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.