All articles tagged with #jpmorgan healthcare conference
Investor Noubar Afeyan warns in his annual letter that a domestic backlash against science and policy cuts could slow biomedical advances, threaten life expectancy, and widen the gap with China, a message delivered at the JPMorgan Healthcare Conference.
Pharma execs gathering for the JPMorgan healthcare conference expect a robust M&A wave as patent expirations threaten about 12% of industry revenue, with roughly $40bn in sales losing protection this year and about $180bn more going off patent in 2027–28. Big moves are already underway (Merck eyeing Revolution Medicines; Lilly buying Ventyx), and improved pricing-policy clarity under the current administration has lifted deal enthusiasm, pushing the S&P Biotech index to multi-year highs and fueling speculation of even larger consolidations amid a potentially friendlier antitrust environment.
The upcoming JPMorgan Healthcare Conference will showcase industry updates on drug pipelines, M&A activity, and the impact of recent drug pricing deals, with a focus on managing patent expirations, obesity treatments, and potential new drug developments from major pharma companies like Bristol Myers Squibb, Merck, Novo Nordisk, and Eli Lilly.
Biotech and pharmaceutical companies are increasingly focusing on antibody-drug conjugates (ADCs) as a promising class of cancer drugs to drive growth, with Johnson & Johnson, Pfizer, and Merck making significant investments in ADCs. The recent rise of ADCs is attributed to advancements in technology, increased confidence in their potential, and the potential for longer market exclusivity. The market for ADCs is expected to continue growing, with estimates suggesting they could account for a significant portion of the worldwide cancer market by 2028. Companies are betting on ADCs to fuel growth and establish themselves as leaders in cancer treatment, with Pfizer's acquisition of Seagen and Merck's licensing agreement with Daiichi Sankyo being notable examples of this trend.