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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 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 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 (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
May 1532 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


Building the Next Wave: Pharma Bets on New Platforms for Development, Delivery, and New Targets
From oral biologics to next-generation RNA therapies, companies are investing heavily in platforms that redefine how medicines are delivered and where they act.

Jana Chisholm
Apr 273 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 (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


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


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


Recent BioPharma & US Tariff Updates
This week we've had Eyes On BioPharma updates and US Regulatory moves on EU Tariffs. Check out Lilly 's data and expectations for Verzenio, GSK's deal with Hengrui, Novo Nordisk & Replicate Therapeutics agreement on sRNA, and the latest on US-EU Pharma tariffs.

Jana Chisholm
Sep 8, 20257 min read


Eyes on 3Q24 Financial Results
We've highlighted a few firms: Lilly, AbbVie, Pfizer, Novo Nordisk, BMS, Roche, Novartis, Merck, AstraZeneca, GSK, Viatris, Teva, and Amgen.

Jana Chisholm
Dec 11, 202416 min read


Eyes On October M&A activities, Approvals, and more
Last month, we had Eyes On some of the latest approvals, M&A and litigation. Read more about AbbVie, Genentech, Lundbeck, and GSK ...

Jana Chisholm
Nov 1, 20245 min read


Eyes on the New Year - 2024 has a Busy Start with Deals and Approvals
2024 is off to a busy start with M&A activities highlighted at the JP Morgan Healthcare Conference, plus another Genetic Medicines approval.

Jana Chisholm
Jan 22, 20243 min read


Eyes On Current Events
After all the quarterly results reporting, we've had eyes on product approvals, resubmissions, and a withdrawal.

Robin Bateman
Nov 26, 20222 min read


Heartburn from Zantac
This week PharmaTell had Eyes On: Heartburn – the kind caused by the upcoming Zantac litigation & resulting market jitters.

Robin Bateman
Aug 18, 20226 min read
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