“I’m always keeping an eye on anything that’s going to the capital markets, whether that’s interest rates... a big change in the regulatory environment...anything that impacts capital markets and investor attitudes. That’s what I’m keeping an eye on this year,” said Mandy Jackson, managing editor on Scrip and a member of the recently convened panel that discussed updates from policy to politics from the most recent J.P. Morgan Healthcare conference.
Assessing a range of themes from patent cliffs to cell and gene therapy, our panel of JPM attendees debated what’s in store for 2025. Looking specifically at the new Trump administration, panelists reflect on the uncertainty faced for both dealmaking and the regulatory environment. In particular, panelists analyzed the Inflation Reduction Act (IRA) of 2022, and its impact on drug pricing and reimbursement.
Panelists also reflected on recent dealmaking announcements. Including Johnson & Johnson’s $14.6bn acquisition of Intra-Cellular Therapies, GSK’s $1.15bn purchase of IDEAYA Biosciences, and Lilly’s $2.5bn acquisition of Scorpion Therapeutics.
Looking forward, the discussion moved to ‘hot areas’ of interest with a renewed focus on oncology and notable growth in the space of obesity and cardiometabolic disease.
Watch the full recorded webinar:
Listen to the podcast:
Time-stamps:
03:09 How do recent acquisitions fit in with pharma companies’ growth strategies as well as broader industry trends?
11:30 Strategies to manage anticipated loss of revenue from patent expirations?
15:47 The future of deals with China-based companies
22:00 Uncertainties facing the new Trump administration
26:49 FDA changes and how this will impact industry
33:33 What strategies can companies turn to in time of regulatory and political uncertainty?
36:04 New trends within the oncology space
41:05 Challenges faced by gene and cell therapy makers
43:53 How are companies ensuring investments in advanced therapies are successful in terms of regulatory approval and reimbursement?
46:59 Introduction to the Biomedtracker platform
50:44 How can a preclinical drug discovery CRO company benefit from the current research and business trend?
52:52 What will you be watching for as the biopharma industry moves forward in 2025?
