BACK ISSUES of PULLAN'S PIECES
November 2024 - Pullan's Pieces #209
Linda: Big Pharma Immunology in Preclinical and Discovery
Linda: Deals are down!
Kristine: Obesity therapeutics
Trevor: XBI better than S&P
October 2024 - Pullan's Pieces #208
Linda: The Pfizer Activist Challenge
Linda: How competitive is partnering your drug?
Kristine: Investing in Private Biotechs
Trevor: Betting on everything
September 2024 - Pullan's Pieces #207
Linda: Where are the drugs?
Linda: China snapshot
Kristine: Novel targets in Alzheimer's and Parkinson's
Trevor: Rate cut and XBI falls
August 2024- Pullan's Pieces #206
Linda: Early-stage fund-raising remains hard
Linda: Licensing and M&A uneven
Kristine: The IRA and Orphan Drugs
Trevor: More optimism?
July 2024- Pullan's Pieces #205
Linda: Where are the sales?
Linda: Your BATNA
Kristine: Pharma Option and License Deals
Trevor: Head and Shoulders?
June 2024- Pullan's Pieces #204
Linda: MASH- the old NASH is newly exciting
Linda: Gilead - a snapshot
Kristine: M&A: What does Pharma want?
Trevor: Market Sentiment: On more solid footing..
May 2024- Pullan's Pieces #203
Linda: IPOs of 2024
Linda: Market cap per employee and other stats by territory
Kristine: Option Deals in BiotechTrevor: Market Sentiment: Marking Time?
April 2024 - Pullan's Pieces #202
Linda: Radiopharmaceuticals
Linda: Impact of orphan designation
Kristine: Synthetic royalty structures
Trevor: Market sentiment: which way do we go?
March 2024- Pullan's Pieces #201
Linda: Ono snapshot
Linda: Competition and market share
Kristine: ADCs
Trevor: Market sentiment. PE around 18?
February 2024- Pullan's Pieces #200
Linda: India and Innovation
Linda: Peptides
Kristine: Vectors in Gene Medicines
Trevor: Market Sentiment: Risk-free rates of return?
January 2024- Pullan's Pieces #199
Linda: How different are different Therapeutic areas?
Linda: BioNtech snapshot
Kristine: 2024 – A Turnaround Year
Trevor: Market Sentiment: Good news on earnings?