The Founder's Guide to JPM

• JPM Week compresses a full year of biotech industry conversations into days.
  • Founders must be fluent in science, capital markets, partnering, and narrative — simultaneously.
• AI in Bio is the biggest conversation topic of the year across every industry.
  • NFX thesis: AI utopia doesn’t exist without bio as the substrate.
  • Three-wave framework for AI adoption in TechBio.
• Longevity crossed from fringe to mainstream in 2025 among founders, pharma, and policymakers.
  • NFX frames aging itself as a disease — a startup-sized problem.
• Women’s health called the biggest undervalued market in all of healthcare.
• Bioplatforms vs. assets is a constant JPM debate — prepare a clear position.
• NFX uses BriefLink (9 Qs) to triage inbound — minimizes founder prep time for VC meeting.

Anastasia Budinskaya (NFX Principal) and Omri Drory, Ph.D. (NFX General Partner) · 2025-12-17 · Read on nfx.com