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Coming off the expectations we outlined in our J.P. Morgan Healthcare Conference Preview, this year's conference in San Francisco largely delivered on its promise: acceleration with structure, renewed dealmaking confidence, and a sharper focus on validated science and disciplined execution.
Biopharma leaders highlighted the importance of diversified growth engines and near‑term regulatory milestones across areas such as rare diseases, neuroscience, immunology, oncology, and cardiometabolic conditions. Dealmaking sentiment remained constructive even in the absence of major headline‑grabbing transactions, with much of the activity concentrated in licensing arrangements and portfolio realignment.
Early 2026 IPO activity, most notably the Aktis Oncology offering, suggested that public markets may be beginning to reopen, albeit gradually.
Discussions around artificial intelligence reflected a notable shift from broad enthusiasm toward a more evidence‑driven approach, as investors increasingly looked for tangible validation of AI models used in drug discovery and clinical development.
Overall, JPM 2026 reflected an industry moving from stabilization toward renewed confidence. Companies that presented with well‑supported data, defined milestones, and credible execution plans stood out—closely aligning with the themes highlighted in our preview.
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