My Pharma Reviews

<p>This is the finale that completes the arc the series began with. The idea that launched this series was a mapping of the technology supercycle - from IBM mainframe through PC, internet, mobile, data, cloud, and chips...

<p>The entire commercial logic this series has examined from the MR-driven detailing model in Episode 8, the chronic refill economics implicit in the GLP-1 story in Episode 5 , assumes a patient who keeps coming back...

<p>The traditional Indian pharma commercial model was built around one assumption: that the physician is the primary, often the only, gatekeeper between a molecule and a patient, and that an army of medical...

<p>Indian pharma’s R&D intensity has been structurally stagnant for years, sitting at roughly half of global large pharma’s spend as a share of revenue and less than a third of China’s. This is not simply a function of...

<p>The Coefficient Bio acquisition reveals the true price of computational biology talent at the frontier. Roughly $44 million per person, paid not for revenue or product but for scarce expertise that would otherwise...

<p>The semaglutide patent cliff played out almost exactly as the commodity-trap thesis predicted. Prices collapsed by up to 90 percent, more than 40 companies launched over 50 brands within weeks, and margins in the...

<p>A CDMO opportunity is not won by capacity announcements, MOUs, or press coverage of a competitor’s regulatory trouble. It is won through multi-year client qualification cycles, sustained GMP/FDA inspection...

<p>Episode 2 diagnosed the Generics Trap at the industry level and introduced the three-cluster stratification framework in general terms. Episode 3 applies that framework with full company-level specificity to the ten...

<p>Episode 1 established the macro framework - six biological platform waves, the tech supercycle parallel, and where wealth concentrates in platform transitions. Episode 2 descends one level from the global arc to the...

<p>The companies that will create SpaceX-scale wealth in bio-health will not discover the next blockbuster drug. They are the ones that will reduce the cost of discovering, manufacturing, or delivering any drug by an...

<p>In the past few episodes, now that we have stratified Indian companies on R&D focus (global innovation, India-specific, and pure play generics), and CDMO players especially after the DOD 1260H list update featuring...

<p>Yesterday, June 8, 2026, the US Department of Defense published its updated Section 1260H list. WuXi AppTec is on it.</p><p>WuXi AppTec is in the supply chain of roughly one in four drugs used in the United States...

<p>India has 135 approved biosimilars. More than any country on earth. So why has only ONE Indian pharma company built a biologics business that the world has actually heard of?</p><p>It’s what happens when a listed...

<p>Google raised $85 billion last week. Not because it was struggling. Because it could and decided the window to dominate AI infrastructure was open right now. They generate $174 billion in operating cash annually. And...

<p>Are the world’s largest companies actually your safest investments?</p><p>Market cap is a lagging indicator of past success, not a real-time shield against structural shifts. From the tech sector to global biopharma...