JPM Healthcare Conference 2020: From San Francisco with love (and confidence) – Kieger
icon-menu-open Created with Sketch.
icon-menu-close Created with Sketch.
Kieger
icon-arrow Created with Sketch. icon-arrow Created with Sketch.
News
icon-arrow Created with Sketch. icon-arrow Created with Sketch.
JPM Healthcare Conference 2020: From San Francisco with love (and confidence)

JPM Healthcare Conference 2020: From San Francisco with love (and confidence)

The Kieger Healthcare team attended the 38th  annual J.P. Morgan Healthcare Conference in San Francisco from January 13th  to January 16th  2020.

Our overall conclusion from the conference is that the industry remains in good shape. Company presentations and management conversations across all subsectors were encouraging with innovation being key. While politics are impacting stock prices and we expect a continuation of the high volatility environment, impactful US policy changes seem unlikely ahead of the Presidential elections.

Related News

Healthcare
26. September 2022

Kieger Healthcare Chart of the Month

Did you know that R&D expenses of the 15 biggest pharma companies have increased by almost 50% since 2016 to USD 133 bn in 2021? And expenses will continue to increase. Roche alone for example will spend close to CHF 15 bn on R&D in 2022, 1 bn more than in 2021.

Healthcare
16. September 2022

ESMO (European Society for Medical Oncology) 2022 in Paris

We attended the ESMO (European Society for Medical Oncology) annual oncology congress in Paris from Sept. 9-13. We came away very positive from the meeting, though two souls remain in our chest. On one side we see the amazing potential and the opportunities for new oncology therapies. On the other side complexity seems to potentially increase and so does competition in the space. But what to do as an investor? Find some proposals in our ESMO Thoughts from the Street.

Healthcare
12. September 2022

Goldman Sachs European Medtech Conference

September is traditionally one of the most important conference months, as second quarter reporting is largely complete and third quarter reporting has not yet started. We attended the 19th annual Goldman Sachs European Medtech and HC Services Conference 2022, held in London on September 7-8, again in a physical setting. While we remain mindful of all the sector headwinds, we left the conference more convinced that there are selectively attractive investment opportunities at current levels.

Contact

icon-menu-close Created with Sketch.

Get in contact with us by using the form below or via telephone. We look forward to hearing from you.

Something is wrong
Something is wrong
Something is wrong
Something is wrong
Something is wrong
Something is wrong
Something is wrong
Something went wrong. Try again later.

Thank you!

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem.

Kieger jobs

icon-menu-close Created with Sketch.

There are no job vacancies at the moment.