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One Save Changes Everything—but Can BeOne Medicines?

BeOne Medicines is a privately held oncology biotechnology company focused on developing precision therapies for cancers with high unmet need. While firm-specific financials remain undisclosed, the group operates in the $250bn global oncology market—a segment projected to expand at 7% annually through 2030, driven …

Ankur Sharma | 21 May 2026

Supreme Court rebuffs Big Pharma’s last stand against Medicare price negotiations

The Supreme Court’s refusal to hear appeals from Novo Nordisk, AstraZeneca (LSE: AZN), Bristol-Myers Squibb Company (NYSE: BMY), Johnson &Amp; Johnson (NYSE: JNJ), Merck & Co Inc. (NYSE: MRK) and Boehringer Ingelheim signals the end of Big Pharma’s legal campaign against the Inflation Reduction …

Ankur Sharma | 21 May 2026

Tarsus Pharmaceuticals bets big on celebrity star power to treat a neglected eye condition

Tarsus Pharmaceuticals (NASDAQ: TARS) is a late-stage biopharmaceutical company focused on the discovery, development, and commercialisation of therapies for ophthalmic and dermatologic diseases. Headquartered in Irvine, California, and listed on the NASDAQ exchange, Tarsus operates primarily in the United States—a market where eye-care specialists, …

Ankur Sharma | 21 May 2026

CG Life’s Creative C-Suite Push Signals Rare-Disease Pivot

CG Life is a full-service rare-diseaseMarketingagency owned by Carlyle Group Inc (Nasdaq: CG), a global alternative-asset manager with aMarket Capitalisationof $16.3bn. The agency craftsBrandcampaigns for therapies targeting ultra-orphan indications, where patient populations can number in the thousands and premium pricing is the norm. Rare-disease …

Vinay Lochav | 21 May 2026

Novartis and Porton Pharma Solutions locked in a contract dispute over a €50m Slovenian plant

Novartis has escalated a commercial spat with Porton Pharma Solutions by terminating a plant contract and flagging $64m in potential legal claims. The dispute centres on a planned €50m investment by Porton into a new SlovenianFacilityintended to support Novartis’s European manufacturing footprint. According to …

Vinay Lochav | 21 May 2026

The End of Siloed Pharma: How Integration is Reshaping Commercialization

Pharmaceutical companies are trapped in a paradox: the more sophisticated their products become, the more antiquated their commercial models remain. Take Pfizer’s rollout of Abrysvo, its respiratory syncytial virus (RSV) vaccine for older adults. Despite a strong clinical profile, the drug’s first-year sales of …

Vinay Lochav | 21 May 2026

Gilead’s $140m Yuhan deal underscores South Korea’s rise as a drug manufacturing hub

Yuhan Corporation is South Korea’s oldest listed drugmaker, founded in 1926; it has pivoted from branded generics to high-Marginactive pharmaceutical ingredients (APIs) and contract development and manufacturing organisation (CDMO) services. The Seoul-based group operates two dedicated API plants in Incheon and Daejeon, certified by …

Vinay Lochav | 21 May 2026

Ipsen’s growing pains: the costly gap in transitioning teen patients to adult care

Ipsen is a mid-cap French biopharmaceutical company specializing in rare disease therapies and specialty care products. With aMarket Capitalisationof approximately €9.2bn (as of May 2026), Ipsen generates 45% of itsRevenuefrom the United States and 30% from Europe, with a strategic focus on oncology, neuroscience, …

Vinay Lochav | 21 May 2026

Pharma’s Precision Pivot: How PharmaForceIQ is Redefining Share of Answer in a Fragmented Market

The pharmaceutical industry’s commercial teams have long grappled with a paradox: despite annual marketing budgets exceeding $30bn in the U.S. alone, the average share of voice—a proxy for engagement—remains stubbornly low. Studies suggest that over 60% of healthcare professionals (HCPs) ignore generic outreach, while …

Vinay Lochav | 21 May 2026

Bristol Myers Squibb Considers $1bn Plant in Houston as Drug-Making Shifts to Texas

Bristol Myers Squibb (NYSE: BMY) is quietly evaluating Houston as the site for a $1bn manufacturing campus—a sign that Big Pharma is increasingly betting on the American South and Sun Belt for critical production capacity. The Generation Park district, a 1,700-acre mixed-use development northeast …

Vinay Lochav | 21 May 2026
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