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What JPM Signals for Healthcare in 2026

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AI, GLP-1s, federal policy, and China. Those themes dominated last week’s JP Morgan Health Care Conference in San Francisco. But what, if anything are the implications for the broader healthcare world in 2026?

Hosts David Williams, President of Health Business Group, and John Driscoll, Chairman of UConn Health discuss what stood out most at JPM, including why the GLP-1 wave may be entering a new phase, how Big Tech and AI are reshaping the healthcare landscape, and why China’s growing presence in biotech is becoming harder to ignore.

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