We attended the 35th annual J.P. Morgan Healthcare Conference 2017 from January 9th to 12th in San Francisco.
With 467 companies participating (USD 4.3tn in market cap), over 10’000 attendees and over 12’000 organized 1 on 1 meetings, the conference normally sets the tone for the healthcare investment year. Company executives were confident regarding their fundamentals. While uncertainty around the ACA repeal and replacement remains high, the US corporate tax reform could lead to earnings accretion for the sector.
We attended the ASCO 2023 annual meeting in Chicago. After the rise of immuno-oncology, COVID-19 challenged clinical trial execution and muted patient numbers. In the last years we saw many setbacks of once promising immuno-oncology combinations trials.
What mattered this month in healthcare? Q1 reporting came to a close, and FTC action put pressure on the biopharma space and... Find out more in our monthly healthcare newsletter.
With M&A picking up, are we at a turning point for biotech? Check out our latest Kieger AG Chart of the Month Video.