Category Archives: biotech

JP Morgan Healthcare Investor Conference 2020

The “go-to” and granddaddy of ALL healthcare conferences

by Gregg A. Masters, MPH

It’s about time to start thinking about the ‘Woodstock’ of healthcare investor focused innovation conferences to be held in San Francisco, California in January of 2020.

For more information and context on what to expect checkout JP Morgan’s “Insights & Implications from the J.P. Morgan Healthcare Conference”.

More will be posted here once the JP Morgan portal is published, which we expect to be in the October or November timeline. It’s often a slow build on completing and publishing the program schedule.

One of the characteristics unlike any other conference I attend during the year is this is not just the JP Morgan Healthcare Conference, it is literally a healthcare and life sciences innovation “love-fest” – that is if you believe “men in suits” (usually those wearing pinksocks, ie, the ‘real men wear pink types) are capable of letting go of their protective, risk averse due diligence tools and open up to the rich stream of informational insights afforded by our inner ‘knower‘ – the voice we occasionally hear but rarely listen to let alone or act upon.

One of the bigger and better attended events is the StartUp Health Festival which has become the gathering place for healthcare innovators and the ‘army of transformers‘ StartUp Health is fueling.

Some posts from last year’s conference:

#JPM19 Best Bets

37th JP Morgan Healthcare Investor Conference

Day One #JPM19

What I Didn’t See at @JPMorgan Healthcare Conference #JPM19

Finally, as a committed community steward, sharing for free and for fun via the social domain, we’ve again registered the ‘un-official#JPM20 hashtag with our friends as Symplur via the health hashtag project – the go-to registrar for healthcare related hashtags.

More shortly!

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What I Didn’t See at @JPMorgan Healthcare Conference #JPM19

by Gregg A. Masters, MPH

For many reasons the JP Morgan Healthcare Conference seems to serve as the launching pad for what will trend for the balance of the year 2019. From pharma, to biotech, health system, integrated delivery networks, personalized or precision medicine or medical device innovation the potpourri and range of presenting companies provide definite insights beyond the hedged ‘forward looking statements’ reporting in advance of annual or quarterly SEC filings.

Often buried in formal mostly arcane disclosure statements are ‘strategic kernels‘ of what to expect in management’s discussion or operating results including material competitive concerns, any known or expected enabling ‘IP’ or other secret sauce tailwinds or conversely oppositional headwinds of whatever form.

As opined often and elsewhere in years past, see: ‘If Its January, It’s JP Morgan Healthcare Conference‘, a rich stream of those insights could be sourced from the ‘non-proft track‘ where major health systems – arguably the ‘innovation uptake gatekeepers’ – discuss their strategies including the range of joint venture or affiliate companies to work around their typical tax exempt or non-profit status.

Unfortunately, JP Morgan has chosen NOT to stream these vital sessions.

The other ‘conspicuous absence‘ with the exception of GW Pharmaceuticals was the emerging cannabis sector given its growing body of evidence as a viable therapeutic alternative to many current approved medicines, from pain management to the treatment of epilepsy. Cannabis was legalized ‘recreationally‘ at the federal level in Canada in October of this year, joining Uruguay.

In the United States the repeal of the federal prohibition is inevitable in the opinion of this author. For context see: All the places in the world you can (legally) get high on 4/20. The national ‘heat map’ below provides the ‘recreational’ vs. ‘medical‘ marijuana picture by state which continues to build out often in some surprising places. It’s not if, but when.

Make no mistake, medical is the foot in the door that states will not be able to resist given the allure of potential tax receipts in state treasuries or the growing body of evidence of its medical upside.

The one cannabis company I found on the agenda of reporting companies at JP Morgan Healthcare Conference was GW Pharmaceuticals, PLC:

the global leader in developing cannabinoid-based medicines

courtesy of Justin Gover its Chief Executive Officer. The link to the session is here, these are time limited streams as JP Morgan pulls the plug on the content some 60-90 days out. Be sure and listen Glover’s pitch and follow along via the deck supplied.

NOTE: While access is free via JP Morgan Healthcare Conference portal, registration is required for the links supplied in this post. You can register here.

There is so much more to come from the cannabis sector as both consumer product companies (see What Constellation Brands’ Massive Investment In Canopy Growth Corp. Means For Both Companies) and pharma giants scour the landscape to find suitable entry points (both acquisitions and mergers) to participate in the inevitable rise of the cannabis sector – both ‘high margin‘ medical and the massive upside of infusion products from beverages to lotions to you fill in the blank.

If your interest is piqued at all here, one source of tracking the public cannabis sector is via New Cannabis Ventures published by Houston based Alan Brochstein, CFA.

As always, I invite your comments including alternative points of view.

Best!

Day One #JPM19

by Gregg A. Masters, MPH

The must be a part of healthcare investor gathering launches today in San Francisco – perhaps for the last time.

Fortunately, JP Morgan continues its tradition of inviting access and engagement in the content streamed by participating companies. In order to access the program agenda, list of participating companies, profiles, supporting decks and scheduled webcasts you need to register and agree to the terms of service stipulated by the underwriting host and principals from JP Morgan.

The portal for registration is accessible here.

The Monday morning line-up kicks off with many bellwether pharma and biotech performers including Celgene’s  pending acquisition by Bristol Meyers Squibb in the convergent pharma, life sciences and biotech sectors, as well the year end results from Medicaid managed care market leader Centene (including the combined operating performance of California innovator in the HMO space, HealthNet).

There is so much to follow to gain insights on the performance of operators in the payor, provider and supplier, including medical device sectors.

Do not miss this time limited availability of material insights into the complex ecosystem of the U.S. healthcare economy.

37th JP Morgan Healthcare Investor Conference

by Gregg A. Masters, MPH

When William Hambrecht and George Quist founded Hambrecht & Quist (H&Q) in 1968, the ’boutique’ firm launched as an investment bank based in San Francisco, California notably focusing on the then emerging yet rather nascent technology and Internet sectors.

Clearly, Bill and George were a prescient duo as H&Q was:

“an early player in the technology sector, underwriting initial public offerings (IPOs) for Apple Computer, Genentech, and Adobe Systems in the 1980s. In the 1990s, H&Q also backed the IPOs of Netscape, MP3.com, and Amazon.com.”

Some 36 annual conferences later, and now squarely in the hands of perhaps the prototypical trophy U.S. investment bank, JP Morgan, H&Q’s legacy ‘healthcare investor‘ commitment has morphed into a life sciences, biotech, pharma and healthcare innovation ‘mega‘ event that is both going strong and has seeded several derivative strains of related gatherings from the DOCSF to the StartUp Health Festival, the BioTech Showcase and many other ecosystem stakeholders footprints including broker, management consulting, accounting and law firm sponsored events, i.e., the combined Deloitte, E & Y & McDermott Law gathering.

You can access both via the JP Morgan webcast portal for a limited time here. This is a free service but does require your registration. Search the ‘sessions’ tab for the respective webcast. Some of the reporting companies’ supply their decks for reference as well.

According to JP Morgan Healthcare website, and implied below via ‘while it is still at the Westin‘ – this is the last year San Francisco will host this must attend event – the firm scales the gathering as follows:

“Today, while it is still at the Westin St. Francis in San Francisco, the annual J.P. Morgan Healthcare Conference brings thousands of investors from around the world together. The hundreds of companies presenting run the gamut, from start-ups to those with more than $300 billion in market cap, and encompass the entire global healthcare landscape, including pharmaceutical firms, healthcare service providers, profit and not-for-profits, and medical device companies.”

JP Morgan Guides

This week of somewhat ‘frenetic‘ activity can be tough to schedule and navigate. Some of the best guides we’ve found are provided by BIO via their ‘One-on-One Partnering™ @ JPM, Rock Health, Big3BioSF, and relative ‘newcomer‘ and registrar dot.health.

For the ultimate private event, reception and party calendar, c/o BIO and MacDougall Biomedical Communications see: ‘Private Events around the JP Morgan Healthcare Conference.’

Tracking the conversation

For the 5th out of the last 6 years, Health Innovation Media has registered the #JPM19 ‘un-official’ hashtag courtesy of the ‘go-to‘ health hashtags project sponsored by Symplur. The digital dashboard is accessible here.

You can also pull time limited transcripts of tweets and select analytics demonstrating the reach, engagement and ‘social capital‘ of participants in the conversational stream.

Follow tweets via #JPM19 and consider following me via @2healthguru.

Exponential Medicine 2018

by Gregg A. Masters, MPH

The ‘burning man’ equivalent of the future of medicine is in town at the usual Hotel Del Coronado location.

The good news is you can follow the action via livestream! Tag tweets #xMed or follow on twitter for a rich feed of innovation from precision medicine to AI.

More Information:
Exponential Medicine is a unique and intensive four-day experience that gathers world-class faculty, innovators and organizations from across the biomedical and technology spectrum to explore and leverage the convergence of fast moving technologies in the reinvention of health and medicine.

Subscribe: http://bit.ly/1Wq6gwm

Connect with Singularity University:
Website: http://su.org
Hub: http://singularityhub.com
Facebook: https://www.facebook.com/singularityu
Twitter: https://twitter.com/singularityu
Linkedin: https://www.linkedin.com/company/sing…

About Singularity University:
Singularity University is a benefit corporation headquartered at NASA’s research campus in Silicon Valley. We provide educational programs, innovative partnerships and a startup accelerator to help individuals, businesses, institutions, investors, NGOs and governments understand cutting-edge technologies, and how to utilize these technologies to positively impact billions of people.

The 35th Annual JP Morgan Healthcare Conference Is ‘Open’ for Business

by Gregg A. Masters, MPH

The public portal for registration and access to all #JPM17 events that are scheduled for webcasting and select Q&A’s is NOW open for business.

                                       Click to Register

Registration to this content rich streaming (which many other events charge hefty fees for) is free and easy and includes the agenda, keynotes, associated slide series, presenting companies (both private and emerging), including a favorite of mine the ‘non-profit’ track.

The reporting non-profit companies, many of whom have for profit venture companies and JVs include select trophy integrated delivery systems (IDNs) who are more often than not the defacto ‘uptake gatekeepers’ for innovation whether digital health, biotech, pharma, medical device or other delivery system and even financing innovation (think value based healthcare, bundles and ‘APMs’).

These trophy health systems discuss their market position, strategy, partnering and headwinds is a must follow event! The content is also TIME LIMITED, so the links will expire withing 60 days +/- of the close of the conference.

JP Morgan Healthcare Conference Hashtags ‘Official’ vs. ‘Unofficial’

It’s worthy to note, this year JP Morgan has weighed into the social media scene via publishing an ‘official‘ hashtag for the venue as #JPMHC35.

Since Health Innovation Media has registered the unofficial‘ hashtag for 3 of the last 4 years, it noteworthy to see this ‘awakening‘. In all likelihood since JP Morgan Healthcare Conference is the defacto ‘anchor tenant‘ for what has become a much larger gathering including the BioTech Showcase, StartUp Health Festival, Health 2.0’s Wintertech Investor Conference and OneMed Forum including many others too numerous to mention, it will be interesting to see if the official hashtag gains traction from the ‘unruly‘ social media community.

Event Context

There are lots of eyeballs on JPM7 via print and online media. Here are a few we’ve found which may be of interest to you:

JPM17 Event Guides

There is so much going on that the ability to ‘clone’ oneself would be desireable. Absent that ability the next best thing are the ‘event guides’ published by various third parties including Big3Bio, MacDougall Biomedical Communications and Deloitte M&A. Click on icons below to open the respective guide.

Bottom Line

There will be something for everybody at JP Morgan Healthcare Conference. The venue is not exclusive to the life sciences, biotech and pharma verticals. Following the webcasts remotely or sessions in person will allow you to access and learn from many of the presenting companies, typically market leaders in their space and include 501(c)3 non-profit health systems (Baylor Scott and White, Ascension Health, Sutter Health and Dignity Health) to publically traded health plans, including:  HealthNet now Centene, Aetna, and United Health Group.

Considering the range and depth of activities underway, and the many hashtags in play you may want to follow include: #DigMedShow #SUHFestival, #Wintertech #BiotechShowcase, #OneMedForum. Please add yours in the comment section!