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Post by kc on Jan 4, 2019 13:38:24 GMT -5
Another example is westwicke.com/2018/11/5-things-to-look-for-at-the-2019-j-p-morgan-healthcare-conference/
5 Things to Look for at the 2019 J.P. Morgan Healthcare Conference
The J.P. Morgan Healthcare Conference provides an insightful beginning to the year. Beyond offering an opportunity to meet with analysts, investors, and other professionals in the healthcare industry, it illuminates trends that you’re likely to see throughout the upcoming year.
As you look forward to the 2019 event in January, start thinking about the information you can glean from the sessions you’ll attend, meetings you’ll facilitate, and announcements you’ll hear over the course of the conference.
Specifically, make sure you look out for these five things.
A glimpse into the 2019 M&A landscape
1. The J.P. Morgan Healthcare Conference is well-known as one of the premier places for companies to announce recent M&A deals. While 2017 saw a lull in announcements of M&A deals, the 2018 conference showed signs of renewed deal activity. 2018 U.S. tax cuts were predicted to spur M&A funding, especially in pharma and biotech — and that certainly proved true, as several large deals were announced at the very beginning of the year.
In 2019, be on the lookout for signs of the M&A landscape for the rest of the year. Are several big deals announced during the event, or is it on the quiet side? This can give you helpful insight into how the rest of the year will progress.
2. New industry trends to be aware of
You’ll likely notice a few key trends that flow throughout the conference and should guide your strategy in the coming year. In 2018, for example, the conference noted the importance of cybersecurity, engaging physicians, value-based payments, and pursuing multiple revenue streams.
Representatives from public companies who will be meeting with shareholders should keep an eye on these trends, as you’ll want to be prepared to discuss how you plan to take these trends into consideration over the coming year. Private companies with plans to go public in the coming year should also stay abreast of these trends to communicate their business value to potential investors.
3.Updates to the emerging trends of 2018
Each year, the J.P. Morgan Healthcare Conference highlights how the latest trends in technology — from drones to blockchain — are transforming healthcare and biotechnology.
During the 2018 conference, for example, there was much talk about the potential of artificial intelligence (AI) in healthcare. Ultimately, many experts and venture capitalists recommended that for now, AI is best suited for back-office and administrative functions, rather than clinical tasks. Now that companies have had another year to develop AI programs, will there be a renewed interest and potential in using AI for clinical tasks?
4.Insight into where investor money is going
The 2018 conference revealed that many investors are primarily interested in oncology startups that address topics like gene therapy and immunotherapy. MedCity News reported that these types of startups commanded the largest share of early-stage venture capital dollars in 2017, and predicted that that wouldn’t let up. During the 2019 conference, listen for indicators of what to expect in the year ahead — if investors will continue to pour dollars into oncology startups, or if the winds have changed and a new niche has stepped into the spotlight.
5.Unexpected but valuable connections
It’s easy to go into the J.P. Morgan Healthcare Conference with a schedule of wall-to-wall meetings. Between analysts and investors, you probably have a mile-long list of people you need to meet with. However, it’s just as important to be on the lookout for unconventional or unexpected connections — say, with people who are simply doing interesting things in the industry.
These people can give you more insight into the industry (including the trends and M&A landscape mentioned above), as well as strengthen your overall network.
By staying on the lookout for these five things, the 2019 J.P. Morgan Healthcare Conference will be an insightful way to start the year. But to get the most out of the event, it’s critical to begin planning now. For tips on getting your team ready, download our complimentary eBook, J.P. Morgan Healthcare Conference
westwicke.com/j-p-morgan-healthcare-conference-your-keys-to-success/
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Post by kc on Jan 4, 2019 13:35:03 GMT -5
Attending:
The purpose of going to JPM next week is to meet some new PHARMA partners and press the flesh. Not sure if Mike is presenting or just looking for new friends/partners/investors.
www.jpmorgan.com/global/healthcareconference
About
The annual J.P. Morgan Healthcare Conference is the largest and most informative healthcare investment symposium in the industry, bringing together industry leaders, emerging fast-growth companies, innovative technology creators, and members of the investment community.
Presentation schedule evidently has not been posted yet.
But a good example of what goes on is on the Deloitte web site about their presentations and who from Deloitte will be there.
www2.deloitte.com/us/en/pages/mergers-and-acquisitions/events/jpm-healthcare-investor-conference.html
an example of some of the Deloitte folks there and their mission:
•Xander Alpherts, corporate finance partner, health care M&A leader, Deloitte Australia •Richard Baderman, IT M&A transaction services partner, Deloitte United Kingdom •Simon Brew, partner, Deloitte United Kingdom •Carrie Chen, China financial advisory leader, corporate finance partner, Deloitte China •Tal Chen, global technology alliances practice leader, partner, Deloitte Israel •Jason Ding, managing director, corporate finance, life sciences and health care practice, Deloitte Canada
•Kazuhisa Go, corporate finance managing director, Deloitte Japan •Stav Gregoriou, M&A transaction services director, Deloitte United Kingdom •Rohan Hammett, consulting partner, Deloitte Australia •John Haughey, lead partner for life sciences and health care for North West Europe, Deloitte United Kingdom •Tim Hayden, M&A transaction services senior manager, Deloitte Canada •Masafumi Ito, M&A transaction services partner, Deloitte Japan •David Jones, European financial advisory leader, UK corporate finance partner, Deloitte United Kingdom •Andy Khanna, corporatefinance partner, financial advisory life sciences leader, Deloitte India •Andreas Korten, M&A transaction services partner, Deloitte Germany •Dr. Sebastian Krolop, Monitor Deloitte partner, Deloitte US •Susana Novo, Mexico life sciences and health care corporate finance lead partner, Deloitte Mexico •Phil Pfrang, global life sciences and health care financial advisory managing partner, Deloitte US •Jan Rattay, M&A transaction services partner,Deloitte United Kingdom •Anthony Reid, director, Deloitte United Kingdom •Anna Samanta, EMEA life sciences M&A lead partner, Deloitte Switzerland •Amar Shah, corporate finance director, Deloitte United Kingdom •Bill Stamatis, Canadian life sciences and health care lead partner, Deloitte Canada •Colin Terry, United Kingdom/Swiss life sciences partner, Deloitte United Kingdom •Michael van der Boom, M&A transaction services partner, Deloitte Switzerland •Dr. Loke Wai Chiong, Southeast Asia health care sector leader partner, Deloitte Singapore •Chris Woolley, United Kingdom life sciences lead partner, Deloitte United Kingdom
You have to be seen to get noticed, especially if you have some great positive things happening.
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Post by kc on Jan 4, 2019 13:09:56 GMT -5
So it seems coverage of mnkd on WS (or at least a side street adjacent) is starting to improve along with insurance coverage. Am assuming all of them are also being paid fees of some kind to expand mnkd exposure, think Zacks may have been left out of this conversation. All good as the train slowly but methodically leaves the station... all aboard! The purpose of going to JPM next week is to meet some new PHARMA partners and press the flesh. Not sure if Mike is presenting or just looking for new friends/partners/investors.
www.jpmorgan.com/global/healthcareconference
About
The annual J.P. Morgan Healthcare Conference is the largest and most informative healthcare investment symposium in the industry, bringing together industry leaders, emerging fast-growth companies, innovative technology creators, and members of the investment community.
Presentation schedule evidently has not been posted yet.
But a good example of what goes on is on the Deloitte web site about their presentations and who from Deloitte will be there. www2.deloitte.com/us/en/pages/mergers-and-acquisitions/events/jpm-healthcare-investor-conference.html
an example of some of the Deloitte folks there and their mission: Global life sciences and health care M&A trends and investment opportunities (global leaders) •Xander Alpherts, corporate finance partner, health care M&A leader, Deloitte Australia •Richard Baderman, IT M&A transaction services partner, Deloitte United Kingdom •Simon Brew, partner, Deloitte United Kingdom •Carrie Chen, China financial advisory leader, corporate finance partner, Deloitte China •Tal Chen, global technology alliances practice leader, partner, Deloitte Israel •Jason Ding, managing director, corporate finance, life sciences and health care practice, Deloitte Canada
•Kazuhisa Go, corporate finance managing director, Deloitte Japan •Stav Gregoriou, M&A transaction services director, Deloitte United Kingdom •Rohan Hammett, consulting partner, Deloitte Australia •John Haughey, lead partner for life sciences and health care for North West Europe, Deloitte United Kingdom •Tim Hayden, M&A transaction services senior manager, Deloitte Canada •Masafumi Ito, M&A transaction services partner, Deloitte Japan •David Jones, European financial advisory leader, UK corporate finance partner, Deloitte United Kingdom •Andy Khanna, corporate finance partner, financial advisory life sciences leader, Deloitte India •Andreas Korten, M&A transaction services partner, Deloitte Germany •Dr. Sebastian Krolop, Monitor Deloitte partner, Deloitte US •Susana Novo, Mexico life sciences and health care corporate finance lead partner, Deloitte Mexico •Phil Pfrang, global life sciences and health care financial advisory managing partner, Deloitte US •Jan Rattay, M&A transaction services partner, Deloitte United Kingdom •Anthony Reid, director, Deloitte United Kingdom •Anna Samanta, EMEA life sciences M&A lead partner, Deloitte Switzerland •Amar Shah, corporate finance director, Deloitte United Kingdom •Bill Stamatis, Canadian life sciences and health care lead partner, Deloitte Canada •Colin Terry, United Kingdom/Swiss life sciences partner, Deloitte United Kingdom •Michael van der Boom, M&A transaction services partner, Deloitte Switzerland •Dr. Loke Wai Chiong, Southeast Asia health care sector leader partner, Deloitte Singapore •Chris Woolley, United Kingdom life sciences lead partner, Deloitte United Kingdom
You have to be seen to get noticed, especially if you have some great positive things happening.
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Post by kc on Jan 4, 2019 9:59:52 GMT -5
I was good with the call. Do not trust MK..... Mike C. Did a good job of communication.
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Post by kc on Dec 28, 2018 12:15:54 GMT -5
I get the feeling that Mike will update on New availability of insurance companies or Medicare. Something positive to start the new year.
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Post by kc on Dec 28, 2018 11:24:21 GMT -5
a lot of their holdings are dogs...
whalewisdom.com/filer/cvi-investments-inc
Current 13D/G Holdings
Stock Sector Shares Held Market Value Rank Source Source Date
Weatherford International plc (WFT) ENERGY 84,500,000 352,365,000.00 1 13G 2017-12-31 Safe-T Group ADS (SFET) 4,843,400 53,277,400.00 2 13G 2018-08-17 Top Ships Inc (TOPS) ENERGY 2,160,316 31,108,580.64 3 13G 2018-10-24 Synergy Pharmaceuticals Inc (SGYP) HEALTH CARE 12,337,116 27,511,768.68 4 13G 2017-12-31 MannKind Corp (MNKD) HEALTH CARE 11,750,000 13,395,000.00 5 13G 2018-12-20 ReShape Lifesciences Inc (RSLS) HEALTH CARE 811,356 5,679,457.92 6 13G 2018-11-26 Vascular Biogenics Ltd (VBLT) HEALTH CARE 1,904,762 4,857,143.10 7 13G 2018-06-25 Advaxis Inc (ADXS) HEALTH CARE 4,166,666 4,249,999.32 8 13G 2018-09-07 Arcadia Biosciences Inc (RKDA) MATERIALS 372,950 3,378,927.00 9 13G 2018-06-12 Ampio Pharmaceuticals, Inc (AMPE) HEALTH CARE 6,500,000 3,120,000.00 10 13G 2018-08-09 Heat Biologics Inc (HTBX) HEALTH CARE 2,000,000 2,840,000.00 11 13G 2018-11-21 Northwest Biotherapeutics Inc (NWBO) HEALTH CARE 11,514,993 2,763,598.32 12 13G 2017-12-31 Bellerophon Therapeutics Inc (BLPH) HEALTH CARE 1,000,000 2,580,000.00 13 13G 2017-12-31 Recon Technology Ltd (RCON) ENERGY 1,197,500 2,406,975.00 14 13G 2018-01-22 Pain Therapeutics Inc (PTIE) HEALTH CARE 1,200,000 2,364,000.00 15 13G 2018-08-15 Rexahn Pharmaceuticals Inc (RNN) HEALTH CARE 1,923,077 2,269,230.86 16 13G 2018-10-17 Myomo Inc (MYO) HEALTH CARE 540,089 2,025,333.75 17 13G 2017-12-31 Fibrocell Science Inc (FCSC) HEALTH CARE 679,408 1,725,696.32 18 13G 2018-05-29 Dare Bioscience Inc (DARE) HEALTH CARE 975,000 1,638,000.00 19 13G 2018-02-13 Neuralstem Inc (CUR) HEALTH CARE 795,481 1,368,227.32 20 13G 2017-12-31 VISTAGEN THERAPEUTICS, INC. COMMON (VTGN) HEALTH CARE 1,104,397 1,225,880.67 21 13G 2017-12-31 Altimmune Inc (ALT) HEALTH CARE 252,554 1,111,237.60 22 13G 2018-09-28 China Recycling Energy Corp. (CREG) INDUSTRIALS 661,694 1,058,710.40 23 13G 2018-10-29 TrovaGene Inc (TROV) HEALTH CARE 216,102 803,897.58 24 13G 2017-12-31 Tonix Pharmaceuticals Holding Corp (TNXP) MATERIALS 243,189 714,975.66 25 13G 2018-12-07 CHF Solutions Inc (CHFS) HEALTH CARE 368,571 678,170.64 26 13G 2018-06-29 SenesTech Inc (SNES) HEALTH CARE 790,054 568,838.88 27 13G 2017-12-31 Amedica Corp (AMDA) HEALTH CARE 484,388 552,202.32 28 13G 2018-05-10 Helios and Matheson Analytics (HMNY) INFORMATION TECHNOLOGY 331 522,057.85 29 13G 2017-12-31 ZIOPHARM Oncology Inc (ZIOP) HEALTH CARE 119,394 494,291.16 30 13G 2017-12-31 RXi Pharmaceuticals Corporation (RXII) HEALTH CARE 814,237 480,399.83 31 13G 2018-10-01 U.S. Energy Corp (USEG) MATERIALS 314,258 471,387.00 32 13G 2017-12-31 Sigma Labs Inc (SGLB) MATERIALS 215,500 463,325.00 33 13G 2017-12-31 InVivo Therapeutics Holdings Corp (NVIV) HEALTH CARE 198,411 371,028.57 34 13G 2018-06-21 LM Funding America Inc (LMFA) FINANCE 163,742 324,209.16 35 13G 2018-10-30 Aytu BioScience Inc (AYTU) CONSUMER DISCRETIONARY 232,677 300,153.33 36 13G 2018-10-05 Marathon Patent Group Inc (MARA) INDUSTRIALS 58,250 238,825.00 37 13G 2017-12-31 SELLAS Life Sciences Group Inc (SLS) HEALTH CARE 3,982 31,059.63 38 13G 2017-12-31 CORMEDIX INCWT EXP (CRMD/WS) 2,850,000 42 13G 2017-12-31 GREAT BASIN SCIENT COM USD0.0001 POST REV SPL (GBSN) 30,198 43 13G 2017-12-31 INPIXON COMMON STOCK (NV) (INPXZZZZ) 1,044,764 44 13G 2018-04-20
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Post by kc on Dec 27, 2018 14:14:11 GMT -5
When do we expect news on pediatric approval? ---- I should have deleted this post....
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Post by kc on Dec 27, 2018 14:01:14 GMT -5
Only Mike will be presenting! I hope that this shelf offering of 26,666,667 common shares will turn out to be a 10% co-promotion partner buy-in Three Years from the date of the Sanofi termination notice. Hmmmm. I have to wonder about the timing of this announcement. Lets be hopeful there is something good unfolding.
January 5th, 2016 Sanofi terminates the agreement.
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Post by kc on Nov 28, 2018 16:59:10 GMT -5
Monitize it by selling in every Starbucks store worldwide. I know you love the idea of cannabis appearing side by side coffee and snack foods in Starbucks, but it is just not happening (within the near to medium term future, anyway). www.bnnbloomberg.ca/starbucks-steering-clear-of-cannabis-ceo-says-1.1153272Starbucks Corp. is currently not making any plans around cannabis, according to the company’s chief executive officer. “That’s not anything we’re considering or pursuing – I just don’t feel it’s accretive to our brand and kind of what our brand stands for,” Kevin Johnson told BNN Bloomberg’s Jon Erlichman Tuesday, on the sidelines of the Fortune Global Forum in Toronto. To be clear, its not my idea. RLS has Starbucks top marketing guy on their team and his best friend just happens to run Starbucks and use to work at Microsoft.
Starbucks is looking for new revenue so it would not surprise me to see some under performing shops converted into dedicated stores for pot. It would not cost much but could be worth a fortune.
I am not sure I would believe everything I read. The key phrase is "their brand". Maybe these stores are not called Starbucks but have their own brand owned by Starbucks.
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Post by kc on Oct 2, 2018 14:33:44 GMT -5
My MannKind 10 step addiction program has not been cured in four years. Good luck to you and hopefully one day we can toast the outcome of our addiction.
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Post by kc on Oct 2, 2018 14:32:09 GMT -5
dead link....
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Post by kc on Sept 25, 2018 16:24:49 GMT -5
Different disease being treated than PAH.....
Samumed LLC has entered an exclusive license agreement with United Therapeutics Corporation (Nasdaq: UTHR) for North American rights to Samumed's SM04646, being developed for the treatment of idiopathic pulmonary fibrosis (IPF). Deal terms include $10 million up-front, plus up to $340 million in developmental milestones and up to low double-digit royalties.
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Post by kc on Sept 25, 2018 14:57:09 GMT -5
Current therapeutic effects of inhaled Treprostinil lasts ~ 4 hours. Considering that what Mike disclosed is essentially that people will be able to easily take the current daily target dose of 216mcg in a single inhalation. We are aiming way beyond the 216mcg. The Phase 1 participants were healthy volunteers and they reached just 36mcg shy of the daily target dose with Tyvaso, which requires 4 individual treatment sessions spaced hours apart, involving 9 inhalations per treatment sessions (~54mcg), and the sessions are spaced hours apart, essentially over a 12 hour time span. With TreT, you achieve all that and then some in literally a single inhalation, at the location of your choice, and 2-3 seconds of your time. 😎 Current therapeutic effects of inhaled Treprostinil lasts ~ 4 hours. Can you imaging how much easier life will be for a person with PAH being able to carry their Technosphere device vs the current Tyvaso bong. Daily life is going to be much easier for the PAH patient.
I think we have a winner here and this will lead into other inhalable drugs. Not a drug expert but I think the game is finding something that they can be equal to a already approved drug. MannKind made the right choice in picking Treprostinil. They must have really done their home work on it vs epinephrine or they would have gone in that direction first. Somehow MannKind knew or exploited a weak spot known publically that United was struggling with on their device.
Next I hope its epinephrine as it could make the game on for MannKind shareholders. The future is looking brighter everyday.
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Post by kc on Sept 25, 2018 14:48:59 GMT -5
Thanks Jeff, you called it!! And thanks for reminding us all to pay attention! You get the credit. You are awesome! Like the JP Morgan question and the answer of that question. Development paths is fast track bio equivalence study... unbelievable delivery system. easier to use delivery system
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Post by kc on Sept 25, 2018 14:40:39 GMT -5
Can someone give a detailed report? Did Mike or anyone else allude to the other UT/MannKind Technosphere applications? I’ve noticed vaccines mentioned couple times now in the slides. Many of today’s vaccines are totally unsafe. Maybe the TechnoVax partnership will resurface someday in the future. Mike did mention epinephrine so I would think that they are also working behind the scene with that product. I bet that would interest United also giving them another drug to sell.
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