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Eyes on Pharma
Check-out What Intel Caught our Eye


Pharma Phriday (May 15, 2026)
In this week’s Pharma Phriday (May 15, 2026): A landmark week. The first tau-directed therapy to show cognitive benefit in Alzheimer's disease. A pivotal gene therapy milestone in DMD. The largest China-originated licensing deal ever announced. A new BCL2 inhibitor class approved a decade after the last. And AI attracting record funding and embedding itself at every layer of drug discovery.
Duncan Emerton
11 minutes ago32 min read


EyesOn ADC's
ADC Arms Race Accelerates: Lilly and Gilead Double Down on Next-Generation Oncology Platforms. Acquisitions of CrossBridge and Tubulis highlight how antibody-drug conjugates are becoming a central pillar of oncology pipeline strategy.

Jana Chisholm
2 days ago3 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


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 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


Pharma Phriday (March 27, 2026)
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.
Duncan Emerton
Mar 2722 min read
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