Jessica Merrill, Andrew McConaghie, and Mike Ramirez discuss key takeaways from the 2020 JP Morgan Healthcare Conference.

Topics covered in this episode include:

• Intro/general discussion of the meeting (0:00)
• Focus on execution at this year’s meeting (4:17)
• Companies that may be poised to make M&A deals in the near future (6:14)
• Potential reasons behind lack of M&A, including uncertainty around the U.S. election, valuation expectations (9:05)
• Discussion on drug pricing regulation (16:49)
• Sessions of particular interest (23:31)

A full transcription of the discussion can be downloaded via the report PDF link above.