29th Annual Healthcare Conference
- March 19-20, 2019
Oppenheimer recently held its 29th Annual Healthcare Conference in New York City on March 19 and 20. The two-day conference brought together leading public and private companies across major sectors of the healthcare industry, including Allogene, Caribou, Centene, Cigna, Exelixis, GlaxoSmithKline, HCA, Humana, KSQ Therapeutics, Madrigal, Moderna, Pear Therapeutics, Tandem Diabetes and United Therapeutics. The Marwood Group presented the keynote lunch address on Tuesday; Wednesday's keynote lunch speaker was Dr. Jason Luke from the University of Chicago, who addressed how to spot red flags in early clinical trials.
The event provided investors with cutting-edge insights on developing trends within the healthcare industry, including Medicare and Medicaid policy changes, blockbuster pharmaceutical and biotechnology products, and evolving payment models.
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Thank you to all of our attendees, organizers, and thought leaders who made Oppenheimer’s Healthcare Conference a success.
Panel Topics
Dr. David Meeker
David Meeker, CEO of KSQ Therapeutics will discuss a variety of issues surrounding drug pricing innovation, including whether drug pricing be legislated by Congress, how free pricing and innovation are related in the US, and the mechanisms biopharma & payers can utilize to control drug prices.
Dr. Daniele Piomelli
Dr. Piomelli is the director of UCI’s Center for the Study of Cannabis and Editor-in-Chief of Cannabis and Cannabinoid Research, the only peer-reviewed journal entirely dedicated to the study of cannabis, its derivatives, and their endogenous counterparts in the human body. Dr. Piomelli will discuss his research on the endocannabinoid system and the discovery of endocannabinoid-based drugs, which he believes hold great promise for the treatment of several human pathologies. With the approval of Epidiolex for the treatment of epileptic seizures and ongoing clinical research on several other cannabinoids, Dr. Piomelli’s views on this nascent therapeutic segment will be valuable as we evaluate the developing cannabinoid-based therapeutic pipeline.
Dr. Caron Jacobson & Dr. Rizwan Romee
Cell therapies have shown striking efficacy in cancer, offering heavily pretreated patients a shot at durable remission. With two products (Yescarta, Kymriah) already on the market and several more on the horizon, we believe the current generation of products represents the tip of the iceberg in terms of therapeutic potential. This panel focuses on T-cell therapies, which have been the vanguards of the space, as well as NK based-products, which have shown convincing activity in early clinical trials. Our panelists will discuss what they see as the next moves for the space.
Dr. Jae Park & Dr. Ahmed Sawas
While the commercial landscape now includes one bispecific antibody (Blincyto), and two CAR T treatments (Kymriah and Yescarta), next generation candidates are making their way through the clinic that may change how these modalities are viewed and used by the medical community. This panel will discuss the key clinical development hurdles for emerging bispecific therapies, including the relevant features for them to earn a meaningful place in the treatment paradigm.
Dr. Sanjoy Dutta
In the panel “A Look Into the Future of Diabetes Treatments”, we will be having a fireside chat and Q&A with Dr. Sanjoy Dutta who is Associate Vice President, Research and International Partnerships, at the JDRF. JDRF is the leading global organization funding Type 1 diabetes research. In a world of accelerating technology advancements in diabetes, we will discuss the landscape of closed loop insulin pump systems being developed, where smart pens will fit into the market, how can we expand device therapies into the Type 2 population, what’s on the horizon from a pharmaceutical/stem cell perspective, among others. Among the public medical device companies impacted are MDT, DXCM, PODD, SENS (not covered), TNDM, VLRX.panelists will discuss what they see as the next moves for the space.
Brian Rye
Brian Rye, Sr. Government Healthcare Analyst for Bloomberg will discuss the current status of Congressional actions into drug pricing in D.C., how the two parties are divided/aligned regarding drug pricing, potential presidential actions on drug pricing, and payers perspectives into drug pricing.
Keynote Speakers
Political Strategist
Mr. Gaffin leads the legislative outreach and analysis in Marwood Group’s Washington DC office, bringing a wealth of Hill experience to the firm. Prior, he served as the Legislative Director for the bipartisan US Senate Northeast Midwest Coalition, chaired by Senator Sherrod Brown (OH). Before his work in Senator Brown’s office, Mr. Gaffin served as Congressman Rob Andrews (NJ) Legislative Director, one of the original authors of the Affordable Care Act. Mr. Gaffin also worked for Congresswoman Anna Eshoo (CA), Chairman George Miller’s Education and Labor Committee staff and Senator Edward Kennedy’s HELP Committee staff.
Coverage Areas: Managed Care, Healthcare Services
Mr. Mercer leads Marwood’s healthcare services and managed care practices. Prior to joining the Marwood Group, Mr. Mercer served as a Program Analyst at the Center for Consumer Information and Insurance Oversight (CCIIO) division at CMS. From his tenure at CCIIO, Mr. Mercer brings with him substantial expertise covering government health insurance programs with a focus on ACA exchange and Medicare Advantage policy issues and catalysts. As a Program Analyst at CCIIO, some of Mr. Mercer’s core responsibilities included tracking Federal and State legislative and regulatory changes, translating statutory and regulatory requirements into policy guidance, analyzing provisions of the Affordable Care Act for Federal and State regulators as well as health insurers, serving as a health insurance issuer rating subject matter expert, and collaborating with other CCIIO groups and contractors with a primary focus on working with the Federally Facilitated Marketplace development and policy teams. Mr. Mercer holds a JD from Washington & Lee University School of Law and a BA in Economics from the College of William and Mary.
Coverage Areas: Pharmaceuticals, Biotechnology, Clinical Laboratories, 340B, PBMs, and Devices
Dr. Williams leads Marwood’s Products Team, which includes coverage of pharmaceuticals, biotechnology, clinical laboratories, dialysis, PBMs and devices. This includes focusing on analyzing regulatory issues related to the Food and Drug Administration (FDA) and other federal agencies responsible for regulating medical products. Prior to joining the Marwood Group, Dr. Williams was an investment banker focused on pharmaceutical and biotechnology companies. He was engaged in helping both privately held and publicly traded companies raise growth capital and develop business development strategies. Prior to that, he was an equity analyst covering the pharmaceutical and biotech industries and covered over a dozen U.S. and European companies. Prior to working in the financial sector, Dr. Williams was a biomedical researcher and has held faculty positions at Vanderbilt University and Baylor College of Medicine. He holds a PhD in pharmacology from London University and an MBA from George Washington University.