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Browse market commentary, macro analysis, and student-led reporting.
MarketsGlobal Healthcare2 August 2026
Big Pharma is acquiring earlier and accepting greater scientific risk for unproven drugs. The driver is not confidence in the science but the fear of a rival securing the next blockbuster first, as a $300bn patent cliff bears down on the industry.
PharmaceuticalsMergers and AcquisitionsBiotechnologyPatent Cliff
Abdul Wasey Bhatti8 min read
Read ArticleMarketsGlobal Healthcare16 July 2026
A $200 million upfront payment, with milestones potentially taking the deal's total value to $1.9 billion, gives AstraZeneca exclusive rights to develop and commercialise an experimental COPD treatment outside China. More importantly, it highlights a broader shift in how Big Pharma is sourcing innovation.
AstraZenecaPharmaceuticalsBiotechChinaCOPD
Abdul Wasey Bhatti4 min read
Read ArticleMarketsGlobal Healthcare10 July 2026
Vertex's $10 billion acquisition of Crinetics is about far more than adding another drug to its portfolio. It is a strategic bet on an endocrinology platform that could fuel the company's next phase of growth.
Vertex PharmaceuticalsCrinetics PharmaceuticalsBiotechnologyMergers & Acquisitions
Abdul Wasey Bhatti6 min read
Read ArticleMarketsGlobal Healthcare3 July 2026
As NHS waiting lists for autism assessments pass 200,000, private capital is flowing into neurodiversity services – forcing the question of whether profit and patient care can ever be aligned.
Private EquityHealthcareAutismNeurodiversityNHS
Abdul Wasey Bhatti8 min read
Read ArticleMarketsGlobal Healthcare26 June 2026
A single FDA reversal sent Regenxbio's shares soaring and reignited optimism across gene therapy - but one favourable decision cannot solve the commercial challenges that pushed the industry into crisis.
Gene TherapyBiotechnologyFDAHealthcare
Abdul Wasey Bhatti6 min read
Read ArticleMarketsGlobal Healthcare19 June 2026
Novo Nordisk and Eli Lilly have proven GLP-1 drugs can deliver surgery-level weight loss - but with patients regaining much of it after stopping, the market's real value may depend on long-term adherence rather than who wins on efficacy.
GLP-1ObesityNovo NordiskEli LillyPharmaceuticals
Abdul Wasey Bhatti5 min read
Read ArticlePrivate EquityGlobal Healthcare12 June 2026
As AI clouds software valuations, private equity is pivoting towards healthcare – a sector whose demand is underpinned by demographics and disease burden that can be forecasted decades ahead.
Private EquityHealthcareMergers and AcquisitionsDemographicsGlobal Healthcare
Abdul Wasey Bhatti6 min read
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