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Motley Fool Hidden Gems Investing

JP Morgan Healthcare Conference Highlights

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 20 January 2024

⏱️ 26 minutes

🧾️ Download transcript

Summary

Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss: - Biogen’s next shot at an Alzheimer’s treatment. - Why companies can’t “muscle their way” into making new molecules. - How NVIDIA could change drug development.  - Moderna’s vaccine strategy Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX Host: Deidre Woollard Guest: Karl Thiel Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Yeah, right. And this is a, you know, a meeting where the very biggest companies are completely dwarfed by the size of a trillion dollar company like Invidious striding into the room.

0:12.2

It associates biotech with one of the biggest

0:14.4

buzzwords of the last year which is AI and that's that's exactly what he was

0:19.2

there for.

0:22.0

I'm Mary Long and that's Carl Teal, a Motley Fool biotech analyst.

0:28.0

Dieter Woolard caught up with Carl to get some takeaways from the recent

0:31.4

JPMorgan Healthcare Conference where health care and biotech companies get some takeaways from the recent JPMorgan Health Care Conference,

0:33.2

where health care and biotech companies

0:35.1

tell investors what they're up to.

0:37.0

Dider and Carl discuss how Vertex Pharmaceuticals

0:39.8

could change pain medication,

0:41.6

why winners will probably keep on winning in the weight loss drug

0:44.5

space, and a cancer treatment that's frustrating investors.

0:48.4

Something that's to happen last year, the big story of, you know,

0:55.1

G.P. 1 drugs and diabetes care kind of reinvigorated, it seemed to me,

1:00.1

the whole space in general. I mean, that's probably overstating things,

1:03.7

but you saw these companies like Eli Lilly

1:06.2

and Nova Nordics, they had this monster year.

1:08.7

They couldn't get these drugs out fast stuff.

1:11.0

Every time I turn on the TV TV somebody is offering a new service

1:14.2

trying to get these drugs out so this seems like an overnight success but this is

1:18.5

like a two-decade story what what is happening in this space?

...

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