Ep. 343 - JPM Deals, Policy Outlook, Approval Trends

The podcast opens with a discussion on the JP Morgan conference and potential M&A activities, including rumors around Abivax and RevMed. It shifts to recent deal activity, such as AbbVie's acquisition of a Remagen bi-specific asset, with an analysis of its value relative to similar deals. The conversation explores new co-deals, highlighting Hisco and AirNexus, and the investors involved. The discussion then turns to policy and FDA outlook for 2026, addressing concerns about political influence on regulatory decisions and drug pricing. Finally, the speakers analyze FDA approvals in 2025, noting a slight decrease in new drug approvals but consistent innovation metrics, while also considering the potential impact of policy changes on future approvals, particularly for orphan drugs.