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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 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 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 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 (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


Eyes On the Evolving Pharma Landscape - Part 4
In Part 4 of our Series on how the pharma landscape is being reshaped - from the inside out, we have Eyes On what late-stage setbacks and tolerability trade-offs reveal about portfolio planning and platform expansion.

PharmaTell
Jan 263 min read


MFN Pricing Updates
The newest pharmaceutical behemoths to reach MFN pricing agreements with the White House are Eli Lilly and Novo Nordisk, who have agreed to sell their weight-loss medications to Americans at reduced costs.

Jana Chisholm
Dec 6, 20255 min read


Diabesity Solutions: Innovations & Market Moves
We're keeping Eyes On Diabesity. With new approvals, data on the horizon, and M&A to bolster pipelines, it seems like there's something new everyday. Here we cover new MACE indications and the Metsera bidding war. What were you watching?

Jana Chisholm
Nov 16, 20255 min read


Eyes On MASH, IPF, and the MFN pricing program
We've had Eyes on the MASH activities, and the latest M&A between Novo Nordisk and Akero Therapeutics caught our eye. In IPF, Boehringer's newly approved Jascayde...

Jana Chisholm
Oct 27, 202510 min read


BioPharma Commercial Development Activities & FDA Promotional Letters
This week we've had Eyes On Commercial Development and the FDA. Several companies have announced partnerships / acquisitions to further boost their pipelines and strengthen their competitive advantage.

Jana Chisholm
Sep 28, 20259 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


Big Pharma Updates - Eyes on Novo Nordisk, Roche, Astra Zeneca, Novartis. AbbVie, and Lilly
We've been keeping Eyes On the updates coming out along with the 2Q25 Results. Lots of news on strategic Plans, M&A, Clinical Data, and more.

Jana Chisholm
Aug 25, 202510 min read


Eyes on Firms Executing Strategic Plans
We've had Eyes on several firms that are actively executing on their strategic plans to ensure competitiveness in their markets. Take a look at how BioNTech, Novo Nordisk, and Merck are adapting to changing markets and technologies.

Jana Chisholm
Jul 6, 20257 min read


BioPharma M&A Update
According to an annual PwC study released in December, the amount of M&A activity in the pharmaceutical and life sciences sectors in 2024...

Jana Chisholm
Jan 20, 20256 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 Sanofi, Regeneron, Novo Nordisk, and Pfizer
We've had Eyes On some of the recent deals, results, and investor actions. Check out the happenings at Sanofi/Opella, Pfizer, Regeneron, and

Jana Chisholm
Nov 17, 20244 min read
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