I just got back from the 43rd Annual J.P. Morgan Healthcare Conference in San Francisco. If you're in biotech, you know the drill: suits, slides, and a whole lot of side conversations. JPM is where the year starts for our industry—and where deals, trends, and big ideas collide.
This year, AI took center stage.
What We Saw
Across packed rooms and 1:1s, one thing was clear: AI is no longer a buzzword. It’s in the bloodstream of biotech. Investors, pharma execs, and founders all had the same question: how fast—and how far—can AI take us in drug discovery?
We also saw a major return to dealmaking. Big numbers, bold bets:
- J&J dropped $14.6B on Intra-Cellular Therapies.
- GSK picked up IDRx for $1B.
- Over 100 biotech deals last year cleared $100M.
Meanwhile, the patent cliff is looming. $400B in revenue will fall off a cliff by 2033. Everyone's scrambling to fill pipelines. That’s why targeted therapies and AI-powered platforms like ours are getting attention.
And yes, the policy fog is back. With Trump returning, people are watching how the IRA, pricing power, and FDA strategy might shift. AI ethics and data privacy are also moving to the front burner.
Why We Were There
For us at Bioptic, JPM was a chance to show how we’re doing things differently.
We’re not just using AI as a sidekick—we’re putting it in the driver’s seat. Our VEGFR-3 inhibitor program is a great example: a first-in-class, AI-discovered molecule that could change the game for cancers like papillary thyroid.
This is what we mean when we say target to lead, faster. Fully AI-powered. End-to-end.
What’s Next
We had great conversations at JPM—with pharma partners, potential investors, and fellow builders. Bioptic is on a mission to make early-stage drug discovery radically faster and smarter. If you’re in this fight too—let’s talk.
Subscribe to our newsletter and stay close. The future of drug discovery is being written now. We’re here to help write it.
— Andrey Doronichev
Founder & CEO, Bioptic
