Private Equity
Andrea Alms Video: Money In Motion 141 - JP Morgan Healthcare Conference 2025
January 2025 - Private Equity
TRANSCRIPT
Hello, my name is Andrea Alms. I'm a technology investor and financial manager and this is your money in motion. JP Morgan Healthcare Conference 2025. Thousands of healthcare leaders will descend on San Francisco for the annual conference to discuss the industry's most pressing topics, ranging from artificial intelligence, Medicare Advantage enrollment to health systems, investment strategies. Key takeaways from 2025 JPM Healthcare Conference include a strong focus, unanticipated M&A activity in the healthcare sector driven by robust company balance sheets, and a desire for growth assets, with a particular emphasis on innovative drug development, particularly in the obesity treatment space, and a continued focus on utilizing new technologies such as AI to advance medical research and patient care.
However, concerns remain regarding rising health care costs and potential payer provider provider tensions over reimbursement rates. According to Gene online, the top list at JPM 2025 was neuro pain and cancer. The healthcare conference 25, of course, returned to San Francisco, setting the stage for life science with a mix of challenges and opportunities. While the industry saw significant layoffs from companies like Italia, Galapagos Passage Bio there were some pre-conference deals offering a promising start.
Some of these pre-conference deals include Novos Bet, a $190 million on near-term on the AI pack in obesity and diabetes. Roche's guy inked an ADC deal that is adding a drug conjugate deal potentially worth 780 million with Arias. And, of course, Lanza's. Synaptics secured a $1.3 billion ADC partnership with Banijay. Happy new year. Thank you. This is your money, your money in motion.