Industry Trends

A Harvard Business School Healthcare Alumni Association Q&A with Stuart B. Gleichenhaus, senior managing director at FTI Consulting, who has also served as an interim CEO/CFO of five healthcare companies.

Costco’s partnership with SCAN Group suggests that the next competitive advantage in Medicare may come not only from managing insurance risk, but from controlling a trusted consumer healthcare ecosystem.

A changing of the guard atop Pharm Exec’s latest listing of the top biopharma Rx revenue producers reflects an industry being remade in real time, becoming as much a map of franchise quality and market momentum as it is the strategic shifts and bets necessary to turn today’s disruption into tomorrow’s growth.

As trust shifts from a stated value to an operating condition, pharmaceutical leaders face new expectations for how credibility is built, governed and sustained under continuous scrutiny.

Q&A with PwC’s Glenn Hunzinger explores why biopharma M&A investment could approach $300 billion in 2026, how drugmakers are balancing risk amid patent cliffs and policy pressures, and the urgent need to transform healthcare as commercial medical costs climb toward 9%.

The AstraZeneca-BMS rumors have reframed how the industry thinks about scale, capability, and competitive advantage.

Financials explain BMS' interest, but not why AstraZeneca would accept the risks and scrutiny of the rumored mega-merger discussions.

The rumors of reported AstraZeneca–Bristol Myers merger discussions provide an opportunity to examine how multiple emerging capabilities may reshape corporate strategy, mergers and acquisitions, and long-term competitive advantage.

Oak Hill Bio secures $175 million through a SPAC combination with RA Capital, Apnimed set terms for a $150 million IPO, and CORE Biomedicine closes a $21 million Series A.

The acquisition adds Myricx’s NMTi ADC delivery platform to Novartis’ pipeline.

Modern biopharma firms are adapting their R&D investment strategies in response to challenges such as the impending $300 billion patent cliff, the pricing pressures of the Inflation Reduction Act, and shifting regulatory dynamics.

Model N Senior Vice President Jesse Mendelsohn explores the hidden costs and realities of PBM-driven drug pricing and the growing challenges manufacturers face in ensuring contract compliance, formulary access and reimbursement accuracy.

Why future oncology leaders will be defined by ecosystem orchestration.

The looming patent cliff exposes a deeper industry challenge, as biopharma companies face up to $400 billion in at-risk revenue while struggling to translate abundant data into actionable insight needed to compete in increasingly crowded markets.

Pfizer’s broad pipeline and recent acquisitions have yet to translate into a coherent market narrative, contributing to investor uncertainty during a critical period of strategic transition.

Model N’s Michael Grosberg breaks down the accelerated complexity, policy disruption, and data gaps testing manufacturer market access and revenue management strategies.

Phenomix CEO Mark Bagnall discusses the reasons for GLP-1 failure and why it’s common for patients to stop taking the medication.

Regulators are shifting antitrust scrutiny in healthcare from market share and pricing toward how vertically integrated systems shape patient flow, access, and competitive dynamics, signaling deeper oversight of ecosystem design, strategic intent, and cumulative market influence.

Fresh off 2025, where the sectors delivered strong stock gains and selective financing momentum despite volatile markets, companies navigate policy headwinds, patent cliffs, and shifting global innovation dynamics, factors that favor strategically driven growth pursuits ahead.

ICON Biotech surveyed 163 biotech leaders in North America, EMEA and APAC to see how they are responding to the headwinds.

The business and market models drugmakers must continually adapt to stay competitive as 2026 progresses.

As AI rapidly reshapes drug development and clinical operations, industry leaders say transparency, governance, and strong data foundations will determine whether the technology accelerates innovation or stalls under regulatory and operational pressure.

The episode will explore structural implications for supply chains, distribution models, and international strategy—not a political discussion, but a forward-looking planning lens.

The acquisition builds on the companies’ previous collaboration advancing anitocabtagene autoleucel (anito-cel).

Greater Miami is rapidly emerging as an international biotech hot spot—as capital, talent, and infrastructure converge to transform the region from a tourism-driven economy into a globally connected life sciences innovation hub.