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Will the Trump Administration deliver on its promise to reduce taxes on the repatriation of foreign funds? Until there is clarity, Big Pharma won’t proceed with large M&A deals.
Immuno-oncology will again be the hottest topic in town but clinical data will be the central issue. It will no longer be all about the checkpoints.
Given the current political climate, the discussion of drug pricing is not going away anytime soon. Expect continuing chatter in San Francisco on alternative pricing strategies that avoid legislative controls.
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Ben McLaughlin Global Healthcare Industry Group Chair, Baker McKenzie – @bakermckenzie
Steve JohnsonManaging Partner, CG Life – @cglifeagency
Tara Kochis-Stach President, Slone Partners – @slonepartners
Rob Lake SVP, Head of Life Sciences, Bridge Bank – @bridgebank
John Beadle MD MBA, CEO, PsiOxus Therapeutics – @Psioxus
Sara Radcliffe President, California Life Sciences Association (CLSA) - @CALifeSciences
Valerie Gionis COO & President, Valtari Bio – @valtaribio
Phil PfrangPartner, Deloitte & Touche LLP – @DeloitteMnA
It will be interesting to see how Biotech responds to the challenge of precision health and its quest to better predict, treat and prevent disease.
People are excited about new ways to drive value-based vs. volume-based drug development. Plus, I expect that we'll be seeing a lot more of the sun than last year.
I expect to hear a lot about digital biomarkers and big data and their impact on health and disease.
Large healthcare companies are aggressively transforming themselves through acquisitions, while some sectors are working through painful restructuring processes. The question of which business models and which sectors will succeed has never been greater.
When will we see Big Pharma begin a buying spree? Perhaps when we see a further decline in valuations; however, it might be awhile due to the amount of private funding activity. At some point, they will have to address the patent cliff.
JPM is always a fast-paced, news-heavy whirlwind – and this year promises more of the same. I’m looking forward to conversations about what to expect on drug pricing and corporate deals in year two of the Trump Administration.
PREDICTIONS FOR #JPM18
Network Like a ProPRIORITIZE MEETINGS IN ADVANCE
WHAT TO READ BEFORE JPM
J.P. MORGAN HEALTHCARE CONFERENCE
2018 SURVIVAL GUIDE
Lorem ipsum dolor sit ametSunday, January 8th
• Internationals arrive, begin coffee-drip system to overcome jetlag• Pre-receptions begin• Baker & McKenzie’s Wine Tasting Event (by invitation only) bakermckenzie.com
Sunday, January 7• Internationals arrive, begin coffee-drip
system to overcome jetlag • Pre-receptions begin • Fire up your #JPM18 week with
Baker McKenzie at International Smoke – Networking event, cocktails and canapes (by invitation only).
Tuesday, January 9• Daytime: Good luck meeting people in the
Westin lobby; plan to rendezvous “under the monument” in Union Square
• Afternoon: recharge and dig out of your email in one of the city’s privately owned public open spaces (POPOS). sf-planning.org
• Expert tip: start in the thick of things and work your way back to your hotel
Wednesday, January 10• Working off all that networking? Take
a morning jog down Market to the Embarcadero, past AT&T Park and right along the water
• Carb load for the day ahead at David’s Delicatessen on Geary
• Deloitte’s Women’s Networking and Wine Tasting Event
Thursday, January 11• After several days of excessive hustling,
imbibing and making yourself memorable, you’re either leaving town or rolling this into a long weekend
• Sticking around: check out Napa, Monterey, Santa Cruz or travel up to Tahoe for some mountain air and gambling
Monday, January 8• Private dinners start• First wave of receptions hit • Deloitte’s 2018 College Football
National Championship Networking Event deloitte.com/us/ma
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”Rebecca Robbins Business Reporter, STAT – @statnews
WHAT TO PACK:
JacketJanuary weather in San Francisco gets chilly: 50-60 °F, 40 °F at night
4+ PensPens go missing, and people often need to borrow one
Multi-USB Charger
Keep your phone juiced up and help out colleagues
Hand SanitizerYou’ll likely be shaking a lot of hands. Don’t want to get sick!
Power StripCharge all your devices at once and make new friends in the process
Blister Band-AidsYou’ll be spending a long
time on your feet; be prepared for blisters
UmbrellaSan Francisco averages 11 rainy days in January
Energy BarsDays can be long, and
you don’t want to crash because of hunger
IbuprofenThe last thing you want is to get sidelined by a
sudden headache
Mints/GumStay fresh through long days, and offer them up
as a simple icebreaker
Conference Landscape Hot New Restaurants Recharge
FoodLibations
Conference Landscape1.) J.P. Morgan Healthcare Conference
January 8-11 Westin St. Francis Hotel (335 Powell St.)
2.) Biotech Showcase January 8-10 Hilton San Francisco Union Square (333 O’Farrell St.) #BTS18
3) MedTech January 8-10 Parc 55 San Francisco – A Hilton Hotel (55 Cyril Magnin St.) #DIGIMEDSHOW
4.) RESI January 9th Marines' Memorial Club & Hotel (609 Sutter St.)
5.) East/West CEO Conference January 6-7 Four Seasons Hotel (757 Market St.)
Hot New Restaurants6.) Barcino
Spanish tapas and paellas (399 Grove St.) Opened August 2017
7.) Pesce e Riso Japanese/Italian fusion (1224 Grant Ave) Opened August 2017
8.) Robin Omakase-style sushi (620 Gough St.) Opened July 2017
Food9.) David’s Delicatessen
Best morning-after breakfast (474 Geary St.)
10.) Café de la Presse Best place for a business lunch (352 Grant Ave.)
11.) Lori’s Diner Best late-night food (336 Mason St. and 500 Sutter St.)
Libations12) The Riddler
Champagne bar (528 Laguna Street) No reservations Open until 10 pm Tues-Thurs, Sundays. Open until 11 pm Friday-Saturday
13) Rusted Mule Corporate cocktail bar (1217 Sutter Street) Open until 11 pm Sunday, 12 am Monday/Tuesday, 1 am Thursday, 2 am Friday/Saturday
14) Cold Drinks Bar at China Live Swanky secret scotch bar (664 Broadway) Open until 10 pm Sunday-Thursday, midnight Friday-Saturday
Recharge15.) Blue Bottle Coffee
Best coffee that isn’t Starbucks (115 Sansome St. and 66 Mint St.)
16.) Starbucks Best Starbucks that isn’t packed (462 Powell St.)
Other Events (Not shown on map) Sillicon Valley Auto Show January 4-7 San Jose McEnery Convention Center (150 W San Carlos St, San Jose)
Free-Day at SF Botanical Garden January 9 Golden Gate Park
FOG Design+Art fair January 11-14 Fort Mason Center (Landmark Building C, 2 Marina Blvd.)
GET SOCIALShare your insights from the
meeting with #OverheardatJPM
Brought to you by: Sponsored by:
WANT TO ATTEND THE CONFERENCE? Unfortunately, we can’t help you. We don’t have any affiliation with J.P. Morgan — we simply attend every year. In our experience, the best way to get invited to the conference is to build a relationship with J.P. Morgan’s investment team.
Ramp Up
QUICK TIPS FOR SAN FRANCISCO
Fly into OAK instead of SFO for fewer delays
Avoid bridge traffic after 4 pm
To book hotels, try (in order):
• Union Square• Fisherman’s Wharf• AirBnB• Berkeley Marina/Marin/
Oakland/Emeryville• San Jose + CalTrain
BART trains stop at midnight
(BEYOND THE BASICS)
#
REINVIGORATING MEDTECH INNOVATION:How can stakeholders address the capital and commercialization risk challenges?
HOSPITAL MERGERS AND ACQUISITIONS:When done well, M&A can achieve valuable outcomes
GLOBAL TRANSACTIONS FORECAST:What to expect in times of uncertainty
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READ THESE REPORTS FOR IN-DEPTH BACKGROUND ON TRENDING TOPICS
Scout out quieter meetings
spots around Union Square
Follow-up immediately
after the event
Use your business cards
to access private events
Have a system for storing
business cards