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Biomedtracker:2026年JPM医疗大会报告-Day2(中译版)(34页).pdf

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1、A CLEARER VIEW FROM#JPM2026#JPM2026 DAY 2 UPDATEComplete coverage,context and commercial insights from healthcares biggest symposium.2 Biomedtracker JPM2026 Day 2 Update#JPM2026 Day 2 Update Copyright 2026 Summary The 44th annual J.P.Morgan Healthcare Conference(JPM)is being held in San Francisco,CA

2、 over January 12-15,2026.This report contains presentation highlights from a selection of companies from Day 2 of the conference.Stay tuned for Biomedtrackers full real-time coverage of the 2026 J.P.Morgan Healthcare Conference.Our daily reports published each evening will bring you the important pi

3、peline updates and key takeaways from the entire days presentations.With our platforms helping you navigate along the way,youll stay informed on the latest updates in drug development and not miss a beat from the biggest investor healthcare conference of the year.About the Author Biomedtracker is an

4、 independent research service that offers proprietary clinical assessments and patient-based revenue forecasts of developmental drugs within a comprehensive and intuitive drug information database.Clients from the pharmaceutical,biotech,and investment industries rely on Biomedtracker for its insight

5、 on the likelihood of approval,commercial potential,and future data and regulatory catalysts for drugs within the competitive landscape of every important disease and indication.Over the last several years,Biomedtracker has become the leader in providing objective information alongside evidencebased

6、 clinical assessments and investment research on pipeline drugs worldwide.For more information on getting direct access to Biomedtracker,please email .Disclaimer Copyright 2026 Evaluate,a Norstella company.This report is published by Evaluate(the Publisher).This report contains information from repu

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1. **会议概况**:2026年J.P.摩根医疗健康大会于1月12-15日在旧金山举行,Biomedtracker发布每日报告,聚焦药物开发更新。 2. **大型药企动态**: - **阿斯利康**:2025年前三季度收入增11%,目标2030年达800亿美元;2024年以来获16项III期阳性结果,2026年将有多项读出。 - **诺和诺德**:CagriSema(减肥药)III期试验显示22.7%减重率,2026年将对比tirzepatide疗效。 - **赛默飞世尔**:2025年营收440亿美元,拟以90亿美元收购Clario,强化AI数据解决方案。 3. **中型药企亮点**: - **Alcon**:2024年销售额98亿美元,推进“手术生态系统”整合。 - **拜耳**:Xarelto专利悬崖下,Nubeqa(前列腺癌)和Kerendia(肾病)驱动增长。 4. **生物技术公司**: - **Genmab**:通过收购Merus增强管线,Epkinly(淋巴瘤)等5项突破性疗法在研。 - **Ionis**:2025年两款新药上市,2026年预计营收超60亿美元,现金流转正。 5. **其他**:Teva转型生物制药,Viatris转向高利润混合模式,Royalty Pharma合成版税市场增长50%。
诺和诺德新药如何? 阿斯利康增长引擎? 辉瑞收购影响?
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