JPMorgan Conference Highlights GLP-1 Drug Market Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 18 2026
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Source: CNBC
- GLP-1 Drug Outlook: Insights from the 44th JPMorgan Healthcare Conference indicate that GLP-1 drugs are poised to become the largest drug class in history, potentially generating billions in revenue for pharmaceutical companies.
- High Conference Attendance: The conference saw unprecedented participation from pharmaceutical companies, with crowded venues reflecting strong investor interest and demand for new drug developments, significantly higher than in the past decade.
- Regulatory Impact: The Biden administration's FTC has tightened regulations on Big Pharma's acquisitions of smaller firms, leading to decreased investment activity in the sector and negatively affecting stock performance for companies like Danaher.
- Competitive Landscape: Eli Lilly's leading position in the GLP-1 market is expected to capture significant market share, with its oral formulation anticipated to receive approval this spring, further solidifying its competitive advantage.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
