Preparing for JPM: Why Showing Up Still Matters - Lessons from Life Science Leaders
By Rebeca Varela Lores
January 8, 2026
With JPM Healthcare Week just around the corner, the familiar question returns: why does this week still matter so much? In an environment defined by tighter capital markets, higher scrutiny, and sharper expectations, JPM has evolved from a networking marathon into something more deliberate: a place where clarity of story, maturity of strategy, and credibility of execution are tested.
We had the chance to talk with two companies attending this year, which illustrated what “being ready” for JPM truly looks like, each from a different strategic starting point.
OnDosis, a Swedish medtech company advancing personalized drug delivery, is focused on solving one of healthcare’s most persistent challenges: getting the dose right for each patient.
Treos Bio is a clinical-stage biotech with operations spanning Europe, the UK, and the United States, developing next-generation active immunotherapies for solid tumors and advancing a globally coordinated clinical and regulatory strategy.
Together, they offered complementary perspectives on what it means to approach JPM with intent. One grounded in scalable, data-driven technology, the other in deep clinical evidence and global execution.
JPM as a strategic moment, not a marketing exercise
For OnDosis, JPM is first and foremost about people and precision. The company’s key objective is “to make contacts with US-based investors that would want to join OnDosis in writing a new chapter in precision medicine,” while reinforcing a core message: getting the dose right is vital for achieving optimal health outcomes, says Martin Olovsson, CEO of OnDosis.
That message is now backed by tangible progress. After development work that began in 2018, OnDosis has reached a major milestone with its device technology now undergoing commercial manufacturing scale-up. At JPM, this allows conversations to move beyond promise and toward execution, readiness, and partnership potential.
Treos Bio approaches JPM with similar focus, but from a clinical proof standpoint. Its lead asset, PolyPEPI1018, targets Microsatellite Stable metastatic colorectal cancer (MSS mCRC) — a large indication with significant unmet medical needs. The company highlights safety and efficacy signals across three clinical trials, including durable responses and overall survival improvements when used in combination with a checkpoint inhibitor and/or chemotherapies, Christopher Gallen, CEO of Treos Bio.
For Treos, the ability to credibly position this data at JPM is inseparable from its international footprint. With operations across Europe, the UK, and the United States, the company has built its clinical, regulatory, and development strategy around global relevance rather than regional optimization. This matters at JPM, where investors and partners increasingly expect programs to be designed for multinational execution from an early stage.
Importantly, Treos frames its progress within a clearly defined, globally aligned development path. PolyPEPI1018 is about to enter a 140-patient, Standard of Care–controlled Phase 2B trial in advanced MSS mCRC, led by Charité Berlin and supported by a network of leading academic hospitals. The study is designed not only to inform the Phase 3 registration program, but also to advance the development and validation of a predictive companion diagnostic (key to regulatory discussions on both sides of the Atlantic).
Patient-centricity that is engineered into the platform
Both companies reflect the industry’s growing emphasis on patient-centric and data-driven healthcare, but in very different ways.
OnDosis positions its connected Dosage Manager at the convergence of personalized dosing and outcomes data. The technology enables what Martin Olovsson describes as a “closed loop” where better decisions can be made on the right dose for the right patient. Crucially, he emphasizes that this is not only about insight: “Not only can better decisions be made, our technology supports the implementation of those decisions through a simpler way of dose adjustments.” The result is a patient-centric approach that turns data into action, rather than stopping at analysis.
Treos, meanwhile, addresses patient-centricity at the biological level. Its proprietary Personal Antigen Selection Calculator (PASCal) is built on analysis of over 100,000 tumor biopsies across the top 19 solid tumors. As Christopher Gallen explains, the platform identifies “the most common and abundantly produced antigens in each cancer” and applies big-data analysis to determine which bind to different HLA genes in the human genome.
This enables Treos to select promiscuous epitopes which peptides that bind multiple HLA types and are “up to ten times more effective in increasing immunogenicity than traditional epitopes,” Christopher notes. By combining this with in silico population modeling, the approach supports both the design of off-the-shelf precision immunotherapies and the development of a companion diagnostic. This approach has already translated into strong immune activation, tumor lymphocyte infiltration, and, notably, conversion of “cold” tumors to “hot” ones in MSS mCRC.
The common thread is intentionality: patient-centricity is something engineered into the product and development strategy.
Partnerships that move the development forward
JPM is often described as a catalyst for partnerships, but both companies are clear about what kind of collaborations matter.
OnDosis is focused on working with “strategic investors that know the US market and leading pharma with which we can co-develop the next wave of combination products,” particularly in areas where personalized dosing is critical, such as CNS, pediatrics, oncology, and medicines with a narrow therapeutic window, explains Martin Olovsson.
Treos’ partnership strategy reflects the realities of global drug development. Its clinical program has been supported through a combination of private capital, non-dilutive funding, pharmaceutical collaborations, and deep academic partnerships spanning the US and Europe. As Christopher Gallen notes, this approach has enabled “highly cost-effective clinical development” while ensuring that data generation, regulatory dialogue, and trial design remain relevant across major global markets.
Looking Beyond JPM
For OnDosis, 2026 is expected to be a defining year, marking the final steps toward its first US regulatory submission for an ADHD program, alongside progress toward a CE mark to support initial EU launches in 2027. The company also anticipates announcing new pharmaceutical partnerships over the coming year.
For Treos, the next value inflection points are clearly operational, and execution driven. The company’s focus is on “initiation, enrollment, and completion of the Phase 2B trial,” alongside regulatory meetings with both the FDA and EMA to define the Phase 3 registration and companion diagnostic validation pathway, explains Christopher Gallen. In parallel, Treos is advancing manufacturing readiness to support the Phase 3 program and potential follow-on clinical assets.
The JPM Takeaway
JPM Healthcare Week rewards companies that arrive prepared: not just with slides, but with substance. The strongest conversations are grounded in real milestones, credible data, and a clear understanding of what kind of capital and partnerships are actually needed.
As OnDosis and Treos Bio demonstrate, showing up to JPM is no longer about being everywhere. It is about being precise, intentional, and ready to engage at the level the market now expects.