Danaher Corporation Rainer Blair, President & CEO J.P. Morgan Healthcare Conference | January 13, 2026 Innovation at the speed of life. Forward Looking Statements Statements in this presentation that are not strictly historical, including any statements regarding Danaher's estimated or anticipated financial performance and any other statements regarding events or developments that we believe or anticipate will or may occur in the future are "forward looking" statements within the meaning of the federal secu ...

44th Annual J.P. Morgan Healthcare Conference 2026 Breakthrough Therapies Driving Accelerating Growth Brett Monia, Ph.D. Chief Executive Officer January 2026 | Nasdaq: IONS Forward-Looking Statements This presentation includes forward-looking statements regarding our business, financial guidance and the therapeutic and commercial potential of our commercial medicines, additional medicines in development and technologies and our expectations regarding development and regulatory milestones. Any statement desc ...

Core Insights - The FDA has accepted a supplemental Biologics License Application (sBLA) for VYVGART (efgartigimod alfa-fcab) for treating adults with acetylcholine receptor antibody (AChR-Ab) seronegative generalized myasthenia gravis (gMG), with a target action date of May 10, 2026 [1][2] Company Overview - Argenx SE is a global immunology company focused on improving the lives of individuals suffering from severe autoimmune diseases [1][18] - The company is developing VYVGART, the first approved neonatal Fc receptor (FcRn) blocker, and is exploring its potential across various serious autoimmune diseases [18] Clinical Study Details - The sBLA is supported by data from the Phase 3 ADAPT SERON study, which demonstrated a statistically significant improvement in Myasthenia Gravis Activities of Daily Living (MG-ADL) total score compared to placebo after four weeks [2][3] - The study included 119 participants and evaluated the safety and efficacy of efgartigimod in adults with AChR-Ab seronegative gMG across multiple regions [5] Efficacy and Safety - In the overall population, patients treated with VYVGART showed a clinically meaningful improvement of 3.35 points in MG-ADL total score at week 4 [3] - VYVGART was well-tolerated, with a safety profile consistent with previous studies, and no new safety concerns were identified [4] Patient Population - Approximately 20% of gMG patients are AChR-Ab seronegative, lacking detectable antibodies against AChR, MuSK, or LRP4, and currently have no approved treatments available [7][8]

Group 1 - Exelixis is the final presenting company at the 44th Annual JPMorgan Healthcare Conference [1] - The presentation will be led by President and CEO Michael Morrissey [1][2]

在这项最新研究中，研究团队在 KRas G12D 自发性非小细胞肺癌 （NSCLC） 小鼠模型中发现， 巨噬细胞 中的 STING 能促进 调节性 T 细胞 （Treg）存活 ， 并加速 NSCLC 进展。 撰文丨王聪 编辑丨王多鱼 排版丨水成文 干扰素基因刺激基因 （STING） 是一种 2'3'-环鸟苷酸-腺苷酸 （cGAMP） 受体，可激活 I 型干扰素应答，从而抑制肿瘤细胞的发生。然而， STING 激动剂 在 临床中表现出的抗肿瘤疗效有限。 2 025 年 1 月 1 2 日， 武汉大学 钟波 教授团队 、 林丹丹 教授团队合作 （ 张志东 博士为论文第一作者 ） ，在 Cell 子刊 Developmental Cell 上发表了题 为： MITA/STING-driven CD38 induction in Siglec-F low macrophages promotes regulatory T cell survival and non-small cell lung cancer progression 的 研究论文 。 该研究发现， 在 KRAS 突变驱动的 原发性 非小细胞肺癌 中， ...

Company Overview - Adaptive was founded 16 years ago at the Fred Hutchinson Cancer Research Institute by the Robins brothers and has been public since 2019 [3] - The company currently employs approximately 620 people and has generated over $275 million in revenue [3] - Adaptive holds a strong cash position with around $227 million available [3] Business Model and Vision - The company operates on the premise that understanding the genetic source code of the adaptive immune system, specifically T cells and B cells, can significantly enhance disease diagnosis and comprehension [4]

Core Viewpoint - Moderna is focused on building a respiratory vaccine franchise to generate cash for investment in oncology and rare disease assets [2] Group 1: Product Development - Moderna has three products approved by the FDA and globally [2] - Two products have been submitted for regulatory approval, specifically flu and flu plus COVID [2] - Norovirus vaccine is currently in Phase III trials [2] Group 2: Future Pipeline - The company has an exciting oncology pipeline with multiple catalysts expected in 2026 [2]

Core Viewpoint - WuXi Biologics has received GMP certifications from the UK MHRA for its Drug Product Facility 5 and Drug Product Packaging Center, affirming its capabilities in commercial manufacturing of an ophthalmic biologic [1][2]. Group 1: Certification and Compliance - The Drug Product Facility 5 (DP5) and Drug Product Packaging Center (DPPC) successfully passed a four-day inspection by MHRA with no critical findings, highlighting the company's robust quality and compliance systems [2]. - Both facilities are now certified for GMP-compliant manufacturing, which is essential for global operations in the biopharmaceutical industry [1][2]. Group 2: Manufacturing Capabilities - DP5 is WuXi Biologics' first commercial pre-filled syringe (PFS) manufacturing facility, offering industry-leading solutions for both clinical and commercial production [3]. - DPPC provides end-to-end customized packaging services that comply with international traceability code requirements, enhancing the company's service offerings [3]. - The global capacity for drug product manufacturing exceeds 100 million units per year, including various formulations and drug-device combination products [3]. Group 3: Quality Assurance and Track Record - WuXi Biologics has a proven track record with 46 successful regulatory inspections, including 22 by the FDA and EMA, and holds 136 facility license approvals [4]. - The company maintains a 100% pass rate for FDA Pre-License Inspections and has undergone over 1,800 GMP quality audits by global clients [4]. - Currently, WuXi Biologics operates 15 GMP-certified drug substance and drug product facilities, reinforcing its commitment to quality and compliance [4].

消息面上： ①当地时间1月12日，全球生物医药行业的"春晚"——第44届摩根大通(JPM)全球医疗健康大会将召开， 20余家国产创新药企确认亮相，包括药明康德、药明生物、药明合联3家CXO公司，以及百济神州、再 鼎医药、亚盛医药、传奇生物4家创新药公司等。 格隆汇1月13日｜今日CRO、创新药板块强势强势领涨，荣昌生物A股、荣昌生物H股、药明康德、三生 制药分别涨17%、9%、7.9%和7.2%，带动创新药ETF天弘(517380)标的指数涨3.5%，跑赢港股通创新药 （2.25%）和港股创新药（0.18%），生物医药ETF(159859)、医疗设备ETF(159873)的标的指数分别涨 3.19%和1.96%。 创新药ETF天弘(517380，联接基金C类：014565)是全市场唯一一只跟踪恒生沪深港创新药精选50指数 的ETF。选取50只成份股研发投入较高且成交活跃的横跨沪港深三地的创新药+CXO企业全面覆盖。该 ETF已经连续5日获资金净申购，合计净流入额高达2.07亿元。 医疗设备ETF（159873）脑机接口含量较高，占比超19%！科技属性强，成分股中科创版+创业板含量 占比近80%。在国产创新替代 ...

Summary of BridgeBio Oncology Therapeutics FY Conference Call Company Overview - **Company**: BridgeBio Oncology Therapeutics (NasdaqGM:BBOT) - **Date of Conference**: January 12, 2026 Key Points Industry and Product Focus - The company is focused on developing innovative therapies for KRAS G12C mutant non-small cell lung cancer (NSCLC) and other cancers, utilizing novel inhibitors such as 8520, BBO-11818, and BBO-10203 [1][2][3] Core Findings and Data - **8520**: - First direct KRAS G12C on-off inhibitor with a monotherapy efficacy overall response rate of 65% and a disease control rate of 100% in previously treated patients [6][12] - 83% of patients eligible for six-month follow-up remained on treatment for over six months, indicating promising durability [6] - Safety profile is differentiated from off inhibitors, particularly regarding liver toxicities, with no grade three or higher liver toxicity reported [7][9] - **BBO-11818**: - A pan-KRAS inhibitor showing encouraging dose escalation data and confirmed partial response in heavily pretreated pancreatic cancer patients [2][15] - Demonstrates anti-tumor activity across dose levels with tumor reductions observed [2][15] - **BBO-10203**: - A novel RAS PI3K alpha breaker that has achieved all phase one monotherapy objectives with no hyperglycemia observed, differentiating it from other PI3K alpha inhibitors [3][21] - The drug is designed to avoid affecting glucose homeostasis, making it suitable for a broader patient population [18][21] Combination Therapy Insights - The combination of 8520 with pembrolizumab has shown promising efficacy, with three of three partial responses in first-line patients and two of five in pretreated patients [8][12] - The safety profile of the combination remains favorable, with manageable treatment-related adverse events [9][12] - The company plans to explore combinations of 8520 and 203, as well as 818 and 203, to enhance therapeutic outcomes [24][26] Competitive Landscape - The KRAS G12C space is described as crowded, but the company believes its differentiated efficacy and safety profile positions it as a best-in-class option [30] - The focus on sparing H&N RAS in BBO-11818 is expected to drive higher levels of inhibition safely, avoiding common toxicities associated with other treatments [32] Future Directions - The company is set to release additional data on combination therapies and monotherapy results throughout 2026, with a focus on expanding treatment options for underserved patient populations [25][26] - There is a strong emphasis on the potential of the 203 program in combination with other therapies, particularly in addressing unmet needs in the PI3K alpha space [34] Additional Considerations - The company has observed early encouraging signals in resistant patient populations, particularly those with STK11 KEAP1 co-mutations, where all five patients treated have responded positively [2][12] - The strategic focus on rapid dose escalation and combination studies is aimed at addressing the high unmet need in cancer treatment [33][34] This summary encapsulates the key insights and data presented during the conference call, highlighting the company's innovative approaches and future plans in the oncology space.