As the healthcare industry prepares for the 43rd Annual J.P. Morgan Healthcare Conference next week, companies will be navigating both opportunities and ongoing market headwinds. Here is our team’s analysis of the themes likely to emerge in San Francisco.
Primary Focus Areas at JPM Healthcare Conference 2025:
U.S. Healthcare Policy Landscape
The evolving U.S. healthcare policy environment and implications of the 2024 election will be a major focus:
- Healthcare policy implications for global markets
- Legislative challenges from the IRA and 340B drug pricing
- Potential operational changes at federal health agencies including FDA, CMS and NIH
M&A Activity and Financial Outlook
While market conditions remain challenging, strategic deal-making is gradually returning to focus:
- Increase in scale of BD activity with acquisitions in key therapeutic areas
- Platform technology consolidation
- Risk-sharing partnership structures
- Creative financing approaches
Therapeutic Innovation
Key therapeutic areas continue to drive industry attention:
- Updates in metabolic/obesity and GLP-1 development and commercialization
- Advances in immunology and inflammation therapies
- Progress in oncology and rare diseases
Additional Industry Developments
Artificial Intelligence
The AI discussion continues to mature, with companies focusing on practical implementation:
- Clinical programs leveraging AI for improved outcomes
- Integration of AI platforms in drug discovery workflows
- Partnerships between technology firms and pharmaceutical companies
- Cost-efficiency metrics from early AI adopters
Gene Editing Technologies
While gene editing continues to advance scientifically, the sector faces commercialization challenges:
- Focus on demonstrating commercial viability
- Progress in delivery system development
- Updates on key clinical programs
- Market seeking proof points beyond scientific potential
Healthcare Equity
Companies are demonstrating tangible progress in addressing healthcare disparities, but there’s more work to be done:
- Technology solutions expanding healthcare access
- New approaches to clinical trial diversity
- Strategic initiatives targeting underserved populations
- Measurable outcomes from existing programs
Value-Based Care Models
Organizations are sharing concrete progress in outcomes-based approaches:
- Results from early value-based programs
- Infrastructure development for outcomes tracking
- Novel payment model structures
- Integration with existing healthcare systems
JPM Healthcare Conference 2025 Priorities
While the formal presentations offer valuable insights, the conference provides many opportunities for meaningful interaction:
- Focus on strategic meetings and partnerships
- Updates on pivotal development programs
- Discussion of near-term milestones
- Exploration of collaboration opportunities
- Runway management and capital preservation strategies
The 2025 conference arrives at an important moment for healthcare innovation. While significant challenges remain, companies that can effectively communicate both their strategic vision and practical execution plans will be well-positioned to engage with potential partners and investors.
Planning to be in San Francisco? Connect with our team at JPM to discuss how these trends may impact your business in 2025. Contact us to schedule a meeting.
