CMS Drug Pricing Proposals and What JPM 2026 Signals

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CMS Drug Pricing Proposals and What JPM 2026 Signals

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In this episode of the Making Medicine Podcast, John Stanford previews new CMS drug pricing proposals and explains how they could shape biotech investment and innovation. The conversation looks ahead to the JPMorgan Healthcare Conference, where policy, capital formation, and global competition are expected to drive discussion. The episode breaks down the Globe and Guard Medicare models, their potential impact on R&D, and what founders and investors are watching next. It also explores how pricing uncertainty can influence early-stage biotech and global competitiveness. Finally, the listener Q&A highlights where AI is gaining traction across therapeutic areas.

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What should innovators and investors watch most closely as these proposals move forward?
How might policy signals from JPM influence biotech decision-making in 2026?
Where do you see the biggest opportunities for AI in medicine right now?

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Timestamps:
0:00 Welcome and disclaimers
0:17 Episode overview and JPM preview
0:50 Why Incubate produces Making Medicine
1:43 Why policy matters at JPM 2026
3:30 CMS announces new drug pricing proposals
4:26 Globe Part B and Guard Part D explained
5:53 Comment period and policy intent
6:45 Global pricing and international context
8:47 Implications for biotech innovation
10:17 Listener Q&A: AI in drug development
11:56 Closing thoughts and JPM logistics

DISCLAIMER: We’re reporting on the headlines, not making medical recommendations. For personal health questions, always consult a doctor.

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