Podcast: Key Takeaways From J.P. Morgan
Scrip journalists join Datamonitor Healthcare's Mike Ramirez to share their impressions from the 2020 J.P. Morgan conference in San Francisco. Talking points range from M&A to the drug pricing debate, via individual company strategies, the impending US election and more.
In conversation with Datamonitor Healthcare analyst Mike Ramirez, Scrip journalists Jessica Merrill and Andrew McConaghie share their thoughts and observations from the biopharma industry's unofficial annual kick-off event, the J.P. Morgan Healthcare conference.
Topics covered in this podcast include:
Intro/general discussion of the meeting (0:00-4:17)
Focus on execution at this year's meeting (4:17-6:14)
Companies that may be poised to make M&A deals in the near future (6:14-9:05)
Potential reasons behind lack of M&A, inlcuding uncertainty around the US election, valuation expectations (9:05-16:49)
Discussion on drug pricing regulation (16:49-23:31)
Sessions of particular interest (23:31-34:24)
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