???? #JPM2025: The Future of Healthcare is looking bright???
It was an intense week filled with knowledge, new connections & fun with familiar faces.
A few insights from last week's JP Morgan Healthcare Conference – in the order of my excitement:
??Tech players driving industry growth??
Healthcare is no longer exclusively dominated by the usual suspects like J&J and Medtronic.?
Tech giants are taking bold steps in transforming the health sector.
>NVIDIA partnering with Mayo Clinic, IQVIA and Illumina to deploy AI-powered tools in drug discovery, genomics & diagnostics
>Microsoft x Truveta to use AI to processes billions of data points, offering a complete snapshot of the US population's health
This shift is emblematic of a broader trend where the boundaries between tech & healthcare are becoming increasingly blurred — a great signal for #MedTech companies using both.
??#WomensHealth in the Spotlight??
"In 2024, we came up with a number; in 2025, we aim for action" – #McKinsey's report has shaken up the industry.
While #Femtech is becoming over-saturated, the science behind Women’s Health remains as promising as ever. I’m mega excited for the next few years as this science is commercialised, improving access to and quality of healthcare for women worldwide.
(deets in a separate post)
??M&A picking up??
After a slow 2024, M&A activity is expected to pick up in 2025.?
Both early and late stage acquisitions will rise, however, large-scale acquisitions will remain less frequent, with a focus on smaller, more strategic deals. PE & VC will remain crucial sources of funding, particularly for early-stage companies. Investors will seek startups that can scale quickly and provide solutions to *real* healthcare challenges.
??“#Obesity is the largest category the industry has ever seen”??
Projected sales: $150B by 2030, potential peak sales: $200B. The launch of the first oral #GLP-1 drug will likely ease market capacity constraints. This is promising not only for pharma/biotech but also for diagnostics companies and those connecting health #biomarkers to obesity risks.
??#China Pharma Domination??
30%+ of pharma licensing deals in 2024 originated from China.?
Notably: BioNTech SE’s acquisition of Biotheus, Merck securing rights to cancer compounds from LaNova Medicines.
However, some experts question the reliability of data coming from China, as regulatory there is not as stringent as in the US.
As Chinese companies are producing super competitive drugs and putting a strain on US startups, it interesting to see what happens in light of the TA pulling out of the #WHO.
At illumicell AI we're soaking this knowledge in to deliver the best tech for key health challenges ????
Thanks to everyone who made the week so memorable:?
Chris Neil Soyoung Park Ken Nelson Scott Pantel Henry Peck Amit Garg Loretta TIOIELA ???? Trevor Dylan Attard Yulia Diane Paul Grand Alex Diaconu Lisa Carmel Andrew Derek Herrera Maria Clemens Tepel Michel
& many more ??
