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Eyes on Pharma
Check-out What Intel Caught our Eye


Pharma Phriday (May 29, 2026)
Gene editing delivers first clinical proof of viral reservoir elimination, raising genuine prospects of cure for chronic hepatitis B. Obesity and metabolic liver disease pipelines continue to mature, with durable data supporting next-generation agents. Enterprise AI deployment accelerates across pharma. Vaccine development resurges as a strategic priority. Regulatory divergence between the FDA and EMA remains a recurring feature of the week.
Duncan Emerton
May 2938 min read


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
May 825 min read


EyesOn Competitive Strategy
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.

Jana Chisholm
May 43 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 17, 2026)
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
Duncan Emerton
Apr 1725 min read
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