Drug Dealin

SUMMARYIn this deep dive into biopharma M&A trends, Shivu and Kenny analyze 10 years of acquisition data from major pharma players, revealing rising deal volumes and the increasing prevalence of Contingent Value Rights (CVRs) as risk mitigation tools. The hosts dissect the unprecedented Pfizer-Novo bidding war over Metsera, examining how this “interloper” situation reflects broader industry dynamics around patent cliffs and portfolio diversification strategies. The episode provides insider

SUMMARY: In this episode, Shivu and Kenny discuss the recent developments surrounding Replimune and its interactions with the FDA. They explore the implications of leadership changes at the FDA, the importance of patient advocacy, and the challenges faced by small biotech companies in navigating the regulatory landscape. The conversation highlights the critical role of stability in drug approvals and the potential impact on patient care, particularly in oncology. They discuss the complexities of the

Summary:In this episode we chat with Joe McCann, CEO of Slingshot Insights. Joe estimates he has done somewhere between 5-10K calls interviewing physicians. In today's episode we tap into his insights on how to get more out of your conversations with doctors. Joe opens up his expert playbook on how to prepare and conduct calls with doctors. We also discuss how these tips/tricks can be applied by the everyday person to get more out of your interactions with healthcare practitioners and ensure you

Summary: In this episode, Shivu and Kenny delve into the evolving landscape of GLP-1 drugs, particularly focusing on the recent advancements in oral formulations and their potential applications beyond diabetes and obesity, including CNS diseases and addiction. They discuss the challenges of adherence, the mechanisms of action, and the economic implications of these therapies, while also highlighting the importance of early intervention in treatment. The conversation emphasizes the promising future

A conversation with biotech leader, Sujal Shah, former CEO of CymaBay Therapeutics about his company's story arc, leadership, resilience, and building a biotech company in the face of adversity. Questions?: drugdealinpod@gmail.com Follow us on X: https://x.com/DrugDealinPodConnect with Shivu: https://linktr.ee/shivusharmaCheck out Big Pharma Sharma: https://bigpharmasharma.substack.com/ Connect with Kenny: https://www.linkedin.com/in/kennylalwani/ 00:00 Introduction to Biotech Leadership 03:00 Sujal

Kenny and Shivu each cook up three predictions for Biopharma in 2025NOTE: This episode was recording on January 10th, 2025 Have feedback for us? Leave a comment or email us at DrugDealinPod@gmail.com

In this episode, we unpack, examine, and debunk the public perception that drug companies intentionally do not pursue curative therapies, because it is financially less beneficial to them. We speak from our own experience working on curative therapies in Oncology and HCV, discuss how difficult it is to develop cures, the implications of curing a disease for drug companies, and how the industry can do a better job fostering trust with patients. Have feedback for us? Feel free to leave a comment or

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