Vol. IV — Issue 147Week of February 26, 2026
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Pharmaceutical Media

PHARMA

The pipeline is the story.

For Medical Affairs Directors · Biotech Founders · Hospital Pharmacists

EP. 147Mar 4, 2026

The Biosimilar Arbitrage Nobody Is Talking About

Dr. Lena Hartmann, VP Regulatory Affairs, Sandoz

Upcoming
EP. 148Mar 11, 2026

How a Single FDA Advisory Panel Memo Moves a Stock 40%

James Okonkwo, Partner, Baker McKenzie Life Sciences

Upcoming
EP. 149Mar 18, 2026

The 340B Reckoning: Hospitals, Manufacturers, and the Coming Audit

Dr. Priya Nair, Chief Pharmacy Officer, UCSF Medical Center

Upcoming
Drug DevelopmentRegulatory Affairs
Reserve Early Access →
Phase III ReadoutsFDA Advisory PanelsBiosimilar Entry StrategyPBM Formulary NegotiationsPDUFA DatesReal-World EvidenceLabel ExpansionPatent Cliff Analysis340B Drug PricingOrphan Drug DesignationREMS ProgramsCMS Drug NegotiationPhase III ReadoutsFDA Advisory PanelsBiosimilar Entry StrategyPBM Formulary NegotiationsPDUFA DatesReal-World EvidenceLabel ExpansionPatent Cliff Analysis340B Drug PricingOrphan Drug DesignationREMS ProgramsCMS Drug Negotiation

§ 01

Featured Episodes

Medical researcher reviewing pharmaceutical documents at a laboratory desk
Regulatory
EP. 14458 min

When the FDA Asks for More Data, Who Really Pays?

"Complete Response Letters are rarely about science. They're about negotiating leverage — and most sponsors don't realize the game has already started."

Dr. Amara Osei-Bonsu

Chief Medical Officer, Vertex Pharmaceuticals

Pharmacy shelves with organized medication bottles and formulary documents
Market Access
EP. 14552 min

The Quiet Art of Formulary Placement Before Launch

"By the time a drug has an NDC number, the formulary tier was decided eighteen months ago in a meeting no one published minutes from."

Marcus Delacroix

VP Market Access, Johnson & Johnson Innovative Medicine

Scientist analyzing clinical trial data on computer screens with graphs
Clinical Data
EP. 14661 min

Reading a Phase II Like an Investor, Not a Clinician

"The p-value in the press release is the least interesting number in the data package. We walk through what a buy-side analyst actually reads first."

Dr. Yuki Tanaka

Managing Director, Life Sciences, Perceptive Advisors

§ 02

Investigative Series

Series IMarket Dynamics

Biosimilar Wars

12 Episodes

The reference product manufacturers didn't build their moats in the lab. They built them in courtrooms, in PBM contracts, and in the fine print of patient assistance programs. This series maps the terrain.

Latest: Ep. 143 — The Switch Study Nobody Wanted

Topics Covered

Patent LitigationInterchangeabilityPBM Exclusion ListsEU Reference Pricing
Series IIRegulatory Affairs

The FDA Diaries

19 Episodes

Behind every approval is a negotiation. Behind every Complete Response Letter is a calculation. Former reviewers, industry veterans, and regulatory consultants reconstruct the decisions that never make it into the Federal Register.

Latest: Ep. 141 — What a Medical Officer Actually Reads

Topics Covered

Advisory CommitteesREMS NegotiationsPriority Review VouchersAccelerated Approval
Series IIIHealth Economics

Pricing Anatomy

8 Episodes

WAC is a fiction. Net price is a secret. The spread between them funds an entire industry. We dissect the architecture of drug pricing — gross-to-net, rebate waterfalls, and the contracts that never see daylight.

Latest: Ep. 139 — The Rebate Trap and Who Set It

Topics Covered

Gross-to-NetIRA Negotiation340B SpreadInternational Reference Pricing
Series IVClinical Development

Pipeline Watch

15 Episodes

Reading a pipeline for what it says is easy. Reading it for what it hides — discontinued indications, patient population pivots, the endpoints that quietly shifted between Phase II and III — requires a different kind of attention.

Latest: Ep. 146 — Reading a Phase II Like an Investor

Topics Covered

Endpoint SelectionAdaptive TrialsIndication SequencingCompanion Diagnostics

§ 03

Recurring Contributors

Dr. Amara Osei-Bonsu, a medical professional in a white coat smiling at the camera

Dr. Amara Osei-Bonsu

Chief Medical Officer

Vertex Pharmaceuticals

Rare Disease Regulatory

7 Episodes
Marcus Delacroix, a business professional in a suit with a confident expression

Marcus Delacroix

VP Market Access

J&J Innovative Medicine

Formulary Strategy

5 Episodes
Dr. Yuki Tanaka, a researcher in professional attire looking thoughtfully

Dr. Yuki Tanaka

Managing Director

Perceptive Advisors

Biotech Equity Research

6 Episodes
Dr. Priya Nair, a pharmacist in professional attire at a medical facility

Dr. Priya Nair

Chief Pharmacy Officer

UCSF Medical Center

Clinical Pharmacy & 340B

4 Episodes
James Okonkwo, an attorney in business attire with a professional demeanor

James Okonkwo

Partner, Life Sciences

Baker McKenzie

Pharmaceutical Patent Law

8 Episodes
Dr. Ingrid Solberg, a former FDA official in professional attire

Dr. Ingrid Solberg

Former Senior Reviewer

U.S. Food & Drug Administration

NDA Review Strategy

9 Episodes

Contributors have held senior positions at the FDA, CMS, major PBMs, top-10 pharma companies, and leading academic medical centers. No paid placements. No sponsored content. Every guest is invited because the conversation advances the editorial mission.

147+Episodes
Published

§ 04

Reserve Your Seat
at the Table.

Pharma launches its full editorial platform on April 8, 2026. Early subscribers receive first-listen access twenty-four hours before public release, show notes with linked citations and primary sources, and a quarterly PDF briefing — a forty-page digest of the quarter's regulatory calendar, pipeline movements, and formulary shifts.

First-Listen Access

24 hours before public release, every episode.

Show Notes with Citations

Linked primary sources, FDA dockets, and referenced studies.

Quarterly PDF Briefing

40-page digest: regulatory calendar, pipeline readouts, formulary shifts.

No sponsored content. No paid placements. The editorial independence that makes the show worth listening to is the same independence that makes the subscriber list worth being on. Unsubscribe at any time.

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