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Indranil Sarkar

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Milestone Monday: A $10.5 Billion China Bet And A Missing NDA

Milestone Monday: A $10.5 Billion China Bet And A Missing NDA

ASCO ended a week ago. The filing and the deal structure that deserve a closer look.

Jun 8, 2026 4 min read members

The Long View: The Capability Was Always There. The Outbreak Just Paid for It.

The Long View: The Capability Was Always There. The Outbreak Just Paid for It.

Bundibugyo had no vaccine, no treatment, no diagnostic for seventeen years. It took 900 cases to change the math.

Jun 5, 2026 4 min read members

Therapeutic Thursday: The Deals Are Outrunning the Data in Oncology's Next Wave

Therapeutic Thursday: The Deals Are Outrunning the Data in Oncology's Next Wave

Two qualify as first-in-class among 2032's ten biggest oncology bets. So why is big pharma paying nine figures for assets that haven't read out?

Jun 4, 2026 7 min read members