EPISODE · Jan 29, 2026 · 59 MIN
Ep. 8: 2026 Predictions
from Drug Dealin · host Drug Dealin Pod
SummaryIn 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 interest in metabolic diseases and psychedelics. Finally, they introduce the 'pharm to table' model in pharma, emphasizing direct-to-patient commercial channels and how these increase patient agency. Chapters00:00 Introduction and Overview of Predictions04:37 Grading 2025 Predictions10:35 Shivu's 2025 Predictions and Grades16:53 2026 Predictions: Emerging Trends22:50 Regulatory Landscape and the FDA's Role30:46 Predictability in Drug Approval Processes30:51 The Metabolic Space and GLP-1s33:08 Big Pharma's Entry into Obesity and Diabetes34:56 The Risk of Commoditization in Drug Markets37:06 Differentiation in the GLP-1 Market39:40 The Rise of Psychedelics in Psychiatry47:21 Pharm-to-Table Model in Pharma54:06 Empowering Patients through Direct AccessQuestions? Email us at: [email protected]Follow Shivu on X: @bigpharmasharmaSign up for Shivu's newsletter: Big Pharma Sharma Follow Kenny on LinkedinThe Disclaimer: "Legal wants us to remind you that while we’re very confident behind these mics, we are not medical professionals. These opinions are for educational and informational purposes only. Please do not swap your doctor’s guidance for our banter—that’s a bad trade. Consult an actual healthcare provider for any real medical conditions. Stay safe, stay informed, and keep the lawsuits to a minimum."
What this episode covers
SummaryIn 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 interest in metabolic diseases and psychedelics. Finally, they introduce the 'pharm to table' model in pharma, emphasizing direct-to-patient commercial channels and how these increase patient agency. Chapters00:00 Introduction and Overview of Predictions04:37 Grading 2025 Predictions10:35 Shivu's 2025 Predictions and Grades16:53 2026 Predictions: Emerging Trends22:50 Regulatory Landscape and the FDA's Role30:46 Predictability in Drug Approval Processes30:51 The Metabolic Space and GLP-1s33:08 Big Pharma's Entry into Obesity and Diabetes34:56 The Risk of Commoditization in Drug Markets37:06 Differentiation in the GLP-1 Market39:40 The Rise of Psychedelics in Psychiatry47:21 Pharm-to-Table Model in Pharma54:06 Empowering Patients through Direct AccessQuestions? Email us at: [email protected]Follow Shivu on X: @bigpharmasharmaSign up for Shivu's newsletter: Big Pharma Sharma Follow Kenny on LinkedinThe Disclaimer: "Legal wants us to remind you that while we’re very confident behind these mics, we are not medical professionals. These opinions are for educational and informational purposes only. Please do not swap your doctor’s guidance for our banter—that’s a bad trade. Consult an actual healthcare provider for any real medical conditions. Stay safe, stay informed, and keep the lawsuits to a minimum."
NOW PLAYING
Ep. 8: 2026 Predictions
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.