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Eyes on Pharma
Check-out What Intel Caught our Eye


Pharma Phriday (May 8, 2026)
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
Duncan Emerton
3 days ago25 min read


Pharma Phriday (May 1, 2026)
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.
Duncan Emerton
May 136 min read


Pharma Phriday (April 24, 2026)
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
Duncan Emerton
Apr 2435 min read


Pharma Phriday (April 3, 2026)
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&A activity dominated, alongside AI-driven R&D partnerships.
Duncan Emerton
Apr 330 min read


Eyes On Regulatory Momentum: FDA Decisions Shape Oncology and Vaccine Markets
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 & 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.

Jana Chisholm
Mar 193 min read


Eyes on AstraZeneca
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.

Jana Chisholm
Mar 132 min read
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