JPM 2026 Resource Hub –
Welcome to our resource hub for JPM 2026! This is a one-stop-shop for all your JPM needs. We will be updating the resource hub daily, so check back in for the latest on this fantastic meeting.
Useful Conference Links
Day-of Conference Reports
- JPM 2026 Day #1 Highlights
- JPM 2026 Day #2 Highlights
- JPM 2026 Day #3 Highlights
- JPM 2026 Day #4 Highlights
Diabetes Therapy Highlights
- Roche: Targeting a “top three” role in obesity through petrelintide, pegozafermin, and more; anti-VEGF Vabysmo returns to growth after market challenges
- Pfizer: Dr. Albert Bourla shares vision of obesity treatment landscape with Metsera’s assets and reflects on MFN and tariffs
- Amgen: PCSK-9 inhibitor Repatha highlighted as key to Amgen’s growth through 2030; extensive discussion of long-acting T2D and obesity candidate MariTide
- Merck: “Democratizing” PCSK9 therapy and combinations with Lp(a); MK 3000 as a potential new mechanism of action for diabetic macular edema
- Sanofi: Strategies and progress across mid- to late-stage development projects; teplizumab receives approval in the EU for stage 2 T1D
- Regeneron: CEO Dr. Leonard Schleifer and CSO Dr. George Yancopoulos emphasize internal R&D engine, Eylea HD momentum, and obesity strategy
- Viking: Dr. Brian Lian highlights oral and injectable VK2735 (dual GLP-1/GIP RA) and amylin agonist for obesity
- J&J: CEO Mr. Joaquin Duato outlines diversified growth strategy with momentum in cardiovascular portfolio
- Madrigal: “10% of 10%” of global MASH patients treated; detailed approaches to combination therapy, including GLP-1 RAs and DGAT-2 inhibitors
- Arrowhead Pharmaceuticals: RNA interference treatments for obesity to advance to phase 2b trial
- Corcept Therapeutics: Dr. Joseph Belanoff highlights the broad implications of cortisol modulation, including hypercortisolism, obesity, and diabetes
- Novartis: De-risked pipeline driving post-Entresto growth; Leqvio as the foundational therapy for the company’s cardiorenal metabolic franchise
- Vertex: Journavx (suzetrigine) shows strong growth in the pain sector with potential indication for diabetic peripheral neuropathy
- Lilly: Mr. David Ricks shares insights about obesity market, payment channels, and clinical pipeline including orforglipron
- Novo Nordisk: Mr. Mike Doustdar on mastering cash channel, reframing perception of the semaglutide, and clinical pipeline with CagriSema, cagrilintide, and amycretin
- Teva Pharmaceuticals: Teva to shift from generics firm to global biopharmaceutical company
- AstraZeneca: Cardiometabolic focus for 2030 and beyond led by aldosterone synthase inhibitor baxdrostat, PCSK-9 laroprovstat, and GLP-1 RAs in development
- Kailera Therapeutics: CEO Mr. Ron Renaud highlights diversified GLP-1 RA pipeline for obesity treatment
- Bayer: Kerendia (finerenone) demonstrates blockbuster potential for CKD and heart failure; pricing pressures with Eylea (aflibercept)
- Ionis Pharmaceuticals: Tryngolza gains traction in treatment of FCS ahead of broader launch; pelacarsen for Lp(a) risk reduction on track for launch in 2027
- Zealand Pharma: Dr. Adam Steensberg highlights survodutide and petrelintide; clinical data expected in 2026
- Amphastar: Dr. Jack Zhang shares updates on glucagon, GLP‑1 RAs, and insulin biosimilars
- Sana Biotechnology: Continuing strides for allogeneic islet cell therapy with developed with hypoimmune technology in people with T1D
- Biomea Fusion: Phase 2 data for Icovamenib and phase 1 results of GLP-1 RA BMF-650 expected in 2026
- AbbVie: Interest in entering obesity arena by leveraging familiarity with cash-pay channel and compounding market
- Lexicon Pharmaceuticals: Dr. Mike Exton highlights SGLT-1/2 inhibitor sotagliflozin, pilavapadin for DPN, and non-incretin obesity candidate
- SAB Bio: Mr. Samuel Reich on differentiating features of SAB-142 as a disease modifying therapy for T1D
- Esperion: Updated US lipid-lowering guidelines to include bempedoic acid offering; international expansions; combination therapy
- Biocon: Addressing global non-communicable diseases like diabetes; generics and biosimilar business restructuring
Diabetes Technology Highlights
- Dexcom: Preliminary full-year 2025 revenue of $4.66 billion (+16%) and 4Q25 revenue of $1.26 billion (+13%); global userbase grows over 25% to 3.5 million
- Medtronic: With Diabetes business spinoff expected by the end of 2026, management highlights four new generational growth platforms
- Insulet: CEO Ms. Ashley McEvoy highlights growth opportunity across US T1D, US T2D, and OUS T1D; robust innovation pipeline through 2028
- Verily: Progress on Verily Pre for clinical research facilitation and Verily Me for telehealth
- Omada Health: Preliminary full-year 2025 revenue of ~$257 million (+52%); 2026 will see investment in GLP-1 RA Care Track and AI tools
- embecta: GLP-1 RAs offer >$100 million annual opportunity; “market-appropriate” products for China and other geographies
- Virta Health: Tailwinds from GLP-1 RAs; combining the platform with pharmacotherapy for sustained weight loss and metabolic benefit
- Ypsomed: CFO Mr. Samuel Künzli reviews product launches and global manufacturing expansion in 2025; one billion unit manufacturing capacity targeted for 2030
Big Picture Highlights
- JPM’s Jeremy Meilman welcomes over 9,000 attendees, reflecting on four decades of global health industry
- San Francisco Mayor Mr. Daniel Lurie welcomes business, scientific, and medical leaders to San Francisco
- CMS comes to SF: Dr. Mehmet Oz and CMS leadership discuss GLP-1 RAs, long-term health, MFN, and MAHA
- The FDA’s Dr. Marty Makary on optimized regulation, accelerating the 12-year approval timeline, and additives in our food supply
- From agentic AI to longevity: ARPA-H’s strategy for breakthrough health innovation
- Employer coverage at crossroads: Managing GLP-1 RAs and breakthrough therapies
- Technology and strategy to capture Asia’s growing patient markets
- The growing strength of Chinese biotechnology: Gaining trust and partnership