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.
As the world grapples with the outbreak of SARS-CoV-2 and people across the world experience dramatic cuts to their freedom of movement, the healthcare sector is racing to find solutions to tackle the current pandemic. How quickly could treatments for COVID-19 realistically become available?
We attended the 9th Annual SVB Leerink Global Healthcare Conference in New York from February 25 to 27, 2020, which hosted over 200 healthcare companies. As the spread of COVID-19 hit the markets this week, it was also the number one topic at the conference.
We have been attending Europe‘s largest Healthcare Conference in London, organised by Jefferies, a leading healthcare broker.