It’s always hard to tell in the eye of the JP Morgan Healthcare conference storm, but it sure sounds like everyone is trying harder than usual to convince anyone who will listen about their plans for the year – rather than announce the big blockbusters (which happened last year).
Maybe it’s Pfizer and Allergan trying to get beyond the taxes and pump their pipelines, or the medical industry pushing back on digital health hype? Perhaps it’s the continued mixed performance of drug stocks this week?
When Investment Rhymes with Canada
Canada has a proud history of achievement in the areas of science and technology, and the field of biomanufacturing and life sciences is no exception.
There are shining stars: genomics and health insurers, primarily. But maybe it’s best to put it this way: “After five years in which biotech shares seemed to go nowhere but up, investors may need to re-calibrate their expectations for how these stocks behave.”
Notable headlines:
- Anthem jabs Express Scripts on drug prices (and more from the JP Morgan investor conference) (Modern Healthcare)
- Anthem Takes $3 Billion Express Scripts Fight Public (Bloomberg)
- Glaxo May Consider Spinoffs After Novartis Deal Integration (Bloomberg)
- Drug makers dismiss outrage over high prices as ‘abomination’ (STAT)
- JPMorgan is clinging desperately to major Support (The Street)
- Lechleiter: Lilly Now in Position of Strength (Inside Indiana Business)
- Lawyers Take Pulse at Health Care Conference (The Recorder)
- 3 Slides Suggesting Gilead Sciences May Be Unstoppable (Motley Fool)
You know its mid-JP Morgan week when the glamour shots come out
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We had a blast party hopping tonight! Thanks @Venrock @ge @FenwickWest @seanduffy @adrane @adamjacksonsf #jpm16 pic.twitter.com/TKkLMfI3nZ
— Rock Health (@Rock_Health) January 13, 2016
RT mpiricahealth Somehow our analytics lead managed to take the helm on the Deloitte cruise at #jpm16 #healthcare … pic.twitter.com/6yABYGXa5G — David Cooper (@coolbeansweb23) January 13, 2016
.@JNJNews @JNJInnovation #JLABS #millennials sharing concern & potential solutions 4 #pharma image #inspired #jpm16 pic.twitter.com/95qmeV5X3l
— Melinda Richter (@melindarichter) January 13, 2016
Reunited and it feels so good. @adamfeuerstein #pliny #jpm16 pic.twitter.com/sIh3gezGEc — MiniAdam (@FauxFeuerstein) January 13, 2016
@2healthguru @ExponentialMed @daniel_kraft @athenahealth pic.twitter.com/vCe9BNvM1p
— Alexander Börve (@DrBorve) January 13, 2016
.@BCG event with Life Science Leader Ed board member Heather Erickson & Deeper Dive contributor @Allan_L_Shaw #JPM16 pic.twitter.com/IlMmH23w31 — Rob Wright (@RfwrightLSL) January 13, 2016
.@DreamItHealth alums hanging at #jpm16 pic.twitter.com/lZrDc5MX3b
— Redox (@Redox_Engine) January 13, 2016
#JPM16 with @philippeperez @french scientific embassy pic.twitter.com/uiDNXNCOGg — David Dellamonica (@DavDellamonica) January 13, 2016
@crisdeluca providing on demand tech support at #jpm16 pic.twitter.com/dTBnXpFZTN
— Charlie Knights (@knightc3) January 13, 2016
always g to see u @edyson & thx for the headsup re the awesome tech @UnaliWear! #seniors #aginginplace #jpm16 pic.twitter.com/2FBPmYsr0x — Nick Adkins (@nickreeldx) January 13, 2016
Twitterverse
.@MartinShkreli is like the Voldort of #jpm16 #bts16: “He who shall not be named.”
— Jon Gardner (@ByJonGardner) January 12, 2016
When has Pfizer ever won an R&D marathon in the last decade? $PFE — John Carroll (@JohnCFierce) January 12, 2016
Flemming Ornskov, Shire CEO isn’t telling a story about biggest fish he caught, or is he @Baxalta? #JPM16 pic.twitter.com/0fZcOfP1NQ
— Rob Wright (@RfwrightLSL) January 13, 2016
If you see Craig Venter drinking this evening remind him his liver fat levels are above normal. @humanlongevity #longevity #jpm16 — Natasha Loder (@natashaloder) January 13, 2016
Photo: Flickr user Wally Gobetz
