Exploring Key Themes at JPM 2025
As we delve into the preparations for this year’s JPM agenda, we are honing in on three major focus areas that will shape the trajectory of the biotech industry: the transition to Trump 2.0, the fluctuating market recovery, and the evolving US-China dynamic.
The narrative surrounding China has shifted from Biosecure to the surge of high-quality, fast-follow assets being acquired by well-funded startup consolidators and pharmaceutical companies seeking strategic deals. This trend has the potential to disrupt venture capital investment strategies and redefine how we assess innovation. Insights from Sanofi’s Head of R&D Houman Ashrafian and ARCH venture capital veteran Bob Nelsen will shed light on this transformation.
Additionally, we will delve into the macro market forces shaping the industry. While 2024 showed improvement over 2023, the biotech recovery remains turbulent, with a surge of funding flowing into new companies but a decline in IPOs and major deals. Engaging discussions with CenterView’s Eric Tokat, a distinguished investor panel featuring Founding Editor John Carroll, and representatives from recently IPO’d biotechs will provide valuable insights.
Amidst these dynamics, the impact of the Trump administration looms large. Recent events have underscored the volatility expected in the coming years. Expert perspectives from former FDA Commissioner Scott Gottlieb, outgoing Medicare chief Meena Seshamani, PhRMA’s Stephen Ubl, and other industry leaders will offer a roadmap and reality check for navigating this uncertain terrain.
Our agenda is brimming with compelling content, and if you will be attending in San Francisco and have not secured a ticket yet, you can avail a 10% discount by using the code JPM25_10. We look forward to connecting with you at our event and throughout the city. For those unable to travel to JPM, virtual participation options are also available.
— Drew
