About this episode

The episode discusses the current state and future outlook of healthcare dealmaking amidst macroeconomic uncertainty.

Despite ongoing macro uncertainty, healthcare dealmaking shows no signs of slowing. In this mid-year outlook episode, host Haley Trethaway sits down with Jerry Lee and Nick Richitt, global co-heads of Healthcare Investment Banking at J.P. Morgan, to take stock of the industry’s health. Together, they unpack five themes redefining the healthcare landscape, from biotech’s supercycle to supply chain resiliency and the surge in cross-border M&A. What should investors watch in the second half of the year? Read the full article here: https://www.jpmorgan.com/insights/banking/investment-banking/healthcare-mid-year-outlook This episode was recorded on June 16, 2026. This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or…

People in this episode

Host: Haley Trethaway

Guests: Jerry Lee, Nick Richitt

Topics covered

• healthcare dealmaking
• biotech supercycle
• supply chain resiliency
• cross-border M&A
• investment outlook

Mentioned in this episode

Organizations: J.P. Morgan, JPMorgan Chase & Co.

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