Healthcare Conference Blog

Welcome!



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HEALTHCARE
January 3, 2017
Welcome!

We are looking forward to the 35th annual J.P. Morgan Healthcare Conference, which kicks off next week in San Francisco, CA. The Conference has become the industry’s premier event, bringing together approximately 10,000 thought leaders from both corporations as well as the investment community.

It’s an exciting time for the healthcare industry – and we have over 450 of the most innovative and influential global healthcare companies in San Francisco to discuss what’s next.

We’ll be providing updates here throughout the week’s events.

-Jeff Stute,
Global Head of Healthcare Investment Banking

healthcare blog headshot graphic Jeff Stute
Jeff Stute
Global Head of Healthcare Investment Banking

Jeff Stute was named Global Head of Healthcare Investment Banking in 2016. Previously, he held roles including Head of Healthcare Investment Banking North America and Co-head of M&A North America at J.P. Morgan. Mr. Stute earned an MBA from Harvard Business School and holds a BS in Finance from the University of Illinois.

 

Monday Morning



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HEALTHCARE
January 9, 2017
Welcome to the conference!

J.P. Morgan’s Healthcare Conference, which launched 35 years ago, has grown to become the industry’s premier event. This year we will be bringing together approximately 10,000 thought leaders from both the investment community as well as corporations from around the globe.

Over the next three and a half days, over 450 of the world’s largest and most relevant public, private, and not-for-profit companies will discuss what is in store for 2017 and beyond. In addition, we’ll hear from several keynote speakers including our Chairman and CEO, Jamie Dimon, the Vice President of the United States, Joe Biden, as well as Juan Enriquez, Co-Founder of Synthetic Genomics, Inc., and political consultants James Carville and Karl Rove.

Please stay tuned to this blog for details on how the conference is progressing!

-Jeff Stute,
Global Head of Healthcare Investment Banking

healthcare blog headshot graphic Jeff Stute
Jeff Stute
Global Head of Healthcare Investment Banking

Jeff Stute was named Global Head of Healthcare Investment Banking in 2016. Previously, he held roles including Head of Healthcare Investment Banking North America and Co-head of M&A North America at J.P. Morgan. Mr. Stute earned an MBA from Harvard Business School and holds a BS in Finance from the University of Illinois.

 

Monday Afternoon



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HEALTHCARE
January 9, 2017 3:30PM
Update

At hospitals around the world, innovation can literally mean the difference between life and death. Enhanced diagnostics, new medical devices and novel surgical procedures can improve patient outcomes and even disrupt the very ways that medicine is performed. Most of us will spend time in a hospital at some point in our lives – and will all benefit, in one way or another, from this commitment to innovation and investment in medical advancement.

Today, we were fortunate to hear from these organizations that are committed to helping us live longer, healthier lives. A dominant theme was the industry’s uncertainty around the new U.S. administration’s healthcare policy, the impact it will have on insurance companies, and hospitals’ ability to provide care to patients.

For our clients at the conference, these discussions provide important insight that can help inform their investment choices; for the non-profits presenting, the conference offers them access to the key investors in the industry. Helping these companies continue to deliver much needed service to communities across the globe - and giving our clients critical information for their business decisions - is a win-win, another conference success.

-Kimberly Allen,
Managing Director, Head of Not-for-Profit Healthcare Investment Banking

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Kimberly Allen
Managing Director,
Head of
Not-for-Profit
Healthcare Investment Banking


Kimberly Allen, Managing Director, Head of Not-for-Profit Healthcare Investment Banking, joined J.P. Morgan’s Not-for-Profit Healthcare team in 2004 and is based in the Denver office. Prior to joining J.P. Morgan, Ms. Allen was a Principal in the Health Strategy Practice of Booz Allen Hamilton. She graduated magna cum laude from Princeton with an A.B. in Politics and Economics, and holds an M.Phil in Politics and Economics from Oxford University, where she was a Scatcherd European Scholar.

 

Tuesday Afternoon



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HEALTHCARE
January 10, 2017 Morning
Tuesday Update

Drug pricing has been a contentious, highly debated topic over the last year and is clearly one of the prominent themes at this year's healthcare conference. With over 300 companies representing nearly all facets of the healthcare ecosystem presenting at this year’s conference, clients and attendees had the unique opportunity the hear contrasting views and innovative solutions from industry leaders, including a fascinating CEO panel discussion last night with two of the world's largest drug companies.

These conversations made a lasting impression as the ability to pay for new medicines will be critical for our healthcare system. This is all the more important when looking at the number of transformational drugs today's BioPharma companies are bringing to market- more than we’ve seen than any point in the last 10-20 years. These products have the potential to dramatically improve, not only people’s survival rates, but also their quality of life. Both the number and quality of these drugs represent a paradigm shift in the way we treat life threatening diseases such as a cancer. By combining the discovery of new drugs together with sophisticated diagnostic tools, patients can look forward to further breakthrough treatments in areas of unmet need.

-Chris Schott,
CFA, J.P. Morgan Senior Analyst

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Chris Schott
CFA,
Senior Analyst


Chris Schott, CFA is J.P. Morgan’s senior analyst covering the US Major and Specialty Pharmaceuticals sectors. He joined J.P. Morgan in May 2008 and has been covering the pharmaceutical group since 2002. Prior to joining JPMorgan, he covered the US and EU Major Pharmaceutical sectors at Bank of America. Chris graduated from Harvard University with a degree in Bio-Medical Engineering

 

Wednesday


 

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HEALTHCARE
January 11, 2017
Wednesday Update

Vice President Joe Biden tragically lost his son, former Delaware Attorney General Beau Biden, to cancer in 2015. He courageously channeled that grief into action, taking up President Obama’s call to lead the Cancer Moonshot Initiative, and meeting with researchers, CEOs and specialists around the globe to tackle the deadly disease.

As we closed day one of the Healthcare Conference, attendees had the distinct honor of hearing from Vice President Biden about his unique role in healthcare. We also had the privilege of being the first to hear his plans post-White House, namely using his powerful pulpit to give a new sense of urgency to curing cancer through the Biden Cancer Initiative.

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From his efforts, Vice President Biden has come to recognize the power and potential of data—tracking it, accessing it and analyzing it—in the effort to find cures. Addressing the room filled with the most influential people across the healthcare industry, Biden reminded us that amidst the comprehensive discussions of the bottom line, revenue and stock performance, this conference also provides something all patients need: hope.

-Steve Putzel,
J.P. Morgan, Managing Director

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Steve Putzel
Managing Dierector
J.P. Morgan


A managing director, Steve Putzel works in institutional equity sales in J.P Morgan’s Midwest office. A graduate of Indiana University, Steve previously worked at Bear Sterns.

Thursday



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HEALTHCARE
January 12, 2017
Thursday Update

The weather has had its ups and downs in San Francisco, and the tone from biotech investors has been similarly varied so far. Overall, though, most are markedly more optimistic than they were last year.

When the Conference first launched, biotechnology was a much smaller field and we could have never imagined the advancements that researchers’ ingenuity have made in the last 35 years. We now live in a world of increasingly effective cancer therapies, treatments for orphan diseases for which there were previously no options, and short-term, highly effective cures for Hepatitis C— all innovations that save, improve and extend lives.

We are all excited to see the innovations that 2017 brings and will look for novel therapies to continue to drive optimism for the industry.

-Jessica Fye,
J.P. Morgan, Analyst, Healthcare group

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Jessica Fye
Analyst
Healthcare group


Jessica Fye is an analyst in the Healthcare group covering the Smid Cap Biotechnology sector with past coverage including Major and Specialty Pharmaceuticals. She has been covering the biopharma space since 2006. Prior to joining J.P. Morgan in 2008, Jessica worked in equity research at Bank of America focused on US and EU Major Pharma companies. She has an BA in Business Economics from Brown University.

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