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.

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

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.