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Eyes on Pharma
Check-out What Intel Caught our Eye


Pharma Phriday (June 12, 2026)
Pharma Phriday (June 12, 2026). Oral drug delivery continued to reshape the obesity and HIV treatment landscapes. AI platform deals deepened beyond pilots into multi-year operational commitments. BD&L activity was substantial, spanning late-stage acquisitions, platform licensing, and preclinical bets. Regulatory milestones touched rare disease, oncology, and haematology. Several long-standing therapeutic hypotheses were either validated or refuted by Phase III data.
Duncan Emerton
Jun 1233 min read


Pharma Phriday (May 22, 2026)
AI integration moves from experimentation to enterprise-wide deployment. Clinical readouts reinforce the difficulty of beating established immunotherapy standards, while positive data in infection, rare disease & metabolic disease highlight ongoing unmet need. A meaningful regulatory approval addresses treatment-resistant hypertension. Biosimilar launches continue to erode branded franchises. Across the week, the gap between scientific promise and commercial reality remains a
Duncan Emerton
May 2234 min read


Pharma Phriday (April 10, 2026)
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&A and partnership activity spanning oncology, rare disease, and drug delivery innovation.
Duncan Emerton
Apr 1015 min read
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