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Jpmorgan Conference

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GLP-1 pricing heat rises as obesity drugs expand market at JPMorgan
business8 months ago

GLP-1 pricing heat rises as obesity drugs expand market at JPMorgan

At the JPMorgan Healthcare Conference, Novo Nordisk signals 2026 will bring price pressure as GLP-1 supply grows and pricing deals take effect, even as it pushes the Wegovy oral pill and expands the incretin market. Bristol Myers Squibb projects up to 10 new products by 2030 to counter upcoming exclusivity losses, while Pfizer insists it is “all in on obesity” and plans multiple late‑stage obesity studies tied to Metsera. The conference also features news such as Lilly and Nvidia jointly funding an AI drug‑discovery lab and AbbVie striking a price‑reduction deal with the Trump administration plus a RemeGen cancer-therapy license.

"Balancing Tech Gains with Health-Care Solutions: Cramer's Market Insights"
financeinvesting2 years ago

"Balancing Tech Gains with Health-Care Solutions: Cramer's Market Insights"

CNBC's Jim Cramer observed that while generative artificial intelligence has numerous applications in health care, Wall Street currently values its use more for targeted advertising, as evidenced by the stock gains of Amazon and Alphabet. He highlighted Nvidia's billion-dollar health-care business and praised pharma companies like Amgen and Roche for leveraging AI in drug discovery and development. Cramer noted that investors seem to prioritize computer science over vital health-care technology, emphasizing the current market focus on data analysis for advertising over life-saving innovations.