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JPM2026 Key Topics Series Part 2: Why Mega-M&A Didn’t Show Up — Yet Capital and Deals Still Moved
One of the defining “feelings” at JPM2026 was that the conference was crowded and energetic—yet true mega-M&A headlines were scarce. That is not an anomaly. It reflects a structural optimization driven by today’s capital costs, integ... -
JPM2026 Key Topics Series Part 1: Obesity & Metabolic (GLP-1) — The Battle Has Moved to Execution
At JPM2026, obesity and metabolic disease (GLP-1) remained the gravitational center of the conference. Yet the most decisive conversations were not about incremental clinical deltas or “which molecule is best.” The battleground has shift...
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