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Post-JP Morgan 2020 Podcast

January 31, 2020

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.



Disease Group Covered: Oncology