The #JPM16 Naughty or Nice List
Updated each day through January 11, 2016
It's nearing that time of year again when the Super Bowl of healthcare investing takes place in San Francisco at the J.P. Morgan Healthcare Conference (January 11-14 for 2016). For those institutional investors able to secure a golden ticket to attend, nothing quite beats it. While that is great for them, it often puts everyone else at a disadvantage.
Last year was the start of a movement to make JPM more transparent and fair by encouraging companies to webcast their breakout room Q&A sessions. Breakout rooms take place after a company's main presentation, and this is where a lot of the good information is discussed. However, these highly-relevant sessions had almost never been webcast in the past. That's not fair to those on the outside, so many brought it up with the companies directly last year.
Thanks to the awareness movement, which was kindly amplified by Adam Feuerstein at TheStreet.com here and Meg Tirrell at CNBC here, over 50 companies ultimately chose to webcast their breakout room in 2015 (most for the first time ever). This is important because it put the webcast issue on many people's radar for the first time, but also keep in mind that over 300 companies present at the conference.
While 2015 was a great start, we want the numbers for 2016 to be even better. As companies announce their upcoming participation at this year's conference, I am keeping track below of which ones do (nice) and do not (naughty) elect to webcast their breakout room Q&A. I will update the list as companies clarify their intention, so please let me know of any changes as you are aware of them.
Here is the current list of companies confirmed to be naughty or nice at this year's J.P. Morgan Healthcare Conference:
85
Acadia Pharma
Aegerion Pharma
Agios Pharmaceuticals
Aimmune Therapeutics
Albany Molecular Res.
Alder Biopharma
Alexion
Alkermes
Alnylam
AMAG Pharmaceuticals
Amedisys
AmerisourceBergen
Amicus Therapeutics
Amgen
AMN Healthcare
athenahealth
Baxalta
Baxter
Biogen
bluebird bio
Boston Scientific
Cardinal Health
Cellectis
Celgene
Charles River Labs
Clovis Onoclogy
Emergent BioSolutions
Enanta Pharmaceuticals
Exact Sciences
Foundation Medicine
Global Blood Therapeutics
Halyard Health
HCA
HealthSouth
Healthways
HeartWare
Hill-Rom
Horizon Pharma
Infinity Pharma
Illumina
ImmunoGen
Imprivata
Insmed
Insulet Corporation
Insys Therapeutics
Intersect ENT
Invitae
Ironwood Pharma
Johnson & Johnson
Juno Therapeutics
Karyopharm
Keryx
LabCorp of America
Magellan Health
Mallinckrodt
Mannkind
McKesson Corporation
Medivation
Molecular Partners
Molina Healthcare
Momenta Pharma
Nektar Therapeutics
NeuroDerm
Novadaq Technologies
Ophthotech Corp
Orthofix International
Otonomy
Penumbra
Premiere, Inc.
Qiagen
Quotient
Regeneron
Sage Therapeutics
Seattle Genetics
Seres Therapeutics
Shire plc
Stryker
Takeda
TeamHealth
United Therapeutics
Ventas
WebMD
Wright Medical
Zimmer Biomet
Ziopharm
Zoetis
188
Abaxis
Abbott Labs
Abiomed
AbbVie
Acadia Healthcare
Accelerate Diagnostics
Accuray
Acorda Therapeutics
Aduro Biotech
The Advisory Board
Aetna
Affymetrix
Agilent Technologies
Alere
Alexandria Real Estate
Allscripts Healthcare
Almost Family
Amsurg
AngioDynamics
Antares Pharma
Anthem
Arena Pharma
Array BioPharma
AstraZeneca
Atara Biotherapeutics
aTyr Pharma
Bayer
Becton Dickinson
BioCryst Pharma
BioMarin Pharma
Bio-Rad Laboratories
Bio-Techne
Bristol-Myers Squibb
Bruker Corporation
Cantel Medical
Catalent
Cempra
Centene Corporation
Cepheid
Cerner
Chemed Corp
ChemoCentryx
Chimerix
Cigna
Coherus BioSciences
Communithy Health
ConforMIS
ConMed Corporation
Connecture
The Cooper Companies
C.R. Bard
CSL Limited
CVS Health
Danaher
Dexcom
Diplomat Pharma
Dynavax Technologies
Eagle Pharmaceuticals
Edwards Lifesciences
EndoChoice
Endo International
Endologix
Envision Healthcare
Esperion Therapeutics
Everyday Health
Evolent Health
Express Scripts
FEI Company
Five Prime Therapeutics
GenMark Diagnostics
Genomic Health
Gilead Sciences
Glaukos
GlaxoSmithKline
Globus Medical
Halozyme
HCP, Inc.
HealthEquity
Henry Schein
HMS Holdings
Hologic
ICON plc
ICU Medical
IDEXX Labs
Ignyta
Impax Laboratories
INC Research
Incyte
Inogen
Inovaion
Integra LifeSciences
Intra-Cellular Therapies
Intrexon
Intuitive Surgical
Ionis Pharma
Jazz Pharma
Kindred Healthcare
Kite PHarma
Lexicon Pharma
LHC Group
LifePoint Health
Lilly
Luminex
Masimo
The Medicines Company
Medidata Solutions
MEDNAX
Medtronic
Merck & Co.
Merck KGaA
Merrimack
Mesoblast
Mettler-Toledo
MiMedx
Model N
Mylan
Myriad Genetics
NanoString Tech
Natus Medical
Neurocrine Biosciences
Nevro Corp
Novartis
Novavax
Novocure
Novozymes
NuVasive
OncoMed Pharma
OPKO Health
Orexigen
OvaScience
Owens & Minor
Oxford Immunotec
Pacific Biosciences
Pacira
PAREXEL International
Patterson Companies
PerkinElmer
Perrigo
Pfizer/Allergan
ProNAi Therapeutics
PTC Therapeutics
Puma Biotechnology
Quality Systems
Quest Diagnostics
Quidel Corporation
Radius Health
ResMed
Rigel Pharmaceuticals
Roche
Sagent Pharma
Sangamo
Sanofi
Santen
Select Medical
Sequenom
Spark Therapeutics
Spectranetics
St. Jude Medical
Stemline Therapeutics
Surgery Partners
Surgical Care Affiliates
T2 Biosystems
Teladoc
Teleflex
Tenet Healthcare
Teva
TG Therapeutics
Thermo Fisher Scientific
TransEnterix
Ultragenyx
Universal American
Universal Health Svcs
Valeant
Varian Medical Systems
Veeva System
Veracyte
Vertex Pharma
Vocera Communications
VWR
Walgreens
Waters Corp
WellCare Health Plans
Welltower
West Pharma Svcs
Zeltiq Aesthetics
3M Company
Who Am I?
I'm an individual investor from Kansas City. My focus is on biotech stocks, but I enjoy investing in all industries. I'm an old-school, buy and hold investor who believes the best way to outperform and grow capital is to own innovative companies with good management teams over the long-term. more>>