What to Watch at the Year's Biggest Health Investor Event

(Bloomberg) -- Investors, executives, analysts and traders will flock to San Francisco for the crown jewel of sell-side events at next week’s annual JPMorgan Healthcare Conference.

The meeting runs Jan. 7 to Jan. 10 and often features preliminary earnings announcements, product updates and sometimes even a little dealmaking. Here’s a rundown of which stocks to watch for potential news. Presentations are divided into 30-minute blocks and are webcast. They are followed by 30-minute breakout sessions. (Note: All presentation times are PST and subject to change):

Monday, Jan. 7

• 7:30am: CELG - Commentary on Bristol-Myers takeover and potential overlap with pipelines and shareholder vote; plans to provide 2019 forecast and may update 2020 outlook
• 7:30am: MNK - Expectations on planned specialty generics business spinoff, handling of debt and outlook
• 7:30am: SRPT - May release data for Limb-girdle muscular dystrophy (LGMD) gene therapy, plans for Phase 3 DMD gene therapy trial
• 8am: NVS - Commentary on outlook for 2019 and price increases for the year, updates on recent deals and any comments on Celgene and Bristol deal
• 8:30am: PFE - New CEO’s comments on growth drivers including capital allocation strategy, remarks on pricing pressures, updates on consumer-focused joint venture with GSK
• 9:30am: GILD - Capital allocation plans, comments ahead of NASH data due in 1Q and 2Q, updates on outlook for drug pricing and Hep C and HIV drugs
• 9:30am: TEVA - Commentary on debt and Street’s Copaxone concerns, outlook for specialty and generic drugs and pricing
• 10am: ABC - Any comments on what’s next for supply chain after Amazon-PillPack deal, potential partnerships commentary, color related to ongoing opioid crisis and lawsuits
• 10:30am: REGN - May provide 2019 guidance, commentary on drug pricing and expectations for label expansion for Dupixent, outlook for competitor data that may impact Eylea franchise
• 10:30am: ALNY - Updated expectations for Onpattro launch and potential label expansion, comments on incoming M&A interest or partnerships
• 11am: EW - Revenue growth and global outlook for transcatheter valves, ongoing patent litigation with Boston Scientific
• 11:30am: VRTX - May provide 2019 guidance as soon as Sunday, commentary or disclosure of new Phase 3 triple combination data, update on upcoming filing for triple combo with FDA
• 2pm: HUM - Commentary on market share and exposure to Medicare Advantage, opportunities to deploy capital, thoughts on Amazon risks or concerns
• 2pm: BHC - Growth potential of dermatology business, continued paydown of debt and ability to do deals, remarks on buying Synergy Pharma’s Trulance and complement to Xifaxan
• 2:30pm: JNJ - Comments on talc asbestos problem and expectations for a spike in trials and costs to resolve claims
• 3:30pm: AGN - Updates on recall and suspension of sales of breast implants in Europe, growth and competition in the aesthetics space, looming competition from generics of its best-selling Restasis and both organic and inorganic growth potential
• 3:30pm: BIIB - Drug pricing and outlook for price hikes and competition in 2019, commentary on Alzheimer’s data from partnered program with Eisai and more important results from aducanumab data
• 3:30pm: NUVA - Commentary on outlook for spine market and debate between growth and margin expansion
• 4:30pm: MRK - Management comments on potential acquisitions or licensing of drugs after Antelliq purchase, pricing commentary
• 4:30pm: ONCE - May disclose 4Q sales of Luxturna or provide an update for dialogue with CMS on pricing and reimbursement, comment on high does cohort data for SPK-8011 and read-through on durability of gene therapy
• 5pm: DVA - Commentary on reimbursement hurdles and growth potential, outlook on sale of its Medical Group business to UnitedHealth

Tuesday, Jan. 8

• 7:30am: GSK - Recent purchase of Tesaro and outlook for deals and positioning within cancer drugs, commentary on reports surrounding pressure to split company and joint-venture with Pfizer
• 7:30am: ALXN - Drug pricing for Soliris and recently approved Ultomiris, upcoming Phase 3 Ultomiris data
• 7:30am: CHRS - Outlook for biosimilar to Amgen’s blockbuster drug Neulasta after Nov. approval
• 8am: DHR - Comments after 2019 view unveiled at Analyst Day, remarks centered on capital deployment and growth potential
• 8am: PDCO - Capital deployment strategy, updates on debt and commentary surrounding U.S. dental trends
• 8:30am: AMGN - Commentary on sales and dynamics of CGRP market with Aimovig launch, potential for deals and licensing, biosimilar competition to products like Enbrel, Neulasta, Sensipar, Aranesp, Epogen and Neupogen
• 8:30am: THC - Comments on Conifer sale and outlook on Obamacare expectations
• 9am: NKTR - Debate on combination of NKTR -214 with Bristol’s Opdivo
• 9:30am: Roche - Sales and pricing outlook for 2019, commentary on potential deals or licensing agreements
• 9:30am: GTHX - Commentary on recent group of study readouts that met targets but resulted in share sell-off
• 10am: BMY - Management comment on M&A market dynamics as buyer or seller after Celgene announcement, commentary on pending shareholder approval of takeout, outlook for key drug Opdivo and Eliquis
• 10:30am: MRNA - Outlook for company and sector after highly-anticipated public offering, updates on pipeline and trials
• 11am: MYL - Update for its generic to GSK’s Advair, comments on debt leverage and cash flow strength
• 11:30am: GBT - Comments on FDA filing or pre-NDA meeting with FDA for voxelotor, remarks on M&A or partnering
• 2pm: EXAS - Growth outlook and expectations for 2019, pipeline advancement with new launches and approvals on the horizon, capital allocation for debt, dividends and tuck-in M&A
• 2:30pm: HSIC - Commentary on U.S. dental market and potential for share gains, any updates on upcoming animal-health unit spinoff
• 3:30pm: Takeda - Updates on takeover of Shire and commentary surrounding pipeline and upcoming catalysts
• 3:30pm: SAGE - Could report Phase 3 data of SAGE-217 in severe postpartum depression, updates on Zulresso ahead of potential FDA approval, commentary surrounding current M&A and partnering dynamics
• 4:30pm: CLVS - Commentary on M&A speculation amid reported activist push in the aftermath of TSRO deal, updates on competitive landscape for Rubraca

Wednesday, Jan. 9

• 8am: ABBV - Commentary on current large-cap biopharma M&A dynamics after Bristol’s Celgene deal, outlook for Humira and looming patent cliff, drug pricing commentary and view
• 8am: ACOR - May provide a disclosure on the pricing of Inbrija
• 9am: EDIT - Management reaction to recent report of Chinese doctor using CRISPR technology in babies
• 9:30am: AMRN - Could pre-announce 4Q earnings and guide to 2019 operating expenses, provide update on recent prescription trends and filing with FDA
• 2:30pm: ICPT - May pre-announce 4Q prescriptions for Ocaliva, commentary surrounding upcoming Phase 3 NASH trial
• 3pm: NVAX - Commentary on pair of upcoming trials due in 1Q
• 5:30pm: ESPR - Updates on bempedoic acid partnerships for ex-U.S. rights, outlook for upcoming filings in U.S. and Europe

Thursday, Jan. 10

• 10:30am: URGN - May disclose “Olympus” data for UGN-101, commentary surrounding new CEO and filing submission with the FDA

To contact the reporter on this story: Bailey Lipschultz in New York at blipschultz@bloomberg.net

To contact the editor responsible for this story: Catherine Larkin at clarkin4@bloomberg.net

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