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The 34th annual JP Morgan Healthcare Conference is being held in San Francisco, CA from January 11- 14, 2016. A list of events and catalysts that were announced or updated at the conference today is included in this report. Additionally, below are some key points from today’s company presentations. Drug pricing has received a lot of negative press, so at the opening luncheon, it was interesting to hear JPM Chairman and CEO, Jaime Dimon suggest that nothing would really change with a new administration. He did add, however, that a new administration could address tax policy that would affect acquisitions that effectively move companies overseas like the recent Pfizer-Allergan deal.

KEY POINTS – DAY 2

The second day of JPM saw several large companies providing fairly general overviews. Bristol-Myers Squibb (BMY) focused on the continued expansion of its immune- oncology franchise led by guidance for the continued development of Opdivo across tumor types, including a foray into DLBCL. Sanofi (SNY) suggested a transformative year 2016 as the company works to maintain its diabetes franchise and gain a small foothold in oncology, likely through acquisitions. Finally, GlaxoSmithKline (GSK) disclosed plans to submit regulatory filings for Benlysta SC for lupus in 2016.
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