Plocamium Global Insights

James Tannahill
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Market analysis and commentary from Plocamium Holdings — healthcare M&A, industrials, and geopolitics.

  1. 2D AGO

    Gilead Breaks Decades-Long Drought With First Hepatitis Delta Drug, Now Faces Hunt For 60,000 Undiagnosed Patients

    Gilead Sciences secured a rare commercial advantage on May 22, 2026, when the FDA approved Hepcludex (bulevirtide-gmod) as the first treatment for chronic hepatitis delta virus infection in adults—ending a decades-long therapeutic drought for a disease that accelerates liver failure faster than hepa

    10 min

  2. 2D AGO

    Tennessee Strips Pharmacy Benefit Managers of Store Ownership Rights Amid Growing Pushback

    Tennessee Governor Bill Lee signed the Freedom, Access and Integrity in Registered Pharmacy Act into law in May 2026, making the state the second in the country to prohibit pharmacy benefit managers from owning or operating pharmacies. [1] The law hands CVS Health , which operates both the Caremark

    15 min

  3. 2D AGO

    Iran Signals Openness to US Peace Talks Despite Major Rifts Remaining

    Pakistan's army chief Asim Munir arrived in Tehran on Friday and held late-night talks with Iranian Foreign Minister Abbas Araghchi, a visit that Al Jazeera's Tehran correspondent Resul Serdar Atas described as "itself a sign of significant progress in the negotiations." Munir's arrival follows week

    18 min

  4. 2D AGO

    Trump Provokes Tehran With Divisive Message on Middle East Future

    The timing compresses every risk premium in the region into a single question: does the Trump administration want a deal, or does it want Iran? The answer matters more to institutional capital today than at any point since the conflict began on February 28.

    18 min

  5. 2D AGO

    Private Equity Bet on Consumer Health Accelerates as Avista Buys Sanotact

    Private equity's appetite for consumer health is accelerating, and Avista Capital Partners just demonstrated why. The New York-based firm, partnering with Belgium's Damier Group, the family office of serial entrepreneur Yvan Vindevogel, has agreed to acquire Sanotact, a German vitamins and dietary s

    11 min

  6. 2D AGO

    Private Equity Floods Pain Management as Opioid Era Ends, Creating Defensive Plays

    A wave of private equity capital is flowing into pain management platforms, with at least three named firms deploying capital across platform acquisitions and add-ons in a sector that combines defensive revenue characteristics with regulatory tailwinds . Charterhouse Capital, Iron Path, and Revelar

    12 min

  7. 2D AGO

    Merck Lung Cancer Drug Advances as Pharma Faces Parkinson's Setback

    The trial enrolled 648 adults with Parkinson's disease, randomized between placebo and an oral pill designed to block the LRRK2 protein. The scientific rationale was two-layered: researchers identified in 2004 that mutations in the LRRK2 gene drive a rare, inherited form of Parkinson's, and a separa

    16 min

  8. 2D AGO

    Tonkean Acquisition Signals Coupa's Push to Automate Trillion-Dollar Procurement Networks

    Cloud spend management platform Coupa is building what may become the first truly autonomous procurement backbone, announcing the acquisition of workflow automation startup Tonkean on May 21, less than two weeks after closing its purchase of document processing firm Rossum. Financial terms were not

    16 min
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Market analysis and commentary from Plocamium Holdings — healthcare M&A, industrials, and geopolitics.

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