
An Eye on J.P. Morgan 2016: Pharm Exec's Top Tweets
Casey McDonald keeps an eye on the one of the healthcare industry’s biggest weeks on Twitter with regular updates here.
Just because you weren't able to make the trip this week, doesn’t mean you can’t stay current on the news coming out of the Westin St. Francis Hotel, or the gossip circulating across the street at San Francisco’s Union Square, weather permitting. We’re keeping an eye on the one of the healthcare industry’s biggest weeks on Twitter with regular updates here.
Thursday Jan 14th
So much of JPM was about tech making inroads and the problems/holdups that still exist in healthcare. Here are a few tweets as the week winds to a close.
- Brian Neman (@bneman)January 14, 2016
- DavisLiuMD (@davisliumd)January 14, 2016
And a discussion on Google, Apple and Uber, though I must admit, I would like to hear more from this conversation because negativity towards Uber in healthcare really doesn’t make sense to me. At minimum, transportation of people, i.e. doctors, nurses, patients, could be improved in healthcare. But besides the potential of cheaper house calls and ambulance rides, Uber, at least as much as the other two tech giants, struggles every day to overcome established, antiquated systems of unions, lobbies, politicians, etc. Maybe theirs is more of a story of politics than tech, but it certainly illustrates that a relatively simple step forward in technology can face friction, both attitudes and power structures - even when the brick and mortar is clearly inferior and crumbling.
Comments from a very good panel at
- Skip Fleshman (@SkipFleshman)January 14, 2016
Couldn't disagree more. Uber is good for healthcare. Transportation is a major barrier for patients.
- Travis Moore (@tmoore634RN)January 14, 2016
Wednesday the 13th
An interesting viewpoint from president of Astellas Pharma US, Jim Robinson (one of
-The big question is how to ensure we have the resources to follow through in an era in which innovation costs to pursue and bring products to market are growing while limits on payment and access are being put into place.
-If we, as an industry, are going to remain relevant, sustainable and dynamic, we must continue this dialogue. Just as important, we must include all stakeholders in the dialogue around how to achieve value on all our behalf.
Despite the disinterest, there are still some pretty interesting presentations at JPM this afternoon.
Pretty interesting afternoon at
- Dan Smithey (@dan_smithey)January 13, 2016
Certainly, a company that has watched its valuation tumble for the last few months generated interest; a poster child for the sector’s performance still sees massive opportunity.
- Dan Smithey (@dan_smithey)January 13, 2016
For an update on the stock market and the general sentiment:
- William Gerber (@WilliamGerber1)January 13, 2016
The lack of news about drug development and deals means that much more attention is being given to rather embarrassing behavior at #JPM16.
Haha,
- Caroline Chen (@CarolineYLChen)January 13, 2016
more…
Wore black to a
- Emily Richmond (@emilayamei)January 13, 2016
Tuesday the 12th, afternoon
The tweet of the day, judging by retweets, might have come from Andy Slavitt, (
In 2016, MU as it has existed-- with MACRA-- will now be effectively over and replaced with something better
- Andy Slavitt (@ASlavitt)January 12, 2016
Wow -
- Lisa Bari (@lisabari)January 12, 2016
A further blending of biopharma and tech is a clear theme for the conference.
The overlaps between health-technology today and enterprise technology five years ago are striking.
- Christina Farr (@chrissyfarr)January 12, 2016
Digital protestors, they’ve hijacked #JPM16!
- #OccupyLA (@OccupyLA)January 12, 2016
Has anyone seen Martin?
.
- Jon Gardner (@ByJonGardner)January 12, 2016
The markets seem slightly more favorable as Tuesday continued, but general pessimism from Monday, and the preceding week reigns. - smelly stocks and streets?
Anyone else feel the streets around SF's Union Sq r particularly urine-rich & dirty this year? Smells r pungent. As r many stocks.
- Bruce Booth (@LifeSciVC)January 12, 2016
There were some big names present. J&J’s leadership was excited - talking #innovation, #ebola, etc.
Facing
- Johnson & Johnson (@JNJNews)January 12, 2016
And Pfizer had some interesting things to say about its plans in CAR-T.
- Amy Reeves (@IBD_Areeves)January 12, 2016
Dolsten on Cellectis: "could take whole CART business to whole new level from more of a procedure...to a more powerful therapy."
- Lisa Jarvis (@lisamjarvis)January 12, 2016
Tuesday the 12th, Morning wake up call
As biotech fanatics wake up to their news streams, the unhappy “Red Monday” that signaled the worst JPM start since 2001 looks to have turned to green, for now.
Healthcare looked "bad, sad, unhappy" at
- John Lauerman (@LauermanJohn)January 12, 2016
PE’s Editorial Advisory Board member Les Funtleyder of E Squared Asset Management lamented that what had been a “weak mood” coming into the conference is now even more evident. “Negative sentiment is becoming tangible news,” he told Bloomberg. As the board looks green this morning, we’ll see if things pick up today and for the rest of the week.
Here’s more on the pricing conversation from @RebeccaDRobbins for @statnews - protestors and all.
With pharma execs in the hot seat over drug pricing,
- Rebecca Robbins (@RebeccaDRobbins)January 12, 2016
Midday Monday the 11th, midday
How big of an issue is drug pricing? Sounds like Gilead’s John Milligan thinks drug pricing will become less of an issue after the election.
John Milligan of
- Ron Leuty (@rleuty_biotech)January 11, 2016
@MaxNisen sees a common thread. Others may not echo Milligan’s sentiments so bluntly, but there is an undercurrent to other presenters who view pricing as something on which politicians talk tough...
To be fair, what most have said or implied today, if rather more baldly than most.
- Max Nisen (@MaxNisen)January 11, 2016
But how likely is real action on pricing?
ICYMI:
- jodi gralnick (@jodigralnick)January 11, 2016
A slow, quiet start to the week… Stock values are falling, and the news cycle has barely topped a murmur.
A Lack of News and Buzz at
- Adam Feuerstein (@adamfeuerstein)January 11, 2016
The main story, as expected, Shire and Baxalta figured out the tax issue holding up their tie up.
- john capodanno (@John_Capodanno)January 11, 2016
PE’s March 2015
Andy Page of
- Ron Leuty (@rleuty_biotech)January 11, 2016
Want to know what's hot
- Nick van Terheyden (@drnic1)January 11, 2016
Update - Fri Jan 8th, 6pm
Monday’s front page is a big one if you can get it. As Ron Leuty (
Why the
- Ron Leuty (@rleuty_biotech)January 7, 2016
There is consensus that Shire’s CEO Flemming Ornskov is gunning for the top of the fold with the ~$32.5 billion acquisition of Baxalta.
Baxalta, Shire to announce merger deal as soon as Monday, Reuters
- Douglas Kass (@DougKass)January 7, 2016
Sounds like Flemming wants to get the
- Brad Loncar (@bradloncar)December 22, 2015
.
- Adam Feuerstein (@adamfeuerstein)January 7, 2016
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Friday January 8: Going in, what are the biggest stories? As in years past, leading up to the conference, some investors like @bradloncar are calling for a democratization of the conference - to “level the playing field for small investors” by making whole presentations publically available, rather than just their scripted portions. The public shaming had some success in the past. We’ll see about this year.
Why private biotech investor
- Don Seiffert (@BosBizDon)January 4, 2016
A new name for the event that has grown out of the conference, and certainly out of the confines of the fire hazard that is the Westin St. Francis?
Should the HC industry rename the annual exodus to San Francisco given that
- Daphne Zohar (@daphnezohar)January 6, 2016
- Steven Dickman (@cbtadvisors)January 6, 2016
A call for fewer catchphrases
Can we ban the words "innovative" and "unmet need" at
- Caroline Chen (@CarolineYLChen)January 6, 2016
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