Drug Dealin

SUMMARY In this episode, Shivu and Kenny discuss how you as a caregiver or patient can use public resources like clinicaltrials.gov and Large Language Models (LLMs) like ChatGPT to discover the latest treatment options for a particular disease and empower yourself to have a more productive conversation with your doctor. Kenny and Shivu discuss an example of this situation from an episode of Apple...

Summary In this episode, Shivu and Kenny review their predictions for 2025 and make new predictions for 2026. They discuss trends in mergers and acquisitions, market performance, the impact of AI in drug development, and the rise of digital advertising in the pharmaceutical industry. They also explore the evolving landscape of biotech companies, regulatory changes from the FDA, and the growing int...

SUMMARY In 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 d...

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...

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...

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 highlight...

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/DrugDealinPod Connect with Shivu: https://linktr.ee/shivusharma Check out Big Pharma Sharma: https://bigpharmasharma.substack.com/ Connect...

Kenny and Shivu each cook up three predictions for Biopharma in 2025 NOTE: This episode was recorded on January 10th, 2025 Have feedback for us? Leave a comment or email us at DrugDealinPod@gmail.com Disclaimer: The views and opinions expressed in this podcast are for informational and educational purposes only. They are not intended as medical advice and should not be used as a substitute for pro...

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...

What is Drug Dealin' going to be about? How are the Drug Dealin' hosts and should you listen to us? What type of content can you expect from this show? Disclaimer: The views and opinions expressed in this podcast are for informational and educational purposes only. They are not intended as medical advice and should not be used as a substitute for professional medical judgment or guidance. Always c...