgeBio]]></title><description><![CDATA[Infigratinib met the primary endpoint in the phase 3 Propel 3 trial in achondroplasia. It drug demonstrated statistically significant improvements in annualized height velocity and body proportionality. Analysts characterized the data as a “best-case scenario,” strengthening the case for premium pricing. Regulatory submission is expected in the second half of the year amid increasing competition in the dwarfism market.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/eyes-on-bridgebio</link><guid isPermaLink="false">699b30044494a30051f843a6</guid><pubDate>Tue, 03 Mar 2026 18:18:34 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_a39d5287e00d4c078b78836e6ed4ae24~mv2.jpeg/v1/fit/w_311,h_162,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Eyes on Moderna ]]></title><description><![CDATA[Moderna received a refusal-to-file (RTF) letter for its next-generation mRNA flu vaccine, the FDA citing concerns over the trial’s control arm design. Analysts warn the decision may complicate Moderna’s flu-COVID combination strategy, with policy shifts suggesting increased scrutiny of mRNA platforms in the U.S.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/eyes-on-moderna</link><guid isPermaLink="false">699b302d33aebccb4869cd78</guid><pubDate>Mon, 23 Feb 2026 16:32:45 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_0b0cd5323fe244de895c462dfde5b194~mv2.png/v1/fit/w_468,h_108,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jana Chisholm</dc:creator></item><item><title><![CDATA[Buying the Future: How Pharma is Using M&#38;A to Reset Pipelines]]></title><description><![CDATA[We've had Eyes on the evolving Pharma Pipeline Strategy. This week we highlight how many companies are leaning on external innovation with full acquisition s to targeted asset deals to drive long-term strategy.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/buying-the-future-how-pharma-is-using-m-a-to-reset-pipelines</link><guid isPermaLink="false">6983b37ea5b6c1a5c987abfd</guid><pubDate>Thu, 05 Feb 2026 19:22:23 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_326cb9249f7f4dd784fcfc7a2b58bad0~mv2.png/v1/fit/w_1000,h_750,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>PharmaTell</dc:creator></item><item><title><![CDATA[Eyes On the Evolving Pharma Landscape - Part 4]]></title><description><![CDATA[In Part 4 of our Series on how the pharma landscape is being reshaped - from the inside out, we have Eyes On what late-stage setbacks and tolerability trade-offs reveal about portfolio planning and platform expansion.]]></description><link>https://www.pharmatell.com/eyes-on-pharma/eyes-on-the-evolving-pharma-landscape-part-4</link><guid isPermaLink="false">6951914d82b426413643efea</guid><pubDate>Mon, 26 Jan 2026 06:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/130fd1_fb4ee8fe614d4bd1b0f27a2e728c670d~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>PharmaTell</dc:creator></item></channel></rss>