Pharma Phriday (May 8, 2026): The first PROTAC approval validates protein degradation as a therapeutic modality. M&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 Wester

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.

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.

Strong clinical performance remains essential—but sustained commercial success increasingly depends on how effectively companies align pricing, access, targeting, and competitive positioning

From oral biologics to next-generation RNA therapies, companies are investing heavily in platforms that redefine how medicines are delivered and where they act.

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 biosimi