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    现在位置首页>技术资料首页>行业动态>展会及会议>28届JP Morgan 健康产业投资会议在旧金山召开

    28届JP Morgan 健康产业投资会议在旧金山召开

    JP Morgan Healthcare Conference2012年6月9日 14:07 点击:3092



    JP摩根大通健康产业投资论坛 JP Morgan Healthcare Conference
    第28届JP摩根大通组织的健康产业投资会议于1月11日至14日在旧金山老派酒店Westin St Francisco举行。大会气氛热烈,高朋满座,信心高涨,与去年的氛围有很大差别。

     
      JP摩根投资银行部总裁Doug Braunstein作了开幕式致词。他回顾了JP Morgan健康产业投资论坛会议的历?#36153;?#21464;,并称每年的这个时候,为了得到最新的行业动态往往会形成所谓的“一月效应”,不少业绩较好的公司股价往上冲。(?#25628;?#38750;虚,会议头天下午,华尔街股市已经有明显反应。)他在致辞中对全球健康产业表示谨慎乐观:数据显示,去年一至四季度,美国、日本、英国和巴西的生物医药均显示出较好的?#27492;?#25104;长,今年的形势更为乐观。在股票市场,S&P在过去两年中已经下滑23%,但股市已从去年3月的最低点恢复了至少 80%。生物医药指数反弹强劲,显示了生物医药产业很?#24247;?#29983;存能力。他预计今年将有更多的生物技术公?#26087;?#24066;,并有更活跃的并购重组交易。
     
      JP 摩根CEO:医改?#23665;?#20915;金融危机
     
      会议前三天的午餐讲演活动十分吸引人。首场报告与去年相同,由JP摩根的CEO Jamie Dimon 主讲。这位金融界高手去年成功领导公司走出困境,赚取117亿美元利润。他在报告中简短回顾了去年的金融风暴经历,点评了美国目前的经济状态和医?#31080;?#20581;改革的事态,对去年美国财长和联邦储蓄委员会主席力挽狂?#20581;?#26524;断救市的决策大加赞赏,认为若无如此力度的救济,华尔街将一败?#24247;兀?#31096;害所?#34892;?#19994;。尤记去年有人提问?#22909;?#22269;政府是否要像救治银行保险业和汽车业那样强力介入,紧急为生物技术产业“输血”?他断然持否定态度,认为金融业是整个经济的枢纽,必须优先排险,保?#27835;?#23450;,生物医药行业有很?#24247;?#33258;救能力,政府不该深度介入。事实证明,他的见解果然没错。华尔街不垮,生物医药行业才有戏,这一行业在金融风暴中坚?#24247;?#25402;了过来,并展示出良好的发展势头。
     
      他预计,美国国会将在不久后通过医改方案,认为应该把修复美国医?#31080;?#20581;?#20302;?#20316;为金融危机解决方案的一部分,“近5000万美国人没有保险,这是不人道的”,因为其中部分无医保人群有的有工作,有的还投资于每年耗资2万亿美元的健康产业经济。他?#24247;?#21307;改对经济的影响巨大,并引用人们熟知的统计数字进行?#24471;鰨好?#22269;的医?#31080;?#20581;开支几乎两倍于经合组织国?#19994;?#24179;均费用,却并没有让美国人享受到更高质?#24247;?#21307;?#21697;?#21153;,其平均寿命还低于经合组织国家水?#20581;?#32780;医疗?#20302;?#20013;的无医保人群要付出更高昂的费用,增加美医?#31080;?#20581;开支。但他并没有提供解决办法,只是呼吁建立全民医保,“超越”目前以雇主为基础的保险?#20302;场?#20182;表示,在目前的法案讨论稿中,对雇主赞助保险的高额部分征税的做法是“错误的”,应该鼓励和要求企业和个人以创造性的方法解决医改难题,企业和个人要担当应有的责任。他赞同政府在金融和医改方面加强立法和监管,但?#24247;?#30417;管必须?#34892;В?#21542;则只是增?#26377;?#30340;管理条款,使政府运作更低效。
     
      布什旧部:医院是最大赢家
     
      次日的午餐主?#24067;?#23486;是前美国联邦老人保险和医疗补贴?#34892;?#20027;任Tom Scully,律师出身的他非常熟悉美国医疗体制,现为私募基金的投资合伙人。他的讲演颇具共和党反派特点,对医改方案批评居多,没有提出太多的个人主张和解决办法。
     
      他预测,医改方案有5%的可能性通不过参众两院的审议(实?#26159;?#24418;可能更糟,麻州补选参议员,共和党获胜,民主党已经失去参议院的60票)。按照众议院的提案,到2019年,医保要覆盖96%的美国公民,参议院的提案希望达到94%的覆盖率(目前的医保覆盖率约为83%),这要花很多钱,必须征收更多税。
     
      他不反对加强?#21592;O展?#21496;的监管,长远来看,这对大型保?#23637;?#21496;有利。在谈及医改对相关利益方的影响时,他认为医院是最大的赢家,因为医?#31080;?#20581;最大的开销?#22836;?#21153;在医院,而医改方案对医院的费?#27599;?#21046;很少;药厂受到的影响不大,因为美国研发型制药企业协会(PhRMA)早与政府达成协议,同意向老年人半价销售品牌药,表面上药厂?#32654;?#24040;大,实际上,老年人往往购买仿制药。因此,药厂?#32654;?#30340;所谓800亿美元多为“空心汤团”,难怪有议员要求再逼迫药厂?#32654;?00 亿~200亿美元;保?#23637;?#21496;受到的影响最大,医改方案不仅要增加3000万~3500万人的保险,还要减少10%的保险补贴。因此,最大的输家是保?#23637;?#21496;、保险行业中介和纳税人,未来10年,由于全国和地方?#21592;?#38505;交?#36164;?#22330;的出现,保险中介从业人员可能会销声匿迹。
     
      民主党大佬:改革市场而非制度
     
      美国?#23433;?#35758;院多数党领袖Tom Daetsch是13日午餐会的特邀嘉宾讲演者。这位美国政坛的重量级人物深得奥巴马器重,他是总统的心腹高?#21361;?#26412;来是美国卫生部长和医改方案最好的设计者和组织者,但因为在个人税收方面有点小瑕疵,被迫退出总统提名的卫生部长候选人名单。如果他能担任卫生部长和医改总协调人,凭借其强大的能力和影响力,医改方案的推进或许会更快、更顺利。他的主要观点如下:
     
      1.两院医改提案“是美国历史上,众议院和参议院第一次通过的全面的医疗改革方案。”这是很有历史意义的尝试。
     
      2.在两院协调整合最终版本的医改方案时,政府和国会会显得无能为力,许多分歧会?#27426;?#24694;化甚至失控。所以“集中精力谈论和协调相关问题”是当务之急。 “现在,我们有一个医疗市场,而没有一个好的制度……我们正在努力改革的不是一个制度,而是市场。”目前喧闹不停的辩论,虽达成了?#25345;?#31243;度的共识,但并非完全一致。
     
      3.抨击医疗行业普遍存在的过度医疗问题,认为造成这一问题的原因或是为了保护服务商的利益,或是因为药品可以在电视上大做广告。
     
      4.“我们有一个21世纪的手术室和一个19世纪的后勤办公室。”医疗费用在文字处理方面开支过多,因此,行业必须获得更多的健康信息技术。
     
      5.呼吁为健康和疾病预防提供更多支持。
     
      6.在医?#21697;?#21153;的?#25237;?#21147;问题上,他对美国日益依赖国外医学院毕业生填补初级保健医生的缺口表?#38236;?#24551;。每年约有5000名外国医生进口,大都来自发展中国家,“我们没有采取措施,刺激年轻人从事卫生保健领域的工作”,长远会产生不?#21152;?#21709;。
     
      7.医?#21697;?#21153;的支付和输送需要节省开支,提高效率。
     
      8.保险方面的改革尤其必要,政府主持的公众保险项目多半不会纳入最后的医改版本。
     
      9.需要征收凯迪拉克计划方面的额外税费,即健康保险福利开销超过?#27426;?#39069;度需要额外缴税。
     
      10.不要求雇主强?#31080;?#38505;,但每个人都需要有强?#31080;?#38505;,才能消除保?#23637;?#21496;对有病况者购买保险的歧视。
     
      11.关于流产方面的分歧估计无法解决。
     
      12.实质性的医改要到2014年开始。
     
      13.设立全国医疗委员会授权处理相关问题的原因在于,美国政坛体系的低效率和无休止的辩论,与其把大量时间和精力花在无结果的两党争吵和政治博弈上,还不如让更专业和中立的人士参与决策和管理。
     
      场内场外>>>
     
      旧金山“一月效应”
     
      今年的会议规模很大,共有6500多人出席,有349家公司的CEO、CFO、SVP等高层管理团队到场做报告、回答听众问题,有1400位上市公司的投资者、股票基金投资经理,1700多位私募基金?#22836;?#38505;基金的投资人参会,捕捉投资机会。会议保安戒备森?#24076;?#19968;票难求现象再现。
     
      在JP摩根会场不远处,另有两场规模较小、档次稍低的投资会议同期进行,参会报道的单位主要是约200家非上市的私营?#34892;?#29983;物技术企业。据称,JP摩根登记的场外?#36739;?#20250;晤有7000多起,这还不包括人们?#36739;略技?#30340;会晤和交流活动,许多公司高管一天要安排十几场?#36739;?#20250;晤,难怪会议大堂吧和酒店旁的咖啡馆、餐馆到处可见参会者在兴致勃勃地会晤讨论,这已经构成每年一月初在旧金山联合广场周边的一大街景。
     
      会议酒店大厅的椅子全部?#38450;耄?#21462;而代之的是在大厅中央设一圈围桌,让人们架设电脑或摆放资料。整个会议场所都布有无线上网信号,供与会者使用。本次会议资料无纸化,资料可经网络下载,现场打印,十分环保!


    28届JP Morgan 健康产业投资会议在旧金山St Francisco 酒店召开。至少有5000多人出席了第一天的会议。
    早上7:30分会议就正式开始。JP Morgant投资银行部总裁 Doug Braunstein做了简短的开幕致词。随即拉开了为期四天,共有300家生物医药,医疗器?#25285;?#35786;断,疫苗和医?#21697;?#21153;及保险的公司CEO,CFO和SVP亲自到场做报告和解答的行业盛会。在第一天上午在主会场做报告的有,

    Celegene Corporation,
    美国Celgene
    罗?#24076;?br /> 瑞士罗氏Roche
    ?#25490;啵?br /> 美国?#25490;?Abbott
    Gilead科技,
    美国Gilead Sciences
    美敦力,
    美国美敦力公司(Medtronic, Inc.)
    下午有Cephalon,
    美国Cephalon Inc
    McKesson Corporation BeckDickson,
    Perkin Elmer, Inc..
    美国珀金埃尔默perkinElmer
    在第二主会场报告的公司有Zimer Holding, Inc。 人类基因组科学,WellPoint, St Jude Medical。下午第一个报告的有仿制药老大 泰瓦药业,接着有AmerisourceBergen Corporation,Smith & Nephew, Inc。Water ,Corporation , Amlyin 药业,VWR?#21462;?/p>

     
    第一会议中午午餐会由JP Morgan首席执行官兼董事长 James Dimon做了主题讲演。第二,第三天的午餐主?#24067;?#23486;分别是Thomas Scully,前美国Medicare 和 Medicaid服务?#34892;?#20027;?#21361;?#21644;Tom Daschle,前美国参议?#22909;?#20027;党主席。
    除了大会的正式报告外,每天下午5-6点,还有三场专门的讨论报告会,围绕的主题是 1)健康服务设施:未来成长与策略; 2)健康产业私募股权投资展望,3)从联邦医疗和产业界视角看诊断,影像及个性化医疗。

    会议共分6个会场和六?#37995;?#31572;场所同时进行。数千名投资者,来自股票基金,投资银行,风险基金,私募基金和分析师,顾问和律师,带?#25490;?#21402;的兴趣和较为乐观的心情,参加了第一天的大会。与往常一样,大会期间,小会多多,分别在酒店不同的房间,大厅,酒吧,会所内进行。会议大厅的摆设也有所改变,收去了许多座?#21361;?#35753;更多人可以站着聊天和交流。

    会议中,?#34892;?#22810;来自中国和亚洲的公司高管和投资者参加了不同的报告会。有的还将在会场做报告。多家国内著名的CRO公司的BD经理,活跃在会场外,与潜在客户交流探讨合作。会外数千场小会,也在同步紧张地进行之中。未来的合作,投资或技术转让就是在这样的氛围中,被铺平道路。

    生物医药和健康服务产业,将在2010年及未来几年得到改善和成长。金融风暴之后,终于业内有了比较积极正面的评价。阳光产业将随着经济的好转,IPO视窗的重开,以及风险基金再度活跃投资,并购和技术转让会更加活跃。

    尽管第一天晚上没有再安排JP Morgan组办方的大型招待会但在会场不远的Clift 酒店,晚上的酒会还是热闹非?#30149;?#37202;吧被人占满,?#27426;?#24076;望涌入的人必须排队?#21364;?#36827;入。一天之会议之后,的确需要放松,Lizard 等公司为大家提供很好的休闲交流场所。预计明后天还有Burill & Company 和JP Morgan 亚洲的招待酒会。

     

    JP Morgan Healthcare Conference: MDx Firms See Major Launches in '10-'11

    SAN FRANCISCO (GenomeWeb News) - Several molecular diagnostic firms are looking to unveil new assays and instrument systems that could greatly expand their market presence, company executives told investors at the JP Morgan Healthcare Conference held here this week.

    Qiagen, which currently has a molecular diagnostic assay portfolio of around 120 tests, is planning to launch new instruments over the next couple of years targeting the entire molecular diagnostics market, from point of care to high-throughput labs.

    The firm will soon be rolling out in Europe its QIAensemble high-throughput system, which will have assays for human papillomavirus, chlamydia, gonorrhea, and others. Qiagen hopes that following a 2010 launch in Europe, the system will make its way to the US market in 2012, according to a presentation given by CEO Peer Schatz on Wednesday.

    The firm also is targeting the pharmacogenomics market with the launch of the QIAsymphony platform in Europe this year followed by the US in 2011. Schatz said that the company has more than 15 partnerships with pharmaceutical firms to develop pharmacogenomic or companion diagnostic assays. Among those partners are Amgen, Eli Lilly, Merck, ImClone, Boehringer Ingelheim, and Bristol-Myers Squibb.

    He said Qiagen intends to file pre-market applications for its KRAS test, for which it has partnered with Amgen, and its EGFR test, in the next two years. Other PGx assays are planned for 2011 to 2014.

    Schatz said that when the QIAsymphony is launched it will mark the largest molecular diagnostic offering in the world.

    While the firm recently raised its profile in the personalized diagnostics field through its acquisition of DxS, Schatz told GenomeWeb Daily News that Qiagen already does around $50 million in business in the field, and has many partnerships with pharma firms that have not been publicly disclosed.

    Also on the way from Qiagen is a point-of-care, portable molecular diagnostics instrument capable of running eight samples at a time. The small machine weighs only half a pound and can run on 3 AA batteries. Schatz said that the instrument would first be deployed in applied markets, with acute care and mobile care being key markets as well. In addition, he said that developing tests for healthcare-associated infections for the instrument are an option.

    The instrument was acquired along with its maker, Germany's ESE, a privately held developer and manufacturer of UV and fluorescence optical measurement devices, for $19 million in cash this week.

    Overall, the next 12 to 18 months are going to be a "big submission window" as far as regulatory filings go, Schatz told GWDN.

    Cepheid

    Another firm that is looking to broaden its assay menu is Cepheid, which has been known primarily for its portfolio of HAI tests. John Bishop, the firm's CEO, told investors today that the company's 2010 milestones include the clearance and launch of six tests, two of which — one for flu, and one for VanA, an antimicrobial resistance gene most commonly associated with vancomycin-resistant enterococci — have already been cleared for marketing.

    The firm has introductions planned for an MRSA/SA nasal test, a Flu A/B panel, a C. difficile/Epi test, and is targeting the European release of a chlamydia/gonorrhea test this year.

    Unlike Qiagen, Bishop believes the company's strategy of trying to serve the market with one scalable platform from low- to high-throughput is an advantage. According to Bishop, labs want to consolidate on a few platforms with a wide menu offered for those systems.

    He also said that the firm's newest platform, the Infinity 48, is one or two generations ahead of competitors.

    Also new for Cepheid is a development program for a microRNA-based test for lung cancer. Bishop believes that it is possible that the potential test, which he hopes will be based on multiple markers, will eliminate the need for biopsies, as the key marker in development has been detected in serum in both early- and late-stage lung cancers.

    Gen-Probe

    Gen-Probe will launch its new molecular diagnostics instrument, called Panther, this year, President and CEO Carl Hull said at the conference on Wednesday. The new system will target low-to-mid-volume labs. It will be fully automated, have a smaller footprint, and offer random access testing of qualitative and quantitative assays, which Hull said will enable molecular diagnostic testing capabilities not currently available on its Tigris system.

    Assays that run on Panther initially will be similar to the ones on Tigris for chlamydia and gonorrhea. There also are plans for a human papillomavirus assay and its Progensa PCA3 assay to help physicians identify men at risk of increased risk of prostate cancer.

    Among the firm's 2010 priorities is to launch Panther in Europe, with a US launch planned for four or five quarters later. Gen-Probe also plans to file for FDA clearance of its Aptima HPV for the Tigris system and an Aptima trichomonas assay for identifying the STD trichomoniasis. It also will continue developing Panther for blood screening, with funding for that project coming from its partner Novartis.

    Hull also fired a shot across the bow of other molecular diagnostic firms, saying that the firm's Tigris system has attracted "imitators," and saying that companies "need to be mindful" of Gen-Probe's patent estate. He suggested that the company could license IP to some parties, but would not comment on whether the firm would be pursuing legal action against any competitors in the near future.

    Celera
    美国Celera Genomics Group
    Celera CEO Kathy Ordonez told investors that the company is in the midst of hiring 23 new sales representatives to detail its genetic tests. Thus far, it has hired 17 of those reps.

    The firm is trying to expand the market for its KIF6 test, which tests for cardiovascular risk and statin benefit and is currently offered through Celera's Berkeley Heart Labs business. Among those efforts is a collaboration with Medco to study the ability of KIF6 testing to help in getting patients to take their statins. Earlier this week, the firm also licensed rights to the University of California, San Francisco to develop an in-house test for the gene.

    Ordonez also said that the firm is discussing with the US Food and Drug Administration the filing of a pre-market approval application for the KIF6 test. The company expects to submit that application in the second half of 2010.

    Luminex
    美国 Luminex
    Luminex President and CEO Patrick Balthrop noted that the firm expects full-year 2009 revenues of between $119 million and $121 million, revised from its projected revenue guidance in November of between $118 and $126 million.

    He also told investors that the firm is aiming to introduce several new products in 2010, including its RVP Fast testing panel, which has been launched in Europe but will be filed for clearance in the US soon. Its test pipeline includes ag/bio and gastrointestinal panels that the firm hopes to launch in 2010.

    Luminex also intends to launch its MagPix instrument platform in the second half of the year, expanding the firm's reach into the low-throughput market, said Balthrop. In late 2008, Luminex launched its FlexMAP 3D, a higher-throughput, higher-cost system aimed at larger labs.

    (来源: JP Morgan Healthcare Conference )


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