OR WAIT null SECS
January 08, 2016.
Just because you aren’t able to make the trip next 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’ll keep an eye on the one of the healthcare industry’s biggest weeks on Twitter with regular updates here.
Update - Fri Jan 8th, 6pm
Monday’s front page is a big one if you can get it. As Ron Leuty (@rleuty_biotech) writes, there is substantial competition to start JP Morgan off as the topic of discussion over Monday morning's coffee.
- 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
- Brad Loncar (@bradloncar) December 22, 2015
- Adam Feuerstein (@adamfeuerstein) January 7, 2016
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.
- 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 #JPM16 is far beyond JP Morgan the bank?
- Daphne Zohar (@daphnezohar) January 6, 2016
@DennisJPurcell Yes! does anyone actually go to "JPM"? Or do we just all hang out in Union Square?
- Steven Dickman (@cbtadvisors) January 6, 2016
A call for fewer catchphrases
Can we ban the words "innovative" and "unmet need" at #JPM16, so companies have to explain what they do w/o handwaving?
- Caroline Chen (@CarolineYLChen) January 6, 2016