Podcast appearances and mentions of morgan healthcare conference

Welcome to Health-e Law, Sheppard's podcast exploring the fascinating health tech topics and trends of the day. In this episode, partner and host Michael Orlando welcomes Eric Newsom, partner and Transactions lead of Sheppard's national Healthcare industry team, to discuss key takeaways from the 2026 J.P. Morgan Healthcare Conference and explore what growing AI adoption, shifting reimbursement models and evolving macroeconomics mean for M&A and strategic partnerships.   What we discuss in this episode: How the conference addressed the growing focus on AI-powered healthcare platforms. The key factors driving adoption of AI technologies across the healthcare industry. How providers and payers are adjusting their M&A and joint‑venture strategies amid shifting reimbursement models and evolving macroeconomic pressures. The top three priorities for healthcare leaders when advancing AI adoption and structuring strategic partnerships. Topics not covered at the conference that Eric would have liked to learn more about.   About Eric Newsom Eric Newsom is a partner in the Corporate practice group in Sheppard's San Francisco office and serves as Transactions Lead of the firm's national Healthcare industry team. Eric's nationwide practice focuses on mergers and acquisitions, strategic joint ventures, corporate reorganizations, private equity and venture capital transactions, and corporate governance and compliance matters. Eric has represented buyers, sellers, investors, and intermediaries in numerous business combinations, buyouts, and investment transactions, with particular emphasis on the healthcare industry. In his healthcare and health technology practice, Eric advises on mergers, acquisitions, affiliations, comprehensive corporate reorganizations, multi-channel joint ventures, and private equity investment and disposition transactions. His experience spans for-profit, nonprofit, and government-owned hospital and provider systems; academic medical centers; health plans; physician groups; ambulatory and specialty service providers; and startup and growth-stage companies in the healthcare information technology sector.   About Michael Orlando Michael Orlando is a partner in Sheppard's San Diego (Del Mar) office. He is team leader of the firm's Technology Transactions team, a member of the Life Sciences, Healthcare and Artificial Intelligence teams, and co-leader of the firm's Digital Health & Innovation team. Michael has more than 20 years of experience advising health technology companies, insurers, healthcare systems and providers, academic medical centers and research institutions, medical device manufacturers, and pharmaceutical and wellness companies on intellectual property and business transactions in key strategic areas, including EHR systems procurement and integration, telehealth, mobile health applications, clinical decision support technologies, artificial intelligence, data use, wearable devices, remote patient monitoring, and other medical devices, research and collaborations, patent licenses, software licenses, joint ventures, mergers and acquisitions, revenue cycle management, and other outsourcing transactions.    Michael founded a software-as-a-service company before entering private practice and completed an in-house secondment at a publicly traded biotechnology company, an experience that informs his practical and business-focused approach to client engagements.   Contact Info Eric Newsom Michael Orlando    Thank you for listening! Don't forget to SUBSCRIBE to the show to receive new episodes delivered straight to your podcast player every month. If you enjoyed this episode, please help us get the word out about this podcast. Rate and Review this show on Apple Podcasts, Amazon Music, or Spotify. It helps other listeners find this show. This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matter, be sure to consult with an attorney regarding your specific needs.

In 1654, a Jesuit polymath named Athanasius Kircher published Mundus Subterraneus, a comprehensive geography of the Earth's interior. It had maps and illustrations and rivers of fire and vast subterranean oceans and air channels connecting every volcano on the planet. He wrote that “the whole Earth is not solid but everywhere gaping, and hollowed with empty rooms and spaces, and hidden burrows.”. Alongside comments like this, Athanasius identified the legendary lost island of Atlantis, pondered where one could find the remains of giants, and detailed the kinds of animals that lived in this lower world, including dragons. The book was based entirely on secondhand accounts, like travelers tales, miners reports, classical texts, so it was as comprehensive as it could've possibly been. But Athanasius had never been underground and neither had anyone else, not really, not in a way that mattered. Today, I am in San Francisco, the site of the 2026 J.P. Morgan Healthcare Conference, and it feels a lot like Mundus Subterraneus. There is ostensibly plenty of evidence to believe that the conference exists, that it actually occurs between January 12, 2026 to January 16, 2026 at the Westin St. Francis Hotel, 335 Powell Street, San Francisco [...] --- First published: January 17th, 2026 Source: https://www.lesswrong.com/posts/eopA4MqhrE4dkLjHX/the-truth-behind-the-2026-j-p-morgan-healthcare-conference --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.

Welcome to Health-e Law, Sheppard's podcast exploring the fascinating health tech topics and trends of the day. In this episode, partner and host Michael Orlando welcomes Amanda Zablocki, co-leader of Sheppard's Healthcare industry team, to explore key insights from the 2026 J.P. Morgan Healthcare Conference and discuss how digital innovation is transforming the healthcare M&A landscape What We Discuss in This Episode: How did buzzwords like AI and innovation shape conversations at this year's J.P. Morgan Healthcare Conference? What role does technology play in healthcare transactions? How is AI driving the next wave of consolidation among hospitals, health systems and health plans? What are the challenges and opportunities in integrating technology platforms during mergers and acquisitions? How does technology leadership influence whether an organization becomes a buyer, partner or target, and why is it critical to involve technology leaders early in the deal-making process? What is the impact of data assets, analytics platforms and AI-driven tools on healthcare transactions? How can organizations balance the cost of technology with their mission to serve patients and communities? What legal and regulatory considerations should healthcare organizations prioritize when adopting new technologies?   About Amanda Zablocki Amanda Zablocki is a partner in the Corporate practice group in Sheppard's New York office and co-leader of the firm's Healthcare Industry team. A trusted legal and strategic advisor to healthcare organizations nationwide, she helps them to achieve their mission and goals while navigating a dynamic regulatory landscape. Large-scale, strategic transactions—mergers and acquisitions, joint ventures and strategic partnerships, and corporate reorganizations—are at the center of Amanda's practice. With extensive industry knowledge, a deep understanding of the key drivers and levers for success, and broad experience navigating the complex healthcare regulatory landscape, she helps clients close high-impact deals that transform healthcare. Amanda's clients include health plans and health insurers, hospital systems, academic medical centers, digital health and healthcare technology companies, pharmaceutical and life sciences companies, rare disease organizations, physician practices, management services organizations, value-based care organizations, and 501(c)(3) organizations. Having begun her career in commercial litigation, she brings a litigator's eye to managing risk in connection with disputes and advocating her clients' positions. Amanda co-founded Sheppard's Women in Healthcare Leadership Collaborative, an exclusive initiative that provides support to women professionals in the healthcare and life sciences industries. She is also co-founder and a board member of Hyper IgM Foundation, an organization committed to improving the treatment, quality of life and long-term outlook for children and adults living with Hyper IgM.   About Michael Orlando Michael Orlando is a partner in Sheppard's San Diego (Del Mar) office. He is team leader of the firm's Technology Transactions team, a member of the Life Sciences, Healthcare and Artificial Intelligence teams, and co-leader of the firm's Digital Health team. Michael has more than 20 years of experience advising health technology companies, insurers, healthcare systems and providers, academic medical centers and research institutions, medical device manufacturers, and pharmaceutical and wellness companies on intellectual property and business transactions in key strategic areas, including EHR systems procurement and integration, telehealth, wearable devices, remote patient monitoring, mobile health applications, clinical decision support technologies, artificial intelligence, data use, research and collaborations, patent licenses, software licenses, joint ventures, mergers and acquisitions, revenue cycle management, and other outsourcing transactions.  Before entering private practice, Michael founded a software-as-a-service company and completed an in-house secondment at a publicly traded biotechnology company, an experience that informs his practical and business-focused approach to client engagements.   Contact Info Amanda Zablocki Michael Orlando   Resources Women in Leadership Healthcare Collaborative (WHLC)   Thank you for listening! Don't forget to SUBSCRIBE to the show to receive new episodes delivered straight to your podcast player every month. If you enjoyed this episode, please help us get the word out about this podcast. Rate and Review this show on Apple Podcasts, Amazon Music, or Spotify. It helps other listeners find this show. This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matter, be sure to consult with an attorney regarding your specific needs.

We love to hear from our listeners. Send us a message. On this week's episode of the Business of Biotech, Brian Hilberdink, President of U.S. Human Pharma at Boehringer Ingelheim, returns to the show during the J.P. Morgan Healthcare Conference, and following his departure from LEO Pharma (see episode 164). Brian talks about new opportunities in obesity, the benefits of private ownership in funding early science, Boehringer's deal strategy, using AI to improve commercialization efforts, and the FDA's selection of zongertinib (in patients with HER2-mutant NSCLC) for the Commissioner's National Priority Voucher program.    Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com. Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a whirlwind of activity in the industry, where scientific breakthroughs, regulatory shifts, and strategic collaborations are all reshaping the future of healthcare.Let's start with a look at the ongoing efforts by the Trump administration to negotiate Medicare drug prices under the Inflation Reduction Act. This initiative is set to impact 15 high-profile drugs, marking a significant push towards more stringent pricing regulations. The aim is to make medications more affordable for patients, but this move could also compel pharmaceutical companies to rethink their pricing strategies and revenue models. Such regulatory changes underscore a broader trend toward cost containment in healthcare, a critical issue as drug prices continue to be a major concern for policymakers and consumers alike. Additionally, proposed changes to Medicare Advantage rates by the Trump administration could lead to benefit cuts or market exits by insurers, highlighting ongoing uncertainties in healthcare financing that could significantly impact patient access to care.In the realm of oncology, Johnson & Johnson has achieved another milestone with its Darzalex Faspro. This drug has received FDA approval for an expanded indication in treating newly diagnosed multiple myeloma patients who are ineligible for autologous stem cell transplants. This approval is not just a regulatory win; it reflects the growing importance of combination therapies in enhancing treatment outcomes for complex diseases like multiple myeloma. The shift towards combination regimens is a notable trend in oncology, aiming to maximize therapeutic efficacy and improve patient survival rates.Meanwhile, Teva Pharmaceuticals is bracing for a potential slowdown come 2026 after a period of growth. This projection highlights the inherent volatility in the pharmaceutical market, where external factors such as regulatory changes and competitive pressures can swiftly alter financial trajectories. Companies like Teva must remain agile and adaptable to navigate these unpredictable waters.On the innovation front, Cellares has secured $257 million in a Series D funding round aimed at expanding its cell therapy contract manufacturing operations globally. This significant investment underscores an increasing demand for advanced therapeutic manufacturing capabilities, reflecting the industry's pivot towards personalized medicine and cell-based therapies. As the landscape of medicine shifts towards more individualized approaches, companies like Cellares are positioning themselves at the forefront of this transformative trend.Novo Nordisk is actively exploring new growth avenues, with its business development head engaging in numerous strategic meetings at the J.P. Morgan Healthcare Conference. This proactive approach illustrates how critical partnerships and acquisitions are becoming for pharmaceutical companies looking to maintain a competitive edge and drive innovation forward. Novo Nordisk's pursuit of Metsera aligns with broader industry trends where strategic acquisitions are leveraged to bolster pipelines with innovative therapies.Pfizer continues to dominate the vaccine production arena despite challenging market conditions that have seen competitors like Sanofi face setbacks. This leadership can be attributed to Pfizer's robust product pipeline and strong relationships with healthcare providers, highlighting how trust and reliability remain crucial components of success in this field.In gene therapy news, Eli Lilly has forged a $1.1 billion agreement with Seamless Therapeutics aimed at developing gene-editing medications for hearing loss. This collaboration is indicative of gene therapy's expanding scope, offering hope for addressing previously untreatable conditions Support the show

We love to hear from our listeners. Send us a message. On this week's episode of the Business of Biotech -- on location at the J.P. Morgan Healthcare Conference -- we're speaking with Ron Cooper, CEO and Board Member at enGene, to unpack how he scaled Albireo from a small research shop to a global commercial company, and why he's now betting on nonviral gene therapy at enGene to help patients with non-muscle invasive bladder cancer keep their bladders. Cooper talks about the importance of keeping development, financing, and hiring in sync as biotech companies grow, his experiences surviving near-death cash deficits, the importance of investing early in CMC, and what to expect in 2026.  Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com. Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/

With this year’s iteration of the J.P. Morgan Healthcare Conference in the rearview mirror, the biopharma industry has officially closed the door on 2025 as it heads into what is sure to be another eventful year. In this week’s episode of "The Top Line," Fierce Pharma's Zoey Becker sits down with Angus Liu and Fierce Biotech's Gabrielle Masson to unpack the key topics and trends that stood out at this year's conference in San Francisco. The conversation offers an early look at the themes and questions that could shape the year ahead. To learn more about the topics in this episode: All the meetings, none of the megadeals: Is JPM's purpose evolving? JPM26: What’s in a biopharma? CEO says Teva has the goods JPM26: Astellas CEO resists 'rescue BD' as $6B Xtandi patent cliff nears See omnystudio.com/listener for privacy information.

Scrip senior editor Jessica Merrill, Scrip US managing editor Mandy Jackson and In Vivo senior reporter David Wild discuss trends and topics from interviews and presentations at the J.P. Morgan Healthcare Conference and Biotech Showcase.

Next-generation induced proximity technologies are coming of age after a decade of industry focus on PROTACs. On the latest BioCentury This Week podcast, BioCentury's analysts discuss Senior Biopharma Analyst Danielle Golovin's four-part analysis of how next-generation targeting chimeras (TACs) are evolving. The analysts assess the $2.2 billion takeout of Rapt Therapeutics by GSK, which gave the pharma an allergy asset that the biotech sourced in China in 2024, and movement in Washington on priority review vouchers, NIH's budget and the White House's “most favored nation” drug pricing policy. The analysts also discuss takeaways from their meetings on the sidelines of the J.P. Morgan Healthcare Conference.View full story: https://www.biocentury.com/article/658112#InducedProximity #TargetingChimeras #BiotechMA #DrugPricingPolicy #JPMHealthcare00:00 - Introduction 03:17 - JPM Highlights09:17 - GSK's Acquisition of RAPT14:46 - Next-Generation Targeting Chimeras21:41 - MFN and Pediatric PRVsTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

You'll recall that actors Justin Long and John Hodgman achieved advertising fame in the latter part of the 2000s for their participation in Apple's long-running Get a Mac campaign.Now, the pair have reunited for Novo Nordisk's There's Only One Ozempic campaign, which debuted Tuesday morning.In the spots, Long represents Ozempic and its FDA-approved indications, while Hodgman represents “other GLP-1s for type 2 diabetes.”Novo's latest consumer-focused brand campaign seeks to differentiate Ozempic from other GLP-1 drugs on the market by underscoring its multiple clinical indications for people living with type 2 diabetes. As such the pair are featured in a handful of light-hearted ads that take place in front of a water cooler, a whiteboard and on a game show set.To promote the ad campaign, Long and Hodgman joined managing editor Jack O'Brien for a lively joint interview on this week's episode of the podcast. In lieu of our Trends segment, we have some audio bites from editor-at-large Steve Madden's time on the ground at the J.P. Morgan Healthcare Conference in San Francisco. Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The 2026 J.P. Morgan Healthcare Conference concludedlast week without a big M&A deal. But the meeting was anything but boring, with President Donald Trump'sMost Favored Nation drug pricing scheme and the perpetual battle for supremacyin the obesity space between Eli Lilly and Novo Nordisk prime topics of conversation. Meanwhile, other companies like Biohaven refuse tocede the entire weight loss market, stating their intention to carve out apiece of the massive pie.  On the competitive front, Novo took a step forwardMonday with the news that its Wegovy pill reached nearly 3,100 patients since its launch on Jan. 5. Meanwhile, an FDAdecision for Lilly's own oral offering, orforglipron, has been delayed from March28 to April 10. Orforglipron is being reviewed under the FDA's new Commissioner'sNational Priority Voucher (CNPV) program, which aims to shorten the reviewperiod from 10–12 months to 1–2 months. Other voucher recipients—includingSanofi and Disc Medicine—have also had their decisions delayed.  While the FDA wasn't a primary focus at JPM, severalbiotechs sought to make clear during their investor presentations that they hadsecured alignment with the regulator on trial design or pathways to approval. This comesafter a year that has seen many of their peers experience regulatory whiplashas previous FDA guidance was seemingly reversed.  And on the business front, IPOs are back! This week, SpyGlass Pharma and AgomAb Therapeutics joined Veradermicsand Eikon Therapeutics on the rapidly accelerating IPO train. Aktis Oncology,which announced its bid in late 2025, debuted on the Nasdaq earlier this month. And in BioPharm Executive this week, Annalee Armstrongand Dan Samorodnitsky catch up with execs from Novo Nordisk, Korro Bio, Biohaven and Galapagos.

Watch on YouTubeFollowing attendance at the J.P. Morgan Healthcare Conference in San Francisco, Jeremy Skillington, CEO of Poolbeg Pharma discusses the key themes shaping global healthcare in 2026 — from cancer immunotherapy and GLP-1 therapies to deal appetite and strategic partnerships — and what these insights mean for Poolbeg's strategy in the year ahead.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into some of the most significant events shaping the industry, from innovative drug formulations and regulatory challenges to the dynamic IPO landscape and clinical trial outcomes.Starting with Novo Nordisk, their oral formulation of Wegovy is witnessing substantial uptake, showcasing a strong demand for novel obesity treatments. This rapid adoption underscores a competitive environment where companies like Eli Lilly, with its Zepbound launch, are vying for market share. The introduction of innovative delivery methods in obesity management not only drives immediate commercial success but also highlights a critical area of therapeutic advancement due to the rising global prevalence of obesity.From a regulatory perspective, alignment with bodies like the FDA remains crucial. Companies such as Beam Therapeutics and Cabaletta Bio emphasize this at events like the J.P. Morgan Healthcare Conference, highlighting the importance of clear regulatory pathways in ensuring the successful approval of promising therapies. Conversely, Atara Biotherapeutics' recent setback with an unexpected FDA rejection demonstrates the unpredictability inherent in regulatory processes, which can significantly impact drug development timelines.The IPO market in biotech remains vibrant despite broader market uncertainties. Noteworthy are Agomab Therapeutics and Spyglass Pharma, each preparing for substantial public offerings. Agomab focuses on ALK5 inhibitors for inflammatory diseases, while Spyglass advances drug delivery implants for chronic eye conditions. This wave of IPOs highlights investor confidence in innovative therapies that address unmet medical needs and reflects a broader trend toward precision medicine and novel treatment modalities.In clinical research, AbbVie and Genmab faced a setback when their bispecific antibody failed to meet a crucial endpoint in a Phase III lymphoma study. Such challenges underscore the high stakes involved in oncology drug development, where successes can significantly alter treatment paradigms, yet failures remind us of the inherent risks.Turning to Alzheimer's disease, there is palpable excitement around next-generation treatments under investigation. These candidates promise to reshape the landscape by offering new hope in a field where effective therapies are desperately needed. This is complemented by advancements in manufacturing capabilities recognized as essential to strategic planning beyond 2026, ensuring that production processes can scale efficiently to meet global demands.On the workforce front, Takeda's decision to reduce its U.S. headcount, impacting its neurology teams, reflects industry trends where resource allocation is increasingly focused on core growth areas. Such strategic recalibrations are part and parcel of navigating competitive pressures and evolving market demands.In another realm, ImmunityBio's Phase 1 results for its CD19 CAR-NK cell therapy offer promising insights into innovative oncology approaches. The use of natural killer cells engineered with chimeric antigen receptors could revolutionize cancer treatment by providing targeted therapeutic options for hematological malignancies and potentially solid tumors.Regulatory approvals also continue to shape industry dynamics. SOBI's Aspaveli receiving EU approval for rare kidney diseases marks significant progress in complement inhibition therapies. Meanwhile, Bayer's Eylea approval for retinal vein occlusion-related visual impairment reinforces the vital role of VEGF inhibitors in ophthalmology.Strategic collaborations are also making headlines, as seen with Abelzeta and AstraZeneca's expanded partnership on GPC3 CAR-T therapy through an acquisition focused on China rights. This move illustrates the global interest inSupport the show

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into the latest innovations, strategic shifts, and regulatory updates shaping the industry.Johnson & Johnson's Tecvayli, a promising monotherapy for multiple myeloma, has shown remarkable efficacy in clinical trials. By reducing the risk of disease progression or death by 71% among patients resistant to anti-CD38 therapies, Tecvayli is setting a new standard in oncological treatment. This breakthrough underscores not only its potential as a standalone therapy but also highlights significant advancements in managing multiple myeloma—a cancer notoriously difficult to treat and manage.In regulatory developments, Sanofi has recently completed pricing negotiations with U.S. policymakers, gaining much-needed clarity on drug pricing regulations. However, Sanofi remains cautious as evolving policies could impact future operations. This scenario is emblematic of the broader industry challenge: navigating an uncertain regulatory landscape while maintaining stability and profitability in volatile markets.Astellas Pharma is adapting to its looming patent cliff for the prostate cancer drug Xtandi by focusing on innovation as a strategy for sustainable growth. With patent protection set to expire next year, Astellas emphasizes innovation over acquisitions for revenue protection, reflecting a broader industry trend towards long-term growth strategies rather than short-term gains.Meanwhile, Jazz Pharmaceuticals has sold a priority review voucher for $200 million, highlighting the persistent value of these vouchers which expedite FDA review processes. Such vouchers are becoming essential strategic assets as companies seek competitive advantages through faster market entry.On the technological front, Becton Dickinson's $110 million investment to expand syringe production capabilities demonstrates efforts to meet rising demand for injectable medications like GLP-1s. This initiative not only addresses immediate supply chain needs but also aligns with broader discussions about reshoring pharmaceutical manufacturing in the U.S., enhancing domestic production capabilities.Financially, strategic trends were a focal point at the recent J.P. Morgan Healthcare Conference. Although large-scale mergers and acquisitions were anticipated, none materialized, suggesting an evolving focus towards strategic partnerships and incremental innovations over mega-mergers among industry stakeholders.Looking ahead, AbbVie's projection of strong growth into the 2030s is driven by a robust pipeline and strategic initiatives. As companies navigate a complex landscape defined by innovation demands and regulatory changes, such outlooks underscore the industry's commitment to sustaining growth and innovation while improving patient outcomes through novel treatments and technologies.Italian pharmaceutical company Alfasigma's acquisition of rights to an injectable treatment for HSV encephalitis from a German biotech firm further exemplifies strategic investments aimed at expanding therapeutic portfolios with innovative solutions addressing critical health needs. This move is significant given the limited therapeutic options available for this severe condition.The Novo Nordisk Foundation's $860 million investment in Denmark's BioInnovation Institute underscores efforts to strengthen local biotech ecosystems. By nurturing homegrown biotech and deep tech companies, this initiative positions Denmark as a prominent hub for research and development while facilitating the translation of scientific discoveries into viable therapeutic solutions.Ocugen's promising mid-phase data for its gene therapy targeting eye disease positions it as a potential competitor against market leaders like Apellis and Astellas. The positive phase 2 results highlight gene therapy's growiSupport the show

On this week's episode, Chris Garabedian, Paul Matteis, Mike Yee, and Sam Fazeli recap the 2026 J.P. Morgan Healthcare Conference, noting that the biotech outlook for 2026 is broadly positive. Investor sentiment is noted as healthy but not overheated, and from the specialist community, the outlook is similarly upbeat. On the venture side, the M&A landscape also looks strong, with one of the best pre‑JPM financing weeks in at least a decade. The conversation turns to company updates, with Alnylam's 2030 strategy as well as Moderna's cost-cutting initiatives and upcoming vaccine readouts. On the deal front, the group covers AbbVie's $650M partnership with China-based RemeGen on a next‑gen PD‑1/VEGF bispecific antibody. AI developments were another key theme at JPM, including Pfizer's claim that AI contributed to $5.6B in cost reductions. In regulatory news, FDA flexibility, new CMC guidance for cell and gene therapies, and updates on Dr. Makary's CNPVs are overviewed. Next, the co-hosts cover the latest obesity news, including new oral GLP-1s and potential competition from Pfizer and Amgen in the monthly injectables market, as well as BMS and AbbVie's interest in entering the space. The episode concludes with rapid‑fire round of data updates in DMD, gene therapy, myeloma, cystic fibrosis, and Alzheimer's prevention. *This episode aired on January 16, 2026.

The J.P. Morgan Healthcare Conference kicked off this week with sunny skies over San Francisco and more financial momentum than the biotech industry has seen in years. On a special “on the road” edition of the BioCentury This Week podcast, recorded on the sidelines of the annual JPM conference, special guests joined BioCentury's analysts to discuss the biotech ecosystems in Asia.The wide-ranging conversation spans dealmaking, including the pricing dynamics of assets in China and RNAi's prospects of becoming the region's next hot modality; plus the state of the capital markets, the global implications of “China speed” in the clinic, and what's changing for start-ups in Japan.Joining BioCentury were Panacea Venture's James Huang, MayTech Global Investments' Ingrid Yin, DLA Piper's Ting Xiao and CBRE's Matt Gardner.The podcast was recorded at the 12th East-West Healthcare Reception, hosted by BioCentury, MayTech Global and Panacea.View full story: https://www.biocentury.com/article/658081#JPMHealthcare #AsiaBiotech #ChinaBiotech #RNAiTherapeutics #BiotechCapitalMarkets00:00 - Introduction02:02 - Split Screen 2026 05:57 - China's Rapid Progress08:01 - AI and Biotech16:58 - Deal Prices22:56 - Public Markets28:47 - Innovation Across AsiaTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. This morning, we're diving into a series of fascinating updates that underline the vibrant and ever-changing landscape of our industry.The J.P. Morgan Healthcare Conference recently set the stage for some intriguing discussions, particularly from Novo Nordisk. The company is diversifying its metabolic drug development portfolio by exploring innovative avenues, reflecting a broader industry trend where firms seek to balance their core expertise with novel therapeutic areas. This strategic diversification is crucial as companies aim to address complex health issues with an expansive approach to innovation. Novo Nordisk's leadership emphasized this strategic pivot towards diversifying their innovation pipeline beyond traditional metabolic disorders, aiming to keep the company at the forefront of pharmaceutical advancements.Meanwhile, Takeda's R&D head, Andy Plump, brought attention to some challenges currently facing U.S. innovation. Despite a sluggish start at the conference, recent months have been buzzing with significant deal-making activities. This scenario highlights the delicate dance between maintaining steady innovation and navigating regulatory hurdles and economic pressures. However, optimism remains high, with strategic investments and collaborations seen as potential catalysts for rejuvenation in research.Amgen made waves by presenting promising results from an exploratory study of Maritide in weight loss maintenance. The study's outcomes signal a significant milestone in obesity management and set the stage for further clinical trials and potential approval processes. This advancement offers hope in addressing what remains a critical public health issue worldwide.A significant development at the National Institutes of Health (NIH) is the leadership change as Dr. Gary Gibbons steps down as Director of the Heart, Lung, and Blood Institute. This shift adds to a growing list of interim leadership roles across NIH's 27 institutes and centers, which could impact continuity in critical research projects and funding initiatives.On the corporate front, Sonoma Pharmaceuticals announced notable workforce reductions due to financial challenges, while Lyra Therapeutics decided to abandon its rhinosinusitis treatment project alongside laying off its entire team. These decisions highlight the financial volatility that smaller biotech firms face amid competitive pressures and regulatory complexities. In contrast, Pretzel Therapeutics has emerged successfully from turbulent times, demonstrating resilience and adaptability within the biotech sector. Strategic restructuring and leadership realignment have positioned Pretzel Therapeutics for future growth in therapeutic development.A major highlight involves AbbVie entering into an agreement with the White House to reduce Medicaid drug prices while committing a substantial $100 billion investment in U.S. R&D over the next decade. This aligns with broader efforts to make healthcare more affordable while encouraging domestic pharmaceutical investment. AbbVie's substantial commitment towards U.S. R&D speaks volumes about their strategy within TrumpRx program contexts that aim at enhancing market penetration while balancing innovation investment against cost management pressures.Medtronic has expressed readiness to engage in mergers and acquisitions, indicating that medtech companies are poised for expansion through strategic buyouts. This move reflects an industry-wide capacity for growth through consolidation and collaboration. As we look towards mergers and acquisitions within medtech highlighted by Medtronic's intentions, it's clear that strategic M&A activities remain vital for companies seeking to expand capabilities and market presence in this competitive landscape.The FDA has aSupport the show

AbbVie bet nearly $5 billion for the ex-China rights to RemeGen's PD-1/VEGF bispecific and Novartis struck a $1.5 billion Alzheimer's-focused deal with China-based SciNeuro Pharmaceuticals as the 2026 J.P. Morgan Healthcare Conference got underway on Monday. These and other recent tie-ups speak to the therapeutic trends predicted to be hot this year by experts who spoke with BioSpace, who particularly noted that cancer and neuroscience would remain top of the list.  Meanwhile, attendees are still waiting for that “one big M&A deal.” Could it come from Merck? CEO Rob Davis expressed high confidence during the company's JPM presentation on Monday, revealing that Merck is open to deals in the range of “multi tens of billions of dollars.” On the weight loss front, Eli Lilly and Novo Nordisk both updated attendees on the state of play, with Lilly expressingconfidence in its supply chain to support the launch of obesity pill orforglipron and Novo continuing to lament the business it is still losing to compounders.  Just in time for JPM, the IPO window cracked open, with Aktis Oncology debuting on the public markets last week and Veradermics and Eikon Therapeutics announcing their bids to follow suit. A similar thaw occurred last year before the window slammed shut again as myriad policy changes frightened investors. How will this year play out?  2025 had its challenges, especially on the policy front. In his annual letter, Flagship CEO Noubar Afeyan cited “growing contempt” in the U.S. for the scientific method and arapidly emerging Chinese biopharma ecosystem among the greatest challenges facing the industry. And while the funding may now be flowing, it still favors later-stage companies. A .J.P. Morgan report released prior to the conference showed VC funding was down across the board last year, but especially for biotechs recruiting early rounds.  Finally, while JPM is the primary focus, the FDA hasn't taken the week off. Just prior to recording, the regulator requestedthat Lilly and Novo remove the suicide warning from the labels of certain GLP-1 medications after a comprehensive review found no increased risk of suicidal ideation and behavior with these drugs. On the policy front, the FDA continued its quest to accelerate the development of cell and gene therapies with new manufacturing exemptions.  The regulator also took action on two applications this week, approving a rare disease drug developed by Sentynl Therapeutics and Fortress Biotech and denying a cell therapy submitted by Atara Biotherapeutics. To learn about key upcoming FDA action, check out 6 FDA Decisions To Watch in Q1 2026 in ClinicaSpace this week.

Carl Quintanilla, Jim Cramer and David Faber discussed the Justice Department's criminal probe into Federal Reserve Chair Jerome Powell — and how it's facing blowback from both sides of the aisle on Capitol Hill, as well as condemnation from central bankers around the globe. The anchors also discussed JPMorgan Chase's quarterly beat as the bank's results kick off earnings season. In a CNBC Exclusive at the J.P. Morgan Healthcare Conference in San Francisco, Jim interviewed Eli Lilly CEO David Ricks about obesity drugs and the company's growth into a $1 trillion pharma giant. Also in focus: December CPI holds steady at 2.7% year-on-year, Microsoft's new data center initiative to lower power costs. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Riding the tailwind of a strong 2H25, the days leading up to biotech's annual kickoff meeting in San Francisco delivered billions in capital raised and more than two dozen deals announced. On the latest BioCentury This Week podcast, BioCentury's analysts discuss two of the largest deals announced at the start of the J.P. Morgan Healthcare Conference, a partnership for a bispecific between AbbVie and RemeGen and the launch of “NewCo” AirNexus Therapeutics by Haisco Pharmaceutical and a syndicate led by Frazier Life Sciences.The analysts also discuss Washington Editor Steve Usdin's policy outlook for the year ahead, and Executive Director of Biopharma Intelligence Lauren Martz's analysis of trends in FDA's 2025 approvals.View full story: https://www.biocentury.com/article/658052#JPMHealthcare #BiotechFinancing #BiopharmaPartnerships #FDAApprovals #BiotechPolicy00:00 - Introduction01:55 - JPM Deals11:49 - Policy Outlook19:30 - Trends in Drug ApprovalsTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

Financial stocks weighed on US equity markets following warnings about potential changes to lending policy, with the Dow and S&P 500 pulling back from record highs as the fourth quarter earnings season got underway and investors digested the latest inflation data - Dow fell -398-points or -0.80% Salesforce Inc shed -7.07% and was the worst performer in the 30-stock index following an update to its virtual assistant Slackbot feature in Slack. Visa Inc fell -4.46%The broader S&P500 eased -0.19%. Financials (down -1.84%) led just four of the eleven primary sectors lower. Energy (up +1.53%) was the leading primary sector performer overnight following fresh gains on crude markets, with Exxon Mobil Corp rising +2.02% to US$126.50 and booking its first record closing high since 7 October, 2024. Moderna Inc soared +17.02% to be the leading S&P500 component after CEO Stéphane Bancel revealed a raised 2025 sales forecast at the J.P. Morgan Healthcare Conference. "We should land around the US$1.9 billion of sales for the year, which is $100 million better than the midpoint" of Moderna's prior guidance of $1.6B to $2.0B, Mr Bancel said

Carl Quintanilla, Jim Cramer and David faber led off the show with the "Sell America" trade amid worries about Fed independence: Fed Chair Jerome Powell said he is facing a Justice Department criminal probe regarding his Capitol Hill testimony about Fed building renovations. Powell added he believes the investigation is a pretext as part of President Trump's push for lower interest rates. The anchors also reacted to Trump threatening to sideline Exxon Mobil from Venezuela after its CEO Darren Woods said the country's oil market is "uninvestable."Jim discloses what Apple Services chief Eddy Cue told him about Google's Gemini AI. Also in focus: Meta picks a new president, Paramount files a lawsuit against Warner Bros. Discovery, Cramer discusses news coming out of the J.P. Morgan Healthcare Conference in San Francisco — and previews his upcoming CEO interviews from that event.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this week's Tech Nation, with the 44th Annual J.P. Morgan Healthcare Conference around the corner, we delve into three ongoing efforts in biotech. Moira speaks with Cyriac Roeding and Dr David Suhy, Co-Founders of Earli, about their innovative approach to treating solid tumour cancer. Then, Ketan Mehta of Tris Pharma discusses the potential of a euphoria-suppressing opioid. And Neil Klompas of Augurex Life Sciences talks about a new diagnostic for patients with chronic back pain that pinpoints an easily-missed form of arthritis.BTN TITLE: Can Cancer Cells be Turned Against Themselves?This week on BioTech Nation, Moira speaks with Cyriac Roeding and Dr David Suhy, Co-Founders of Earli, about an innovative new approach to solid tumour cancer. They discuss their effort to turn the cancer cells inside solid tumours into factories that produce their own cancer-fighting therapies.

Obesity titans Novo Nordisk and Eli Lilly characteristically kicked off 2026 in the headlines. After capping 2025 with the first-ever FDA approval of an oral GLP-1 for obesity, Novo launched its Wegovy pill on Monday, starting at $149 per month out of pocket for the lower doses. Meanwhile, all eyes are on Lilly, which expects a greenlight for orforglipron as early as March. The oral weight loss play is set to be a key aspect of a pivotal year for Lilly, which hopes to more than double its annual revenue in just a few years.   Also pulling a rabbit out of a hat just before Christmas were nine drugmakers—including Amgen, Bristol Myers Squibb, Boehringer Ingelheim—which signed Most Favored Nation drug pricing agreements with the Trump administration, likely securing their businesses against the threat of tariffs. However, drug pricing will continue to be top of mind in 2026, experts told BioSpace, as only about half of Big Pharmas have signed a deal, and small and mid-sized companies haven't yet begun.   Another area biopharma leaders are watching with bated breath is the FDA. The overwhelming consensus from experts who spoke with BioSpace is that last year was a disaster—particularly from a workforce standpoint. Still, the agency approved 56 novel drugs, down just a tick from 2024's 59. Advisory committees fell off considerably, in both number and concordance, however, according to a report by Jefferies, as these meetings came under scrutiny by FDA leadership.  In 2026, will the unprecedented leadership turnover—especially at CDER—settle down? Will the new rare disease and cell and gene therapy policies bear first fruits? Also on the regulatory front, the CDC has already been busy this year, axing several childhood vaccines from its recommended schedule with potential implications for biopharma companies including Pfizer and Merck.   And if there's one area biopharma watchers anticipate even more than regulatory action, it's M&A action. Last month, analysts shared their top targets with BioSpace, listing names like Summit Therapeutics, Apogee Therapeutics and Axsome Therapeutics. Here at BioSpace, we'll stick with Viking.   Finally, don't forget to check out our NextGen Class of 2026—featuring 15 biotech startups whose mission and platforms cut through a challenging environment. And make sure to join us next week when senior editor Annalee Armstrong and news editor Dan Samorodnitsky will provide dispatches from the J.P. Morgan Healthcare Conference.  

In this episode of Denatured, Jennifer Smith-Parker speaks to Kenneth Galbraith, CEO at Zymeworks and Josh Smiley, president and COO at Zai Lab, about how renewed confidence is driving biotech entering 2026. As we look towards conversations that will shape this year's J.P. Morgan Healthcare Conference, the biotech industry is fueled by improving market sentiments, visible at recent meetings like Jeffries in London, and reinforced by a wave of partnerships, strategic acquisitions and Chinese collaboration that is recalibrating investor expectations.HostJennifer Smith-Parker, Director of Insights, BioSpaceGuestsKenneth Galbraith, CEO, ZymeworksJosh Smiley, President and Chief Operating Officer, Zai LabDisclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.

In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods LLP, shares insights on the J.P. Morgan Healthcare Conference, goal setting in a changing market, and what she is watching across healthcare and private equity. She also previews the upcoming McGuireWoods Healthcare Private Equity Conference and discusses priorities shaping dealmaking in the year ahead.

In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods LLP, shares insights on the J.P. Morgan Healthcare Conference, goal setting in a changing market, and what she is watching across healthcare and private equity. She also previews the upcoming McGuireWoods Healthcare Private Equity Conference and discusses priorities shaping dealmaking in the year ahead.

There is cautious optimism around continued M&A momentum and the public equities markets as biotech heads into the New Year. On a special edition of the BioCentury This Week podcast recorded in London during London Life Sciences Week, BioCentury's Simone Fishburn and Stephen Hansen were joined by a trio of guests to discuss their key takeaways from the week and expectations for next year, including trends in M&A and creative deal structures for business development.The group also discussed the potential for biotech venture investing to make a comeback as a key asset class for LPs, especially in the U.K., as the government continues to encourage pension funds to invest more broadly.The three guests joining BioCentury included Luciana Griebel from law firm Morgan Lewis, James Critchley from PJT Partners, and Carmine Circelli from the British Business Bank.The podcast was recorded Nov. 19 on stage at the Victoria House in London as part of the 3rd Biotech CEO & Investor Reception.BioCentury's next recording “on the road” will take place on the sidelines of the annual J.P. Morgan Healthcare Conference in San Francisco in January at the 11th East West Healthcare Reception hosted by BioCentury, Panacea Venture and Maytech Global Investments.View full story: https://www.biocentury.com/article/657686#BiotechMandA #DrugDevelopment #VentureCapital #LifeSciences #LondonLifeSciencesWeek00:00 - Introduction02:24 - Market Recovery08:02 - Growth and Influence16:24 - Creative Dealmaking21:40 - Role of CVRs25:52 - Pension Funds and Venture Capital30:09 - AI Bubble34:17 - Accelerating Clinical TrialsMorgan Lewis has prepared its materials for this podcast for general informational purposes only. They do not and are not intended to constitute legal advice. This podcast was recorded on Nov. 19. Morgan Lewis does not guarantee the accuracy or timeliness of the information contained in these materials and disclaims any obligation to advise you of any changes in the law. You should always refer to original source documents for complete information and consult directly with an attorney for advice, including on the latest developments in this rapidly changing area of the law.To submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

On the sidelines of this year's J.P. Morgan Healthcare Conference in San Francisco, BioSpace Senior Editor Annalee Armstrong sat down with Mark McKenna, CEO of Mirador Therapeutics, a member of BioSpace's NextGen Class of 2025. Their discussion here focused on the company's two-pronged approach to developing therapies for inflammatory and fibrotic diseases, as well as the importance of operating under stealth at this time for the biotech.This is the second episode in a special series of The Weekly focused on how NextGen companies are navigating the current business environment.

On the sidelines of this year's J.P. Morgan Healthcare Conference in San Francisco, BioSpace Senior Editor Annalee Armstrong sat down with Kevin Marks, CEO of Delphia Therapeutics, a member of BioSpace's ⁠NextGen Class of 2025⁠. Their discussion here focused on the company's novel science of activation lethality, which involves forcing cancer cells to overactivate and thereby overload cell stress pathways, as well as Delphia's relatively smooth path to a $67 million series A raise thanks to contributions from Google Ventures (GV), where Marks was previously employed.This is the second episode in a special series of The Weekly focused on how NextGen companies are navigating the current business environment.Host⁠Annalee Armstrong⁠, Senior Editor, BioSpaceGuest⁠Kevin Marks⁠, President and CEO, Delphia TherapeuticsFor a complete list of NextGen 2025 companies, ⁠click here⁠.

Stakeholders from across the healthcare and biopharmaceutical industry recently convened in San Francisco for the annual J.P. Morgan Healthcare Conference. In this episode of Connected With Latham, Washington, D.C. partners Chris Schott and Jason B. Caron and associate Danny Machado share key takeaways from the conference, including a renewed optimism from the dealmaking world and the healthcare policy outlook under the new Trump administration.   This podcast is provided as a service of Latham & Watkins LLP. Listening to this podcast does not create an attorney client relationship between you and Latham & Watkins LLP, and you should not send confidential information to Latham & Watkins LLP. While we make every effort to assure that the content of this podcast is accurate, comprehensive, and current, we do not warrant or guarantee any of those things and you may not rely on this podcast as a substitute for legal research and/or consulting a qualified attorney. Listening to this podcast is not a substitute for engaging a lawyer to advise on your individual needs. Should you require legal advice on the issues covered in this podcast, please consult a qualified attorney. Under New York's Code of Professional Responsibility, portions of this communication contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Please direct all inquiries regarding the conduct of Latham and Watkins attorneys under New York's Disciplinary Rules to Latham & Watkins LLP, 1271 Avenue of the Americas, New York, NY 10020, Phone: 1.212.906.1200

On the sidelines of this year's J.P. Morgan Healthcare Conference in San Francisco, BioSpace Senior Editor Annalee Armstrong sat down with Dannielle Appelhans, CEO of COUR, a member of BioSpace's NextGen Class of 2025. Their discussion here, focused on the company's long history leading up to its $105 million in series A funding at the start of 2024 and the possibility of an initial public offering in the future, among other things, represents the first of a special series of The Weekly focused on how NextGen companies are navigating the current business environment. HostAnnalee Armstrong, Senior Editor, BioSpaceGuestDannielle Appelhans, CEO, COURFor a complete list of NextGen 2025 companies, click here. The NextGen Class of 2025 is brought to you by Pliancy.

Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma e Biotech world.Novo Nordisk's drug Wegovy saw a significant increase in sales in 2024, but analysts are still not satisfied and are questioning why the company can't access more patients, especially in the U.S. Despite this success, there is a lack of female leadership in new biotech companies, with only nine out of 102 launches having a woman at the helm. In other news, GlaxoSmithKline is looking to make deals in the cancer, respiratory, and inflammation sectors, while Valerio is facing financial challenges and has had to cut operations. The biotechnology industry is facing a shift towards more data integration and an increase in mergers and acquisitions.Women leaders in biotech are declining as new company founders prioritize CEOs with a proven track record. Out of the 102 most recent company launches or financings, only nine had a woman at the helm. The lack of women in leadership roles in biopharma continues to be a recurring issue. Biopharma companies are investing more in licensing deals to enrich their pipelines with novel therapies, with a focus on combating patent expirations and generics. Despite challenges, such as a shortage of skilled operators, training programs are being emphasized to upskill teams effectively. Some top biopharma licensing deals of 2024 are highlighted, along with updates on various companies' earnings and strategic moves. The Biotech Sisterhood aims to provide fellowship among women leaders in the industry, showcasing a group of women and allies as their authentic selves at events like the J.P. Morgan Healthcare Conference. Additionally, the newsletter includes job listings and opportunities for industry professionals to stay informed and engaged.

During a panel discussion at this year’s Fierce JPM Week—which took place alongside the annual J.P. Morgan Healthcare Conference in San Francisco—industry experts broke down what it takes to pull off a successful biotech IPO in the current market. This week’s episode of The Top Line dives into the discussion, featuring Fierce Biotech’s Gabrielle Masson as moderator, joined by Septerna CEO and co-founder Jeffrey Finer, M.D., Ph.D.; Rapport Therapeutics Chief Financial Officer Troy Ignelzi; Sofinnova Investments General Partner Maha Katabi, Ph.D.; and Morgan Stanley Executive Director Chirag Surti. In their wide-ranging conversation, the industry leaders spoke about the types of biotechs that debuted on the public market in 2024, the keys to success for an effective IPO and what to expect from the market heading into 2025. To learn more about the topics in this episode:   ‘A really rational IPO environment’: What does it takes for a biotech to go public now? 'Own JP Morgan, don't let JP Morgan own you': Biopharma—and Jill Biden—show up for JPM25 Septerna's $288M IPO is another sign of the market warming to biotech investment Third Rock's Rapport reveals upsized $154M IPO This episode is brought to you by Cencora. Learn more at cencora.com/breakthrough.See omnystudio.com/listener for privacy information.

This year’s edition of the annual J.P. Morgan Healthcare Conference has come to a close, with attendees enjoying sunny skies and a heavy police presence throughout the San Francisco-set event. In this week’s episode of The Top Line, Fierce Pharma’s Zoey Becker and Angus Liu join Fierce Biotech’s Darren Incorvaia to break down the biggest news stories out of the conference. From Johnson & Johnson’s blockbuster acquisition of Intra-Cellular Therapies to former First Lady Jill Biden’s appearance at Fierce JPM Week just days before she left the White House, this year’s conference set the stage for what will surely be an eventful 2025. To learn more about the topics in this episode: ‘Own JP Morgan, don't let JP Morgan own you’: Biopharma—and Jill Biden—show up for JPM25 JPM25: Johnson & Johnson makes a splash, buying out Intra-Cellular Therapies for $14.6B JPM25: First Lady Jill Biden committed to improving women's health as White House tenure winds down JPM25: Strategist GSK acquires IDRx for $1B in hopes of bringing GIST patients new standard of care GSK-backed Ouro Medicines launches into T-cell engager space with $120M and a clinical-stage asset This episode is brought to you by Cencora. Learn more at cencora.com/breakthrough.See omnystudio.com/listener for privacy information.

In this episode, Marc Iskowitz, MM+M's editor-at-large, rounds up the five executives he interviewed over the first two days of the 2025 J.P. Morgan Healthcare Conference. Hear a variety of takes on the state of dealmaking, from the CEOs of a blood-testing startup and clinical-stage biotech firm to the CFO of a med-tech company and the CMO of a health benefits firm.Music by Sixième Son Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

Donald Trump was sworn in as the 47th president of the United States on Monday, bringing with him a host of healthcare nominees and potential changes to the FDA, M&A and drug pricing. The new administration was a key focus point at the 2025 J.P. Morgan Healthcare Conference last week, where Annalee Armstrong spoke to executives from several companies about what they're expecting from a second Trump term. Also at JPM, Mirador Therapeutics CEO Mark McKenna boldly predicted that 2025 would see the return of the megamerger. Speaking of M&A, Annalee spoke with leaders from Biogen, who declined to address the company's unsolicited takeover bid for Sage Therapeutics. For its part, Sage sued Biogen last week, “seeking preliminary injunctive relief to enforce a standstill agreement.” Meanwhile, Gilead CEO Daniel O'Day addressed the split of Galapagos—a company Gilead has poured more than $5 billion into since 2019. Check out more personal stories from JPM here. In the obesity space, Novo Nordisk reported data from a Phase III trial showing that a high dose of Wegovy elicited more weight loss than the approved regimen—but still fell short of results posted by Eli Lilly's Zepbound. Relatedly, Wegovy and sister drug Ozempic are both on the list of the next fifteen drugs whose prices could be negotiated under the Inflation Reduction Act. Finally, the FDA on Friday made its first high-profile decision of the year, greenlighting AstraZeneca and Daiichi Sankyo's Dato-DXd—now Datroway—to treat certain types of advanced breast cancer. The approval is the first for the highly touted antibody-drug conjugate, which is also under FDA review for EGFR-mutated non-small cell lung cacner. Analysts expect 2025 to be a pivotal year for the ADC.

Sunshine and a stream of deals brightened the mood at this year's J.P. Morgan Healthcare Conference, offering a pleasant counterpoint to continued pessimism over the state of the capital markets. On the latest BioCentury This Week podcast, BioCentury's editors deliver their takeaways from biotech's annual kick-off event from megarounds and Asian newcos to the new state of M&A and pending change at FDA.View full story: https://www.biocentury.com/article/65472300:00 - Introduction01:52 - Market Sentiments and Deal Expectations04:42 - Cross-Border Deals and Asia's Growing Influence07:12 - Neurology and Innovation in Biotech14:44 - VC Trends and Megarounds20:00 - Upcoming East West SingaporeTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

Jeff Jonas (Research Analyst) highlights two exciting acquisitions announced during the J.P. Morgan Healthcare Conference in San Francisco. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Good morning from Pharma and Biotech Daily: the podcast that gives you only what's important to hear in Pharma & Biotech world.The J.P. Morgan Healthcare Conference saw a surge in biopharma deals, with companies like Eli Lilly, GSK, and Gilead announcing billion-dollar deals. Pfizer and Kailera Therapeutics presented updates on obesity treatments, while Biogen and Eisai are seeking FDA approval for new formulations of an anti-amyloid antibody. Other news includes Regeneron's success in a phase III skin cancer trial and Lilly's acquisition of a new molecule. The industry sentiment has been boosted by the flurry of deals at the conference.

With the 2025 J.P. Morgan Healthcare Conference underway, MM+M's Editor-at-Large Marc Iskowitz provides an on-the-ground update from San Francisco. Additionally, Managing Editor Jack O'Brien, Senior Pharma Reporter Lecia Bushak and Reporter Heerea Rikhraj discuss Publicis Health Media President Andrea Palmer's takeaways from the 2025 Consumer Electronics Show as well as Haleon's Dry January event in the West Village.Music by Sixième Son Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

The J.P. Morgan Healthcare Conference kicked off Monday with a flood of high-value deals, reinvigorating sentiment across the biopharma industry. Johnson & Johnson made the biggest splash, acquiring neurology leader Intra-Cellular Therapies for $14.6 billion, while GSK picked up precision therapy specialist IDRx for $1B upfront and Eli Lilly laid down up to $2.5 billion for Scorpion's PI3Kα inhibitor program. Meanwhile, the immunology and inflammation space continues to fire on all cylinders as Gilead invests up to $1.7 billion for LEO Pharma's preclinical oral small molecule STAT6 program. And those are only the deals accepted by both parties. Prior to the conference, Biogen offered to acquire its struggling neuro partner Sage Therapeutics for around $469M. The proposal follows a catastrophic run for Sage, which has seen its shares fall more than 90% in the past two years. 2024 sales and earnings forecasts have also generated attention this week, with Sarepta reporting that Duchenne muscular dystrophy gene therapy Elevidys beat analysts' expectations in the fourth quarter, and Eli Lilly projecting a full-year revenue miss driven largely by lower-than-expected sales of GLP-1 blockbusters Zepbound and Mounjaro. As expected, obesity has been a hot topic at JPM, with Pfizer CEO Albert Bourla announcing that his company is going “all in” in the space. This follows new FDA guidance revealed last week recommending a minimum weight loss threshold for drug developers. Among the many companies taking notice is newcomer Verdiva Bio, which launched last week with more than $410 million in opening funds. Also debuting last week was Kardigan, which raised $300 million to tackle heart disease. Kadigan joins a resurgent cardiovascular space, where several companies—including those developing gene therapies—are targeting myriad diseases. Finally, BioSpace senior editor Annalee Armstrong caught up with Daphne Zohar, CEO of BioSpace NextGen 2025 company Seaport Therapeutics Daphne Zohar, who offered her thoughts on the current state of the neuropsychiatric space.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to wholesale inflation data: The December Producer Price Index came in cooler than economists' forecasts. The anchors also discussed China reportedly weighing a sale of TikTok's U.S. operations to Elon Musk. At the J.P. Morgan Healthcare Conference in San Francisco, Jim interviewed Eli Lilly CEO David Ricks about the company's latest guidance and road ahead for its weight loss drugs. Also in focus: "Magnificent 7" movers, KB Home beats, Signet Jewelers plunges, the California wildfires effect.  Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored what to make of tech sector weakness following Friday's sell-off. The anchors also reacted to comments Mark Zuckerberg  made on Joe Rogan's podcast. The Meta CEO slammed Apple and weighed in on "masculine energy." At the J.P. Morgan Healthcare Conference in San Francisco, Jim discussed his CEO lineup for Monday's night's "Mad Money" as well as the challenges facing the health care sector. Also in focus: Johnson and Johnson to acquire drugmaker Intra-Cellular Therapies for $14.6 billion, Moderna plunges on weak 2025 sales guidance, California wildfires impact, sources tell David that Cleveland-Cliffs is partnering with Nucor in a potential bid for U.S. Steel.Squawk on the Street Disclaimer   

J&J's $14.6 billion takeout of neurology play Intra-cellular Therapies headlined a buzzy start to the J.P. Morgan Healthcare Conference, where a flurry of deal announcements recalled the conference's pre-pandemic days. On the latest BioCentury This Week podcast, BioCentury's editors discuss the takeout of Intra-cellular, the third 11-digit neuro M&A in the past 13 months, as well as M&A involving Idrx and GSK, and Scorpion Therapeutics and Eli Lilly. Turning to Washington, the team explores what's behind BIO CEO John Crowley's visit to Mar-a-Lago to meet with President-elect Donald Trump, impending changes at FDA under Trump 2.0 and key takeaways from Rep. Jake Auchincloss appearance on BCTW's sister podcast, The BioCentury Show. The team also breaks down the key trends in the past year in FDA approvals. This episode of BioCentury This Week was sponsored by ICON Biotech.View full story: https://www.biocentury.com/article/65469400:01 - Sponsor Message: ICON Biotech02:38 - JPM Deal Buzz11:20 - Washington Update16:08 - Rep. Auchincloss' Take on Biopharma 21:01 - FDA Regulatory DecisionsTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma and Biotech world.Galapagos is set to split into two entities by mid-2025, creating a new innovative medicines specialist and a cell therapy company. Novo has invested $4.6 billion to expand its deal with Valo, aiming to maintain leadership in the cardiometabolic space. Tenvie, supported by venture partners, will be focusing on developing brain-penetrant small molecules for neurological and metabolic diseases.The trend of licensing deals in the pharmaceutical industry is on the rise, with experts debating whether it is a sign of desperation or a crucial part of the biotech ecosystem. Roche is in the final stages of acquiring Poseida for up to $1.5 billion, while Cassava has had to lay off a third of its staff following a setback in an Alzheimer's drug trial. Major pharmaceutical companies are looking towards China for potential deal opportunities, despite regulatory uncertainty in the region. The FDA is considering setting a bar for weight-loss therapies as the obesity space continues to heat up. Looking ahead to 2025, there is a cautiously optimistic outlook for the biopharma industry, with predictions of increased M&A activity leading up to key events like the J.P. Morgan Healthcare Conference and important FDA decisions.As licensing deals become more common in the biotech industry, big pharma companies are exploring partnerships in China. The industry is gearing up for the J.P. Morgan Healthcare Conference with a sense of uncertainty after M&A activity did not meet expectations in 2024. Biospace's NextGen Class of 2025 features startups focusing on emerging trends in biopharma, attracting investments from major players.Companies like Roche, Merck, and Novo are making significant moves in the biopharma space, shaping the industry landscape. Job opportunities are available in various sectors, including positions like Chief of Staff and Senior Director in IT and Translational Neuroscience. Biospace is working on enhancing user experience by personalizing emails based on individual preferences.Thank you for tuning in to Pharma and Biotech Daily, where we bring you the latest updates and insights from the world of pharmaceuticals and biotechnology.

Jeff Berg, president of AbelsonTaylor Group, offers an independent's perspective on last year's announced merger of Omnicom with Interpublic Group, in an interview with Jack O'Brien.And on our Trends segment, Marc Iskowitz previews the 43rd annual J.P. Morgan Healthcare Conference, kicking off next week in San Francisco. Tune in, as well, for a big reveal involving the brand's spring conference, MM+M Transform, coming up on April 3, 2025, in New York City.Music by Sixième Son Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

Happy New Year! BioSpace released our NextGen: Class of 2025 this week, highlighting 25 biopharma startups to watch this year. The companies on this list are not afraid of a challenge, wading into some of biopharma's most competitive therapeutic spaces. As analysts predict an uptick in M&A in '25, could some of them be potential targets? One NextGen 2025 company that could already be fielding calls is Metsera, which reported promising Phase II data for its investigational subcutaneous GLP-1 therapy on Tuesday. The GLP-1 space continues to garner significant attention, with both Eli Lilly and Novo Nordisk seeking to protect their drugs against competition from compounders. This strategy makes a lot of sense as the sizzling class continues to expand into heart disease, sleep apnea and metabolic dysfunction-associated steatohepatitis, among other indications. On the regulatory side, the FDA approved 55 novel medicines in 2024—including a few inaugural company approvals—and is looking ahead to several key PDUFA dates in Q1, 2025. Meanwhile, the agency released three new guidance documents seeking to provide clarity around confirmatory trials supporting accelerated approvals, the use of AI in drug development and the use of tissue biopsies in clinical trials. Finally, BioSpace senior editor Annalee Armstrong heads to the J.P. Morgan Healthcare Conference next week as biopharma seeks an M&A spark to improve the currently a gloomy sentiment. Stay with us for all the biggest news coming out of JPM.

Rob Williamson's mind and hands have shaped more than 20 biotech startups, leading some to IPO and landing others firmly in Big Bio through acquisition by companies like Merck. Hanging around as many successful exits as Williamson has seen, one might become expert via osmosis. But Williamson isn't passive about honing his vision for progressive therapeutic dealmaking. He's an active leader, and for this episode of the Business of Biotech, he took a breather from a hectic agenda at the J.P. Morgan Healthcare Conference to share some introspection on the work he's done, the work he's doing at Triumvira with T-cell therapeutics in oncology, the big opportunities in cancer therapeutics, and what's coming next.Subscribe to the #BusinessofBiotech newsletter at bioprocessonline.com/bob for more real, honest, transparent interactions with the leaders of emerging biotech. It's a once-per-month dose of insight and intel that you'll actually look forward to receiving! Check it out at bioprocessonline.com/bob!

Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss: - Biogen's next shot at an Alzheimer's treatment. - Why companies can't “muscle their way” into making new molecules. - How NVIDIA could change drug development.  - Moderna's vaccine strategy Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX Host: Deidre Woollard Guest: Karl Thiel Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices