1:45 PM (PT)
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Alzheimer’s disease is one of the greatest challenges facing patients, health systems, and society, affecting over 55 million people worldwide. At the intersection of a growing public health crisis, capital pressures, and profound economic burden, the field is at a pivotal inflection point. Addressing it will require diversified investment strategies and cross-sector collaboration that accelerate scientific progress across the full research and development continuum. This panel convenes leaders from biotech, pharma, and philanthropy to examine how innovative science, strategic investment, and collaborative models can unlock the next wave of Alzheimer’s breakthroughs and accelerate progress toward conquering this disease once and for all.Breakout Session 30ABC
4:15 PM (PT)
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After two years of a quiet IPO window, the biotech markets are showing renewed signs of life. A growing number of companies are testing public waters again — but with tighter investor scrutiny, leaner balance sheets, and a renewed emphasis on clinical proof and capital efficiency. This panel brings together investors, bankers, and CEOs who have recently navigated or are preparing for the public markets. They will discuss what differentiates companies that can succeed in today’s IPO climate, how crossover financing is being used to de-risk listings, and what private biotech leaders should know as they plan for the next wave of market openings. Attendees will learn how macroeconomic forces, therapeutic focus areas, and valuation trends are shaping deal timing and investor appetite in 2026.Breakout Session 25ABC
4:15 PM (PT)
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AI-enabled discovery and multi-modal, human-centric datasets are driving the next wave of biopharma partnerships. Collaborations are expanding rapidly, characterized by larger upfronts, equity-linked structures, and an increasing emphasis on data access, model co-development, AI validation, and cross-modality applications spanning small molecules, biologics, and emerging therapeutic areas. As this landscape evolves, the value proposition of these partnerships is shifting. This panel examines the emerging playbook for AI and data-enabled partnerships, with a focus on how deal structures unlock near-term value while compounding long-term strategic advantages. Using deal examples, the discussion will explore how companies structure data deals around multimodal and curated datasets, using access models such as federated approaches or data licensing, and how governance, quality standards, privacy, and deal terms are embedded into these collaborations.Breakout Session 25ABC
11:00 AM (PT)
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The 36th edition of EY’s Beyond Borders Biotechnology Report provides an in-depth look at the US and European biotech industry as the operating and regulatory ecosystem is undergoing dramatic changes. There are tectonic shifts in pricing due to Most Favored Nation (MFN) pricing and IRA, FDA policy shifts, NIH funding uncertainties, and supply chain implications due to tariff policies. However, the industry is showing solid innovation, which fuels M&A alliances and venture capital investment. In 2025 the M&A value was $149B up 65% from 2024 and this momentum may carry forward in 2026. This session looks to explore all these topics, and more!Breakout Session 25ABC
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As the global biotech ecosystem becomes increasingly interconnected, in-licensing has evolved into a core growth engine, with US–Asia deal-making and NewCo formation continuing to accelerate as companies pursue capital-efficient paths to innovation and pipeline expansion. This session brings together executives, investors, and dealmakers shaping the next wave of cross-border collaboration to explore how the right assets are identified, regional rights are structured, and incentives are aligned across scientific, regulatory, and commercial stakeholders. Panelists will examine valuation trends, due-diligence best practices, and evolving partnership and NewCo models that are reshaping how biotech’s scale globally.Breakout Session 30ABC
3:00 PM (PT)
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AI technologies are no longer a peripheral concept in drug discovery – these platforms are a driving force for innovative companies reshaping the way we identify targets, and design, optimize, and validate novel therapeutics. Panelists will share top tips and lessons learned from crafting and negotiating significant recent transactions, from both the biotech and pharma sides of the table, with a focus on how to ensure that early transactions are structured to allow the science to drive, preserving value in the core platform technology, while maximizing the company’s growth trajectory. This panel will discuss the when, the why, and the how of partnering AI-enabled drug discovery platforms, and how an early partnering approach can drive company value and trajectory, as well as how to approach deal structuring to reflect both technological value and therapeutic potential.Breakout Session 30DE
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