1/ I am a little triggered by this news: HIMS is selling a knock-off of Oral Wegovy for $49.

Novo’s oral Wegovy only works because of a specific, patented absorption enhancer called SNAC. Without it, stomach acid destroys the medication before it ever hits the bloodstream.

NEW EPISODE of our podcast, Drug Dealin'

We predict 2026 in biopharma: M&A heating up, FDA shifts, psychedelics breakthrough year, DTC rising & branded drugs slipstreaming GLP-1 success.

Watch highlight clip + full episode links in the first comment

Episode 4 of my podcast, Drug Dealin, is now live. You can watch/listen at bigpharmasharma.com or by subscribing to Drug Dealin on your podcast platform of choice.

In #4 we take dive into oral GLP-1s and GLP-1s are moving into brain diseases

Looking forward to hearing your feedback on this one!

2/5 Inspired by my read of @ezrakleinbot.bsky.social & @dkthomp.bsky.social 's new book, "Abundance", I conducted a thought experiment, pretending to be biotech czar, and crafted an agenda that rethinks our scarcity mindset and unlocks a future of rapid, transformative innovation in medicines.

Episode 3 of my BioPharma podcast, Drug Dealin', is live. We spoke to Sujal Shah, CEO of CymaBay about the company's ups & downs with seladelpar and resilience leading a company through adversity.

Tap-in wherever you get your podcasts: youtu.be/TixS06gbfQc?...

open.spotify.com/episode/1tct...

This week I deep dove into one of my favorite areas in biotech - IPF. The landscape is deep and diverse despite all the failures we've seen in this space

[FYI - the link to the full post is here in case you wan to skip the thread and get to the source]: bigpharmasharma.substack.com/p/a-crucial-...