Investors must see: 2020 J.P. Morgan conference focuses on drug pricing telemedicine, 15 Chinese enterprises will appear in emerging markets Forum

From January 13 to 16, 2020, the annual J.P Morgan conference will be held as scheduled This year's J.P Morgan conference is the 38th, still held in San Francisco's Westin Hotel, attracting thousands of investors from all over the world, from start-ups to hundreds of companies with a market value of more than $300 billion, covering the entire global healthcare sector As the first international forum in the field of health care every year, J.P Morgan conference is not only a summary of the previous year, but also a forecast of the trend of this year Enterprises and institutions will also look for opportunities for investment and cooperation at the conference, and numerous investment and M & A will be achieved by shaking hands The arterial network will continue to report on the Congress during the Congress At that time, please pay attention to the website of arteria network for the latest news and information of the conference Focus topic: drug pricing and telemedicine This is the election year in the United States The development of health care is always one of the topics that cannot be avoided in the election year J P Morgan, as the first major forum in the field of health care every year, will show the development trend of the field of health care this year In the United States, drug pricing has long been a controversial topic Especially in recent years, patients' out of pocket expenses on drugs have increased dramatically According to a recent poll conducted by the Caesar family foundation, 80% of Americans believe that the price of prescription drugs is unreasonable So reducing the cost of prescription drugs should be one of the top priorities of Congress Not only in the United States, but also in the domestic pharmaceutical industry With the acceleration of domestic approval process, more and more new drugs at home and abroad enter the Chinese market Even though these drugs have already set the lowest price in the world in China, it is still a difficult fee for most patients in China At the same time, with the increasing pressure of medical insurance payment, how to determine the domestic pricing of innovative drugs in the future will be a very worthy of discussion So for pharmaceutical companies around the world, in addition to focusing on drug research and development, they need to consider more factors "Whether it is a pharmaceutical enterprise or a biotechnology enterprise, the patient's ability to pay will be one of the core issues facing the enterprise Companies can no longer just focus on drug research and development, but also ensure that the price of drugs is within the patient's ability to pay, so that patients can finally access these drugs " Chris short, a senior professional and senior drug analyst at JPMorgan in the US, said In medicine, we also see that innovative biotechnology is promoting the rapid development of innovative drugs In 2019, the U.S FDA approved 58 new drugs, although less than 71 in 2018, but this is still a very high number Similar situation also happened in China After the approval of nine domestic class 1.1 new drugs in 2018, another six were approved in 2019 In addition, another domestic innovative drug was approved by the US FDA In 2020, it is clear that the boom of new drugs will continue "We have always believed that consumers will be at the forefront of healthcare change In 2019, we think that new medical models like telemedicine will become the development trend, and in 2020, we still see this way " J Lisa gill, senior analyst, medical technology and distribution research, P Morgan Consumers want to get medical services at the lowest price at the time and place they want In the United States, more and more young people are giving up signing up for private doctors and using mobile medical means to access more convenient medical services Telemedicine can easily collect patients' long-term diagnosis and treatment information, so that patients can get enough high-quality medical services anytime and anywhere In telemedicine, China is clearly ahead of the rest of the world Internet health care has stepped out of the exploratory period and entered the key landing link The intervention of new technologies is also affecting the development of telemedicine For example, AI technology can help patients find the most appropriate treatment plan through the analysis of patient data, while blockchain will solve the storage problem of patient medical data In the next few years, telemedicine will continue to develop under the impetus of new technologies and new models 15 Chinese companies will take part in the main forum area of J.P Morgan conference, which is like a road show hall for enterprises The world's top medical and health enterprises will release their core strategies of this year, discuss the development of the industry and look for new cooperation opportunities This year's J.P Morgan conference will see a number of domestic medical and health enterprises On January 15, the emerging market Forum gathered enterprises from China, South Korea and other countries The Chinese enterprises that will give speeches include O'Connor vision, AGCO Baifa, krypton free technology, Wuxi Pharmaceutical Co., Ltd., China biopharmaceutical, Baiji Shenzhou, Mindray medical, Tianyan pharmaceutical, micro medicine, Pingan good doctor, Weiya biotechnology, Dizhe medicine, Chuangsheng group, kangfang biology and tiger medicine Seven of the 15 Chinese enterprises (in order of speech order) that will give speeches at J.P Morgan conference have listed on the domestic market, Hong Kong stock exchange or NASDAQ Among the other eight enterprises, zero krypton technology and micro medicine, as Unicorn enterprises in the field of domestic digital medicine, have already reached the threshold of listing; Tianyan pharmaceutical, Chuangsheng group and kangfang biology have just disclosed the latest round of financing recently, and the amount is relatively large What kind of strategic plans will these five enterprises publish in J.P Morgan and whether they want to go public overseas will be a big focus of J.P Morgan this time The other three companies have their own advantages The predecessor of Di zhe medicine is AstraZeneca's China Innovation Center In October 2017, Dizhe pharmaceutical was jointly invested by AstraZeneca and the advanced manufacturing industry investment fund of SDIC innovation, and Zhang Xiaolin, former head of AstraZeneca China Innovation Center, was appointed as the CEO of Dizhe pharmaceutical All employees of the innovation center were invited to join the new company The product pipeline of Dizhe has increased from three when it was just independent to seven, and two drugs have entered the clinical stage Aikebaifa is a biomedical technology company focusing on the development of new drugs for respiratory virus infection and viral hepatitis Its new drug ziresovir for RSV (respiratory syncytial virus) is its current core pipeline The related pediatric drugs have entered the phase III clinical stage, and the adult drugs have also been carrying out phase II clinical research O'Connor vision is probably the most mysterious of the three In most press releases, it appears mostly under the English name of ocumentation therapeutics There are very few reports about the company, only a news report in November 2018 showed that o'conway obtained the exclusive development and commercialization rights and interests of eye point pharmaceuticals innovative eye therapy in China According to relevant reports, OCW is wholly owned by Tonghe Yucheng There are seven satellite conferences and three big topics This year's J.P Morgan conference has set up 33 satellite conferences, seven of which are directly related to China Including two satellite conferences independently held by Wuxi apptec and Kingsley and five other satellite conferences on Chinese topics At the J.P Morgan conference, the seven satellite conferences directly related to China have different focuses and pay attention to the occurrence, development and trend of different fields However, we summarize the relevant contents and find that there are three topics appearing in different conference agendas, which also indicate the development trend of China's medical industry in 2020 The globalization of the Chinese market the Chinese market is entering the global market with an increasingly open attitude This kind of communication is not only limited to the input and output of medical products, but also includes the integration of capital, technology and services "Show China" gives companies an opportunity to show their companies to Chinese investors, improve their visibility and look for potential investment and cooperation opportunities At that time, investment institutions such as Huaxing capital, Aobo capital, Decheng capital and Haitong Securities America Co., Ltd will all appear in the branch to explore more overseas investment opportunities "Aikunwei China day" will take integration as the theme, discuss in the current global pharmaceutical market environment, discuss business strategies, strategies and best practices that link the eastern and Western markets to achieve business growth and success Participants will discuss China's innovation from technology innovation, product research and development, approval process, cross-border M & A and other aspects At the "focus on China" forum, there will also be a number of keynote speeches to discuss China's opportunities in international exchanges Especially in the afternoon forum, Medtronic, Johnson & Johnson, Bayer, Fosun Pharmaceutical, Harbin Pharmaceutical Group and other domestic and foreign pharmaceutical enterprises will hold a round table discussion around the strategy of multinational companies entering the Chinese market and the overseas expansion and cooperation of China Pharmaceutical Cell therapy and gene therapy are not only in China, but also innovative biotherapy is one of the most concerned medical and health industry segments in the world Cell therapy technology, represented by car-t therapy, has conquered the field of blood tumor, which has not been broken through for a long time, with a new treatment method However, the emergence of gene therapy technology makes it possible to cure the serious diseases caused by gene defects Cell therapy and gene therapy are developing rapidly in China Although no product has been approved so far, many enterprises have begun to enter this cutting-edge subdivision field and let their cognition of technology and industry fall into products In the agenda setting of this year's satellite conference, it is clear that China's cell therapy and gene therapy are attracting global attention Renowned experts and business people in cell therapy and gene therapy at home and abroad will come together to discuss the opportunities and challenges of this advanced technology in China and the problems still existing in industrialization and commercialization "Focus on China" and "2020 pharmaceutical Kant Global Forum" both set up round table links to discuss the development direction of cell therapy and gene therapy; the biotechnology Global Forum held by Kingsley, its subtitle is cell gene therapy and the booming Chinese market, and all of its topics will be set around cell therapy and gene therapy From the current agenda, kite pharmaceutical, tmunity, the head enterprise of cell therapy in foreign countries, mingjunuo, Fosun Kate, Nanjing legend, Keji biology, exogenesis bio, as well as many investment institutions such as Lilly Asia and blue pool capital will participate in the discussion of relevant topics In addition, Scott Gottlieb, who resigned as head of FDA last year, will also give a keynote speech at the satellite conference For a long time, the medical services and insurance in the Chinese market with public health as the main body have made it difficult for commercial institutions to intervene However, in recent years, the increasing pressure of diagnosis and treatment in public hospitals and the need for national medical insurance to control fees provide opportunities for China's commercial institutions Among many medical subdivisions, Internet health care may be one of the few areas in which China leads the world make an appointment