-
J.P. Morgan Healthcare Conference, the “Superbowl of Healthcare” – 2026 Watchlist
Written by
In December 2025, as we prepare for JP Morgan Healthcare on Jan 12-15, 2026, the U S Congress will be refining federal government funding of US Healthcare as influenced by the One Big Beautiful Bill Act (OBBBA). Spending on Medicare Part D drugs and overall Medicaid programs are once again in the cross hairs, and
-
Convergence of US FDA & Drug Pricing
Written by
The FDA, under new leadership, is taking an unprecedented role in drug pricing by linking approval incentives—like Priority Vouchers—to economic impact and Most Favored Nation (MFN) pricing. This blurs the traditional separation between regulatory review and payer negotiation, pressuring prices from day one. These shifts could reshape biopharma valuations, launch strategies, and access dynamics. Companies must closely track policy changes and strengthen development plans that demonstrate meaningful clinical and economic value.
