Jan. 13 at 8:31 AM
JPM Week is officially underway in San Francisco.
Major Themes to Watch:
• M&A Momentum: Large-cap pharma is hunting for late-stage assets.
• Metabolic Innovation: The focus is now on oral pills and muscle-preservation technology.
• Precision Oncology: High interest in next-gen radiation and targeted therapies for solid tumors.
Tickers to Watch:
$LLY The primary focus is on their oral GLP-1 data and how they plan to maintain dominance in the obesity market throughout 2026.
$TEVA Investors are looking for execution on the "Pivot to Growth" strategy and expansion of their innovative pipeline.
$RVMD Watch for updates on their RAS-focused oncology trials which could make them a prime M&A target.
$DRTS (Alpha Tau) Watching for clinical updates on their Alpha DaRT radiation therapy, especially regarding recent trials in glioblastoma and pancreatic cancer.
$ARGX Looking for guidance on their multiple registrational readouts and the continued scaling of Vyvgart.
