Big Pharma Gains Spotlight Ahead of JPM Conference
From Stat News — Jan 8th, 2026
Pharmaceutical executives are entering 2026 with renewed confidence as pricing and tariff pressures from Washington fade, lifting investor sentiment ahead of the J.P. Morgan Healthcare Conference. After a volatile 2025, drug and biotech stocks surged, helped by agreements with the Trump administration that appear to have removed worst-case policy risks.
Spencer Perlman, Managing Partner at Veda Partners, said the lack of required disclosures around the deals suggests their impact may be overstated. “That’s the tell,” he noted, adding that the promised pricing concessions look more like exaggeration than a material shift. With tariffs and pricing fears easing, investors are once again warming to the sector and its dealmaking potential.
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