Jerry Lee
speaker
109 appearances
1 recordings
1 series
first heard Jun 2026
last heard 26 Jun
Jerry Lee’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.
Appearances
I think across healthcare, it doesn't matter if you're a services company or a pharma company.
Everyone is thinking through the supply chain and the resiliency of the supply chain.
And so I would say a lot of the Western large caps, both the US and the European-based large cap pharmas, are thinking through piece by piece from API.
Through to manufacturing, exactly how integrated their supply chains are globally.
Now, a lot of them had already thought through this, I would say, in prior administrations, in prior decades, driven by various, you could argue, externalities, meaning uh inversion wave also created a lot of thinking around just farm supply chain, where do you actually base it?
How do you optimize for tax?
I think these days the question is even more critical uh as people think about
The potential for true global shocks to where you're even getting fundamental API sourced from.
And COVID showed us the importance of being able to actually have a fully built-out, highly confident supply chain, the ability to manage shocks.
And so I would say when I talk to CEOs, I think they're very focused on where they are sourcing API, how they're manufacturing.
And Haley, from the JP Morgan perspective, with our SRI.
Security and resilience initiative.
You know, we are working directly with our clients as to how we at JP Morgan can truly help with the resilience of supply chain across all industries, but especially pharma and biopharma.
Haley, from your perspective, what are you watching most closely in how healthcare companies are accessing capital right now?
I mean, Haley, you just mentioned kind of creativity, innovation, thinking outside of the box.
Even in a market where, as you mentioned earlier, we're at a XBI five year high, you know, we're double the volumes of last year.
People still want your black belt advice around approaching specific market windows or timing.
How do you think about that these days?
I think that patience
Really don't have borders.
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