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JPM 2026 Intelligence Dashboard & Deal Tracker | BioMed Nexus
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JPM 2026 Special Report

JPM 2026 Intelligence Dashboard

Decision-grade intelligence from the 44th Annual J.P. Morgan Healthcare Conference. Track confirmed deals, pipeline catalysts, and strategic positioning.

📅 Jan 12–15 📍 San Francisco 👥 9,500+ Attendees

Executive Summary

JPM 2026 delivered a clear message: capital is back but selective. Execution replaced storytelling as the dominant theme, with management teams emphasizing launch curves and capacity.

AI Operationalization Oral GLP-1 Launch Patent Cliff M&A
Date Company Ticker Event Value / Drug Rationale
Q1 2026 — JANUARY
Jan 13
Merck / Revolution
MRK
Rumored
$28–32B
Keytruda LOE planning; RAS pathway
Jan 13
AbbVie / RemeGen
ABBV
Confirmed
$5.6B
PD-1/VEGF bispecific RC148
Jan 13
Eli Lilly / NVIDIA
LLY
Confirmed
$1B / 5yr
AI co-innovation lab
Jan 12
Eli Lilly / Ventyx
LLY
Confirmed
$1.2B
NLRP3 inhibitors expansion
Jan 13
Novo Nordisk
NVO
Confirmed
Oral Wegovy
US launch; self-pay pricing
Eli Lilly
$94B by 2027

Oral obesity pill orforglipron expected Q2 2026 FDA decision. Fast-track review secured.

Pfizer
~$10B Metsera

"All in on obesity." Plans to initiate 10 Phase 3 trials by end of 2026 for Metsera assets.

Merck
$28–32B Talks

Keytruda LOE protection. Revolution Medicines acquisition talks anchor oncology pipeline.

Scenario Analysis
Probabilities
Live Updates
Real-Time
Exposure Mapping
Risk Analysis

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Methodology Note

This intelligence layer was compiled from primary conference coverage (FierceBiotech, FiercePharma, STAT News, BioPharma Dive, Endpoints News), company press releases, SEC filings, and attributed sell-side commentary. Rumors are explicitly labeled. Data validated across multiple sources where possible. Content reflects information available through January 15, 2026.

Disclaimer: Mistakes happen. This content is for informational purposes only and does not constitute financial advice.

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