Comp

In this week's episode: J&J’s oncology prospects; GSK’s Rapt deal; 2026’s biggest expected launches; optimistic financial outlook at JPM; and Scrip Asks about the competitive dynamics landscape.

Scrip senior editor Jessica Merrill, Scrip US managing editor Mandy Jackson and In Vivo senior reporter David Wild discuss trends and topics from interviews and presentations at the J.P. Morgan Healthcare Conference and Biotech Showcase.

Pink Sheet editors discuss the average speed of FDA novel drug application reviews in 2025 and consider whether staffing departures and general upheaval throughout the year will impact times in 2026.

Industry leaders predict pricing uncertainty will force companies to abandon blanket global launches. However, AI platforms will reshape commercial execution and new access models will break down barriers limiting patient reach.

Consumer health companies can help accelerate the shift to prevention as employers and through innovation and cross-sector partnerships, unlocking a potential £42bn in savings for the UK National Health Service.

Antti Vuolanto, CEO of Herantis Pharma, discusses the significant unmet need in Parkinson’s disease and outlines Phase II plans for the company’s lead asset HER-096.

While it's not clear that it will, if the tech bubble bursts, innovation and investment in consumer health could slow, according to Euromonitor 's Magda Starula. Meanwhile, climate change is reshaping allergy and respiratory needs, creating opportunities for industry.

Industry leaders predict that competitive dynamics in 2026 will be fundamentally reshaped by China's speed and cost advantages, forcing western biopharma to rethink what it takes to win. Meanwhile, the sustainability of traditional biotech's role as innovation middleman is called into question.

It’s time for In Vivo's 18th annual Deals of the Year contest. We've chosen 15 nominees across three categories – Top M&A, Top Alliance, and Top Financing – and now it’s your turn to pick the winners.

Executives from Opella, Haleon, Bayer, Kenvue, Cooper and Maxwellia anticipate a year of rapid growth in self‑care and personalised health, driven by digital tools, smarter OTC access and evidence‑led innovation across Europe and beyond.

In this week's episode: optimism reigns at J.P. Morgan; Scrip Asks what 2026 holds for capital allocation and dealmaking; EY says keep eye on China as deals grow; Lilly’s Ventyx buyout raises NLRP3 inhibitor interest; and Novo Nordisk Foundation backs Europe startups.

Pink Sheet editors discuss Richard Pazdur’s concerns about the Commissioner’s National Priority Voucher program and the idea that the FDA could release action packages for unapproved products in addition to complete response letters.