JPM 2025: Strategic Layouts and Latest Advances of Pharma Giants (With 76 Presentation Decks Available for Download)

Jan 15, 2025 12:19 CST Updated 12:19

Johnson & Johnson

Medical Device R&D and Manufacturer

GSK

Pharmaceutical R&D Manufacturer

AstraZeneca

Pharmaceutical Technology Research and Development Provider

The 43rd Annual J.P. Morgan Healthcare Conference(abbreviation: JPM Conference)As scheduled. As a globalOne of the largest annual events in the healthcare field, the JPM conference has attracted countless medical professionals and investors. Pharmaceutical companies from China and abroad have taken the stage, showcasing their full range of skills to demonstrate innovative capabilities and the latest advancements to the world.

Johnson & Johnson takes the lead, splurging$14.6 billionAcquisition of Intra-Cellular Therapies Fires the First Shot of Pharmaceutical Deals in 2025. Eli Lilly, GSK, and AbbVie Follow Suit, Investing Billions in PI3Kα Inhibitors, KIT Tyrosine Kinase Inhibitors, and Trispecific Antibodies.

MNCs have always been the industry benchmark, and their strategic layout influences the direction of the global pharmaceutical industry.The article will focus on introducing based on the JPM conference report.Latest Developments of Pharmaceutical Giants, for readers' reference only. Scan the QR code at the end of the article to download.PPTs of Presentations from 76 Companies at the 2025 JPM Conference。

AstraZeneca: 2030IncomeExpected to reach 80 billion USD

AstraZeneca mainly focusesTumors, Cardiovascular, Renal, and Metabolic Diseases（CVRM）, Respiratory and Immunology（R&I）, Vaccines and Immunotherapy (V&I), Rare DiseasesFive Major Therapeutic Areas: Revenue from These Five Businesses in the First 9 Months of 2024Has reached 39.2 billion US dollars（YOY +19%）。

Screenshot source: AstraZeneca JPM Conference presentation PPT, same as below

Currently, AstraZeneca has laid out a strong pipeline of products in research for its future growth. As of 2024,The company has 91 ongoing late-stage R&D projects.AstraZeneca predicts that the average annual peak revenue of these projects is expected to exceed 1 billion US dollars.

At the same time, in the five major fields of weight management and health risks, ADC and radiopharmaceutical conjugates, next-generation IO bispecific antibodies, cell therapy and T-cell engagers, gene therapy and gene editing,AstraZenecaSignificant progress has been made, and these projects will drive AstraZeneca to maintain continuous growth beyond 2030.AstraZeneca predicts that by 2030, the company will launch at least 20 NMEs and is expected to achieve a total revenue of $80 billion.。

Lilly:Revenue in 2024 is approximately US$45 billion, increasing by 32%

Lilly CEO David Ricks introduced at the JPM conference that the total prescription volume of the U.S. incretin mimetics market (including injectable GLP-1, oral GLP-1, and GLP-1/GIP dual agonists) increased by 45% year-over-year in the fourth quarter of 2024. In terms of market share for that quarter, Lilly gained an increase.3 percentage points, increased by 5 percentage points compared to 2023,Closing in on Novo Nordisk。

Screenshot from:Eli Lilly JPM Conference Presentation PPT, hereinafter the same

Financially, Eli Lilly expectsTotal revenue for 2024 is expected to reach approximately USD 45 billion, a significant increase of 32% compared to 2023. Looking ahead, the full-year sales for 2025 are expected to reach between 58 billion and 61 billion US dollars, with the median growth rate remaining at 32%. This growth trend is partly driven by cancer drugs.Pitobrutinib, Atopic Dermatitis Treatment DrugsLaijinzhu Monoclonal Antibody、Ulcerative Colitis MedicationsMijizumabAnd Alzheimer's disease treatment drugsDonanemabWith the successive launch of new drugs.

Pfizer: Focus on Efficiency Enhancement, for"LOE" Wave CalibrationPreparation

CEO of PfizerAlbert Bourla said at the JPM conference that the company has beenThe "LOE (Loss of Exclusivity) Wave" That Is Sweeping InGet ready.

In recent years, products acquired by Pfizer through the acquisition of companies such as Biohaven and SeagenExpected to contribute $20 billion in sales to the company by 2030, enough to offset the losses caused by LOE.In addition to the acquired products, Pfizer is also confident in other drugs currently in the pipeline.

In 2025, Pfizer willFocus on key areas and core products, optimize resource allocation, and improve R&D and operational efficiency.，ExpectedFour drugs gain regulatory approval for new indications, nine key Phase III clinical results announced,Revenue for the year is expected to reach $61 billion to $64 billion.

Screenshot source: Pfizer JPM Conference Presentation PPT

Roche: Self-developed + BD, Enriching Pipeline Portfolio

Roche's pharmaceutical business mainly focuses onNeurology, Oncology/Hematology, Immunology, Nephrology and Metabolism, OphthalmologyFive Major Disease Areas,Currently21 products have entered the market., future sales will continue to maintain growth.Columvi, which has been approved in the past two years(CD3/CD2 Bispecific Antibody)、Elevidys(Gene Therapy)、Piasky(Complement C5 Inhibitor)Products such as these are expected to become a key driver for the company's future performance growth.

Screenshot from:Roche JPM Conference Presentation PPT, as below

Roche introduced that the company has reshaped its product pipeline through acquisitions and mergers, such as acquiring AntlerA to develop ophthalmology products.Wnt Agonist, Introduction of Innovent DLL3 ADC Deepens Solid Tumor Layout. In the future, Roche will continue toSelf-developed and BDStrengthen the pipeline investment portfolio.

In 2025, Roche will secure regulatory approval for six indications, make progress in 12 pivotal Phase III clinical trials, and initiate Phase III clinical trials for multiple new drug molecules, includingNew Alzheimer's Drug Trontinemab。

Gilead: Return to Growth, Set to Launch 9 New HIV Drugs

After two consecutive years of declining performance, Gilead Sciences has finally returned to growth in 2024. Gilead CEO Dan O'Day stated that the company's revenue will continue to grow in the future because "investments are translating into commercial benefits."

Gilead expects that before Biktarvy loses market exclusivity in 2033,Launch 9 New HIV Drugs, including the selection into the "Nature" 2024 Annual Major BreakthroughLenacapavir）。Lenapevir HIV Pre-Exposure Prophylaxis（PrEP）With an efficacy rate of up to 100%, this indication is expected to be approved for marketing in 2025.Only requires dosing twice a year.

Screenshot from:Gilead JPM Conference Presentation PPT, hereinafter the same

In addition to viral infections, Gilead is also continuously strengthening the research and development of new drugs in the two major disease areas of oncology and inflammation. In terms of oncology,Gilead has 10 Phase III clinical trials underway, with expectations toLaunch of CAR-T Therapy Anito-cel in 2026. In terms of inflammation, Seladelpar Primary Biliary Cholangitis（PBC）Indications have been granted accelerated approval in the United States, with the EU expected to make a regulatory decision in the first half of this year.

Merck: In-depth LayoutHIV and Ophthalmology: Driving Diversified Growth

Merck & Co. is continuously optimizing its pipeline layout, steadily expanding from its initial focus on three major disease areas: oncology, cardiometabolic diseases, and immunology.AlreadyIncorporating HIV and Ophthalmology into the Growth Map。

In terms of HIV, Merck has developed based on IslatravirLong-Acting HIV Oral Drug MK-8527, which has currently advanced to Phase II clinical trials. In the field of ophthalmology, Merck invested $3 billion in 2024 to acquireEyeBio Returns to the Track, with Its Tri-specific Antibody Restoret Currently in Phase II/III Clinical Trials. By 2030, Both HIV and Ophthalmology Products Are Expected to Contribute to Merck.Billions of dollars in revenue。

Screenshot from:MSD JPM Conference Presentation PPT, as below

In 2025, Merck will have13 Products Achieve New Breakthroughs, including 5 oncology drugs, 3 cardiovascular and metabolic drugs, 1 autoimmune drug, and 3 anti-infective vaccines. Among them, 5 products have entered Phase III clinical trials.

BMS: 40 Projects in Critical Phase II/III

BMS CEO Presented the Company’s Product Pipeline Progress at the Conference. Currently,BMS Has 40 Projects in Key Phase II/III Stages, covering four fields: oncology/hematology, cardiovascular, neuroscience, and immunology.

BMS also introduced key investment directions in these four areas:In the field of oncology/hematology, the layout directions includeProtein Degradation, Cell Therapy, Complex Biologics, Radiopharmaceuticals；In the cardiovascular field,Layout DirectionIncludingThrombosis, Cardiomyopathy, Heart Failure; In the field of neuroscience,Layout DirectionIncludingNeuropsychiatry, Neurodegenerative Diseases; In the field of immunology,Layout DirectionIncludingControl inflammation, reset immune memory, promote homeostasis。

Screenshot from:BMS JPM Conference Presentation PPT, the same below

Over the past three years, BMS has invested approximately $28 billion in R&D and about $27 billion in business development. Looking ahead, BMS will focus on a more diversified and lower-risk portfolio to achieve sustained high growth and long-term shareholder returns.By 2025-2030, the company is expected to launch 10+ NME projects and 30+ new indication expansion projects., driving the company's continued growth.

Novartis: Focusing on Core Business, Continuous Growth in Performance

After the divestment of Alcon and Sandoz, Novartis has successfully transformed into a pure innovative pharmaceutical company starting from 2023. In 2024, under the strategy of precise focus, Novartis also achievedLow double-digit growth, showing impressive performance.

Novartis focuses onCardiovascular, Renal and Metabolism, Immunology, Neuroscience and OncologyIn the four major disease areas, there are already 13 blockbuster drugs. In addition, Novartis has built upBiology, Chemistry, xRNA, Radioligand Therapy, and Gene and Cell TherapyFive major technology platforms,United States, China, Germany, and JapanIt is the market that it prioritizes in focus and layout.

Screenshot from: NovartisJPM Conference Presentation PPT, as below

Novartis CEO Vas Narasimhan stated at the JPM conference that Kisqali is expected to become one of the best-selling drugs in the company's history. Currently, Kisqali holds approximately 50% of the market share in the U.S. metastatic breast cancer sector and 52% in the early breast cancer sector.

In addition, the company recentlyThe next phase will also introduce4 Potential Blockbuster ProductsProduct, including the BTK inhibitor Remibrutinib, gene therapy OAV101 IT, ASO drug Pelacarsen, and BAFFR inhibitor Lanalumab.

In the future, Novartis' performance is expected to continue growing, with a projected compound annual growth rate (CAGR) for net sales from 2024 to 2029.Reach 5% cc。

Takeda: 6 New Drugs PendingCity, Sales Expected to Reach $20 Billion

Takeda focuses onDigestive, Neuroscience, and OncologyDrug R&D in Three Core Therapeutic Areas, Focusing on Small Molecules, Biologics, Antibody-Drug Conjugates (ADCs), and Cell Therapy, with R&D Investment in 2024Approximately USD 5.1 billion, a significant increase compared to previous years.

Screenshot from:Takeda JPM Conference Presentation PPT, as below

Takeda Highlights High-Value Assets in Late-Stage Clinical Development at JPM Conference, with Potential Post-Launch Sales TotalsUSD 100-200 billion。

Among them, the TYK2 inhibitor Zasocitinib was introduced by Takeda from Nimbus for $6 billion. Clinical trials for indications such as psoriasis, Crohn's disease, and ulcerative colitis are currently underway, and it is expected to bring the company significant annual revenue upon entering the market.USD 30-60 billionThe income, and there is also significant potential for growth.

Bayer: New Organization, New Model, New Products

Bayer Prescription Drugs Global President Stefan Oelrich introduced at the JPM conference that the company is working hard to launch several new products to overcome the difficulties caused by the expiration of the patent for the anticoagulant Xarelto.By 2026, Bayer is expected to be able to launch3 Heavyweight New Drugs, including menopausal drug Elinzanetant, cardiovascular drug Acoramidis, and the novel anticoagulant Asundexian Stroke.

Screenshot from:Bayer JPM Conference Presentation PPT, hereinafter the same

Moreover, to enhance profitability, Bayer is preparing to transform itself into a leaner and more agile organization. The company has established a new business model focused on prioritizing key areas, improving quality, boosting productivity, and enhancing efficiency. Currently, Bayer has implemented multiple rounds of layoffs globally.

GSK: 2025 Expected to Welcome 5 New Drug Approvals (Including New Indications)

Since spinning off its consumer healthcare business in 2022, GSK has primarily focused on specialty medicines and vaccines. The company currently has 67 projects in its pipeline. In 2024, due to the strong growth performance of its specialty medicines and vaccines businesses, GSK has raised its sales and operating profit forecasts for the year twice.GSK Expects 7%-9% Growth in Full-Year 2024 Sales, with Operating Profit Growth Projected at 11%-13%。

Screenshot source: GSKJPM Conference Presentation PPT

In 2025, GSK expects to have five new product applications approved for marketing by regulatory authorities, including:

BCMA ADC Mavrilimumab（Blenrep）, 2024 has been submitted in countries and regions such as Europe, Japan, China, and the United States.Marketing Application,For the treatment of multiple myeloma;
Long-acting IL-5 antibodyDemochizumab（Depemokimab），Submitted for marketing approval in China in January 2025;
IL-5 AntibodyMepolizumab（Nucala）In December 2024, a new indication for eosinophilic chronic obstructive pulmonary disease was submitted for marketing application in the United States.
Gepotidacin, the first novel oral antibiotic for the treatment of urinary tract infections in over 20 years, was submitted for marketing approval in the United States in October 2024.
MenABCWY, pentavalent meningococcal vaccine, was submitted for marketing approval in the United States in April 2024.

Insight has collected 76 Materials from pharmaceutical companies' reports at JPM for industry reference,You can add Xiaoyin as a WeChat friend.Send "JPM2025" to download.

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