Healthy Returns: What to expect from pharma at the JPM conference
CNBC••business
Key Points:
- The annual JPMorgan Healthcare Conference next week will set the tone for the health-care industry in 2026, featuring updates from biotech and pharma executives on drug pipelines, M&A deals, and industry sentiment.
- Drug pricing concerns may take a backseat this year following landmark pricing deals with President Trump and a pause on sector-specific tariffs, shifting focus to challenges like the $300 billion patent cliff facing blockbuster drugs.
- Companies like Bristol Myers Squibb and Merck are preparing for patent expirations by advancing new drug trials and launching innovative formulations, such as Merck’s subcutaneous Keytruda, which could protect a significant portion of sales.
- Obesity treatments will remain a key topic, with Novo Nordisk and Eli Lilly rolling
