Jessica Merrill, Andrew McConaghie, and Mike Ramirez discuss key takeaways from the 2020 J.P. Morgan Healthcare Conference (JPM).
Topics covered in this episode include:
• Intro/general discussion of the meeting (0:00-4:17)
• Focus on execution at this year’s meeting (4:17-6:14)
• Companies that may be poised to make M&A deals in the near future (6:14-9:05)
• Potential reasons behind lack of M&A, including uncertainty around the U.S. election, valuation expectations (9:05-16:49)
• Discussion on drug pricing regulation (16:49-23:31)
• Sessions of particular interest (23:31-34:24)
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