Haley Trethaway
speaker
70 appearances
1 recordings
1 series
first heard Jun 2026
last heard 26 Jun
Haley Trethaway’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
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Despite a year filled with macro uncertainty, deal making in healthcare remains active.
Capital is continuing to flow to differentiated innovation, scalable platforms, resilient business models, and of course, AI.
In today's episode, we'll unpack the five key themes that have taken shape across the global healthcare landscape.
Welcome to JP Morgan's Making Sense.
My name is Haley Trethaway and today I'm joined by Jerry Lee and Nick Richet, global co-heads of healthcare investment banking at JP Morgan.
Nick and Jerry, thank you for joining.
As our first topic, let's hit on the market backdrop.
Jerry, I'll throw this to you.
So we're at the halfway point of twenty twenty six.
How would you describe the healthcare deal environment today and what's different versus earlier this year?
And Nick, what about you?
On the topic of innovation, Nick, I'm gonna throw the next question and topic to you.
I wanna spend a bit of time on AI, given it is 2026.
So AI has been a major theme for all of us, kind of across the different areas of healthcare.
But how are you actually seeing it impact real decisions and transactions today with your clients?
So would you say even away from health tech, you're seeing your clients and companies sort of structurally reposition around AI?
So, Jerry, let's spend a bit more time on the pharmaceutical supply chain.
There's been no shortage of shocks to global pharmaceutic.
You look at tariffs, energy costs, geopolitical disruptions.
The list goes on.
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